Prediction Open · timeframe Jun 2029
Sánchez: $5T in Manufacturing Trade to Shift to LatAm
“It is expected that five trillion dollars from manufacturing trade will shift into Latin America in the next five years.”
Assertion Contradicted
Sánchez: 70% of Mexican SMBs Are Profitable When Bankrupt
“Did you know that 70% of all SMBs in Mexico are actually profitable when they go bankrupt?”
Assertion Not checkable as stated
Sánchez: CredFeed's default write-off rate is 0.5% vs. 12% industry average
“Default, like, write-offs that we have done, it's 0.5% today. The industries, it's 12% in Mexico.”
Assertion Supported
Sánchez: Mandatory Mexican e-invoicing makes unpaid factoring a criminal fraud
“We track every single invoice on real-time due to the electronic invoicing being mandatory in Mexico, so we know the status of every invoice on real-time. So if they get paid by their customer and they don't pay us, that's considered fraud. So that's a crimina…”
Assertion Supported
Sánchez: CredFeed needs only 5,000 of Mexico's 770,000 manufacturers for $100M ARR
“Today there are 770,000 manufacturing companies just in Mexico. We only need 5000 to get to a hundred million dollars in annual recurring revenue to be a billion dollar company with the average revenue that we're generating today with our current users.”
Prediction Not checkable as stated
Sánchez: CredFeed will reach $4M ARR with $10M debt facility
“So we're raising this round To help us unlock a ten million dollar debt facility that will allow us to get to those four million dollars in ARR in the next months.”
Assertion Contradicted
Sánchez: Mexican banks require real estate collateral for all business loans
“Because banks in Mexico, they all require real estate as collateral to provide any kind of business loan.”
Assertion Not checkable as stated
Sánchez: 3 to 4 users churn from Xepelin to CredFeed monthly
“We have at least three to four users that churn from Zeppelin into Credly every month”
Assertion Not checkable as stated
Sánchez: CredFeed underwrites loans in six hours versus competitors' eight weeks
“They would take around eight weeks on the write-up customer. We take around six hours.”
Assertion Not checkable as stated
CredFeed Has Unlocked Over $30.5M in Cash Flow for SMBs
“And at CredFeed, we have already unlocked over 30 and a half million dollars from the cash flows of small and mid-sized businesses.”
Assertion Partly supported
Sánchez: 80% of Mexican SMBs Lack Access to Credit Products
“80% of all SMEs in Mexico still do not have access to any kind of credit products”
Disclosure
Sánchez: CredFeed Operates With 16% Capital Cost and 20% Spread
“So, our cost of capital today is 15.97%. Our average APR, it's 36.14%. So there we have a 20% margin spread.”
Assertion Not checkable as stated
Luis Sánchez: CredFeed is currently breakeven
“We're breakeven.”
Disclosure
Sánchez: CredFeed is raising $1.2M with $905K secured
“We're raising 1.2. We already have a 905 K secured.”
Assertion Not checkable as stated
Luis Sánchez: CredFeed has 71% 24-month customer retention
“71%, 24 month retention rate.”
Assertion Not checkable as stated
Luis Sánchez: CredFeed maintains 108% net dollar retention
“Net dollar revenue retention, 108.”
Assertion Supported
Sánchez: Mexico's B2B financing gap stands at $164 billion
“The financing gap in Mexico in the B to B market, it's one hundred and sixty four billion dollars.”
Disclosure
Luis Sánchez: CredFeed has raised $107k to date
“We raised a small 107 K.”
