Dolado

13 statements across 1 episodes · 8 bullish · 0 bearish · 1 people on the record · first statement Jun 8, 2022 by Guy Freary · said 16 times in 1 episodes since 2022 · across every show →

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Everything said about Dolado, oldest first

Jun 8, 2022 neutral
Disclosure
Freary: Dolado raised a $10M Series A led by Valor Capital
“The last round we just announced two months ago was a ten million dollar round. That was led by Valor Capital, and we brought like six, six funds alongside.”
Guy Freary Jun 8, 2022 ▶ 12:48 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 neutral
Disclosure
Freary: Dolado targets single-store retailers in towns under 100k population
“We're talking about very small retailers that has usually one store. And we're not going after The retailer, the low hanging fruit, as I told the retailer that is located in Sao Paulo in Mexico city. No, not this guy. I'm talking about the guy who is in a city…”
Guy Freary Jun 8, 2022 ▶ 8:52 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 bullish
Assertion Not checkable as stated
Freary: Dolado has 1,500 monthly buyers spending $120 on average
“Last, last 30 days, around one, 1500. It's spent on average with us 100 and 20 dollars on average. And we've been growing 50% month over month.”
Guy Freary Jun 8, 2022 ▶ 4:34 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 bullish
Assertion Supported
Freary: Dolado is the only VC-backed online electronics B2B marketplace
“We decided to focus on electronic. We are the only one on the B to B marketplace space online VC backed.”
Guy Freary Jun 8, 2022 ▶ 2:22 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 neutral
Disclosure
Freary: Over 90% of Dolado volume is first-party sales
“Most of them it's directly that I, the marketplace, the three P play that it's, it just started last month. So over 90% of what we are talking here is From our, like we buying and selling to the clients, not just intermediating on the trippy marketplace.”
Guy Freary Jun 8, 2022 ▶ 6:35 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 neutral
Disclosure
Freary: Dolado took 15% equity dilution in its Series A
“No, less than that, we, to, I can disclose you the numbers, but we were diluted 15% to be precise.”
Guy Freary Jun 8, 2022 ▶ 13:34 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 bullish
Disclosure
Freary: Dolado will monetize via credit, payments, and SaaS using merchant data
“Giving credit for this segment is super hard because nobody has the actual data. But the moment I know how much he's selling online, The moment I know how much he's buying, the moment I have all the data of the transactions that are going, the real data, then …”
Guy Freary Jun 8, 2022 ▶ 10:33 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 positive
Disclosure
Freary: Dolado offers free SaaS as a CAC hack to sell inventory
“The SaaS part of the business, we're giving it for free because it's a way for us to, it's a cack hack. Like we offer the e-commerce solution for them to sell to their final cloud for free. But the moment they started using our solution and build the trust, we…”
Guy Freary Jun 8, 2022 ▶ 2:53 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 bullish
Assertion Not checkable as stated
Freary: Dolado is pacing at an annualized revenue run rate of $2M
“So right now, if you annualize the numbers that I told you, it's going to be something around two million dollars in ARR and one annualized.”
Guy Freary Jun 8, 2022 ▶ 8:05 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 neutral
Disclosure
Freary: Dolado targets $5M ARR and 40% gross margin for Series B
“So our goal is to reach five million dollars in ARR with a net net positive net positive revenue retention. And also like to reach 40% gross margin as the way I told you, like revenue minus COGS and build the best team.”
Guy Freary Jun 8, 2022 ▶ 17:07 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 positive
Disclosure
Freary: Dolado maintains over 30 months of cash runway
“So we have like more than 30 months of revenue, runway, because the business is still growing, but first of all, like more, more than 50%.”
Guy Freary Jun 8, 2022 ▶ 16:13 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 bullish
Assertion Not checkable as stated
Freary: Dolado's 28% gross margin is among the highest in B2B marketplaces
“So right now the gross margin consider the price we sell and how much we pay in terms of COGS, it's 28%. So it's one of the highest in the B to B segment, the B to B marketplaces.”
Guy Freary Jun 8, 2022 ▶ 5:09 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Jun 8, 2022 positive
Assertion Not checkable as stated
Freary: Dolado has 500 electronics SKUs and 30k registered merchants
“So right now we have around 500 SKUs, 100% focus on the electronics. We have more than 30,000 merchants registered.”
Guy Freary Jun 8, 2022 ▶ 3:50 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
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