Emmanuel Shalit

9 statements across 1 episodes · 5 bullish · 1 bearish · 1 people on the record · first statement Dec 3, 2018 by Emmanuel Shalit · across every show →

Everything said about Emmanuel Shalit, oldest first

Dec 3, 2018 positive
Insight
Shalit: Consumer users drive B2B adoption, boosting true customer lifetime value
“And there are synergies between the B to B side of our business and the B to C side of our business, which means that whenever we generate individual users, they end up working somewhere and that somewhere they tell that company to. And so the value of those r…”
Emmanuel Shalit Dec 3, 2018 ▶ 15:11 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Opinion
Shalit: Password management has more immediate impact than space exploration
“Because I think at the end of the day short term, I can have more impact on mankind by focusing on this.”
Emmanuel Shalit Dec 3, 2018 ▶ 2:10 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Assertion Not checkable as stated
Shalit: Dashlane maintains approximately 105% annual net revenue retention
“You could think about a 105.”
Emmanuel Shalit Dec 3, 2018 ▶ 6:15 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Assertion Not checkable as stated
Shalit: Dashlane achieves 0.4% annual churn for certain user cohorts
“Depending on the courts I look at, for some courts, we have annual churn that is in the you know, 0.4%.”
Emmanuel Shalit Dec 3, 2018 ▶ 5:13 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 positive
Disclosure
Shalit: Dashlane's venture debt terms lack hard revenue or operational covenants
“In our case, we were able to negotiate really attractive terms because of the nature of our cash flow, and that none of what we have agreed to is Is tied in a hard way to, you know, revenues or covenants or anything.”
Emmanuel Shalit Dec 3, 2018 ▶ 18:16 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018
Assertion Not checkable as stated
Dashlane CEO: Customer acquisition payback period is under a year
“Significantly less than a year.”
Emmanuel Shalit Dec 3, 2018 ▶ 12:08 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018
Assertion Not checkable as stated
Dashlane approaches $1M per month in direct paid marketing spend
“Today you can think of us as spending we are below a million a month, but that number is quickly growing.”
Emmanuel Shalit Dec 3, 2018 ▶ 10:52 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018
Assertion Not checkable as stated
Dashlane CEO: App adds approximately 250,000 new free users per month
“Think about a quarter million.”
Emmanuel Shalit Dec 3, 2018 ▶ 9:45 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
Dec 3, 2018 negative
Insight
Shalit: Late-stage VC minimum check sizes force dangerous valuations or dilution
“When you get to later stage rounds, you're often constrained by things like minimum check size. Which then force you to either accept a lot of dilution or a very high valuation that may turn against you if the markets go in the other direction.”
Emmanuel Shalit Dec 3, 2018 ▶ 19:30 1227 Would $24m ARR Dashlane Ever Merge with LastPass?
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