Hotel Investor Apps

5 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Nov 9, 2022 by Charlie Fritsch · said 1 times in 1 episodes since 2022 · across every show →

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2022 1 mention in 1 episode

Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact? Nov 9, 2022 · 1 mention · from 9:19
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Everything said about Hotel Investor Apps, oldest first

Nov 9, 2022 positive

Assertion Not checkable as stated

Fritsch: Investors do not discount valuations for software built on OEM ERPs

“Ah, so far all of the investor companies I've spoken to, that hasn't been a factor.”

Charlie Fritsch Nov 9, 2022 ▶ 19:39 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?

Nov 9, 2022 positive

Insight

Fritsch: Building software on top of an ERP enables leaner engineering

“Ah, and again, we can operate a little bit leaner, because we are built on top of an ERP, and then we host on AWS.”

Charlie Fritsch Nov 9, 2022 ▶ 20:54 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?

Nov 9, 2022 bullish

Prediction Not checkable as stated

Fritsch predicts BI revenue will surpass accounting software revenue by 2024

“Next year and the year after, the revenue from our business intelligence applications are gonna equal or exceed the, ah, the accounting piece.”

Charlie Fritsch Nov 9, 2022 ▶ 17:06 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?

Nov 9, 2022

Disclosure

Hotel Investor Apps pays ERP royalties on SaaS fees, not implementation

“We don't pay, ah, any revenue to the ERP, ah, from our implementation and training fees. We only pay on the monthly SAS fee.”

Charlie Fritsch Nov 9, 2022 ▶ 11:28 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?

Nov 9, 2022 bullish

Prediction Not checkable as stated

Hotel Investor Apps expects upselling BI tools to triple hotel customer ACV

“So we have some business intelligence tools that we're now just beginning to sell to our same customer base to double, potentially triple, The annual contract value that we have from each, ah, hotel that we sell.”

Charlie Fritsch Nov 9, 2022 ▶ 14:07 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?

Hotel Investor Apps

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