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RIA in a Box

12 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement Dec 8, 2019 by Will Bressman · said 21 times in 1 episodes since 2019 · across every show →

Mentions by year

brought up most by Nathan Latka (21)

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2019 21 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about RIA in a Box, oldest first

Dec 8, 2019 positive
Assertion Not checkable as stated
Bressman: Content Marketing Is RIA in a Box's Primary Acquisition Driver
“But our primary customer acquisition channel has really been content. And for us that's just been a huge driver of growth in our business.”
Will Bressman Dec 8, 2019 ▶ 16:42 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019
Disclosure
Bressman: RIA in a Box pricing ranges from $5k to $15k annually
“So we're sort of in the range of like five to 15,000 per year.”
Will Bressman Dec 8, 2019 ▶ 3:53 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019 neutral
Disclosure
RIA in a Box scaled via organic cash flow, not venture capital
“So it really follows more of the bootstrap path where we've grown through our own sort of internal reinvestment and money we've generated through the business as opposed to kind of tons and tons of VC rounds along the way.”
Will Bressman Dec 8, 2019 ▶ 5:10 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019
Assertion Not checkable as stated
Bressman: RIA in a Box serves 1,800 of 30,000 potential firms
“We're working about 1800 firms. There's roughly 30,000 or so we can be working with.”
Will Bressman Dec 8, 2019 ▶ 12:29 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019 positive
Disclosure
Bressman: RIA in a Box partnered with Aquiline Capital Partners
“We partnered with a private equity firm here in New York called Aqualine Capital Partners, and the idea really with joining with them was to give us that next phase of capital and really kind of expand our capabilities and our ability to serve the market.”
Will Bressman Dec 8, 2019 ▶ 10:47 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019 positive
Assertion Not checkable as stated
Bressman: RIA in a Box Has CAC Payback of Under a Year
“We typically operate in sort of a year or less as our payback.”
Will Bressman Dec 8, 2019 ▶ 15:57 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019
Assertion Not checkable as stated
Bressman: RIA in a Box employs about 45 people
“We have about 45 people.”
Will Bressman Dec 8, 2019 ▶ 13:26 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019
Disclosure
Bressman: RIA in a Box makes directionally $750k monthly revenue
“It's directionally correct. Yeah.”
Will Bressman Dec 8, 2019 ▶ 4:28 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019
Assertion Not checkable as stated
Bressman: RIA in a Box grows 30% to 50% year-over-year
“We're in that 30, 50% range.”
Will Bressman Dec 8, 2019 ▶ 13:14 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019 positive
Assertion Not checkable as stated
Bressman: RIA in a Box Gross Retention Exceeds 90%
“We're above sort of 90% in gross retention and even higher in what we call preventable retention.”
Will Bressman Dec 8, 2019 ▶ 14:11 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019 neutral
Assertion Partly supported
Bressman acquired RIA in a Box in 2012 as pure consulting firm
“The company was started in 2000, in 2006, but we got involved in 2012. And you know, at that time he really had a consulting business that was not tech enabled. There was no real sort of internal or external technology”
Will Bressman Dec 8, 2019 ▶ 7:16 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
Dec 8, 2019 positive
Assertion Not checkable as stated
Bressman: RIA in a Box Is Cash Flow Positive
“Yeah, we are.”
Will Bressman Dec 8, 2019 ▶ 16:51 1597 How He Used a Search Fund To Build $7m ARR Company, Low Risk
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