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Sailthru

20 statements across 1 episodes · 8 bullish · 0 bearish · 1 people on the record · first statement Dec 15, 2018 by Neil Lustig · said 29 times in 1 episodes since 2018 · across every show →

Mentions by year

brought up most by Nathan Latka (29)

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2018 29 mentions in 1 episode

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Everything said about Sailthru, oldest first

Dec 15, 2018 neutral
Assertion Supported
Sailthru's total invested capital is just under $50 million
“Total invested capital is just under 50,000,005 years.”
Neil Lustig Dec 15, 2018 ▶ 13:24 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 bullish
Prediction Not checkable as stated
Sailthru will never lose money again after turning cash flow positive
“We were cashflow positive significantly in Q one. We'll never lose money again.”
Neil Lustig Dec 15, 2018 ▶ 13:17 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 positive
Assertion Not checkable as stated
Sailthru's year-over-year revenue growth is approximately 20 percent
“Overall I'd say our growth is in the 20% range year over year.”
Neil Lustig Dec 15, 2018 ▶ 12:50 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 neutral
Assertion Not checkable as stated
Sailthru's customer acquisition cost is 1.5x its first-year contract value
“So it's probably one of the half times are our first year cost, which is pretty high.”
Neil Lustig Dec 15, 2018 ▶ 9:04 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 bullish
Prediction Not checkable as stated
Sailthru is halfway to its target of $200,000 average contract value
“I think we're halfway through this journey of getting to an average customer size, an average relationship size of about 200,000 dollars a year.”
Neil Lustig Dec 15, 2018 ▶ 6:11 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 positive
Disclosure
Sailthru expects 2018 gross revenue churn to be under 15 percent
“So I think our gross churn this year will be south of 15%.”
Neil Lustig Dec 15, 2018 ▶ 7:40 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018
Assertion Not checkable as stated
Sailthru has roughly 200 total employees
“Roughly 200.”
Neil Lustig Dec 15, 2018 ▶ 7:24 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 neutral
Disclosure
Sailthru may raise capital in early 2019 to accelerate growth
“So I think in the early part of next year, we'll look at, do we want to raise money again to do something to accelerate our growth beyond this?”
Neil Lustig Dec 15, 2018 ▶ 14:33 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 neutral
Assertion Contradicted
Sailthru has not raised outside capital since 2013
“We haven't raised money since 2013.”
Neil Lustig Dec 15, 2018 ▶ 12:58 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018
Disclosure
Sailthru's average customer pays $120,000 per year on annual contracts
“We engage on an annual basis and our average customer is paying 120,000 dollars a year.”
Neil Lustig Dec 15, 2018 ▶ 5:15 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 bullish
Prediction Not checkable as stated
Sailthru expects to reach $40M to $50M ARR by year-end 2018
“We'll, we'll be between 40 and fifty million in revenue, in ARR. By the end of this year.”
Neil Lustig Dec 15, 2018 ▶ 13:39 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 neutral
Disclosure
Sailthru is not in acquisition talks and is focusing on profitability
“No, so right, this year our focus is Is get a full year of profitability and cashflow positive and growth under our belt.”
Neil Lustig Dec 15, 2018 ▶ 14:04 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018
Assertion Not checkable as stated
Sailthru's average contract value doubled from $60,000 since Lustig joined
“When I started our ACV was about half that.”
Neil Lustig Dec 15, 2018 ▶ 5:33 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 positive
Disclosure
Sailthru expects 2018 net dollar retention to top 100 percent
“So on a net basis, on a net dollar retention basis, this year will be north of a hundred.”
Neil Lustig Dec 15, 2018 ▶ 7:55 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018
Disclosure
Sailthru currently serves roughly 400 customers
“Roughly 400.”
Neil Lustig Dec 15, 2018 ▶ 6:24 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018
Assertion Not checkable as stated
Sailthru sends 100 billion emails on behalf of its customers
“We send A hundred billion emails, for example, on behalf of our customers, and literally everyone can be completely different.”
Neil Lustig Dec 15, 2018 ▶ 4:30 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 positive
Assertion Not checkable as stated
Sailthru's modeled customer lifetime value is just over $400,000
“So I would say the last time we did the model, it was just north of 400,000.”
Neil Lustig Dec 15, 2018 ▶ 10:00 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 neutral
Disclosure
Sailthru hires an outside consultant to interview every churning customer
“We have an outside consultant that we hire that calls every customer who turns to say, why did you turn? What was the decision?”
Neil Lustig Dec 15, 2018 ▶ 10:33 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018
Assertion Not checkable as stated
Sailthru's team is roughly 40 percent technical and 20 percent sales
“So I'd say roughly 40% of our team are technical. So engineering product and I'd say 20% of the team Sales sales and sales marketing.”
Neil Lustig Dec 15, 2018 ▶ 6:36 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
Dec 15, 2018 positive
Disclosure
Job-hopping customer referrals are Sailthru's best sales channel
“And so for sure our most productive source of new business is referrals from customers who have moved on to their next e-commerce or media business.”
Neil Lustig Dec 15, 2018 ▶ 8:43 1239 SailThru raised $50m, now profitable, 20% yoy growth, whats next?
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