Simon Ponsford

8 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 23, 2021 by Simon Ponsford · across every show →

On the record as a speaker too: Simon Ponsford's record, appearances and statements → this page counts the times other people say the name.

Everything said about Simon Ponsford, oldest first

Oct 23, 2021

Disclosure

YellowDog bills customers based purely on managed core hours

“The sales model is all, is, is all about licensing. So it's all about number of core hours that people use that we effectively manage for them.”

Simon Ponsford Oct 23, 2021 ▶ 1:44 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation

Oct 23, 2021 neutral

Disclosure

YellowDog is completing a $1.5M round at a $12.5M valuation

“No, no, we've just done we've almost completed one and a half on that one.”

Simon Ponsford Oct 23, 2021 ▶ 12:12 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation

Oct 23, 2021 neutral

Disclosure

YellowDog's pricing sweet spots are $5K and $50K monthly

“There's a sweet spot in the sort of mid, in the small and mid market, which is generally around about 5000 dollars. And then the upper end. Yeah. And then the upper end is probably closer to 50,000.”

Simon Ponsford Oct 23, 2021 ▶ 2:35 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation

Oct 23, 2021 negative

Disclosure

COVID-19 reduced YellowDog's annual revenue by roughly $400K

“That probably took a good 400 K off of that annual.”

Simon Ponsford Oct 23, 2021 ▶ 10:57 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation

Oct 23, 2021 neutral

Disclosure

Founder Simon Ponsford holds roughly 8% equity in YellowDog

“I'm at around eight percent.”

Simon Ponsford Oct 23, 2021 ▶ 12:59 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation

Oct 23, 2021 positive

Disclosure

YellowDog's largest enterprise accounts pay over $250K annually

“You're talking those accounts are generally more than just about sort of quarter of a million, maybe a little bit higher.”

Simon Ponsford Oct 23, 2021 ▶ 3:46 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation

Oct 23, 2021

Assertion Not checkable as stated

Seven of YellowDog's 12 employees are software engineers

“So engineering is seven people.”

Simon Ponsford Oct 23, 2021 ▶ 15:04 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation

Oct 23, 2021 neutral

Disclosure

YellowDog's core subscription MRR was around $30K in late 2020

“That would be about 30.”

Simon Ponsford Oct 23, 2021 ▶ 11:18 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation

Simon Ponsford

Everything said about Simon Ponsford, oldest first

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