SmartAssistant

15 statements across 1 episodes · 8 bullish · 1 bearish · 1 people on the record · first statement Nov 18, 2018 by Marcus Linder · said 30 times in 1 episodes since 2018 · across every show →

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brought up most by Nathan Latka (25), Marcus Linder (5)

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Everything said about SmartAssistant, oldest first

Nov 18, 2018 positive
Assertion Not checkable as stated
SmartAssistant maintains single-digit annual gross churn
“Churn, we have a single figure churn rate in terms of annual churn.”
Marcus Linder Nov 18, 2018 ▶ 11:46 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 positive
Assertion Not checkable as stated
SmartAssistant's CAC payback period is approximately one year
“The payback time is at around one year at the moment.”
Marcus Linder Nov 18, 2018 ▶ 14:40 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 neutral
Assertion Not checkable as stated
Founders initiated SmartAssistant CEO replacement and convinced the board
“That was after the round. We went to our board and said, Hey guys we had to convince them actually”
Marcus Linder Nov 18, 2018 ▶ 8:51 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018
Disclosure
SmartAssistant raised a $6M equity round from a UK VC
“So 1617, we got ABC on board. UK West based DC we did a six million dollar out.”
Marcus Linder Nov 18, 2018 ▶ 6:57 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018
Disclosure
SmartAssistant raised $3M from SAP Hybris founders
“So we raised about three million dollars from angel investors the original founders of SAP Hybris.”
Marcus Linder Nov 18, 2018 ▶ 6:32 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 positive
Assertion Not checkable as stated
SmartAssistant's annual net revenue retention exceeds 110%
“Yeah. In the range 110 plus.”
Marcus Linder Nov 18, 2018 ▶ 12:51 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018
Assertion Supported
SmartAssistant employs over 100 people across the US and Europe
“We have in terms of the teams, we have more than a hundred team members across U.S., Europe”
Marcus Linder Nov 18, 2018 ▶ 7:26 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 positive
Assertion Not checkable as stated
SmartAssistant has scaled to over 100 enterprise customers
“We have, with more than a hundred customers.”
Marcus Linder Nov 18, 2018 ▶ 7:22 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 neutral
Disclosure
SmartAssistant customers pay $10k to $100k-plus per month
“So multiple 10 to a 100,000 and more per month.”
Marcus Linder Nov 18, 2018 ▶ 5:31 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 positive
Disclosure
SmartAssistant's large enterprise contracts reach into the millions
“Our large customers, you know it goes up into the millions, so it's difficult.”
Marcus Linder Nov 18, 2018 ▶ 5:11 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 positive
Disclosure
Marcus Linder steps down as SmartAssistant CEO to become President
“Yeah, I'm now a president and CMO of the company, so we decided to bring a new CEO on board, like an external, very experienced CEO, because we see a huge opportunity, and we're growing like crazy, and at the same time, none of us, to be honest, had a proper j…”
Marcus Linder Nov 18, 2018 ▶ 1:55 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 positive
Assertion Not checkable as stated
SmartAssistant achieves an 8x to 9x LTV to CAC ratio
“The ratio between customer acquisition cost lifetime value is at about eight, nine.”
Marcus Linder Nov 18, 2018 ▶ 16:45 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 negative
Assertion Not checkable as stated
Struggling early retail clients drive SmartAssistant's customer churn
“And churn really clearly comes just from one segment, which is retail. Our early retail customers are in serious troubles at the moment and just simply can't pull that strategy off anymore to become their customer's trusted advisor and don't have the manpower …”
Marcus Linder Nov 18, 2018 ▶ 12:20 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 bullish
Assertion Not checkable as stated
SmartAssistant revenue grows at triple-digit percentages year-over-year
“Growing at triple, triple digit percent year over year.”
Marcus Linder Nov 18, 2018 ▶ 7:33 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
Nov 18, 2018 neutral
Assertion Not checkable as stated
SmartAssistant's annual revenue remains significantly below $100 million
“We want we are still significantly below the hundred million, unfortunately.”
Marcus Linder Nov 18, 2018 ▶ 18:10 1212 Chatbot company SmartAssistant: We'll pass $50m in next few quarters
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