Tradeshift

13 statements across 1 episodes · 8 bullish · 0 bearish · 1 people on the record · first statement Dec 11, 2017 by Christian Lanng · said 15 times in 1 episodes since 2017 · across every show →

Mentions by year

brought up most by Nathan Latka (12), Christian Lanng (3)

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Everything said about Tradeshift, oldest first

Dec 11, 2017 positive
Assertion Not checkable as stated
Half of Tradeshift's revenue comes through channel partners
“50% of our revenue today arrived through partners, and the brilliant thing about partners is they typically already have, and this is BPOs, SIs, you know, they have a relationship with the customer.”
Christian Lanng Dec 11, 2017 ▶ 11:43 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017 bullish
Assertion Not checkable as stated
Most Tradeshift enterprise contracts expand to over $1 million ACV
“And then over time of the contract, we see most contracts move into the one, 1.5 million dollar range, some even more, right?”
Christian Lanng Dec 11, 2017 ▶ 6:48 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017 bullish
Assertion Not checkable as stated
Tradeshift is generating over $60 million in ARR
“Yeah.”
Christian Lanng Dec 11, 2017 ▶ 20:57 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017
Disclosure
Tradeshift charges enterprise buyers, keeping its platform free for suppliers
“So, I mean, in this industry, there's for many years been this idea that the supplier should pay for it, but it doesn't really make any sense. The suppliers are trying to get online. The suppliers are trying to do business. The buyers are the one that really g…”
Christian Lanng Dec 11, 2017 ▶ 2:48 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017 neutral
Disclosure
Tradeshift uses Palantir-style forward-deployed engineering for pre-sales
“Where we spend the time is with the salespeople. We do a lot, almost like Palantir did in the early days. So for what deployed in years, prototyping with the customer, going out and showing concepts for what it can be and what it can look like.”
Christian Lanng Dec 11, 2017 ▶ 15:10 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017
Assertion Not checkable as stated
Tradeshift has 600 employees, with one-third in sales
“So we totally, we are out 600 people doubling roughly year over year. And right now around a third of that is our sales force, right?”
Christian Lanng Dec 11, 2017 ▶ 15:37 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017 bullish
Assertion Not checkable as stated
Tradeshift's enterprise customer LTV exceeds $5 million
“Yeah, I would say definitely more than five.”
Christian Lanng Dec 11, 2017 ▶ 20:21 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017
Disclosure
Tradeshift has raised $190 million in total capital
“A hundred and ninety million dollars.”
Christian Lanng Dec 11, 2017 ▶ 8:59 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017 positive
Insight
B2B software success directly correlates with access to capital
“Look in B to B, capital is everything. You can literally draw a straight line between the best performing B to B public companies today and how much capital they have access to.”
Christian Lanng Dec 11, 2017 ▶ 9:13 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017
Assertion Not checkable as stated
Tradeshift's average enterprise ACV starts at $500K
“Oh, I would say we're probably in the high end of the public listed SAS B to B companies. So something like five on the K CV annual contract value and upwards.”
Christian Lanng Dec 11, 2017 ▶ 4:06 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017 bullish
Assertion Not checkable as stated
Tradeshift has never lost a customer after go-live
“We never, ever lost a customer that got on live.”
Christian Lanng Dec 11, 2017 ▶ 16:24 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017 positive
Assertion Not checkable as stated
Tradeshift's enterprise CAC payback period is roughly 12 months
“We're pretty much on par that an enterprise account, It costs essentially first year revenue before you before alive, right? So it's a one-to-one factor.”
Christian Lanng Dec 11, 2017 ▶ 11:01 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
Dec 11, 2017 bullish
Prediction Not checkable as stated
Tradeshift expects to cross $100 million ARR in 2018
“Probably next year.”
Christian Lanng Dec 11, 2017 ▶ 20:46 870 SaaS: $190m Raised, 150 Customers, $60m+ ARR for Supply Chain Management
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