Vindi

13 statements across 2 episodes · 5 bullish · 1 bearish · 2 people on the record · first statement May 3, 2020 by Rodrigo Dantas · said 16 times in 2 episodes since 2020 · across every show →

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brought up most by Nathan Latka (12), Rodrigo Dantas (3), Felipe Bargetti (1)

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Everything said about Vindi, oldest first

May 3, 2020 neutral
Disclosure
Dantas: Vindi acquired a payment facilitator and competitor Smartbill
“We acquired a fintech, a small fintech, a payment facilitator, and we acquired one of our competitors, whose name is Smartbill.”
Rodrigo Dantas May 3, 2020 ▶ 8:01 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 positive
Prediction Not checkable as stated
Dantas: Vindi will reach breakeven in two months
“We are very close to our breakeven. Maybe two months we are targeting our breakeven.”
Rodrigo Dantas May 3, 2020 ▶ 14:19 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020
Assertion Not checkable as stated
Dantas: Vindi Acquired First 10 Customers Through Inbound Marketing
“Our 10 customers came with us about inbound marketing.”
Rodrigo Dantas May 3, 2020 ▶ 4:44 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 positive
Assertion Not checkable as stated
Dantas: Vindi has scaled to 4,000 customers
“We have 4000 customers.”
Rodrigo Dantas May 3, 2020 ▶ 6:49 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 bullish
Assertion Not checkable as stated
Dantas: Vindi is growing 100% year-over-year
“We are growing 100% year by year.”
Rodrigo Dantas May 3, 2020 ▶ 7:03 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 neutral
Assertion Not checkable as stated
Dantas: Vindi burns $3,000 per month
“3003 thousand dollars per month.”
Rodrigo Dantas May 3, 2020 ▶ 14:30 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 positive
Disclosure
Dantas: Resultados Digitais and Thomson Reuters use Vindi's platform
“We have companies like Resultados Digitais using our platform, and they are in the middle of our price. And we have companies like Thomson Reuters, the biggest company of software in the world paying a lot of transactions per month.”
Rodrigo Dantas May 3, 2020 ▶ 2:40 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 neutral
Assertion Not checkable as stated
Dantas: 90% of Vindi's revenue is pure SaaS
“90% is SAS.”
Rodrigo Dantas May 3, 2020 ▶ 2:15 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 neutral
Assertion Not checkable as stated
Dantas: Vindi average SaaS ARPU is nearly 400 Brazilian reals monthly
“Almost 400, 400 Brazilian reals.”
Rodrigo Dantas May 3, 2020 ▶ 2:30 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 neutral
Assertion Not checkable as stated
Dantas: Vindi operates with a seven-month customer payback period
“Seven months payback.”
Rodrigo Dantas May 3, 2020 ▶ 10:11 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 positive
Assertion Not checkable as stated
Dantas: Vindi maintains 2% monthly customer churn and 1.5% revenue churn
“Two, two percent is in quantity and the number of customers. And we have, One percent and a half of revenue.”
Rodrigo Dantas May 3, 2020 ▶ 10:55 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
May 3, 2020 neutral
Disclosure
Dantas: Vindi raised $3M from Brazilian VC
“We raised three million dollars with a VC here in Brazil.”
Rodrigo Dantas May 3, 2020 ▶ 11:38 1744 Zuora for Brazil Hits $5m ARR, Raising $2.5m on $25m Pre Money
Feb 26, 2022 bearish
Opinion
Bargetti: Brazilian SaaS billing offers low margins due to commoditization
“There is a bunch of them doing the same thing, so the fee each one has the ability to take. The space is competitive, so there is not much margin there, so we are going in another direction.”
Felipe Bargetti Feb 26, 2022 ▶ 5:37 Payment Processor in Brazil Hits $27k in MRR and $72m GMV Run Rate
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