Mar 9, 2023 · 19m · top-founders

How MozartData Hit $2m ARR By Moving Upstream AND Opening Top of Funnel

Peter Fishman · 12m spoken Nathan Latka · 5m spoken
0:00 / 0:00

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

Nathan Latka interviews Mozart Data co-founder Pete Fishman on scaling the data infrastructure platform to nearly $2 million ARR, raising a $15 million Series A, and maintaining capital efficiency through disciplined hiring and bundled pricing.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Nathan holds 30.1% of the talking time here. How this is scored →

Nathan as informed peer 5.2 Guest teaching 2.7 Guest disagreement 1.7 Nathan pushing back 2.7
05100:0010:000:00–3:10 · Nathan as informed peer 4/10 Event Promotion: SaaS Open Conference in New York Nathan introduces the company and queries Pete about specific enterprise use cases like Modern Treasury. Pete smoothly explains the architecture and why customers outsource their data plumbing to Mozart.3:10–5:31 · Nathan as informed peer 5/10 Pricing Strategy: Bundling Compute and Row Count Nathan digs into pricing mechanics around compute versus row count and current ACV. Pete details their bundled currency model and explains how expanding big accounts balances newly acquired early-stage accounts.5:31–10:18 · Nathan as informed peer 7/10 Timing the Series A Round and Market Valuations Nathan presses heavily on Pete's Series A valuation multiple, employee stock option morale, and 409A valuation discount rates. Pete pushes back on market panic, clarifying that their revenue multiple was even steeper and explaining their internal 409A reset strategy.10:18–12:23 · Nathan as informed peer 6/10 Capital Efficiency, Team Size, and Cohort NDR Metrics Nathan checks headcount and revenue efficiency before drilling into customer count and cohort NDR. Pete reframes NDR metrics in dollar terms (dollar twenty-five to dollar fifty), which Nathan translates back to percentages.12:23–15:06 · Nathan as informed peer 5/10 Macro Market Dynamics and Equity-Driven Hiring Strategy Pete shares counter-intuitive advice on hiring true believers through generous equity and large option pools. He also illustrates the market tension of selling to budget-conscious SMBs while offering massive savings compared to hiring full-time data engineers.15:06–19:26 · Nathan as informed peer 4/10 The Famous Five: Personal Routines, Influences, and Lessons The interview concludes with the standard Famous Five rapid-fire questions covering personal habits, high school reflections, and Pete's early investment in Mode.0:00–3:10 · Guest teaching 2/10 Event Promotion: SaaS Open Conference in New York Nathan introduces the company and queries Pete about specific enterprise use cases like Modern Treasury. Pete smoothly explains the architecture and why customers outsource their data plumbing to Mozart.3:10–5:31 · Guest teaching 2/10 Pricing Strategy: Bundling Compute and Row Count Nathan digs into pricing mechanics around compute versus row count and current ACV. Pete details their bundled currency model and explains how expanding big accounts balances newly acquired early-stage accounts.5:31–10:18 · Guest teaching 4/10 Timing the Series A Round and Market Valuations Nathan presses heavily on Pete's Series A valuation multiple, employee stock option morale, and 409A valuation discount rates. Pete pushes back on market panic, clarifying that their revenue multiple was even steeper and explaining their internal 409A reset strategy.10:18–12:23 · Guest teaching 3/10 Capital Efficiency, Team Size, and Cohort NDR Metrics Nathan checks headcount and revenue efficiency before drilling into customer count and cohort NDR. Pete reframes NDR metrics in dollar terms (dollar twenty-five to dollar fifty), which Nathan translates back to percentages.12:23–15:06 · Guest teaching 4/10 Macro Market Dynamics and Equity-Driven Hiring Strategy Pete shares counter-intuitive advice on hiring true believers through generous equity and large option pools. He also illustrates the market tension of selling to budget-conscious SMBs while offering massive savings compared to hiring full-time data engineers.15:06–19:26 · Guest teaching 1/10 The Famous Five: Personal Routines, Influences, and Lessons The interview concludes with the standard Famous Five rapid-fire questions covering personal habits, high school reflections, and Pete's early investment in Mode.0:00–3:10 · Guest disagreement 1/10 Event Promotion: SaaS Open Conference in New York Nathan introduces the company and queries Pete about specific enterprise use cases like Modern Treasury. Pete smoothly explains the architecture and why customers outsource their data plumbing to Mozart.3:10–5:31 · Guest disagreement 1/10 Pricing Strategy: Bundling Compute and Row Count Nathan digs into pricing mechanics around compute versus row count and current ACV. Pete details their bundled currency model and explains how expanding big accounts balances newly acquired early-stage accounts.5:31–10:18 · Guest disagreement 3/10 Timing the Series A Round and Market Valuations Nathan presses heavily on Pete's Series A valuation multiple, employee stock option morale, and 409A valuation discount rates. Pete pushes back on market panic, clarifying that their revenue multiple was even steeper and explaining their internal 409A reset strategy.10:18–12:23 · Guest disagreement 2/10 Capital Efficiency, Team Size, and Cohort NDR Metrics Nathan checks headcount and revenue efficiency before drilling into customer count and cohort NDR. Pete reframes NDR metrics in dollar terms (dollar twenty-five to dollar fifty), which Nathan translates back to percentages.12:23–15:06 · Guest disagreement 2/10 Macro Market Dynamics and Equity-Driven Hiring Strategy Pete shares counter-intuitive advice on hiring true believers through generous equity and large option pools. He also illustrates the market tension of selling to budget-conscious SMBs while offering massive savings compared to hiring full-time data engineers.15:06–19:26 · Guest disagreement 1/10 The Famous Five: Personal Routines, Influences, and Lessons The interview concludes with the standard Famous Five rapid-fire questions covering personal habits, high school reflections, and Pete's early investment in Mode.0:00–3:10 · Nathan pushing back 1/10 Event Promotion: SaaS Open Conference in New York Nathan introduces the company and queries Pete about specific enterprise use cases like Modern Treasury. Pete smoothly explains the architecture and why customers outsource their data plumbing to Mozart.3:10–5:31 · Nathan pushing back 2/10 Pricing Strategy: Bundling Compute and Row Count Nathan digs into pricing mechanics around compute versus row count and current ACV. Pete details their bundled currency model and explains how expanding big accounts balances newly acquired early-stage accounts.5:31–10:18 · Nathan pushing back 6/10 Timing the Series A Round and Market Valuations Nathan presses heavily on Pete's Series A valuation multiple, employee stock option morale, and 409A valuation discount rates. Pete pushes back on market panic, clarifying that their revenue multiple was even steeper and explaining their internal 409A reset strategy.10:18–12:23 · Nathan pushing back 3/10 Capital Efficiency, Team Size, and Cohort NDR Metrics Nathan checks headcount and revenue efficiency before drilling into customer count and cohort NDR. Pete reframes NDR metrics in dollar terms (dollar twenty-five to dollar fifty), which Nathan translates back to percentages.12:23–15:06 · Nathan pushing back 3/10 Macro Market Dynamics and Equity-Driven Hiring Strategy Pete shares counter-intuitive advice on hiring true believers through generous equity and large option pools. He also illustrates the market tension of selling to budget-conscious SMBs while offering massive savings compared to hiring full-time data engineers.15:06–19:26 · Nathan pushing back 1/10 The Famous Five: Personal Routines, Influences, and Lessons The interview concludes with the standard Famous Five rapid-fire questions covering personal habits, high school reflections, and Pete's early investment in Mode.

speaking balance: gold is Nathan, purple is the guest (3 minute bins)

0:00 · Nathan 76.4% · guest 23.6%0:00 · Nathan 76.4% · guest 23.6%3:00 · Nathan 22.4% · guest 77.6%3:00 · Nathan 22.4% · guest 77.6%6:00 · Nathan 28.6% · guest 71.4%6:00 · Nathan 28.6% · guest 71.4%9:00 · Nathan 20.7% · guest 79.3%9:00 · Nathan 20.7% · guest 79.3%12:00 · Nathan 15.1% · guest 84.9%12:00 · Nathan 15.1% · guest 84.9%15:00 · Nathan 18.5% · guest 81.5%15:00 · Nathan 18.5% · guest 81.5%18:00 · Nathan 26.7% · guest 73.3%18:00 · Nathan 26.7% · guest 73.3%
Sharpest disagreement ▶ 7:29 Correcting revenue multiple assumption

Pete directly contradicts Nathan's assumption that Mozart was doing two to three million in ARR at the time of the round, noting they were actually south of a million and raised at a much higher multiple.

Hardest push from Nathan ▶ 7:40 Pressing on underwater employee options

Nathan challenges Pete on how he manages internal employee morale regarding option valuations after raising at such high market multiples.

Biggest teaching moment ▶ 9:27 Clarifying 409A discount mechanics

Pete educates Nathan on Mozart's 409A valuation adjustment, prompting a back-and-forth clarification on 50 percent versus 70 percent discount baselines.

Nathan holds their own ▶ 6:46 Deducing nine-figure post-money valuation

Nathan quickly computes the implicit 100 million valuation math based on standard Series A dilution percentages of 15 percent on a 15 million raise.

the scores for every segment, with the reasoning behind each
ChapterTopicNathan as informed peerGuest teachingGuest disagreementNathan pushing backWhy
Event Promotion: SaaS Open Conference in New York 4211 Nathan introduces the company and queries Pete about specific enterprise use cases like Modern Treasury. Pete smoothly explains the architecture and why customers outsource their data plumbing to Mozart.
Pricing Strategy: Bundling Compute and Row Count 5212 Nathan digs into pricing mechanics around compute versus row count and current ACV. Pete details their bundled currency model and explains how expanding big accounts balances newly acquired early-stage accounts.
Timing the Series A Round and Market Valuations 7436 Nathan presses heavily on Pete's Series A valuation multiple, employee stock option morale, and 409A valuation discount rates. Pete pushes back on market panic, clarifying that their revenue multiple was even steeper and explaining their internal 409A reset strategy.
Capital Efficiency, Team Size, and Cohort NDR Metrics 6323 Nathan checks headcount and revenue efficiency before drilling into customer count and cohort NDR. Pete reframes NDR metrics in dollar terms (dollar twenty-five to dollar fifty), which Nathan translates back to percentages.
Macro Market Dynamics and Equity-Driven Hiring Strategy 5423 Pete shares counter-intuitive advice on hiring true believers through generous equity and large option pools. He also illustrates the market tension of selling to budget-conscious SMBs while offering massive savings compared to hiring full-time data engineers.
The Famous Five: Personal Routines, Influences, and Lessons 4111 The interview concludes with the standard Famous Five rapid-fire questions covering personal habits, high school reflections, and Pete's early investment in Mode.

Statements from this episode (10)

Assertion Supported
Pete Fishman: Modern Treasury uses Mozart Data for core data infrastructure
“A company like Modern Treasury uses us as their core data infrastructure. So they have an incredible data science team, data analysts even folks that sort of work as data engineers but they sort of focus on organizing, structuring their data so they could, you…”
Peter Fishman Mar 9, 2023 ▶ 2:36
Disclosure
Fishman: Mozart Data Bundles Compute and Rows Into One Pricing Metric
“One big difference that, that those companies don't do versus us is that we bundle those things. So many of those companies charge on compute. We, or charge on rows. We charge on effectively the bundle of compute and rows.”
Peter Fishman Mar 9, 2023 ▶ 3:37
Disclosure
Fishman: Mozart Data's largest customers pay north of six figures
“We've actually set new records last month and the previous month for you know, our sort of biggest usage based customers that are paying us, you know you know, north of six figures.”
Peter Fishman Mar 9, 2023 ▶ 4:41
Disclosure
Fishman: Mozart Data Closed Series A Right Before Venture Market Cooled
“I like to think of it as like Indiana Jones, where like, it just sneaks in as like the door is like sort of coming down. You know, I don't think we, you know, we raised At the start of twenty-twenty-two, so not the world's best time, but in hindsight, basicall…”
Peter Fishman Mar 9, 2023 ▶ 5:48
Assertion Not checkable as stated
Fishman: Mozart Data raised Series A at under $1M ARR
“No, we were at, we were actually actually just south of a million. So actually it was like you know, if you take that number, it ends up being obviously you know, a bigger multiple.”
Peter Fishman Mar 9, 2023 ▶ 7:30
Disclosure
Fishman: Mozart Data reset its 409A valuation at a 50% discount
“To be total, to be totally honest, I damn, now I'm doing the math in my head. It was steeper than that. So it was almost a 50% discount.”
Peter Fishman Mar 9, 2023 ▶ 9:35
Assertion Not checkable as stated
Fishman: Mozart Data employs 25 team members
“We are 25 folks.”
Peter Fishman Mar 9, 2023 ▶ 10:21
Assertion Not checkable as stated
Fishman: Mozart Data currently serves fewer than 100 customers
“No, we're below a hundred customers.”
Peter Fishman Mar 9, 2023 ▶ 11:16
Assertion Not checkable as stated
Fishman: Mozart Data maintains 125% to 150% cohort NDR
“Some of our initial cohorts were just ridiculous. So over two dollars. But you know, once we see those companies maturing and starting to really add all of their data sources, we're still seeing, you know, well above, you know, a dollar and a quarter and, you …”
Peter Fishman Mar 9, 2023 ▶ 11:50
Disclosure
Pete Fishman and David Sacks were the first investors in Mode
“David Sachs and I were the first two investors in, in Mode, the company.”
Peter Fishman Mar 9, 2023 ▶ 15:50
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