Nov 19, 2021 · 24m · top-founders

Norby Is SMS and Email all in One, Raises $4m at $20m Valuation

Nick Gerard · 15m spoken Nathan Latka · 5m spoken
0:00 / 0:00

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In this episode of Conversations with Nathan Latka, Norby founder and CEO Nick Gerard breaks down how his startup consolidates creator marketing tools, detailing their pricing architecture, viral origins, and successful $4 million seed fundraising round.

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 25.5% of the talking time here. How this is scored →

Nathan as informed peer 5.1 Guest teaching 3.4 Guest disagreement 2.1 Nathan pushing back 4.1
05100:0010:0020:000:50–4:41 · Nathan as informed peer 5/10 Nick Gerard's Engineering Background and Founding Motivation Nathan challenges the credibility of an all-in-one platform charging only five dollars a month compared to stacks that cost a thousand dollars. Nick educates Nathan on Mailchimp feature bloat and explains how simpler tools like Flowdesk are capturing market share.4:41–8:17 · Nathan as informed peer 6/10 Customer Traction, Pricing Tiers, and User Personas Nathan attempts to calculate monthly revenue based on base tier pricing and probes founder equity splits. Nick corrects Nathan's revenue assumption by highlighting their twenty dollar tier and outlines three distinct customer segments.8:17–11:33 · Nathan as informed peer 5/10 Securing Four Million Dollars in Seed Financing Nathan references standard seed round dilution benchmarks of twenty percent. Nick explains his methodical learning process during fundraising, conducting eight meetings a day to refine the pitch.11:36–14:32 · Nathan as informed peer 5/10 Founderpath Sponsor Message on SaaS Valuation Analytics Following the Founderpath valuation ad, Nathan drills into specific investor introduction channels and cold email tactics. Nick details his tailored outreach approach to venture capital leads.14:33–17:06 · Nathan as informed peer 5/10 Brand Philosophy, Cultural Design, and Waitlist Curation Nathan observes Norby's cultural branding and website ad sales strategy. Nick explains why audience follower count is secondary to multi-tool fragmentation when qualifying waitlist applicants.17:07–21:12 · Nathan as informed peer 7/10 Usage-Based Pricing, ARPU, and Feature Adoption Metrics Nathan sharply calls Nick's response about customer growth silly and pushes hard on conversion funnel math. Nick reveals metered billing mechanics and explains how multi-feature adoption during trial triggers successful conversion.21:12–23:52 · Nathan as informed peer 3/10 Company Headcount and Internal Engineering Team Composition Nathan conducts rapid-fire questions covering engineering headcount and personal CEO habits. Nick cooperatively shares team size metrics and background details.0:50–4:41 · Guest teaching 5/10 Nick Gerard's Engineering Background and Founding Motivation Nathan challenges the credibility of an all-in-one platform charging only five dollars a month compared to stacks that cost a thousand dollars. Nick educates Nathan on Mailchimp feature bloat and explains how simpler tools like Flowdesk are capturing market share.4:41–8:17 · Guest teaching 4/10 Customer Traction, Pricing Tiers, and User Personas Nathan attempts to calculate monthly revenue based on base tier pricing and probes founder equity splits. Nick corrects Nathan's revenue assumption by highlighting their twenty dollar tier and outlines three distinct customer segments.8:17–11:33 · Guest teaching 3/10 Securing Four Million Dollars in Seed Financing Nathan references standard seed round dilution benchmarks of twenty percent. Nick explains his methodical learning process during fundraising, conducting eight meetings a day to refine the pitch.11:36–14:32 · Guest teaching 2/10 Founderpath Sponsor Message on SaaS Valuation Analytics Following the Founderpath valuation ad, Nathan drills into specific investor introduction channels and cold email tactics. Nick details his tailored outreach approach to venture capital leads.14:33–17:06 · Guest teaching 4/10 Brand Philosophy, Cultural Design, and Waitlist Curation Nathan observes Norby's cultural branding and website ad sales strategy. Nick explains why audience follower count is secondary to multi-tool fragmentation when qualifying waitlist applicants.17:07–21:12 · Guest teaching 5/10 Usage-Based Pricing, ARPU, and Feature Adoption Metrics Nathan sharply calls Nick's response about customer growth silly and pushes hard on conversion funnel math. Nick reveals metered billing mechanics and explains how multi-feature adoption during trial triggers successful conversion.21:12–23:52 · Guest teaching 1/10 Company Headcount and Internal Engineering Team Composition Nathan conducts rapid-fire questions covering engineering headcount and personal CEO habits. Nick cooperatively shares team size metrics and background details.0:50–4:41 · Guest disagreement 2/10 Nick Gerard's Engineering Background and Founding Motivation Nathan challenges the credibility of an all-in-one platform charging only five dollars a month compared to stacks that cost a thousand dollars. Nick educates Nathan on Mailchimp feature bloat and explains how simpler tools like Flowdesk are capturing market share.4:41–8:17 · Guest disagreement 3/10 Customer Traction, Pricing Tiers, and User Personas Nathan attempts to calculate monthly revenue based on base tier pricing and probes founder equity splits. Nick corrects Nathan's revenue assumption by highlighting their twenty dollar tier and outlines three distinct customer segments.8:17–11:33 · Guest disagreement 1/10 Securing Four Million Dollars in Seed Financing Nathan references standard seed round dilution benchmarks of twenty percent. Nick explains his methodical learning process during fundraising, conducting eight meetings a day to refine the pitch.11:36–14:32 · Guest disagreement 1/10 Founderpath Sponsor Message on SaaS Valuation Analytics Following the Founderpath valuation ad, Nathan drills into specific investor introduction channels and cold email tactics. Nick details his tailored outreach approach to venture capital leads.14:33–17:06 · Guest disagreement 2/10 Brand Philosophy, Cultural Design, and Waitlist Curation Nathan observes Norby's cultural branding and website ad sales strategy. Nick explains why audience follower count is secondary to multi-tool fragmentation when qualifying waitlist applicants.17:07–21:12 · Guest disagreement 5/10 Usage-Based Pricing, ARPU, and Feature Adoption Metrics Nathan sharply calls Nick's response about customer growth silly and pushes hard on conversion funnel math. Nick reveals metered billing mechanics and explains how multi-feature adoption during trial triggers successful conversion.21:12–23:52 · Guest disagreement 1/10 Company Headcount and Internal Engineering Team Composition Nathan conducts rapid-fire questions covering engineering headcount and personal CEO habits. Nick cooperatively shares team size metrics and background details.0:50–4:41 · Nathan pushing back 4/10 Nick Gerard's Engineering Background and Founding Motivation Nathan challenges the credibility of an all-in-one platform charging only five dollars a month compared to stacks that cost a thousand dollars. Nick educates Nathan on Mailchimp feature bloat and explains how simpler tools like Flowdesk are capturing market share.4:41–8:17 · Nathan pushing back 5/10 Customer Traction, Pricing Tiers, and User Personas Nathan attempts to calculate monthly revenue based on base tier pricing and probes founder equity splits. Nick corrects Nathan's revenue assumption by highlighting their twenty dollar tier and outlines three distinct customer segments.8:17–11:33 · Nathan pushing back 3/10 Securing Four Million Dollars in Seed Financing Nathan references standard seed round dilution benchmarks of twenty percent. Nick explains his methodical learning process during fundraising, conducting eight meetings a day to refine the pitch.11:36–14:32 · Nathan pushing back 4/10 Founderpath Sponsor Message on SaaS Valuation Analytics Following the Founderpath valuation ad, Nathan drills into specific investor introduction channels and cold email tactics. Nick details his tailored outreach approach to venture capital leads.14:33–17:06 · Nathan pushing back 3/10 Brand Philosophy, Cultural Design, and Waitlist Curation Nathan observes Norby's cultural branding and website ad sales strategy. Nick explains why audience follower count is secondary to multi-tool fragmentation when qualifying waitlist applicants.17:07–21:12 · Nathan pushing back 8/10 Usage-Based Pricing, ARPU, and Feature Adoption Metrics Nathan sharply calls Nick's response about customer growth silly and pushes hard on conversion funnel math. Nick reveals metered billing mechanics and explains how multi-feature adoption during trial triggers successful conversion.21:12–23:52 · Nathan pushing back 2/10 Company Headcount and Internal Engineering Team Composition Nathan conducts rapid-fire questions covering engineering headcount and personal CEO habits. Nick cooperatively shares team size metrics and background details.

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

0:00 · Nathan 55.9% · guest 44.1%0:00 · Nathan 55.9% · guest 44.1%3:00 · Nathan 5% · guest 95%3:00 · Nathan 5% · guest 95%6:00 · Nathan 23.9% · guest 76.1%6:00 · Nathan 23.9% · guest 76.1%9:00 · Nathan 15.7% · guest 84.3%9:00 · Nathan 15.7% · guest 84.3%12:00 · Nathan 28.4% · guest 71.6%12:00 · Nathan 28.4% · guest 71.6%15:00 · Nathan 17% · guest 83%15:00 · Nathan 17% · guest 83%18:00 · Nathan 29.9% · guest 70.1%18:00 · Nathan 29.9% · guest 70.1%21:00 · Nathan 22.4% · guest 77.6%21:00 · Nathan 22.4% · guest 77.6%24:00 · Nathan 93.7% · guest 6.3%24:00 · Nathan 93.7% · guest 6.3%
Sharpest disagreement ▶ 18:16 Nick dismisses growth milestone framing

Nick claims they could reach one thousand paying customers if they wanted to, rejecting Nathan's timeline and defending gating access behind a waitlist.

Hardest push from Nathan ▶ 18:19 Nathan rejects silly answer and challenges conversion logic

Nathan bluntly shuts down Nick's claim that gating customers is purely intentional, arguing that low conversion on pre-qualified leads would actually indicate a weak product funnel.

Biggest teaching moment ▶ 17:34 Nick explains metered usage expansion model

Nick reframes Nathan's flat subscription revenue calculations by explaining how metered SMS and email billing drives average revenue per customer to nineteen dollars, with power users paying up to one hundred dollars.

Nathan holds their own ▶ 2:38 Nathan cites personal stack costs to challenge product scope

Nathan uses his own experience paying a thousand dollars a month for point solutions like Mailchimp and Leadpages to cast doubt on whether a five dollar tool can credibly replace them.

the scores for every segment, with the reasoning behind each
ChapterTopicNathan as informed peerGuest teachingGuest disagreementNathan pushing backWhy
Nick Gerard's Engineering Background and Founding Motivation 5524 Nathan challenges the credibility of an all-in-one platform charging only five dollars a month compared to stacks that cost a thousand dollars. Nick educates Nathan on Mailchimp feature bloat and explains how simpler tools like Flowdesk are capturing market share.
Customer Traction, Pricing Tiers, and User Personas 6435 Nathan attempts to calculate monthly revenue based on base tier pricing and probes founder equity splits. Nick corrects Nathan's revenue assumption by highlighting their twenty dollar tier and outlines three distinct customer segments.
Securing Four Million Dollars in Seed Financing 5313 Nathan references standard seed round dilution benchmarks of twenty percent. Nick explains his methodical learning process during fundraising, conducting eight meetings a day to refine the pitch.
Founderpath Sponsor Message on SaaS Valuation Analytics 5214 Following the Founderpath valuation ad, Nathan drills into specific investor introduction channels and cold email tactics. Nick details his tailored outreach approach to venture capital leads.
Brand Philosophy, Cultural Design, and Waitlist Curation 5423 Nathan observes Norby's cultural branding and website ad sales strategy. Nick explains why audience follower count is secondary to multi-tool fragmentation when qualifying waitlist applicants.
Usage-Based Pricing, ARPU, and Feature Adoption Metrics 7558 Nathan sharply calls Nick's response about customer growth silly and pushes hard on conversion funnel math. Nick reveals metered billing mechanics and explains how multi-feature adoption during trial triggers successful conversion.
Company Headcount and Internal Engineering Team Composition 3112 Nathan conducts rapid-fire questions covering engineering headcount and personal CEO habits. Nick cooperatively shares team size metrics and background details.

Statements from this episode (14)

Disclosure
Gerard: Norby charges $5 monthly for creators and $20 for brands
“Yeah, so we have two tiers called the creator tier and the brand tier. The creator tier is a five dollar a month tier, and the brand tier is 20 bucks a month.”
Nick Gerard Nov 19, 2021 ▶ 2:04
Assertion Not checkable as stated
Gerard: Norby Has Hundreds of Paying Customers and Thousands on Waitlist
“I'll say that we have hundreds of paying customers. We'll keep it. We have a, we have thousands of people on our wait list.”
Nick Gerard Nov 19, 2021 ▶ 4:48
Assertion Not checkable as stated
Gerard: Norby Customers Split Evenly Between $5 and $20 Monthly Tiers
“It's pretty evenly split actually.”
Nick Gerard Nov 19, 2021 ▶ 5:14
Insight
Gerard: Influencers monetize via brands while creators monetize audiences directly
“I think influencers probably make most of their money from brand partnerships and sponsor posts and sponsored content. Creators are people who are directly monetizing their audience, selling subscriptions, selling content you know, tips and that kind of thing.”
Nick Gerard Nov 19, 2021 ▶ 5:25
Disclosure
Gerard: Norby raised just under $4 million in July 2021
“So we raised just under four million dollars in July.”
Nick Gerard Nov 19, 2021 ▶ 8:21
Assertion Not checkable as stated
Gerard: Norby generates hundreds of signups per customer event
“Every time we do an event, every time we do programming or anything of that kind, we get hundreds of signups.”
Nick Gerard Nov 19, 2021 ▶ 8:56
Disclosure
Gerard pitched lower-priority investors eight times daily to practice
“The first two weeks I talked mostly to people that I didn't really care if I won or lost because I'd never done this before. And I just did like eight meetings a day for two weeks and just you know, practiced and fell on my face a lot and got a lot of very qui…”
Nick Gerard Nov 19, 2021 ▶ 9:43
Disclosure
Norby raised around $500,000 from Notation Capital in 2020
“We raised, honestly, we raised like half a million dollars. And that was basically just so that Sam, Steve, and I could go full time.”
Nick Gerard Nov 19, 2021 ▶ 12:35
Insight
Gerard: Cold investor outreach should remain ultra-short with exactly one link
“Do, you know, five minutes of research about the person that I was emailing, try to figure out something about them, write a subject line that tied in what we were doing and something that I thought might interest them and then give them an interesting link to…”
Nick Gerard Nov 19, 2021 ▶ 14:14
Prediction Not checkable as stated
Gerard predicts software companies marrying tech and culture will win SMB SaaS
“And I think those are the companies that are going to really win in this category over the next couple of years.”
Nick Gerard Nov 19, 2021 ▶ 15:12
Assertion Not checkable as stated
Norby average monthly revenue per customer is $18 to $19
“Average I'll say average revenue per customer per month is like 18, 19 dollars.”
Nick Gerard Nov 19, 2021 ▶ 17:27
Assertion Not checkable as stated
Norby tripled trial conversion rates across every cohort over two months
“In the last two months, we've tripled our conversion during our trial, but we have an entirely paid product. We have no free tier and we have tripled the number of people that we are converting in every cohort.”
Nick Gerard Nov 19, 2021 ▶ 18:33
Insight
Gerard: Adopting a second product feature guarantees conversion for Norby trials
“As soon as they reach for that and as soon as they reach for that tool, as soon as they reach a certain threshold of engagement, we know that we're going to convert that person.”
Nick Gerard Nov 19, 2021 ▶ 20:53
Insight
Nick Gerard: Absorbing rather than projecting in new environments is undervalued
“I think it's a really, really undervalued skill to be able to walk into a place and absorb instead of project.”
Nick Gerard Nov 19, 2021 ▶ 23:43
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