Every argument clarity score on this site is built from rows on this page. Each
question and answer was assessed with names hidden, the host's own answers included, on
four things from 1 to 5:
directness (does it answer the question asked), coherence (do the ideas follow),
precision (concrete details and clear references), compression (says a lot per word). The weighted
mix (30/30/25/15) is the exchange score. A person's published score averages their exchange
scores on raw tape only, at least 8 of them, shrunk toward the cohort mean.
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Answered produced feed
D 5 · C 5 · P 4 · Cm 4 4.60
Q Yeah. And word has you're talking to some growth equity funds right now. Are you are you trying to find more capital or and if so, what would you use the capital on?
A Yeah. So like we, we've got to an impasse with our current investor. And so, uh, we are looking, uh, at the different options and growth equity seems best. And so we're already in the process with, uh, some of the top growth equity funds who actually share the division that we have. We want to make this into a multi-billion company. We believe we can drive the company to over two hundred million in revenue in like five to seven years, because also the crisis is structurally playing strongly in our favor. Uh, because digitization is, is like the topic everywhere in retail. So we see that there's a, there's a big opportunity, especially in the U S and we want to have an investor who would be, uh, enable us to reach the full potential.
AI assessment note: “we are looking, uh, at the different options and growth equity seems best.”
Answered produced feed
D 5 · C 5 · P 4 · Cm 4 4.60
Q opportunistic time. I'm going to go find companies that are going to thrive during the crisis and put money behind them. Um, it sounds like you found some that are taking the, the latter, the last approach, right? What are, what are the conversations sound like? Are you seeing any kind of, you know, small, you know, smaller valuations in the crisis than you would have seen four months ago?
A Yeah. So like definitely the valuations would be, would be lower, but, uh, I was worried that they would be significantly lower. It doesn't seem to be the case. When you look at the stock market, you know, the SaaS companies are down, uh, 17% to compare to where they were, uh, before this started happening. So, so it's not that massive, uh, drop in, in terms of valuation. And there are quite a few funds who were really like fortunate enough to raise significant, significant new funds. Uh, you know, in the, during 2019. And many of them are looking at this and thinking about who will actually win and who will benefit from what is happening and from the changing behavior. And those are the funds that I believe are the best because they are having, you know, the right mindset. They are skating where the puck is going to be, not where the puck was. And, you know, they see that we are actually the company that will benefit from this.
AI assessment note: “definitely the valuations would be, would be lower, but, uh, I was worried”
Answered produced feed
D 5 · C 5 · P 4 · Cm 4 4.60
Q Okay. And strategically, why would you do that?
A So, uh, we see that the, our existing investor has different views, uh, than, than we have, and we don't believe having two investors, uh, Beneficial for us. So we believe that the easiest way is to do a large secondary to, uh, you know, getting off the cap table and really continue with the expansion. One example of like where we have really big differences in opinions is, you know, he would want us to focus on Europe and we actually significantly, we see the significant opportunity in us and want to keep driving that. And also for that, we believe having a, an investor who is established here and can help us You know, drive that growth is definitely beneficial.
AI assessment note: “our existing investor has different views, uh, than, than we have”
Redirected produced feed
D 2 · C 3 · P 2 · Cm 2 2.30
Q Ignore, ignore the money, ignore the money going to the, to grows in LJ or like buying those folks out. How much do you want on the balance sheet of the company, uh, for operations?
A So we don't really need much. So it will strongly depend on how the investor will look at it. Uh, because we, we were actually expecting to break even, uh, during second half of two, uh, 20, 20. Now with what's happening, it's, you know, it's slowing down the sales cycle. So I don't know how well we will be able to get there and you know, how long this would last. So it's difficult to say. So we don't really need much. However, If we want to drive the growth further, I believe it will make sense to invest more and drive the growth further in terms of short term, because there will be the dance period, as they call it, you know, the hammer and the dance. So once things go down, people will still be worried. All those stores would be open. Nobody will go to shop. And, you know, people would still prefer online significantly. Now, how can we help companies do this? There's a lot that we can do. Like, nobody now knows how do the buyers, you know, think What kind of personas do they have online and people are blind to this and we can very quickly help them discover this and then enable them to have, you know, the customer experience that would be consistent across channels and would be really, you know, not pissing off the customers that they have, but really making them into loyal customers that they can have for the longterm.
AI assessment note: “So it's difficult to say. So we don't really need much.”
