Opinion
Danzy: European engineers offer better technical quality than equivalent-budget US engineers
“We have more stability and more, frankly, a better technical level with European engineers than what we could find in the US for the same budget.”
Insight
Danzy: Founders can execute the private equity cost-cutting playbook themselves
“And the point is the private equity playbook, which is going to be to do cost cutting, to maximize the profit, or to, is something we can apply ourselves. I mean, why would I sell the company to someone who can do and then reap the benefits of our own work?”
Assertion Not checkable as stated
Claude and Gemini spreadsheet integrations fail on over 100 rows
“If you have, if you try Claude and Gemini and the likes on more than a hundred lines,
It's gonna slow down and fail and so on.”
Assertion Partly supported
Danzy brought AI to Excel and Sheets before Copilot and Gemini
“We were first in bringing AI in Excel and Sheet way before Copilot, way before Gemini and Sheet.”
Assertion Not checkable as stated
AODocs' top three customers each pay over $2M annually
“The top three are all above two million per year.”
Assertion Supported
Danzy: AODocs manages documentation for Google data centers and Airbus
“We do the same with Google. We help them build data centers. We are working with Airbus as well on, on the airplane certifications.”
Opinion
Danzy: Google lacks document control tools because it isn't in their DNA
“Google, they don't have a tool for document control. It's not their business. It's not their DNA. And for this, it makes sense to go look on the market for specialists.”
Assertion Not checkable as stated
Danzy: A single enterprise deal covers a $100,000 conference sponsorship
“So a hundred K conference for us, a single deal from that conference pays for it.”
Assertion Open · timeframe Aug 2026
Danzy: AODocs generates about $30M in revenue today
“AODOX is about thirty million today.”
Assertion Supported
Danzy: Revevol was Google's first enterprise partner in Europe
“It was the very first partner of Google in Europe when Google launched their enterprise B to B edition.”
Assertion Not publicly verifiable
AODocs achieved independent profitability in 2022 after near-breakeven 2021
“And in 20, 20, 20, 21, we were like half a million in the negative, so we were almost profitable, but we became really profitable, really positive in 2022.”
Assertion Not checkable as stated
Danzy: AODocs peaked at $200,000 per month cash burn
“The most we did actually was 200,000 a month.”
Prediction Not checkable as stated
Danzy: Combined revenue will break $60M in 2026 with higher margins
“Yeah, I think so. We have reselling activity that, that is going down. So in all numbers it might not, not move a lot, but in terms of generated margin, it's we expect a big increase.”
Assertion Not checkable as stated
Danzy: YAMM revenue grew 6x from $1M in 2016 to $6M
“We are printing even more money in 2016. It was probably in a, around a million dollars revenue. Now we are like six times that.”
Assertion Not checkable as stated
Danzy: Overall company profit margin was approximately 10% last year
“On the whole thing 10 ish percent.”
