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Tim Schumacher

Co-Founder and CEO, saas.group · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveinvestor@TimSchu ↗LinkedIn ↗schumacher.me ↗

Tim Schumacher is a German entrepreneur and investor who co-founded Sedo.com and Eyeo, the developer of Adblock Plus. He currently serves as the CEO of saas.group and is a co-founder of World Fund.

12statements → 4claims → 1claims resolved → 4.08/5average certainty → 1.42/5average debate potential → ≈4.5/5argument clarity, estimated → 2said about them ↓

1 supported 0 partly supported 0 contradicted 3 not checkable as stated how the 4 claims stand · each chip opens the sources

4 assertions · 1 insight · 7 disclosures · every statement was checked. The predictions and assertions are the 4 claims: statements the public record can support or contradict. 1 is resolved, and 3 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tim argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
SaaS Group acquired Crosscall and Zenloop out of European bankruptcies
“Cross Talon out of French bankruptcy and Zen Lube out of German bankruptcy.”
Tim Schumacher Aug 29, 2024 ▶ 8:54 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Tim Schumacher on measured tape to publish a rate. This says nothing about how they speak.

Everything Tim Schumacher said on Top Founders that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Schumacher: Well-managed SaaS companies almost never go bankrupt without excessive VC funding
“If you manage the SaaS well, it's almost impossible to get into bankruptcy. It usually only happens if there's a VC pouring too much money. Founders go crazy. The environment tanks.”
Tim Schumacher Aug 29, 2024 ▶ 10:27 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Assertion Not checkable as stated
Schumacher: SaaS Group halved DashThis's ad budget while doubling output
“One of the first things were we slashed their Google paid accounts in half. So we basically slashed the budget in half, but we doubled the output. So essentially we forex the lead gen just on that Google, Google paid account.”
Tim Schumacher Aug 29, 2024 ▶ 12:35 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Disclosure
Schumacher: SaaS Group funds deals from balance sheet, currently 100% debt
“We have tons of cash. We're just doing every deals, doing deals all hundred percent debt. So we're not, because we're not putting things into SPVs or special purpose vehicle. We're not a PE company. We're really just always, always investing from our own balan…”
Tim Schumacher Aug 29, 2024 ▶ 20:06 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Assertion Supported
SaaS Group acquired Crosscall and Zenloop out of European bankruptcies
“Cross Talon out of French bankruptcy and Zen Lube out of German bankruptcy.”
Tim Schumacher Aug 29, 2024 ▶ 8:54 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Disclosure
Schumacher: SaaS Group buys most companies at 2x to 4x ARR
“Eight on nine X is very rare. I think we did this one on a very small deal, which had strategic importance. And it was growing very fast, but usually, yeah, two to four is pretty accurate. There's some a little lower than that. There's some a little higher, bu…”
Tim Schumacher Aug 29, 2024 ▶ 17:04 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Disclosure
Schumacher: SaaS Group always acquires 100% of companies
“We don't, we always do a hundred percent. So we are not, that's the core difference. Like if you would get, go to a private equity company, they would take a significant minority or a majority. And then they would flip the company three years later after they'…”
Tim Schumacher Aug 29, 2024 ▶ 17:32 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Disclosure
Schumacher: SaaS Group's first two acquisitions were 100% self-funded
“The initial two acquisitions were a hundred percent my own cash.”
Tim Schumacher Aug 29, 2024 ▶ 2:49 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Disclosure
SaaS Group raised its first $25M external equity round in 2024
“We did do an equity round earlier this year where we got a bunch of external funding. That was actually first, first external equity Round we did.”
Tim Schumacher Aug 29, 2024 ▶ 4:10 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Disclosure
Schumacher: SaaS Group is an evergreen company modeled on Constellation Software
“We're not a fund. We're a company. Our big our big role model is Constellation Software in in Canada, public company. We're just a company like any other company in Evergreen.”
Tim Schumacher Aug 29, 2024 ▶ 5:40 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Disclosure
Schumacher: SaaS Group strives for 20% to 30% profit margins
“We always strive for profit margins somewhere. 20 to 30%.”
Tim Schumacher Aug 29, 2024 ▶ 7:55 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Assertion Not checkable as stated
Schumacher: DashThis has a 2.5-month customer payback period
“Now it's two and a half months payback.”
Tim Schumacher Aug 29, 2024 ▶ 13:23 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
Assertion Not checkable as stated
Schumacher: Multiple SaaS Group acquisitions grew 4x to 5x in three years
“A bunch of them are really kind of, Growing four or five X since we've acquired them in the last three years or something.”
Tim Schumacher Aug 29, 2024 ▶ 18:50 The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people

The other half of the tape: Tim Schumacher's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on Top Founders. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Maciek Zawadziński 1

Statements about Tim Schumacher, by other people (1)

Disclosure
Adblock Plus backer Tim Schumacher invested in Piwik PRO
“We have a private angel who is Tim Schumacher, who is behind Adblock plus, which is like very great because this is the privacy space and it works very well because he's insider. Plus, we have a private equity fund that does not have the term of the fund, so t…”
Maciek Zawadziński Jul 28, 2019 ▶ 10:18 1464 GDPR Compliant Analytics Hits $3.6M in ARR, Raising Soon

Every mention by year

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2019 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people Aug 29, 2024 13m
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