Disclosure certainty 4/5 debate potential 1/5

Freary: Dolado raised a $10M Series A led by Valor Capital

Guy Freary · This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue. · Jun 8, 2022 · at 12:48

Dolado co-founder and CEO Guy Freary discusses the company's capital raises with host Nathan Latka.

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“The last round we just announced two months ago was a ten million dollar round. That was led by Valor Capital, and we brought like six, six funds alongside.”

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More from Guy Freary

Assertion Supported
Freary: Dolado is the only VC-backed online electronics B2B marketplace
“We decided to focus on electronic. We are the only one on the B to B marketplace space online VC backed.”
Guy Freary Jun 8, 2022 ▶ 2:22 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Not checkable as stated
Freary: Dolado's 28% gross margin is among the highest in B2B marketplaces
“So right now the gross margin consider the price we sell and how much we pay in terms of COGS, it's 28%. So it's one of the highest in the B to B segment, the B to B marketplaces.”
Guy Freary Jun 8, 2022 ▶ 5:09 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Disclosure
Freary: Dolado will monetize via credit, payments, and SaaS using merchant data
“Giving credit for this segment is super hard because nobody has the actual data. But the moment I know how much he's selling online, The moment I know how much he's buying, the moment I have all the data of the transactions that are going, the real data, then …”
Guy Freary Jun 8, 2022 ▶ 10:33 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Not checkable as stated
Freary: B2B marketplace take rates in Latin America average around 4%
“And to be honest with you, if you look at the take rate for the B to B marketplaces here in the region, it's the take rates around four percent.”
Guy Freary Jun 8, 2022 ▶ 14:57 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Contradicted
Freary: Most small merchants in Brazil operate completely offline
“Most of the merchants, the small entrepreneurs in Brazil are 100% offline.”
Guy Freary Jun 8, 2022 ▶ 1:49 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Disclosure
Freary: Dolado offers free SaaS as a CAC hack to sell inventory
“The SaaS part of the business, we're giving it for free because it's a way for us to, it's a cack hack. Like we offer the e-commerce solution for them to sell to their final cloud for free. But the moment they started using our solution and build the trust, we…”
Guy Freary Jun 8, 2022 ▶ 2:53 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
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