Hyde predicts investors will pay a premium for capital efficiency by 2023
Olin Hyde · LeadCrunch Hits $24m Revenue, $650k Revenue Per Employee, Raising $30m for 20% Of Business 2021? · Jan 3, 2021 · at 13:45
LeadCrunch CEO Olin Hyde contrasts the loose 2021 fundraising market with future macroeconomic shifts.
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“I think in a couple years from now likely the business cycle will be at the stage where capital efficiency is, is people will pay a premium for it.”
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More from Olin Hyde
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“And so, the good news is that our net revenue retention, which is a metric a lot of SaaS companies track, it's about a 138% quarter to quarter.”
VCs falsely assume subscriptions are the only path to predictable revenue
“I think that, you know, there's this fascination among the venture capital community with predictable revenue, and they immediately jump to the assumption that the only way it's predictable is if there's a subscription. Well, that's just not true.”
Hyde argues 85% to 90% SaaS gross margins are completely unsustainable
“No, and I think that those margins, the really super high margins, 85, 90%, are not necessarily sustainable for the long run.”
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“Unfortunately, I think the skills that get you to ten million are a lot different than the skills that get you to 20, 30, forty million.”
Lead Crunch beat IBM Watson and Palantir for a Lockheed military contract
“Along the way we're able to beat IBM Watson and Palantir to win a Lockheed contract for the military, which taught us a lot about how to target”
Lead Crunch on-demand clients rebook at 186% of original contract value
“But what's interesting about our on-demand, a 130% of our customers rebook within 90 days. So even though we call it on-demand, those customers are coming back and repeating over and over again, and they're repeating at a 186% of their original contract value.”