Assertion certainty 4/5 debate potential 1/5

Fondavilla: Holded Retains 60% of Its Previous Round in the Bank

Javi Fondavilla · Holded Grows 100% YoY to $4m ARR, Last Round Valuation $22 Million · Oct 24, 2020 · at 13:29

Javi Fondavilla is the co-founder of Holded, discussing capital efficiency and runway following their April 2019 raise.

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“We're a really cash, a cash efficient company. So we still have 60% of the round in the bank.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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Insight
Fondavilla: SMB SaaS must unlock new revenue channels without moving upmarket
“So in the end with this small business segment, there's a limit on the, how much money you can charge them. No, they have limited resources. So, and we don't want to change the game. We don't want to go up in the market. So at some point you need to find new r…”
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Disclosure
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“We don't have sales team.”
Javi Fondavilla Oct 24, 2020 ▶ 14:31 Holded Grows 100% YoY to $4m ARR, Last Round Valuation $22 Million
Disclosure
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Javi Fondavilla Oct 24, 2020 ▶ 2:32 Holded Grows 100% YoY to $4m ARR, Last Round Valuation $22 Million
Assertion Not checkable as stated
Fondavilla: Holded processed nearly €4B in GMV in 2019
“So in 2019, we had a GMB of almost four billion euros.”
Javi Fondavilla Oct 24, 2020 ▶ 2:57 Holded Grows 100% YoY to $4m ARR, Last Round Valuation $22 Million
Assertion Partly supported
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“Seven million euros today.”
Javi Fondavilla Oct 24, 2020 ▶ 5:30 Holded Grows 100% YoY to $4m ARR, Last Round Valuation $22 Million
Assertion Not checkable as stated
Holded spends around 250,000 euros per month on paid advertising
“Around 250 K.”
Javi Fondavilla Oct 24, 2020 ▶ 6:21 Holded Grows 100% YoY to $4m ARR, Last Round Valuation $22 Million
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