Disclosure certainty 4/5 debate potential 2/5

Founder Simon Ponsford holds roughly 8% equity in YellowDog

Simon Ponsford · Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation · Oct 23, 2021 · at 12:59

YellowDog founder and CEO Simon Ponsford discusses his remaining equity stake in the company with Nathan Latka.

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“I'm at around eight percent.”

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More from Simon Ponsford

Assertion Not publicly verifiable
Ponsford admits YellowDog's recent raise was a down round
“No, actually, I would say our most recent round has been a little bit lower than that. Just because of COVID and pandemic it's generally brought that down a little.”
Simon Ponsford Oct 23, 2021 ▶ 9:26 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation
Disclosure
YellowDog's pricing sweet spots are $5K and $50K monthly
“There's a sweet spot in the sort of mid, in the small and mid market, which is generally around about 5000 dollars. And then the upper end. Yeah. And then the upper end is probably closer to 50,000.”
Simon Ponsford Oct 23, 2021 ▶ 2:35 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation
Disclosure
YellowDog's largest enterprise accounts pay over $250K annually
“You're talking those accounts are generally more than just about sort of quarter of a million, maybe a little bit higher.”
Simon Ponsford Oct 23, 2021 ▶ 3:46 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation
Assertion Not checkable as stated
YellowDog has around 30 monthly recurring enterprise customers
“That market's only about 30 customers today.”
Simon Ponsford Oct 23, 2021 ▶ 6:03 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation
Assertion Supported
YellowDog's peak valuation reached £14.5 million
“Our highest valuation was about 14 and a half million dollars. So 14 and a half million pounds.”
Simon Ponsford Oct 23, 2021 ▶ 9:13 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation
Disclosure
YellowDog's core subscription MRR was around $30K in late 2020
“That would be about 30.”
Simon Ponsford Oct 23, 2021 ▶ 11:18 Buy Rendering Power with YellowDog, $1.8m ARR, $12.5m Valuation
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