Assertion Supported AI assessment confidence: 85% certainty 4/5 debate potential 2/5

Freary: Dolado is the only VC-backed online electronics B2B marketplace

Guy Freary · This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue. · Jun 8, 2022 · at 2:22

Guy Freary, co-founder and CEO of Dolado, describes the company's competitive positioning in the Brazilian retail tech market.

0:00 / 0:05exact quote · 5.6s
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“We decided to focus on electronic. We are the only one on the B to B marketplace space online VC backed.”

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 →

More from Guy Freary

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.
Assertion Not checkable as stated
Freary: Dolado has 500 electronics SKUs and 30k registered merchants
“So right now we have around 500 SKUs, 100% focus on the electronics. We have more than 30,000 merchants registered.”
Guy Freary Jun 8, 2022 ▶ 3:50 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
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