Assertion certainty 4/5 debate potential 1/5

Suzy maintains a burn-to-new-ARR ratio above one-to-one

Matt Britton · CPG User Research SaaS Suzy Hits $40m ARR, Flirts with $500m Valuation, IPO Next? · Aug 30, 2021 · at 9:19

Matt Britton, founder and CEO of Suzy, describes the company's capital efficiency metrics leading up to its Series D round.

0:00 / 0:02exact quote · 3.0s
720p mp4 · rendered on demand · StarZero watermark
“We do above a one-to-one ratio of annual burn to new ARR.”

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 Matt Britton

Opinion
Britton: SaaS companies selling to other SaaS are a house of cards
“I think a big house of cards in SaaS right now is SaaS companies who have a customer base that is other SaaS companies.”
Matt Britton Aug 30, 2021 ▶ 10:55 CPG User Research SaaS Suzy Hits $40m ARR, Flirts with $500m Valuation, IPO Next?
Insight
Cutting R&D preserves software revenue growth better than cutting marketing
“So when the lever you can pull is R and D expense, right. And you feel like you're just going to, the pace of innovation will just slow down a little bit. Then you can actually keep your revenue growth, but then drop your OPEX growth, right? The second that yo…”
Matt Britton Dec 20, 2022 ▶ 12:31 He just hit $60m Revenue but burned $25m net last year. Here's how Market Research SaaS Suzy fixed their runway in volatile economy
Opinion
Britton: SurveyMonkey failed in enterprise by not prioritizing customer service
“Survey Monkey is really focused on a small business, and to some extent, middle market. They were really never able to correct the enterprise because they didn't really prioritize servicing, which is a kind of a necessary evil, if you will, of going to market …”
Matt Britton Jan 30, 2024 ▶ 5:19 Suzy.com did $65m Revenue Last Year. 18% was services so how did he keep 75% gross margin?
Prediction Partly held up
Britton: Suzy will reach $100M ARR by mid-2025
“We will be there in the middle of 20, 25.”
Matt Britton Jan 30, 2024 ▶ 9:09 Suzy.com did $65m Revenue Last Year. 18% was services so how did he keep 75% gross margin?
Assertion Not checkable as stated
Britton: Suzy maintains a 75% blended gross margin despite including services
“Our gross margins are 75%. Blend it, including the services which really shows you that we really are running a SaaS business and not a tech-enabled service business, which traditionally runs in the mid to low sixties.”
Matt Britton Jan 30, 2024 ▶ 11:02 Suzy.com did $65m Revenue Last Year. 18% was services so how did he keep 75% gross margin?
Assertion Not checkable as stated
Britton: Programmatic audience providers frequently deliver survey responses from bots
“When people try to buy an audience to respond to a survey from a programmatic audience provider, what they often find is it's a lot of bots that are answering the questions.”
Matt Britton Dec 20, 2022 ▶ 3:42 He just hit $60m Revenue but burned $25m net last year. Here's how Market Research SaaS Suzy fixed their runway in volatile economy
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 2,600 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.