The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Reale: iPaaS tools like Zapier struggle with human approval workflows
“Those kinds of companies won't do very well with the approval and rejection part of a workflow.”
ProcessMaker targets under 12-month CAC payback period
“We actually optimize it for that, that first year. And meaning, you know, when we sell the when we sell it, we'd like to see payback pretty immediately. So I would say even, even less than that.”
Reale: Workflow automation software does not work well for SMBs
“Looking at the kind of SMB or even smaller businesses realize that doesn't really work for this genre of product.”
Reale: ProcessMaker is approaching zero to negative net churn with upsells
“And then we're, you know, approaching that sort of kind of zero to negative percent churn with the upsells, but we think we can drive a lot more there.”
ProcessMaker operates with five total entities on its cap table
“Really three and yeah, well, three and then a few, five in total.”
Reale: ProcessMaker's annual gross churn without upsells is about 12%
“So churn, I think for us, sort of that top level churn without the upsells it's about 12% annually.”
ProcessMaker ACV is roughly $25,000 to $30,000 excluding professional services
“25, 30 grand would be kind of average contract value for us. And that doesn't include potentially professional services, which might be done by us or by partners around the world.”
ProcessMaker grows its subscription business 30% to 35% annually
“So we grow our subscription business around 30, 35% a year.”