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.

clear all ✕

why aren't all 32 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

Opinion
Supermetrics competitors raise at higher multiples despite worse financial metrics
“Yeah. But meanwhile, the competitors have been racing rounds with much worse numbers than we have at a pretty good, good multiples.”
Mikael Thuneberg Apr 1, 2022 ▶ 14:05 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Opinion
Paré: Supermetrics offers hundreds of integrations but lacks ease of use
“Like if you compare like Supermetrics has hundreds of integrations, but they're not necessarily easy to use when you plug it to Google Let Us Studio.”
Antoine Paré Feb 21, 2022 ▶ 13:36 How this Reporting Tool Bootstrapped to $4.2m ARR, 2600 Customers
What-if
Supermetrics lost up to $100M in valuation due to COVID-19
“I think we lost at least fifty million, if not a hundred million in valuation.”
Mikael Thuneberg Oct 30, 2020 ▶ 19:34 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Assertion Not checkable as stated
Supermetrics counts nearly all major advertising agencies as clients
“Pretty much all the major agencies are clients of ours.”
Mikael Thuneberg Apr 1, 2022 ▶ 9:36 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Opinion
Supermetrics differentiates by piping data directly into existing UI tools
“What makes us special is that we don't have our own reporting UI, but we let you use whatever tool you already have in your organization, so we can bring the data for you into an Excel file, or in the Google Seeds, or Google Data Studio, Power BI, Tableau, wha…”
Mikael Thuneberg Apr 1, 2022 ▶ 1:53 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Assertion Supported
Supermetrics has always been profitable and never spent investor capital
“We've been profitable throughout the company history and never used one year of investor money in this company.”
Mikael Thuneberg Apr 1, 2022 ▶ 12:52 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Disclosure
Supermetrics ended lifetime affiliate payouts to cap commission duration
“It used to be in perpetuity, but I think there's now a limit. I don't remember exactly how, how long that is. I think it's more than a year.”
Mikael Thuneberg Oct 30, 2020 ▶ 13:42 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Insight
Finnish labor laws force founders to keep cash buffers before hiring
“Of course, here in Finland, when you hire a person, you're kind of tied to that person. It's not very easy to get rid of the person. So I also wanted to be sure that I had enough buffer there.”
Mikael Thuneberg Oct 30, 2020 ▶ 8:00 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Prediction Held up
Supermetrics reached €27M ARR and projected €24M revenue for 2020
“Well, in ARR, we are now at twenty-seven million euros, and in turnover, I think we'll get to twenty-four million, maybe.”
Mikael Thuneberg Oct 30, 2020 ▶ 9:15 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Disclosure
Supermetrics was valued between $200M and $500M in its $40M round
“The valuation is, is you know, let's say between 205 hundred million.”
Mikael Thuneberg Oct 30, 2020 ▶ 19:16 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Assertion Not checkable as stated
Supermetrics employs 260 full-time workers
“Around two 60.”
Mikael Thuneberg Apr 1, 2022 ▶ 4:51 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Assertion Not checkable as stated
Supermetrics employs 70 quota-carrying sales representatives
“That's around 70 as well.”
Mikael Thuneberg Apr 1, 2022 ▶ 5:06 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Assertion Not checkable as stated
Funnel and Adverity are the most frequent competitors to Supermetrics
“So who we meet most often would be funnel, a Swedish one Adverity, Austrian.”
Mikael Thuneberg Apr 1, 2022 ▶ 14:18 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Disclosure
Google Marketplaces drive hundreds of daily signups for Supermetrics
“Yeah, we get a lot of signups from there. A couple of hundred every day, same with the Google data studio marketplace. So that's also a really good source for leads for us. So those would definitely be the top two.”
Mikael Thuneberg Apr 1, 2022 ▶ 3:06 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Disclosure
Supermetrics has nearly 18,000 paying customers
“So total would be something close to the 18,000.”
Mikael Thuneberg Apr 1, 2022 ▶ 9:14 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Disclosure
Supermetrics' largest accounts are $85k ARR, with none over $100k yet
“No, we are very close. So we have some like 85 K ARR, and I think we are in negotiation with some that would be over a hundred K.”
Mikael Thuneberg Apr 1, 2022 ▶ 7:40 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Assertion Supported
Supermetrics generates €46.5 million in annual recurring revenue
“In the USD terms, I don't have actually the number, but it's around, you know, 46 and a half in euros.”
Mikael Thuneberg Apr 1, 2022 ▶ 11:23 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Disclosure
The vast majority of Supermetrics deals are $10,000 to $15,000
“The vast majority of our deals are still rather, rather low, like, 10 K, 15 K deals.”
Mikael Thuneberg Apr 1, 2022 ▶ 7:02 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Assertion Supported
Supermetrics was valued at €250 million in its previous funding round
“So in Euro terms, the valuation was two 50.”
Mikael Thuneberg Apr 1, 2022 ▶ 13:35 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Disclosure
Supermetrics targets M&A products to upsell existing enterprise clients
“So what we are mostly thinking there is we have a huge client base, a lot of very big companies. Big agencies. So what could be a product that we could upsell to these clients that we already have?”
Mikael Thuneberg Apr 1, 2022 ▶ 15:30 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Assertion Not checkable as stated
Supermetrics maintains a net dollar retention rate of approximately 100 percent
“So across the whole business, it's around a hundred.”
Mikael Thuneberg Apr 1, 2022 ▶ 16:57 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Assertion Supported
Supermetrics is growing revenue at 50 percent year-over-year
“So we are seeing still rapid growth. So we are at around 50% year on year.”
Mikael Thuneberg Apr 1, 2022 ▶ 11:43 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Disclosure
Thuneberg: Supermetrics' $40M raise included secondary share sales
“To be honest, part of that was secondary. So I also sold some shares.”
Mikael Thuneberg Oct 30, 2020 ▶ 2:31 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Assertion Not checkable as stated
Supermetrics grew sales team to 40 people after being fully self-serve
“So we started building out the sales operation two years ago. Before that, it was fully self-serve. But we've been aggressively expanding the sales team as we have been pushing the enterprise product offering as well that I just described to you. And now we ha…”
Mikael Thuneberg Oct 30, 2020 ▶ 15:49 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Disclosure
Thuneberg: Supermetrics pays a 20% baseline affiliate commission
“I think it's 20% for most affiliates, and then they have some tiers on the best performing ones.”
Mikael Thuneberg Oct 30, 2020 ▶ 13:17 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Disclosure
Thuneberg initially rejected Google's offer to feature Supermetrics at launch
“Some people from Google reached out and then they said that they are planning to launch this Google sheets, add on gallery. And I asked if I want, would I want to be one of the first add-ons to be featured in that gallery. And guess what? Actually, I said no t…”
Mikael Thuneberg Oct 30, 2020 ▶ 4:15 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Assertion Not checkable as stated
Thuneberg: Supermetrics has around 15,000 paying customers, half being agencies
“We have in total around 15,000 customers, but then half of these are marketing agencies.”
Mikael Thuneberg Oct 30, 2020 ▶ 10:41 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Assertion Not checkable as stated
Thuneberg: Google asked Supermetrics first to build Data Studio connectors
“When Google released the Google data studio connector gallery. So you can bring your marketing data from non Google sources like Facebook ads, Twitter ads, and so on into Google data studio. And there we were also the first company that they asked to develop t…”
Mikael Thuneberg Oct 30, 2020 ▶ 6:24 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Disclosure
Supermetrics explores acquisitions including Data Studio connector competitors
“Yes, we are looking at various options of acquiring companies. So data studio connectors, competitors there, of course, it's one area, but there are many other kind of companies that we”
Mikael Thuneberg Oct 30, 2020 ▶ 17:20 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Disclosure
Thuneberg: Supermetrics remains profitable even after raising $40M
“We are still profitable, but we are looking for ways to invest that cash in a sensible way, of course.”
Mikael Thuneberg Oct 30, 2020 ▶ 17:06 Supermetrics $40m Raise Included Secondary at $200m+ Valuation
Disclosure
Supermetrics expanded beyond reporting integrations with a data warehousing product
“Recently we've also added a data warehousing product. So you can also set up a marketing data warehouse very easily with super metrics.”
Mikael Thuneberg Apr 1, 2022 ▶ 2:25 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
Assertion Not checkable as stated
Supermetrics employs 70 software engineers
“That would be around 70.”
Mikael Thuneberg Apr 1, 2022 ▶ 4:57 Supermetrics Does $4.3m in March, $51.7m Run Rate Helping Marketers Get All The Data They Need
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