The Ledger
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Jonathan Fishback predicts EstateSpace will reach $2M SaaS ARR in 2023
“We'll be about two million dollars in ARR by the end of next year, and it'll all be SAS.”
Yumekoro: Brandrex can reach 55,000 users and $1M+ in 15 months
“If we can't hit our targets, which I'm very sure we can, because we're hoping to get about, sorry, I have this on your documents and I can't recall, but about 55 or 60,000 people in 15 months, we're able to get raise our one point yeah, we're able to raise abo…”
Britton: Suzy expects to reach cash-flow positivity by Q4 2023
“And in that regard, we expect to be cashflow positive fourth quarter
Next year.”
Britton: Suzy will reach high $80M to low $90M ARR by late 2023
“We'll, we'll be in the high eighties to low nineties a year from now.”
Britton: Suzy will likely IPO in two to three years at around $200M ARR
“So who knows what, when we'd be able to IPO, I would say likely in the next two to three years, but probably closer than we're at two hundred million ARR versus a hundred.”
Lemkin: SaaStr core business can scale from $25M to $100M revenue
“So I think our core business can do a hundred from 25 because it's just SAS from that.”
Keeley: Venture downturns will accelerate vertical SaaS adoption of embedded fintech
“Well, I think it's going to accelerate because let's say that there are venture dollars are reserved.”
Avarell: Ember will '100%' surpass $100 million in GMV in 2022
“Oh yeah. Yeah, absolutely. Based on the current growth, a hundred percent.”
Rinse will find it nearly impossible to scale nationally like Sudshare
“It will be, you know, nearly impossible for them to really scale nationally like we have.”
Maropost's net dollar retention will exceed 150% this year
“Yeah, well this year will be well above a 150%.”
Sakil: Industry-ready quantum computers are three to five years away
“Industry availability of these computers would take at least three years. We estimate three to five years”
Lanius expects Alternative to earn mid-20s IRR with a 10% net spread
“So we'll be able to earn probably mid, mid, mid twenties. And so our spread on our business is, you know, call it in a conservative manner, about 10%.”
Burnside projects LendingPoint will hit $600M in net revenue for 2022
“And we'll be around six hundred million this year.”
Porter: Salesloft will double ARR to $100M next year
“We'll hit a hundred million next year, sitting around the fifty million mark, growing a hundred percent, a 120% net expansion.”
Isilay: Cognism will reach $20M ARR by end of next year
“And we should finish this year at 11.5, and then next year, you know, I'm certain with the kind of metrics that we've got that we'll get, but we'll be at 20 at the end of next year.”
Aris Verne: Alfinder will completely replace agency software stacks
“The moment we integrate into the any agencies, you know, environment, Alpha is going to be the only software that they're going to use.”
Query.ai targets $15M in ARR by the end of 2023
“We'd like to be at, or as close to fifteen million in ARR by the end of 20, 23, as we can be, which would make us, you know, hyper growth kind of company.”
Danilo: A free tier strategy beats competitors charging $10,000 upfront
“Raising venture funding is what allowed us to play that long game in terms of, like, having a free plan, which I think in the long run is what's going to allow us to win, because while everybody's going to be focused on charging 10,000 dollars for a product th…”
Symbl.ai will land million-dollar enterprise contracts by 2023
“Absolutely. Super bullish about it. And actually talking to a few customers about that.”
Latka: Major stadiums will never mandate digital wallets for entry
“So like, how do you convince FedEx field and land over Maryland where the Washington football team plays to announce ahead of the game that you must bring your bindle wallet on your phone and show it at the entry. They're never going to do that because it's go…”
Urban: Wunderkind will probably go public, potentially in 2022 or 2023
“Because at some point it could be next year, it could be early at 23, whenever, whenever, whenever we feel it's appropriate. Yeah. We're probably going to be a public company at some point and something we're looking forward to.”
Yampolskiy: SecurityScorecard will easily surpass $100M ARR in 2022
“Next year we plan to continue the same growth rate. So we're going, and more. So we're going to by far surpass, you know, the hundred plus next year and beyond. We actually anticipate to be able to grow faster next year.”
Flock Freight is preparing for an IPO in two to three years
“This business is headed to the public markets. We're not yet ready to hire a banker. We're not yet ready to start talking to the exchanges. So it's, I wouldn't quite call us pre-IPO, but we're pre-pre-IPO, meaning find me people that can educate me on the stor…”
Purwar: 2020s Will Experience Climate-Induced Depression Similar to 1930s
“I was really interested in doing a PhD in economics on climate change induced financial depression, and I was working with Professor Gary Gordon in Yale, so I'm a Yale graduate in the master's program, and I really, really wanted to do that because I was obses…”
Sohn predicts Recruiter.com will reach profitability by early 2022
“And so we're trying to do this in a balanced fashion, hit profitability, and we'll, we'll get there early in 22.”
Sohn: The job hopper economy and high quit rates are permanent
“We saw a 4.3 million people quit in August. That is not going away. We are in a new economy. I call it the job hopper economy.”
Latka: Moving early on Zoom's app store can build a $100M business
“Zoom is the opposite. It's so brand new. If you move quick, you rank high, you dominate that spot for the next 10 years, and you build a hundred million dollar business pretty, pretty quick.”
De la Nuez predicts UserZoom will exceed $100M ARR by Q1 2022
“I think we will be actually, we will be over a hundred million by Q one is what we're anticipating.
Yeah.
That would be, I would be surprised if we don't do that.”
Smith: Fossil fuels will provide 80% of energy for 20 more years
“80% or more of our energy comes from fossil fuels and will in spite of all the focus on renewables for the next 20 years.”
RevGenius Founder Jared Robin: IPO Is the Ultimate Goal
“IPO is the goal. Like no matter how stupid that sounds, like that's where we're going.”
Latka predicts ZoomInfo, Gong, or SalesLoft will acquire RevGenius by 2023
“Guys, mark my words. RevGenius will sell for a very large number in the next two years. Jared doesn't know it yet, but like Henry at ZoomInfo and like Amit from Gonger, I'm going to compete like hell to take, or Kyle from SalesOff.”
Siozos: Corporate training will never return to multi-hour hotel seminars
“There is no future, at least in the next two, three, four years, without COVID, That the business that wants to train 400 employees will get them into a hotel for five hours of PowerPoint. There will be a riot.”
Freightos projects an 800% year-over-year increase in gross bookings for 2021
“Yeah, we should grow 800% in the bookings.”
Holmes: Largest customer could generate over $100M annually for Resonant
“We believe that customer has the potential to generate over a hundred million dollars annually for Resonant you know, as they get to full volume on delivering filters into the five G space.”
Holland Expects Next Funding Round to Value SalesScreen North of $120M
“Right now you know, it's definitely going to be north of a hundred and twelve million, hundred and twenty million dollars.”
Grain is on track to hit $1M ARR by end of 2021
“Oh, absolutely. I mean, for us, the growth rate is continuing to grow and increase. We've just been, just begun to tap the market. And so we're absolutely on track for that, that being our goal this year.”
Alfonso de la Nuez Predicts UserZoom Will Reach $1B Valuation Soon
“No, I don't, I think we'll get there pretty soon. I'm very confident, and it's very exciting, of course, but no, we're not there yet.”
Prediction (Apr 2021): COVID-19 cases will drop very quickly
“COVID is going to drop obviously very quickly over the next couple of months.”
Ezra: Granulate will finish 2021 with over 6x revenue growth
“We need to keep hammering on that, and we'll end the year over six times last year.”
SEC will not allow unregulated private company token trading in US
“Like, the SEC isn't going to allow that to happen, at least in America.”
Caldbeck: Skeptical anyone will build a true, high-valuation lending marketplace
“I'm very skeptical that anyone over time is going to build that marketplace in a way that it looks like a true marketplace in a way that marketplaces typically get high valuations by having, by consolidating fragmented supply and demand.”
Dragunov: Batch Products will become a billion-dollar brand in five years
“We're growing a billion dollar company brand in the next five years.”
Crowley: Replacing all vehicles with new EVs will take ~100 years
“There's over 1.4 billion vehicles in the world.
There's over sixty million new vehicles every year.
So if we're going to wait for all of them to become Teslas, it's going to take about a hundred years.”
Crowley projects EV division will jump from $20M to $70M revenue
“Like I can disclose in cars, cars will do Well, next year is easier. Cars will do about seventy million next year. This year it'll do, hard to tell with the pandemic, but it'll probably do something like 15 or 20.”
Crowley: Bundled EV and energy service to generate $35K per vehicle
“So the recurring income On that is it looks like it's going to be everything combined. It looks like it's going to be about 35,000 bucks per vehicle per year all in.”