The Ledger

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why aren't all 9 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

Assertion Not checkable as stated
Dreamdata annual customer contracts range from $6,000 to $100,000
“So customers pay us I mean, it depends, of course, of size and so, but they, the range is typically between 6000 dollars annually and up to 50, a 100,000 dollars.”
Ali Dalarup Nov 24, 2021 ▶ 2:13 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
Disclosure
Dreamdata founders rejected $1M funding immediately after leaving Trustpilot
“Lars, our CEO and I, we left a company called Trustpilot. And actually more or less when we walked out the door, we were offered in the area of the same amount of cash we raised. But at that time we turned that offer down. Not because it wasn't a good offer ne…”
Ali Dalarup Nov 24, 2021 ▶ 6:21 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
Assertion Not checkable as stated
Dreamdata has reached approximately $500,000 in annual recurring revenue
“So, so roughly our annual recurring revenue is in the 500,000 area.”
Ali Dalarup Nov 24, 2021 ▶ 11:10 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
Assertion Not checkable as stated
Dreamdata has 30 paying customers with an average $18,000 ACV
“So 30, 30 paying customers and 18,000 average.”
Ali Dalarup Nov 24, 2021 ▶ 11:28 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
Prediction Not checkable as stated
Dalarup predicts Dreamdata will reach $1 million in revenue next year
“For sure. Yeah. I mean, that, that we have to hit.”
Ali Dalarup Nov 24, 2021 ▶ 12:29 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
Disclosure
Dreamdata experienced 14% to 20% equity dilution per funding round
“Every round has been between I think 14 and 20% for us.”
Ali Dalarup Nov 24, 2021 ▶ 14:05 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
Assertion Not checkable as stated
Dreamdata's net dollar retention dropped below 100% during customer profile refinement
“That's probably the case, yes, because if we look at kind of a year, so we, I think the last nine months, we really kind of kicked the kind of ICP customer. So if we look at the customers, we kind of signed a year ago and further back, they were the less idle …”
Ali Dalarup Nov 24, 2021 ▶ 16:49 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
Assertion Partly supported
Dreamdata raised a $4 million seed round in summer 2020
“That was in the summer of 2020. And here we raised four million dollars.”
Ali Dalarup Nov 24, 2021 ▶ 6:55 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
Assertion Not checkable as stated
Dreamdata operates with a total team size of 20 employees
“We are 20.”
Ali Dalarup Nov 24, 2021 ▶ 15:55 Revenue Recognition SaaS Hits $500k ARR, Raised $4m at $20m Valuation with 30 Customers
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