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 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

Disclosure
Ahalogy claims its agency gross margins rival typical SaaS companies
“I hold it up against SAS.”
Bob Gilbreath Dec 15, 2017 ▶ 11:09 874 How This $10m+ Agency Keeps 85%+ Gross Margins
Insight
Large brands are growing wary of SaaS commitments over active media spend
“It's easier for the large brands, I think, are starting to get wary of SaaS and technology and making those kind of commitments to what they call non-working dollars. But on the media side, it's where they're putting their, they're kind of, they have to go get…”
Bob Gilbreath Dec 15, 2017 ▶ 2:42 874 How This $10m+ Agency Keeps 85%+ Gross Margins
Assertion Not publicly verifiable
Quotient acquired Crisp at an estimated 6x to 7x revenue multiple
“A quotient just bought a company called crisp a few months ago in our space. I think that was something like, you know, it's always hard to tell, you know, the numbers aren't public completely, but something like a six to seven X.”
Bob Gilbreath Dec 15, 2017 ▶ 8:21 874 How This $10m+ Agency Keeps 85%+ Gross Margins
Disclosure
Ahalogy's revenue was two-thirds campaign and one-third SaaS last year
“It was about last year about two-thirds campaign, about a third SaaS.”
Bob Gilbreath Dec 15, 2017 ▶ 2:26 874 How This $10m+ Agency Keeps 85%+ Gross Margins
Disclosure
Ahalogy's average brand campaign contract is between $50,000 and $70,000
“I mean, it can go 20 grand all the way to 253 hundred grand. I'd say average around 50 to 70”
Bob Gilbreath Dec 15, 2017 ▶ 3:12 874 How This $10m+ Agency Keeps 85%+ Gross Margins
Assertion Supported
Ahalogy has raised about $10M in total capital to date
“We've raised about ten million dollars over those years.”
Bob Gilbreath Dec 15, 2017 ▶ 5:12 874 How This $10m+ Agency Keeps 85%+ Gross Margins
Assertion Not checkable as stated
Ahalogy is profitable with high margins and is not actively fundraising
“We're profitable and have great margins, and I'm not fundraising right now.”
Bob Gilbreath Dec 15, 2017 ▶ 5:33 874 How This $10m+ Agency Keeps 85%+ Gross Margins
Assertion Not checkable as stated
Ahalogy exceeds a $10M annual revenue run rate
“We're, you know, kind of over the ten million dollar a year rate right now.”
Bob Gilbreath Dec 15, 2017 ▶ 6:02 874 How This $10m+ Agency Keeps 85%+ Gross Margins
Assertion Not publicly verifiable
Bridge Worldwide grew revenue from $10M to $45M during WPP earnout
“I mean, and during that time, we grew revenue from ten million to forty five million.”
Bob Gilbreath Dec 15, 2017 ▶ 13:38 874 How This $10m+ Agency Keeps 85%+ Gross Margins
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