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Saarenvirta: Daisy Intelligence has delivered 10x ROI for all customers
“And for us, if we don't deliver 10 times that return, we tell our customers we're going to quit and move on because we're really selling net income growth is what Daisy sells. And we've been able to do that so far with all of our customers.”
Daisy's retail AI runs simulations without labeled historical data
“So we're simulating the future, and you don't necessarily have to have ever done it in the past. It doesn't need a labeled example, so the historical data just lets us calculate seasonality and, ah, you know, elasticity, cannibalization, halo, pull forward, an…”
Daisy claims a 3-5% revenue lift on $1B+ enterprise accounts
“I mean, we've grown our client total company revenue by three to five percent, which, you know, on a base of you know, our largest customers, it's more than a billion dollars in annual revenue.”
Retailers deny vendor attribution to preserve their negotiating leverage
“No retailer will ever admit to us that you did this, right? Like, because if they do that, it's negotiating leverage.”
Saarenvirta: More profitable retailers will lower prices rather than bank profits
“If we make a retailer more efficient and more profitable, they won't bank the money. They'll invest it in lowering prices.”
Saarenvirta: Daisy Is Only Company Using Reinforcement Learning Outside Engineering
“You know, we're the only company using reinforcement learning and outside of engineering, and that really delivers huge value.”
Saarenvirta: Daisy Intelligence can reach $1B valuation with 50 enterprise customers
“We envision if we get to about 50 to 60 customers, we think we'll be in the, you know, close to a billion dollar valuation, and we're already at, kind of, 17 today, so it doesn't seem like a stretch that over the next three years we could, we can get to that, …”
Daisy deploys the exact same core math for every customer
“We use the exact same math at every single customer.”
Daisy aims to double ARR from $6M to $12M next year
“So the plan next year is to, you know, grow revenue by more than five million in ARR, right? So Right. We're going to grow it from, you know, six to 12.”
Daisy's venture debt has a 15.25% interest rate, zero dilution
“I mean, it's like 15 and a quarter percent like interest and there's no dilution. It's no equity.”
Saarenvirta: Daisy Intelligence has doubled net income for retail clients
“And if they execute our recommendations, we've been able to double their net income, which is massive and unheard of.”
Saarenvirta: Daisy Intelligence generates at least 3% top-line sales lift
“Well, we, we've been able to get a minimum of three percent top line sales”
Saarenvirta: Daisy Intelligence is worth $30M-$40M on typical SaaS metrics
“If you're looking at purely financial metrics, like typical SAS companies, then we're maybe 30 to forty million in value today.”
Saarenvirta: Venture Debt Grants Runway and Leverage in VC Negotiations
“So it gives us, it's expensive capital, but it gives us a non-dilutive capital and gives us flexibility to negotiate with VCs who, you know, we are not running out of money as we're having these conversations.”
Daisy Intelligence hit $500K in monthly recurring revenue
“Last month recurring revenue was 500 K a month.”
Daisy raised $5M, providing 18 months of runway
“So we, you know, we raised like five million A couple of weeks ago. So that's our runway, you know, for another. 18 months.”
Daisy raised uncapped convertible debt with a discount
“There was no cap on it, so it'll just be a discount to the next round”
Daisy cut its monthly burn rate from $500K to $300K
“Yeah, we're burning today, you know, we're both 300 K a month, you know, so we dialed it back from the 500.”
Solo founder Gary Saarenvirta retains 27% equity in Daisy
“Yeah, I own in the 20, 27% of the company, which is still great.”
Saarenvirta: Retail represents 50% of world GDP and competes on price
“Yeah, I think in, in the most companies will, because, you know, that's how you gain market share, and I think in retail, which is 50% of world GDP, it's an industry that's really driven by price, and price drives market share, so I think in that industry it w…”
Saarenvirta: Daisy Intelligence customers pay $250k to $500k annually on average
“On average, they're paying, you know, 250,000 to 500,000 a year in that range.”
Saarenvirta: Most Daisy Intelligence clients generate $1B to $2B in revenue
“Typically we're working in companies at the small end that are a hundred million. And most of our clients are kind of in the 1,000,000,002 billion dollar range. And then we have some really large clients who are in the ten billion dollar plus range.”
Saarenvirta: Daisy Intelligence is at roughly $4M in ARR
“Yeah, we're kind of at four million in ARR”
Saarenvirta: Daisy Intelligence is targeting a $10M+ Series A raise
“We're looking kind of at a ten million plus raise.”
Saarenvirta: Daisy Intelligence Grew Revenue 100% Over Past Year
“We grew a hundred percent in the last year, so we've done kind of basically triple, triple, and it, and it'll be, you know, close to a double by the end of this year, so, and we're really chicken in the egg.”
Saarenvirta: Daisy Intelligence maintains 110% net revenue retention
“We've grown, I mean, our revenue has grown, you know, kind of -10% is what I'd say, even though we lost kind of two or three customers.”
Saarenvirta: Daisy Intelligence ACV is 2.5 times customer acquisition cost
“Annual contract value is two and a half times kind of
customer acquisition costs.”
Saarenvirta: Grocery sector gross margins are typically around 35%
“Well, the gross margin in grocery is typically, you know, kind of a third, I would say, 35%.”
Saarenvirta: Grocery net margins are under 1% for mid-market retailers
“Net margin in grocery is, you know, the mid-market guys are, yeah, less than one percent, and, you know, maybe the big general merch guys are, you know, a really good one is, you know, three percent, right?”
Daisy Intelligence Has 17 Enterprise Customers
“Total customers, we have a total of 17 customers today.”