why aren't all 14 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
Prediction Not checkable as stated
Segall: Alyce expects 25% gross margins and 8% to 12% net margins
“So gross margin will be somewhere on the order of probably 25%, and then net margin will probably be eight to 12%, I guess.”
Prediction Not checkable as stated
Segall: Alyce on pace to generate $4.7M in 2017
“Cause we're right now just with contracts already, we're on pace to do probably about 4.7 million next year.”
Assertion Not checkable as stated
Alyce sees 6% to 30% gift acceptance rates for cold outbound prospecting
“When it's a cold prospect right now we can see anywhere between, let's say six is our lowest, you know, all the way up to what we just had, which is about 30% you know, acceptance rate. And then 50% of those will be by handwritten card or by the branded box an…”
Assertion Not checkable as stated
Alyce SaaS tiers range from $1,000 to over $10,000 a month
“Lowest will be a thousand bucks a month, and the most expensive is probably, you know, 10 K plus.”
Assertion Not checkable as stated
Alyce serves between 500 and 600 active customers
“So we're probably in the five, 600 range right now of customers.”
Assertion Not checkable as stated
Roughly 10% of Alyce customers subscribe to the SaaS pricing model
“I'd say about 10% of them are SaaS customers right now.”
Assertion Not checkable as stated
Alyce profit margins on GMV gifting are one-quarter of SaaS margins
“It's about a quarter of what we'll make on the SaaS side.”
Assertion Not checkable as stated
Alyce grew 8x year-over-year and up to 50% month-over-month during fundraise
“We had done like eight times, so we were in a really good position. We were growing, I think, at the time that we raised anywhere between 25 and 50% month-over-month growth.”
Assertion Not checkable as stated
Segall: 20% to 25% of Alyce gift recipients sign up to use the platform
“And we have anywhere between one in four to one in five people signing up and actually using Alice who received a gift.”
Prediction Not checkable as stated
Segall: Alyce will reach around $300k top-line revenue in year one
“So we're going to be probably around 300 grand this year.”
Assertion Not checkable as stated
Segall: Alyce processed $150k in revenue over 20 days
“I think just in the last 20 days, we've put through about a 150 K worth of worth of revenue.”
Assertion Not checkable as stated
Segall: Alyce catalog grew from 3,000 to 15,000 products
“Because when we launched the catalog, it started off at about 3000 products. Now we're at about 15,000.”
Assertion Not checkable as stated
Segall: Alyce has a team of 40 employees
“We're at 40 right now.”
Assertion Not checkable as stated
About 75% of Alyce's full-time staff works remotely
“Yeah, it's a very, very, I'd say, so it's about 75% of the team is remote right now, but they're full-time employees of ours.”