why aren't all 15 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 Supported
Glidden: Introhive has 100,000 seats deployed at PwC
“We're not one of those companies that has, you know, five seats at PwC, you know, we've got a 100,000 seats at PwC.”
Insight
Glidden: Capital markets rarely dry up for over 18 months in recessions
“So if you look at, you know, the really bad recessions, they usually don't take, you know, the markets usually don't dry up. Take Markets didn't dry up for more than like a year and a half.”
Assertion Not checkable as stated
Glidden: Introhive has reached eight-figure revenue and is tripling annually
“We're kind of in the, let's see, the eight digits sort of size now. So we're just kind of, we're tripling every year.”
Assertion Not checkable as stated
Glidden: Introhive's valuation tends to be around 20x forward ARR
“You know, our valuations tend to be somewhere in the 20 times forward ARR level.”
Disclosure
Glidden: Introhive is comfortable with a one-year CAC payback period
“No, no, a year is, I think a year is still fine at this kind of stage. Right now, you know, the most important thing for us is if we're not operating in a bubble, right? There's, this is becoming a very, very hot space. And we have to make sure that we, it's a…”
Assertion Not checkable as stated
Glidden: Introhive has zero churn among enterprise customers
“Other than that, among our enterprise customers, we haven't had any churn at all.”
Assertion Not checkable as stated
Glidden: Introhive customer contracts typically start around $100,000 annually
“A lot of companies start with us in around that a 100,000 dollars a year range.”
Assertion Supported
Glidden: Introhive has raised ~$15M in VC and ~$20M total
“So total financing in is probably closer to 20 total VCs would be closer to 15.”
Disclosure
Glidden: Introhive has around 50 enterprise customers
“So, we're around 50 customers or so.”
Disclosure
Glidden: Introhive has multiple customers paying $500K to over $1M annually
“We have a lot of customers in the, you know, half million dollar a year range. We have, we've got some in the million dollar or more a year range.”
Assertion Not checkable as stated
Glidden: Introhive tripled revenue annually for three straight years
“It's been pretty consistently for the last three years. We've been tripling almost on the dot.”
Assertion Not checkable as stated
Glidden: Introhive operates at 85% to 90% gross margins
“No, we're like 85 to 90%.”
Assertion Not checkable as stated
Glidden: Introhive's average sales cycle is dipping below six months
“Our sales it's somewhere around six months. We're just starting to get below six months now on the average.”
Disclosure
Glidden: Introhive has a headcount of 120 to 125 employees
“We're a hundred and 120, 125 people.”
Disclosure
Glidden: Introhive moved away from Tableau because of cost
“Yeah, exactly. It's expensive. And we're all still kind of in the reporting business.”