why aren't all 7 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
Allison: Evotix Will Reach Cash Flow Breakeven by Mid-2023
“So we will be cash break even by the middle of next year, or middle of this year rather now.”
Assertion Supported
Allison: Evotix will finish fiscal year at £15M ARR with 40% growth
“Yeah, so we will end our financial year on about fifteen million of sterling of ARR. One, five million? 15, one, five, fifteen million, yes. And so that'll be 40% growth for us.”
Assertion Not checkable as stated
Allison: Evotix maintains 110% to 115% net retention
“So we're at a 110, 115% net retention. So we're expanding existing customers, but the core for us is new logo acquisition.”
Assertion Not checkable as stated
Allison: Evotix experiences 5% gross churn and 15%+ expansion
“So we're churning about five percent. And so expansion then is, is 15% plus.”
Assertion Not checkable as stated
Allison: Evotix Monthly Net Burn Is Closer to $100K Than $1M
“Oh, oh, closer to a hundred grand than the million.”
Assertion Not checkable as stated
Allison: Most mid-market EHS target customers still use pen and paper
“Lots of our target customers are still doing that with pen and paper and Excel spreadsheets. Obviously that's inefficient. It's difficult to demonstrate your compliance and you can't really learn anything from your data.”
Assertion Not checkable as stated
Allison: Manufacturing represents approximately 20% of Evotix's revenue
“Manufacturing is the biggest, but that'll be about 20%, so we've got pretty good referenceability across a number of sectors.”