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
Insight
ClickDimensions win rates peak during initial Microsoft Dynamics adoption
“Our sale at the moment really comes, and we win a disproportionate amount when somebody is in the early process of deciding to go to Microsoft Dynamics. We win a lot more in the front than if somebody's implemented Dynamics, and it's, you know, two years after…”
Assertion Not checkable as stated
ClickDimensions reached $20M ARR and 2,800 customers with zero VC funding
“From that, without taking any venture capital, they built it up to a company that by the time I came in had, you know, 2800 customers and was doing almost twenty million dollars in run rate revenue.”
Prediction Not checkable as stated
Dickerson: ClickDimensions will reach about $40M in revenue in 2019
“Yeah, so we're, we'll do about forty million this year.”
Assertion Not checkable as stated
Dickerson: ClickDimensions grew 36% to almost $31M in 2018
“We grew 36% last year to just, almost thirty-one million last year.”
Assertion Not checkable as stated
ClickDimensions operates at an LTV to CAC ratio of around 7x
“We're operating at about a seven X, which is pretty darn good.”
Assertion Not checkable as stated
ClickDimensions closed deals with 650 Microsoft Dynamics partners in 12 months
“There are 7000 Microsoft Dynamics partners who sell Dynamics, install Dynamics, configure it, migrate data, all of that kind of stuff. So those are essentially our sales force. And of those 650 did at least one deal with us in the last 12 months.”
Assertion Not checkable as stated
Dickerson: ClickDimensions has about 15% annualized logo churn
“Yeah, so our churn's about 15%, which is higher than I'd like it to be.”
Assertion Not checkable as stated
ClickDimensions funds 36 percent annual SaaS growth entirely through bank debt
“So it's a very you know, again, that's a rare story to see a company that, that grows at 36% in a SaaS business that's profitable enough to be able to use bank debt to grow.”
Prediction Not checkable as stated
ClickDimensions projects annual ARPU to reach just under $11,000
“I think we're, I think we'll end up this year just under 11,000 dollars in average revenue per account.”