why aren't all 13 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
Opinion
Sadowski: Local stock exchanges in Poland offer a viable IPO capital alternative
“For the local IPO in Poland on local stock exchange, which is still it's pretty good option for raising capital.
those, you know, other other, other stock exchange markets than the NASDAQ.
And New York Stock Exchange.
it's a viable option.”
Opinion
Sadowski: Operating post-IPO presents no huge downside to company workflow
“Post IPO, it's not much different than before that.
So I don't see a huge downside in terms of
workflow.”
Insight
Sadowski: Global SaaS buyers do not care where software is built
“One of the things that shocked me that you, that actually customers from all over the world, they don't mind buying the product. If it's good enough, they don't mind if it's from, you know, based in Poland or anywhere.”
Insight
Sadowski: Running SaaS on Polish costs while charging in dollars creates leverage
“Yeah, that's the beauty of the work right now that we can run this business with poll, let's say Polish costs while charging in dollar.”
Disclosure
Brand24 raised $1M in its Polish IPO
“Just one million dollars November last year.”
Disclosure
Brand24 CEO: Monthly Customer Churn Is Between 5% and 7%
“The churn is currently more or less at five to seven percent ballpark.”
Assertion Not checkable as stated
Sadowski: Brand24 gets over 1,000 monthly signups from community marketing
“Currently over a thousand signups a month is based on the let's say something we call community marketing.”
Disclosure
Sadowski: Brand24's Average Revenue Per User Is Typically $100 Monthly
“Typically a hundred dollars a month. That's the average revenue per user per month.”
Assertion Partly supported
Sadowski: Over 90% of Brand24's $6M cumulative costs were customer-funded
“Mostly bootstrap out of the let's say six million dollars that took us of costs that, that took us to the place where we are at the moment probably 300 K, no three, 400 K dollars was the external funding. The rest is bootstrap. So over 90% of the costs were fi…”
Disclosure
Brand24 Revenue Churn Is Lower Because Lost Accounts Are Cheaper
“The revenue churn is significantly lower because we tend to lose the cheapest customers.”
Disclosure
Brand24 CAC Is Around $280 With a Three-Month Payback Period
“At the moment it's around 280 dollars. So the return on customer acquisition cost is on average after three months.”
Disclosure
Brand24 Estimates Minimum Customer Lifetime Value at Around $1,500
“That would be around 1500 dollars.”
Assertion Supported
Sadowski: Brand24 has over 2,000 active paying customers
“Yeah. We have many more signups. However, those are only active paying customers. So the ones that count into MRR.”