The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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
Berman: Organic SaaS growth is limited by working capital constraints
“So there's a limit to how fast we can grow organically. Because at some point when that that line gets too steep, you run out of working capital.”
Berman: Delivra has 500 direct paying clients and thousands via resellers
“500 direct paying clients and we have a couple thousand extra through resellers.”
Berman: Delivra customers pay an average of $10,000 per year
“So they're paying us 10,000 a year, so I guess that's what, but somewhere between eight, 900 dollars per month.”
Berman: Delivra will generate $4.8M in revenue in 2016
“We're doing 4.8 million a year. That's what we're going to do this year.”
Berman: Delivra generated $4.2M to $4.3M in 2015 revenue
“I think we did four two to four three. So, we've had you know, a reasonably good increase over the year.”
Berman: Delivra's 2016 monthly gross churn was 1.5%
“This year it was 1.5% and our goal for next year is one percent.”
Berman: Delivra spends $1.08 to acquire $1.00 in ACV
“We're, we spent a dollar eight this year and our goal is one dollar. And eight cents. To get one dollar of ACB revenue, annual contract value.”