The Ledger
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Ponsford admits YellowDog's recent raise was a down round
“No, actually, I would say our most recent round has been a little bit lower than that. Just because of COVID and pandemic it's generally brought that down a little.”
YellowDog's pricing sweet spots are $5K and $50K monthly
“There's a sweet spot in the sort of mid, in the small and mid market, which is generally around about 5000 dollars. And then the upper end. Yeah. And then the upper end is probably closer to 50,000.”
YellowDog's largest enterprise accounts pay over $250K annually
“You're talking those accounts are generally more than just about sort of quarter of a million, maybe a little bit higher.”
YellowDog has around 30 monthly recurring enterprise customers
“That market's only about 30 customers today.”
YellowDog's peak valuation reached £14.5 million
“Our highest valuation was about 14 and a half million dollars. So 14 and a half million pounds.”
YellowDog is completing a $1.5M round at a $12.5M valuation
“No, no, we've just done we've almost completed one and a half on that one.”
Crowdfunding investors own 7% to 8% of YellowDog
“Then also the crowdfunding, they come in as a group, they come in at somewhere at seven or eight percent.”
YellowDog bills customers based purely on managed core hours
“The sales model is all, is, is all about licensing. So it's all about number of core hours that people use that we effectively manage for them.”
VFX studios chose YellowDog for cloud compute during 4K shift
“It was really that transition whereby studios needed to move from say HD filming to four K and they didn't have enough compute. And so they chose yellow dog in order to be able to get that compute generally from the cloud.”
YellowDog has served roughly 4,500 rendering customers
“In the render market, we generally had about four and a half thousand customers.”