why aren't all 15 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
Assertion Not checkable as stated
Arnold: E-Days ARR stands at £2.7M
“So our recurring revenue is 2.7 million pounds.”
Assertion Not checkable as stated
E-Days converts 50% of screenshare product demos into customer sign-ups
“When we get them onto an online demo via screen share, we've got a 50% conversion rate of people who see these to signing up in the system.”
Assertion Not checkable as stated
E-Days operates at approximately a 45% EBITDA margin
“And we're about 45% EBITDA margin.”
Assertion Not checkable as stated
Arnold: Average E-Days customer has 150 employees and pays $200 monthly
“An average customer has got about 150 employees and they're paid about 200 dollars per month.”
Assertion Not checkable as stated
Arnold: E-Days has scaled to 1,400 customers
“We got 1400 customers now.”
Assertion Not checkable as stated
Arnold: E-Days added 330 customers and £600k ARR over past year
“Over the last 12 months, we've signed up another 330 odd customers and added about 600,000 pounds worth of recurring revenue or business over the last 12 months.”
Assertion Not checkable as stated
E-Days maintains a 25% inbound inquiry-to-customer conversion rate
“So we get these inquiries coming in and we convert 25% of those to customers. That's our metric that we've kept pretty consistent.”
Disclosure
Arnold: E-Days Raised ~$10M From PE for Partner Buyout
“It was about ten million.”
Disclosure
Arnold: Private Equity Firm Owns ~60% of E-Days Post-Buyout
“They own about 60%.”
Assertion Not checkable as stated
E-Days has an annual logo churn rate of 8%
“Eight percent of our customers is, is our, would be our logo churn.”
Assertion Not checkable as stated
E-Days maintains a net revenue retention rate of 105% to 106%
“It's about a 105%, a 106%.”
Assertion Not checkable as stated
E-Days has an average CAC just under $2,000
“The average cost of acquisition in dollars is just below 2000 dollars.”
Assertion Not checkable as stated
E-Days achieves an 8.5 month customer payback period
“Eight and a half months is how I calculate the payback.”
Assertion Not checkable as stated
E-Days employs a sales team of six across enterprise and SMEs
“So we've got a team of six sales guys at the moment. They're split into enterprise and SMEs.”
Disclosure
Arnold: Early Partners Owned 80% of E-Days Prior to Buyout
“Well, there were two of them really. One was a silent partner. So one of them had in total, they had 80% of the company.”