why aren't all 14 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
Nathan: Altizon sees zero churn because connected industrial machines never leave
“Oh, churn is zero because in industrial assets, one of the good sides of this is while the growth may be linear, the actual machines, once you get a machine connected on the platform, it never goes away. So the first asset we got connected five years ago conti…”
Assertion Not checkable as stated
Nathan: Altizon sustains staggering 180% to 190% net revenue retention
“Oh yes, absolutely.”
Opinion
Nathan: Industrial IoT lacks examples of successful enterprise-wide rollouts
“The industrial IoT sector is still new and nascent a lot of the first time. There aren't really too many examples of you know of successful implementations that are, that have gone enterprise wide, right?”
Disclosure
Nathan: Altizon's SaaS pricing ranges from $25k to $200k annually
“So the SAS tiering is based on this different these different models, and it varies anywhere from about 25,000 dollars per annum at the bottom line till about a hundred to 200 K depending on the scale of the implementation associated with it.”
Disclosure
Nathan: Altizon's average ACV over 18 months is roughly $50k-$60k
“Over the first 18 months or so, it would be, let's say, it would be at the middle.”
Assertion Not checkable as stated
Nathan: Nearly half of Altizon's enterprise clients have $1B+ revenue
“And about 13 out of the 30 are, you know, the large billion dollar plus kind of enterprises.”
Assertion Not checkable as stated
Nathan: Altizon generates approximately $150,000 in monthly recurring revenue
“So we are around that.”
Assertion Not checkable as stated
Vinay Nathan: 60% of Altizon's growth comes from account expansion
“Almost 60% of our growth happens there now. So 60% is from the expanded model, and 40% is from new business that comes in across.”
Assertion Not checkable as stated
Vinay Nathan: Altizon converts 60% to 70% of enterprise pilots
“And so the pilot to, you know, full-fledged project conversion ratio is around 60, 70%, depending on, you know, the nature of the pilot and all that.”
Assertion Not checkable as stated
Altizon clients reliably add a second plant within 9-12 months post-pilot
“At least at the minimum, you can be assured that, you know, when somebody starts on the journey, they're going to add at least one more plant in the next two months after this is done. So three to six months for the pilot. And then under the, within the next n…”
Assertion Not checkable as stated
Nathan: Altizon's CAC to land a $25k account is $8k-$10k
“So typically around eight to 10 K is the CAC for that first swipe.”
Assertion Not checkable as stated
Nathan: Altizon achieves CAC payback in six months
“Typically in six months.”
Disclosure
Vinay Nathan: Altizon has raised about $5 million total, closing Series A around 2017
“So we, we've raised about five million so far. We are a post Series A company. And we did that about two years ago.”
Assertion Not checkable as stated
Vinay Nathan: Altizon has 30+ paid enterprise accounts and 120 free users
“So we have about 30 plus enterprise multi-year accounts, and we have about a 120 or active enterprise users on the multi-tenant SaaS free version that we have.”