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SaaS Interviews with CEOs, Startups, Founders

1 Customer Pays $600k/yr, How Social Marketing Company Facelift Broke $25m ARR

13 Mar 2021

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 5.242 Nathan Latka

So can I take $1,000 times $1,500 a month to back into your revenue? You're doing about $1.5 million a month?

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6.043 - 7.146 Teya Tofer

No, it's more. It's more.

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7.486 - 8.549 Nathan Latka

And have you still bootstrapped?

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9.471 - 14.04 Unknown

No, no, no. Oh, Taya. Sadly not. Sadly not.

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16.13 - 36.232 Nathan Latka

You are listening to conversations with Nathan Latka. Now, if you're hearing this, it means you're not currently on our subscriber feed to subscribe, go to get latka.com. When you subscribe, you won't hear ads like this one. You'll get the full interviews. Right now, you're only hearing partial interviews.

37.033 - 57.821 Nathan Latka

And you'll get interviews three weeks earlier from founders, thinkers, and people I find interesting. Like Eric Wan, 18 months before he took Zoom public. We've got to grow faster. Minimum is 100% over the past several years. Or bootstrap founders like Vivek of QuestionPro. When I started the company, it was not cool to raise.

58.042 - 63.568 Nathan Latka

Or Looker CEO Frank Behan before Google acquired his company for $2.6 billion.

64.109 - 68.094 Unknown

We want to see a real pervasive data culture, and then the rest flows behind that.

68.895 - 95.282 Nathan Latka

If you'd like to subscribe, go to getlatka.com. There, you'll find a private RSS feed that you can add to your favorite podcast listening tool, along with other subscriber-only content. Now look, I never want money to be the reason you can't listen to episodes. On the checkout page, you'll see an option to request free access. I grant 100% of those requests, no questions asked.

Chapter 2: How does Facelift's social media management platform compare to competitors?

299.084 - 304.571 Teya Tofer

No, we have raised after three years, three and a half years, we have raised 15 million.

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305.112 - 305.572 Nathan Latka

One five?

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305.612 - 311.901 Teya Tofer

One five. Yeah. And then we grew up to about 10 million AR.

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313.122 - 314.384 Nathan Latka

What year was that? 10 million?

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314.484 - 314.584

Yeah.

315.425 - 348.471 Teya Tofer

10 million was 2017. Okay. Yeah. 2016, 2017. And then we got a strategic investor on board. It's one of the largest German media groups called DuMont. They were really active in three business sections. One was media, the other business information. Then they started with acquiring our company. They started the third pillar, marketing technology. So we were the anchor investment.

349.171 - 352.155 Teya Tofer

And then we grew it up to, this year, $25 million.

352.556 - 356.681 Nathan Latka

Now, you did the $15 million raise, I believe, in 2014, correct?

357.842 - 359.424 Teya Tofer

Right, 2014, yeah.

Chapter 3: What was the backstory behind Facelift's founding and first customer?

401.643 - 429.161 Teya Tofer

Sure. But actually, we have a very good positioning in Europe and we were ranked in Forrester quite well. So that was our decision not to raise more. And also from an entrepreneur's perspective, we had a lot of shares when we sold our company. I mean, both of us, we had about... Wait, what do you mean when you sold the company? No, our strategic investor is, so to say, the owner now.

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429.621 - 432.885 Teya Tofer

And we moved up to the holding structure.

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432.905 - 437.39 Nathan Latka

Oh, so that $15 million deal, they bought more than 50% of the company.

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437.45 - 455.409 Teya Tofer

No, no, no. That was the super angel investment we had back in 2014. And then in 2017, we started selling the company to a strategic investor who where we now have a share on the holding structure. So we swapped basically.

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455.869 - 458.211 Nathan Latka

How much do the strategic investor invest or put in?

459.733 - 461.114 Teya Tofer

That I can't tell.

461.654 - 461.915 Nathan Latka

Okay.

462.115 - 469.602 Teya Tofer

But the valuation was much higher. So for us as an entrepreneur, we did a very good deal, I have to say.

470.923 - 476.348 Nathan Latka

If my research team digs, wouldn't they be able to find that data? Don't you have to disclose that in Europe? Like government filing?

Chapter 4: How much revenue is Facelift generating currently?

876.063 - 878.405 Teya Tofer

If it's three, it's 4,500.

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878.425 - 882.97 Nathan Latka

4,500 is the LTV?

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884.312 - 890.798 Teya Tofer

LTV keg ratio is three. I guess so, yeah.

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890.818 - 891.92 Nathan Latka

I'm very confused.

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892.4 - 893.401 Teya Tofer

Yeah, I'm too.

894.302 - 900.028 Nathan Latka

What lifetime value, when a customer signs up for you, for $1,500 a month is what they're paying you?

900.38 - 925.746 Teya Tofer

Ah, sorry. No, it's much larger. It's the customer 12, 13. Let me think. I wasn't sorry. I was miscalculating it. So it's 15 times 12 times three. So, yeah, I don't know the exact number, but I know the CLV CAC ratio is about three.

925.962 - 934.293 Nathan Latka

So that can get a lot of founders in trouble though. You can have super healthy CAC to LTV ratios, but if your payback period is really long, you get stuck in a cash gap and it kills the business.

Chapter 5: What funding has Facelift received and how has it impacted growth?

934.353 - 938.499 Nathan Latka

So that's why I'm asking about the payback period. What is your payback period?

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939.58 - 940.842 Teya Tofer

Yeah, I can't tell you.

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941.423 - 945.588 Nathan Latka

What do you spend to get a new customer? You don't know?

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946.369 - 949.013 Teya Tofer

I can't tell you these numbers right now.

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949.814 - 955.902 Nathan Latka

Interesting. I think that'll surprise people that you don't know what that is off the top of your head or at least a range.

956.236 - 964.329 Teya Tofer

Yeah. Yeah, I'm very sorry. I'm sorry. I don't have the numbers yet hand. I'm more on the product side.

964.93 - 967.234 Nathan Latka

I see. So how who owns the metrics?

968.415 - 976.488 Teya Tofer

Mike, my co founder, he owns the metrics in this term. So I'm more I'm more on the process and company side.

976.769 - 983.88 Nathan Latka

I see. I see. I see. Which customer are you most proud of? And like, I guess what's your the customer that pays you the most? Would they? What do they pay you per year?

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