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SaaS Interviews with CEOs, Startups, Founders

1075 LogicBay CEO: Love Venture Debt! Helped us pass $10m in ARR

04 Jul 2018

Transcription

Chapter 1: What is LogicBay and how does it generate revenue?

0.689 - 24.157 Nathan Latka

This is the Top Entrepreneurs Podcast, where founders share how they started their companies and got filthy rich or crash and burn. Each episode features revenue numbers, customer counts, and other insider information that creates business news headlines. We went from a couple hundred thousand dollars to 2.7 million.

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24.397 - 26.38 John Panachone

I had no money when I started the company.

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26.4 - 51.779 Nathan Latka

It was $160 million, which is the size of many IPOs. We're a bit strapped. We have like 22,000 customers. With over 5 million downloads in a very short amount of time, major outlets like Inc. are calling us the fastest growing business show on iTunes. I'm your host, Nathan Latka, and here's today's episode. Hello, everyone. My guest today is John Panachone.

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51.799 - 61.99 Nathan Latka

He's the CEO of a company called Logic Bay, and works with leading companies to develop and implement strategies for scaling indirect sales channels using a combination of services and technology that Logic Bay offers.

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Chapter 2: What challenges did John face when starting LogicBay?

62.33 - 75.512 Nathan Latka

He's also the co-founder of Vet2CEO, a nonprofit focused on helping veterans transition into being entrepreneurs. John, are you ready to take us to the top? I sure am. What branch did you serve in? The army. Very good. Thank you for your service.

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Chapter 3: How much funding has LogicBay raised and what is its financial strategy?

75.532 - 79.677 Nathan Latka

I appreciate that. Oh yeah. You're welcome. All right. Tell us about the company. What do you do and how do you make money?

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81.118 - 99.478 John Panachone

All right. We're a partner relationship management software company, which is kind of a derivative of CRM. So we have a cloud-based software that helps manufacturers work with their dealers, resellers and bars around the world. I've been doing it for about 15 years now and we make money through subscription revenue.

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Chapter 4: What is LogicBay's customer base and average revenue per user?

99.863 - 105.069 John Panachone

About 90% of our revenue is recurring subscription revenue. And that continues to grow.

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105.289 - 109.274 Nathan Latka

That's great. And give me a general sense of size. So what's the average customer paying you per month, would you say?

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110.536 - 120.167 John Panachone

Well, we range in size from free with a revenue shared over six digits a month, depending on the size of the client and how much of a reach globally we have with them.

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120.387 - 132.496 Nathan Latka

Just to avoid going down every cohort you serve, because I'm sure there's many of them. If I forced you into an average, would you say like a grand on average, 10 grand, 100 grand? A month between one and 5,000 a month. Fair enough.

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Chapter 5: How does LogicBay maintain a high customer retention rate?

132.576 - 137.242 Nathan Latka

Between one and 5,000 a month. And you said you launched 15 years ago. So this would have been back, what, in 2002?

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137.262 - 139.704 John Panachone

2003, actually.

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139.744 - 145.591 Nathan Latka

2003. And I mean, where was your mind at that point? Why jump in and start your own company?

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147.153 - 154.221 John Panachone

Well, like a lot of entrepreneurs, I just had a series of circumstances kind of collapse into my lap. The company I was with,

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154.842 - 181.339 John Panachone

i was the vp of sales and marketing and i was brought on to that company to run sales and marketing but also position the company for a sale we accomplished that and we sold the company to an indian company offshore and one of the contracts i had sold was a three million dollar u.s government contract tied to homeland security funds so that contract clearly was not going to be assigned to the acquiring company so long story short i got permission

Chapter 6: What are the key factors affecting LogicBay's profitability?

181.572 - 187.299 John Panachone

to handpick a few people that were working on that contract and move them into a new company and launch the company with that.

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187.319 - 192.065 Nathan Latka

Oh, wow. What a great story. So, so are you bootstrapped to date all from that initial 3 million or have you raised?

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193.126 - 206.923 John Panachone

Yeah, we've raised about two and a half billion in equity and we've done about $3 million in debt deals over the years to finance the business, uh, which I'm proud to say, because that's not a lot of equity for a 15 year old company doing, uh, the kind of revenue we've done over 15 years.

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207.163 - 208.845 Nathan Latka

Yeah. What kind of revenue are you doing generally?

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209.99 - 216.867 John Panachone

Generally, we don't like to disclose that publicly, but we're between 10 and 15 million.

216.967 - 220.135 Nathan Latka

Okay, that's pretty healthy. And what rate are you growing at year over year, would you say?

Chapter 7: What marketing strategies does LogicBay utilize for growth?

221.009 - 237.67 John Panachone

We're at about a 10 to 15 percent growth rate right now. We have a very mature, large Fortune 500 customer base, our larger customers. So we're we tend to do a lot of renewal and more and more scope of work within our client base versus new account growth.

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237.69 - 244.198 Nathan Latka

Got it. So you year over year are focused on gaining more wallet share from the same base versus expanding the base.

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244.482 - 252.853 John Panachone

Yeah, we've got like a 99% renewal rate, and we have some long-term contracts as well. So yeah, we're all about growing the accounts once we get in.

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253.134 - 257.38 Nathan Latka

What's net revenue retention typically look like year over year, or said differently, net revenue expansion?

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259.062 - 267.233 John Panachone

It's north of 90%. So we've got good recurring revenue, good recurring renewals, and then that provides the base upon which we put

Chapter 8: What insights does John have on equity versus debt financing?

267.618 - 273.705 John Panachone

incremental revenue on it, about a 10% growth rate, you know, historically over the last few years.

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273.925 - 279.752 Nathan Latka

Just to make sure I understand that. So someone that might start paying you a hundred grand per year, you pretty confidently grow that to 110 grand in year two.

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280.473 - 288.962 John Panachone

Yeah. Yeah. Proportionally. That's about right. You know, the smaller deals grow faster on a percentage basis, you know, but the larger ones about what you said.

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289.182 - 292.326 Nathan Latka

Okay. Interesting. And what are you at today? I mean, how many customers are you serving?

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293.015 - 313.205 John Panachone

Now, we've got north of 60 customers right now. The bulk of our revenue, 80-20 rule applies. You know, 80% of our revenue comes from a subset of that. But, you know, we're proud of that. And we're very profitable too, which wasn't easy to get to. But, you know, we focus on maintaining strength through profitability and be financially strong vis-a-vis our competition.

313.846 - 315.828 John Panachone

And that goes a long way with our customer base.

316.068 - 331.847 Nathan Latka

I'm missing something here. So correct which number I messed up. If you have 60 customers and you give me an ARPU between a grand and five grand per month, I'm gonna give you the best there, five grand. If I multiply that times 60, that's 300 grand per month or about 3.6 annually. You're doing, you said, two or three times that, which my numbers are wrong.

331.827 - 339.323 John Panachone

Well, we have a couple of very large customers that are six digits a month in fees. So it pulls the average way up.

339.604 - 348.122 Nathan Latka

Yeah. Yeah. It's very heavily skewed. Interesting. Interesting. Okay. What has made profitability difficult for you? Obviously you're there, but what made it difficult?

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