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SaaS Interviews with CEOs, Startups, Founders

1521 iPaaS Company DBSync Passes $2.1m ARR Bootstrapped

23 Sep 2019

Transcription

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

0.031 - 21.716 Nathan Latka

They're doing about 175 grand per month today. That's up about 60% year over year. They're serving 700 customers and kind of the database and really DB, they call it DB sync space, really tied directly to Salesforce, especially as they started now scaling out into NetSuite integrations and many other integrations as well to get all your apps talking with each other.

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21.736 - 34.999 Nathan Latka

They've got about 100, sorry, they go about 55 people based in remote locations, totally bootstrapped, which I love. and healthy economics, less than 10% revenue churn per year, two to three month payback period as he continues to scale the company.

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Chapter 2: What is DBSync and what services does it offer?

35.215 - 49.709 Nathan Latka

Hello, everyone. My guest today is Rajiv Gupta. He has extensive experience with application architecture and on-demand computing and over 16 years starting and growing tech companies. In 2002, he co-founded Avankia, which was one of the first companies incubated by Salesforce.

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50.169 - 66.051 Nathan Latka

That enterprise gave raise to DBSync, a data management platform that provides a wide range of functionalities, including integration, backup, and archiving. Rajiv, are you ready to take us to the top? Yes. Okay. So DBSync, first question, is it a pure play SaaS company?

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66.993 - 72.125 Rajeev Gupta

Yes, it is a pure play SaaS company. We are in the iPaaS and cloud data application space.

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72.346 - 75.533 Nathan Latka

That's great. Okay. Yeah. So give us an example of how a customer is using you.

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76.205 - 98.097 Rajeev Gupta

If you're a Salesforce.com customer and you want to integrate your Salesforce with your accounting system, be it QuickBooks, Great Plains, or any other systems, you're likely going to call us. We integrate sales being completed into invoicing and payments getting received. Anything you think about cloud data and to other applications, we do those.

98.497 - 102.904 Nathan Latka

And how do people pay you on average? Is it kind of annual contracts only, monthly?

102.924 - 117.143 Rajeev Gupta

Yes, we do annual contracts. We do annual contracts, and it's basically $200 a month, and it goes up to $1,000 a month. So a wide range based on what services you're looking for.

117.443 - 122.59 Nathan Latka

What would you say is a fair average in terms of ACV? Is it about $200 per month, so $2,400 a year?

123.071 - 126.676 Rajeev Gupta

It's about $500 to $600 a month.

Chapter 3: How did Rajeev Gupta's background influence DBSync's creation?

132.146 - 137.341 Nathan Latka

And put this on a timeline for us. So it sounds like you got pretty active at Salesforce. You launched this in 2007?

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138.664 - 156.745 Rajeev Gupta

Yes. So early days, we bootstrapped that all the way. So we launched the The first version got launched in 2007, and then that was a desktop-only version. We rebranded the company and reset it up in 2009, and that's when the SaaS, the iPaaS got launched.

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156.845 - 177.449 Nathan Latka

I see. And what have you been able to scale to today in terms of total customers on the platform? So yeah, about 700 plus. 700. Okay, that's great. So fairly healthy. And I want to dive more into kind of how you're growing in this space, where you see the space going. But first, I mean, can I take seven? Well, no, you said ARPU was about 500 bucks a month, right? Right. Yeah.

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177.469 - 183.418 Nathan Latka

So that would put your, if I take 700 times 500 bucks a month on average, what you guys are about 350 grand a month right now in revenue, something like that?

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184.72 - 187.143 Rajeev Gupta

Less than that. Okay.

187.584 - 187.684

Yeah.

187.883 - 191.93 Nathan Latka

Which of those numbers is wrong? The 700 customer count or the 500 average?

191.95 - 199.684 Rajeev Gupta

500, that's the recent. You're gonna likely look at whatever has happened from 2009 to.

Chapter 4: What is the customer base and revenue growth of DBSync?

199.764 - 205.133 Rajeev Gupta

So if you were to average that, we'll be more like

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206.075 - 230.023 Nathan Latka

you can have it as um 250 okay so that by the way that's that's pretty typical to start off cheap and then kind of increase price over time so 250 as an average across your 700 customers that puts your revenue more about 170 grand a month is that right yeah okay yeah and give us a sense of growth so a year ago in october of 2017 what were you doing per month

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230.78 - 235.411 Rajeev Gupta

So last year we have grown about 63%.

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235.792 - 248.521 Nathan Latka

Okay, so call it maybe about 110 grand a month about a year ago? Yeah. That's great. And help us understand the story here. So where's the growth coming from? New product lines, customers paying more or just new customers altogether?

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248.722 - 248.822

Yeah.

249.275 - 256.788 Rajeev Gupta

It's new customers, customer adding stuff. So they've just had two connectors. Now they're having three and four and five.

Chapter 5: How does DBSync integrate with Salesforce and other platforms?

257.83 - 267.606 Rajeev Gupta

That's where the growth is going from $250 to more like $500, $600. So we're having a lot better retention rate now.

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270.311 - 272.835 Nathan Latka

So what's your retention rate today?

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273.878 - 280.689 Rajeev Gupta

Again, we don't disclose those numbers, but it's improved by 7% of last year.

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280.749 - 290.305 Nathan Latka

Okay. I mean, churn is like the critical number in a SaaS company. Can you give me some insight into what your churn is and how you manage it and how you've improved it?

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290.565 - 314.489 Rajeev Gupta

It depends. The classical way to think about churn is we have a wide spectrum of customers. We have very small customers and very large customers. We don't lose them. It's like more like 97% retention rate. But small customers on industry average is about 2% a month. So that's 24. We are around about that percent on the smaller side.

314.869 - 325.122 Nathan Latka

Okay. But if you ignore customer size, and this is why people look at revenue churn instead of logo churn. So if you look at your revenue churn across your entire base per year, what is that?

326.544 - 339.23 Rajeev Gupta

So we are about, you know, again, we don't disclose it. Um, I would say a range if you want. Yeah. So it's going to be about, you know, 13 to 20%.

339.25 - 342.035 Nathan Latka

13 to 20. Yeah. Okay.

Chapter 6: What pricing model does DBSync use for its services?

342.055 - 349.347 Nathan Latka

So if you're, you know, if you're turning 13 to 20% of your, of your revenue per year, sorry, the customers, that's the customers.

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349.867 - 356.634 Rajeev Gupta

Yeah, I get it. And that doesn't quite correlate with their revenue. Revenue churn is less than 10%.

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356.855 - 374.273 Nathan Latka

Okay, yeah, that's what I was asking because, I mean, by the way, I don't know why, this is why revenue churn was invented. It was to make up for differences in customers that have much different ARPUs because usually higher ACV accounts you keep, right, in terms of a logo basis and churn on a logo basis is much higher for low ARPUs. So this is why people measure revenue churn.

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374.574 - 382.322 Nathan Latka

So your revenue churn is only, call it 10% per year is what you're saying. Less than 10%. Less than 10% per year. That's great. And when people are churning, why are they churning?

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383.524 - 403.448 Rajeev Gupta

Any integration company, if they just have two points of integration and we drop one point, like they're signing off from Salesforce or Microsoft or outgoing QuickBooks into new systems, that's when the churn comes in. So that's where we see, especially in the smaller, the larger segment, we don't see that much churn at all.

403.708 - 408.274 Nathan Latka

And can you help me understand more about kind of your team today and the breakdown between sales and engineering?

409.165 - 412.812 Rajeev Gupta

Sorry, your voice was breaking. Can you ask me that question again?

412.832 - 414.014 Nathan Latka

What's your total team size today?

415.396 - 416.999 Rajeev Gupta

Oh, we are 55 folks.

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