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SaaS Interviews with CEOs, Startups, Founders

$4m ARR, Hospitals pay $5 Per Utility Meter To Measure Gas Emissions

16 Mar 2023

Transcription

Chapter 1: What valuation strategies are discussed for SaaS companies?

0.031 - 15.795 Nathan Latka

Do you guys care about valuation right now, specifically your valuation? Do you think you might raise soon or sell a portion of the company? There is no other tool on the internet that you can use to get a better and higher valuation than Founder Path's new valuation tool.

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15.775 - 34.543 Nathan Latka

We have over 253 deals that went down over the past 30 days, all the revenue numbers, all the valuations, and the multiplier. That way you can go filter the data, find companies that are your same size, what they sold or raised for or at, and then use those as comparables in your decks to argue and debate and get.

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34.523 - 50.389 Nathan Latka

a higher valuation and less dilution, which is the name of the game, less dilution. Check it out today at founderpath.com forward slash products. That's plural forward slash valuations. Again, both plural founderpath.com forward slash products forward slash valuations.

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53.035 - 65.472 Nathan Latka

You are listening to Conversations with Nathan Latka, where I sit down and interview the top SaaS founders, like Eric Wan from Zoom. If you'd like to subscribe, go to getlatka.com.

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65.952 - 88.763 Nathan Latka

We've published thousands of these interviews, and if you want to sort through them quickly by revenue or churn, CAC, valuation, or other metrics, the easiest way to do that is to go to getlatka.com and use our filtering tool. It's like a big Excel sheet for all of these podcast interviews. Check it out right now at getlatka.com. Guys, THG Energy launched back in 2011.

88.783 - 107.349 Nathan Latka

Today, doing about $200,000 a month in revenue, up from $125,000 a month just a year ago. They work with over 1,000 folks, businesses powering their utilities. These are like schools, hospitals, et cetera. They help these folks report on gas emissions with tracking and measurement. That's what their software is called. where platform does.

107.389 - 124.242 Nathan Latka

He charges $5 per meter per month as they scale, looking to grow now. They did a $10 million seed round back in 2019. I called a 50 million valuation, looking to raise 6 million now at hopefully close to a 75 million valuation. We'll see if we can get it done. Hey folks, my guest today is Daniel Fry.

124.262 - 145.543 Nathan Latka

He's got 35 years of experience in the energy marketing and trading worlds, building and acquiring energy marketing companies. At THG, they've built more than 35 energy industry partnerships, excuse me, to help companies expand revenue and product offerings to include sustainable and energy management data and technology. Follow along with the podcast at thgenergy.com.

145.583 - 146.885 Nathan Latka

Daniel, are you ready to take us to the top?

Chapter 2: How does THG Energy measure and report gas emissions?

423.886 - 446.766 Daniel Fry

And then we have about eight folks in Austin that are engineering focused and really help companies on their integration of meters and smart meter data and distributed energy resources, which is the other side of our business. We pull together a lot of multi-facility, multi-sourced data and put it in one spot. So if you're trying to track

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447.117 - 456.497 Daniel Fry

your solar panels and your batteries and your behind the meter information and integrating that into a platform. That's the other piece of our business.

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456.958 - 466.037 Nathan Latka

Before we get to that though, 300,000 utility instruments that you're installed on today at five bucks a pop would mean you're doing about 1.5 million a month in revenue. Is that accurate?

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466.237 - 474.613 Daniel Fry

That's accurate for that side of the business. There's also additional opportunities to- Well, hold on, Daniel, before you go away from that side of the business though.

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474.633 - 479.723 Nathan Latka

So if you're doing 1.5 today, just so we can calculate growth rate, what was just that part of the business doing one year ago?

480.074 - 488.144 Daniel Fry

One year ago, that same business was probably about 30% less. So about a million dollars. Yeah.

488.164 - 490.847 Nathan Latka

And we- Daniel, is that a month or a year, just to be clear?

491.188 - 491.568 Daniel Fry

Per year.

492.209 - 496.134 Nathan Latka

Oh, got it. Got it. So it's not 1.5 million a month. It's $5 per year per meter.

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