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SaaS Interviews with CEOs, Startups, Founders

Can this new AI tool grow into their $10m valuation?

11 Aug 2023

Transcription

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

1.533 - 14.024 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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14.524 - 38.927 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, Node.ai got going, call it, six months ago researching.

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Chapter 2: How did Node.ai secure its initial funding?

38.947 - 53.484 Nathan Latka

They just closed a $500,000 convertible note with a $10 million cap. So call it, they sold 5% of the business. Pretty healthy, though. The question now is, can they get MBA students as their initial ICP target? Can they get these students using the tool? And then after that, can they start turning on a revenue stream here?

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Chapter 3: Who is the target audience for Node.ai's product?

53.504 - 62.995 Nathan Latka

We will see what happens. Justin's got experience, though. Two-time exited, first-time exited founder, second-time exited founder, bootstrapped VC. Node is his third project. We'll see where it goes.

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Chapter 4: What challenges did the guest face with previous startups?

63.481 - 77.161 Nathan Latka

Hey folks, my guest today is Justin Shum. He's building Node.ai, which extends human reasoning and decision-making abilities. He's building on his own experience. It's a three-time founder, one bootstrap, one exit, and one venture backed. Justin, you ready to take us to the top?

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77.922 - 78.943 Justin Shum

Absolutely, let's do it.

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79.344 - 81.026 Nathan Latka

All right, what was the name of the bootstrapped one?

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81.768 - 82.669 Justin Shum

Yeah, ReadyChat.

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Chapter 5: How does the guest define their ideal customer profile?

82.869 - 85.653 Justin Shum

Founded back in 2013, exited it in 2015.

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86.474 - 89.739 Nathan Latka

ReadyChat, okay. And what was the, you bootstrapped that, right?

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90.4 - 91.041 Justin Shum

Yep, you got it.

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91.426 - 93.992 Nathan Latka

So like no angels, you just put in your own money basically?

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94.714 - 97.08 Justin Shum

Yes, that and a lot of blood, sweat and tears. Yeah.

97.842 - 99.145 Nathan Latka

And how many years was that again, you said?

100.228 - 102.775 Justin Shum

We operated for three years and then we had an acquisition.

102.815 - 107.747 Nathan Latka

Okay. And did you, I mean, did you guys break a million bucks of ARR at that point or what were you when you exited?

Chapter 6: What innovative features does Node.ai plan to offer?

108.098 - 123.614 Justin Shum

We were pretty close in terms of Canadian dollars. If you converted that to USD, yeah, it broke a million. And because it was a hybrid between software and services, we didn't get a huge multiplier on it. It was about 3x revenue for the acquisition.

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124.435 - 126.437 Nathan Latka

Okay. This would have been back then.

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126.457 - 129.62 Justin Shum

Bootstrapped entrepreneur. That was a lot of money for us at the time.

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130.281 - 130.381 Nathan Latka

Yeah.

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Chapter 7: How does the guest plan to monetize their platform?

130.401 - 134.986 Nathan Latka

I mean, what? That's a $3 million deal back in 2017, right? You guys own how many co-founders?

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135.766 - 136.367 Justin Shum

There was three.

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136.786 - 141.451 Nathan Latka

I mean, so if you each can pre-tax, take home something like 300K, that's a good gig back then.

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142.031 - 149.159 Justin Shum

Yeah. And in Canada, you get your tax-free up to $750,000. So it was basically all of it in our pockets, which was nice.

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149.659 - 151.061 Nathan Latka

That's okay. So I changed my math.

Chapter 8: What are the future goals for Node.ai and its team?

151.081 - 155.405 Nathan Latka

You each get $350,000 pre-tax and get to keep most of it, something like that.

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155.946 - 156.586 Justin Shum

Yeah.

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156.606 - 162.152 Nathan Latka

That's great. Looking back, do you go, man, I wish I kept building that thing. There was a lot of potential there. Did you sell too early or no?

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162.706 - 178.063 Justin Shum

Yeah, I think every founder has seller's remorse, for sure. But it was somewhat of a platform that launched us into other businesses. And all of us are successful in different areas now. So I don't think I have too much regrets.

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178.764 - 190.317 Nathan Latka

Yeah, I rarely meet founders that regret their first sale because it creates so much optionality for you, not to mention the cash in your pocket. So all right, you get that done in 2017. And then what was the next company? I guess this was the VC-backed one.

190.803 - 195.571 Justin Shum

This was actually not. The second company was Ask Avenue, again, in the prop tech space.

195.872 - 197.014 Nathan Latka

Ask what?

197.134 - 222.531 Justin Shum

Ask Avenue. Avenue, okay. And we had some of the largest enterprise customers at the time, Remax, Royal Page, another massive brokerage with 20,000 agents. And we got a lot of press, won a pitch competition to kick it off. But that one was angel-backed, actually. And it was a Completely different experience from bootstrapping where you own. I own 51% of ReadyChat. Ask Avenue slightly less.

222.591 - 243.168 Justin Shum

But it's super important to note this, that taking on angels, they have to be the right angels. The angels we took on were not experienced investing in tech. And so they had different agendas, different strategies they were trying to enforce. And so it got pretty messy, pretty ugly. And I actually exited that one willingly and didn't make too much money off of it.

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