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SaaS Interviews with CEOs, Startups, Founders

COVID took them to $0, Now $1.3m in Revenue For Instant Sports Clips

10 Dec 2021

Transcription

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

0.031 - 1.297 Nathan Latka

What do you think you'll break next year?

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2.523 - 6.784 Daniel Evans

I think we projected 3.1 million for 2022.

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9.228 - 21.683 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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22.184 - 44.514 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. Hey, folks. My guest today is Daniel Evans.

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Chapter 2: Who is Daniel Evans and what is his background?

44.534 - 62.623 Nathan Latka

He's a dynamic entrepreneur and senior executive with a passion for emerging tech systems architecture and user experience. He's got an extensive background aligning technology, advanced marketplaces, opportunities, and assembling teams to execute. Today, he's building Really.ai, automated short form content creation. Daniel, are you ready to take us to the top?

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62.738 - 63.078 Daniel Evans

Sure.

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63.799 - 68.984 Nathan Latka

All right. So who's buying this? Is it the sports team directly or content aggregators or somebody else?

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69.965 - 90.086 Daniel Evans

It's kind of a mixture. A lot of our customers are in the collegiate space, D2, D3, some Division I. And then we have some pro teams that we work with. And then recently, we've been moving more into the high school space with name, image, and likeness kind of hitting the college scene. More brands and sponsors are kind of looking at the high school space.

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90.186 - 92.188 Daniel Evans

And so we're moving down there a little bit too.

92.675 - 98.844 Nathan Latka

So like George Mason University is a good example of one of your customers. Help me understand on average, what are these companies paying you to use your technology per month?

100.747 - 111.763 Daniel Evans

Well, it varies. It's generally a SaaS model based on games, right? So the number of games that they want to run for the season. And then we kind of base that around how many hours that will run through our system.

111.862 - 114.687 Nathan Latka

So what would you say a sweet spot is for those?

116.951 - 127.328 Daniel Evans

Well, no, like George Mason will buy about 300 games, right? Because we'll cover baseball, football, basketball. We cover all of the major sports. So they'll do that and they'll pay somewhere between, you know, 40, 50 bucks a game.

Chapter 3: What is Really.ai and how does it automate content creation?

187.672 - 206.335 Daniel Evans

But the original intent was the founders were big fantasy players. There was three of them. And one of the founders really wanted to be able to get the Alvin Kamara touchdown in his feed as soon as he got it so that he could essentially send it out to his friends and rub it in. And that was kind of how it was born.

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207.157 - 222.042 Daniel Evans

They started to kind of cut games themselves manually and then said, you know, this is crazy. So they went digging into the academic sphere and found somebody that had written a book on using machine vision and machine learning to do this and hired him, bought his work and the rest is history.

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222.292 - 231.262 Nathan Latka

What's the hard part there? I'm a Washington football fan. When I see a touchdown pass, I can find an illegal stream of that online and cut it up in iMovie myself.

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Chapter 4: Who are the primary customers for automated sports content?

231.382 - 235.647 Nathan Latka

Isn't the hard part actually getting access to the content, not cutting the 60-second clip?

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236.789 - 249.163 Daniel Evans

Well, you can't scale that, right? You can't have individuals like that. But our system will pump it out in about 3 seconds. And then it'll add any branding. But how do you get rights to the content? Say again?

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249.644 - 250.965 Nathan Latka

How do you get the rights to the content?

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251.401 - 253.524 Daniel Evans

Generally, our customers have those rights.

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254.084 - 264.417 Nathan Latka

Got it. So people can't use your real tool unless you have that person as a customer. So like an NFL team, like my team, if you don't have them, I can't get clips of the Washington football team.

264.917 - 265.278 Daniel Evans

Correct.

265.738 - 273.628 Nathan Latka

Yeah. Got it. Okay. Interesting. Who are you competing with? Because I see the football team put like every NFL team does this when touchdowns happen real time, they put them out. Who do you compete with?

274.098 - 290.219 Daniel Evans

So that's a company called WSC. It's an Israeli company. They work at kind of the high end of sports. They're driven mostly by data feeds and AI, right? So they're getting like the sport radar or Stats Inc feeds, and then they're pairing that up with some AI to cut that stuff.

291.061 - 293.744 Nathan Latka

Do you have any idea on how big you think they are revenue-wise? Are they public?

Chapter 5: What pricing model does Really.ai use for its services?

302.711 - 305.016 Nathan Latka

Interesting. Okay. So what year did you join the company?

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305.898 - 309.305 Daniel Evans

I joined in 2019 and took over as CEO in 2020.

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310.027 - 312.392 Nathan Latka

And when did the co-founders originally launch it?

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312.412 - 314.517 Daniel Evans

2016, 2017. Yeah.

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314.557 - 321.773 Nathan Latka

2017. Okay. Give me a little bit of the funding history. It sounds like there were investors who were unhappy. That's why you came in. So what was the funding history before you joined?

322.428 - 334.684 Daniel Evans

I wouldn't say that. I think there was just a little bit of difference in vision, but we've raised 1.8 to date and we're in the middle of raising a round right now that'll value the company around 12 to 13 million.

334.704 - 335.885 Nathan Latka

When was the 1.8 raised?

337.167 - 338.729 Daniel Evans

We closed that in 2020, early 2020.

338.749 - 342.694 Nathan Latka

2020. Okay. So there was no money raised then before you joined?

Chapter 6: How did the company survive the COVID-19 pandemic?

498.52 - 498.66 Daniel Evans

We do.

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498.68 - 500.443 Nathan Latka

Robert Leonardus How much annually?

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501.32 - 506.34 Daniel Evans

That's up to the schools. I'm not going to go into that, but each individual school is a little bit different.

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507.143 - 509.573 Nathan Latka

I mean, do you take a cut of the ad spend that goes through your platform? Nope.

510.195 - 510.677 Daniel Evans

Oh, I see.

511.179 - 511.701 Nathan Latka

Why not?

512.474 - 519.061 Daniel Evans

Because we're just not there yet. Once it becomes programmatic and we have enough wide enough footprint that we can offer that, then we would.

519.461 - 532.435 Nathan Latka

Got it. It's not code. Okay, got it. If it's not programmatic, it's difficult. Okay, got it. So 128 customers, if they all look like George Mason, 300 hours per year, that's $12,000 contract values. I mean, I can multiply that into an ARPU. You guys are doing about $128,000 a month right now in revenue?

Chapter 7: What challenges does the company face in the sports tech industry?

751.998 - 757.167 Daniel Evans

Which is a big sports tech and esports fund and accelerator.

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757.708 - 765.923 Nathan Latka

Interesting. Why are you doing this? I mean, it looks like you have a ton of history here. I mean, if this thing goes to zero, I would have said, see, I'm going to go work at a bigger firm where their equity is more valuable.

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766.747 - 785.532 Daniel Evans

You know, it's, I love this, you know, I'm a big gamer. I've played sports all the way through college, you know, so I just love the space. And a friend of mine is one of the big investors and sits on the board and gave me a call and said, hey, I need some help with this. Would you, would you mind doing it? And, you know, just decided to do it.

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786.294 - 788.356 Nathan Latka

How much do the original co-founders still own the business?

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789.318 - 791.621 Daniel Evans

I think they're still like 40%. Oh, okay.

791.641 - 796.247 Nathan Latka

Okay, fair. And I assume your friend gave you what, 10, 20% to incentivize you?

796.598 - 798.4 Daniel Evans

I've been incentivized properly.

799.22 - 802.883 Nathan Latka

How do you incentivize a CEO coming in to run sort of a basically a turn on operation, though?

803.724 - 814.534 Daniel Evans

Yeah, it's I mean, it's all tied up in the company itself. Right. So I don't I don't take a salary. I'm here to to exit the company and do a good job with it and sell it. And, you know, hopefully everything works out.

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