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SaaS Interviews with CEOs, Startups, Founders

Hipotecalo Does $15m in Home Buyer Loans, Charges 13% gives investors 7%, they make the spread

10 Jan 2021

Transcription

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

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We charge a fee, which is the difference between the interest rate that we charge to the borrowers and the investors ask. Basically, the average interest rate that we charge to the lenders is something around 13%. And the cost of funding is something around 7%. You are listening to Conversations with Nathan Latka. Now, if you're hearing this, it means you're not currently on our subscriber feed.

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To subscribe, go to getlatka.com. When you subscribe, you won't hear ads like this one. You'll get the full interviews. Right now, you're only hearing partial interviews. And you'll get interviews three weeks earlier from founders, thinkers, and people I find interesting. Like Eric Wan, 18 months before he took Zoom public. We've got to grow faster.

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Chapter 2: What is Hipotecalo and how does it operate?

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Minimum is 100% over the past several years. Or bootstrap founders like Vivek of QuestionPro. When I started the company, it was not cool to raise. Or Looker CEO Frank Bean before Google acquired his company for $2.6 billion. We want to see a real pervasive data culture, and then the rest flows behind that. If you'd like to subscribe, go to getlatka.com.

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There, you'll find a private RSS feed that you can add to your favorite podcast listening tool, along with other subscriber-only content. Now look, I never want money to be the reason you can't listen to episodes. On the checkout page, you'll see an option to request free access. I grant 100% of those requests, no questions asked. Hello, everyone. My guest today is Jorge Pastine.

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Chapter 3: How does Hipotecalo generate revenue from loans?

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He is a seasoned executive with broad experience in all aspects related to business development, turnarounds, fundraising, corporate finance, and strategic advisory. He's got deep experience in M&A, private equity, venture capital, debt restructuring, and chapter 11 processes. Because of this, he's now in a P2P business called Hipotecalo, which plays in the real estate space.

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It's going to be our focus today. Jorge, are you ready to take us to the top? Yeah. Okay. So what is Hipotecalo and how do you make money? Basically, Portugal is an internet platform that permits investors and users of loans to finance their needs. We basically make it possible that both of them complete their needs. So let's run through an example here. I'm a real estate investor.

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I'm buying a house for $500,000. How would I use your platform? Basically, what we do is, on one hand, we have credit providers that are the investors that you mentioned.

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Chapter 4: What interest rates do borrowers and investors see?

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They have investment needs. On the other side, we have the people that need the loans. So, we evaluate the quality of the potential borrowers. So, we basically...

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obtain the the financing for them and we provide the credit qualification to to the investors so this is a marketplace model you have investors that want to deploy capital you have borrowers that want money you're rating the borrowers you're connecting them with investors how much uh how much how much deal flow went through your platform over the past 12 months We started two years ago.

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Basically, at the beginning, we reached a $5 million portfolio. And now we are $15 million in our second year. And we expect that $25 million for the start. So just to be clear, in 2019, you did $5 million through your platform. And in the past 12 months, you've done $1.5 million, $15 million through the platform. Yeah. And how do you make money? Basically, we charge.

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We have two sources of money. Basically, we charge a fee, which is the difference between the interest rate that we charge to the borrowers and the investors ask. What yield do you optimize for? Basically, the average interest rate that we charge to the lenders is something around 13%. And the cost of funding is something around 7%. 7%.

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Okay, so just to be clear, you have investors that sign up for your platform so you can help them deploy money. You have borrowers that sign up for your platform that pay a 13% interest rate. The spread between 7% and 13%, so 6%, is how you make money. Yeah. Of course, we cover our cost, which is the notary cost and whatever.

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Now, on $15 million in transaction volume through your platform and a 6% interest rate that you're making, that means you did about $900,000 over the past 12 months? Yeah. Congrats. You're almost at the million-dollar mark. That's exciting. How does it feel? Yeah. It's exciting, right? Yeah, definitely. Now, has this always been your model you launched in 2018?

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Did you always just charge a spread? Yeah, basically, uh, um, we, uh, because of that purpose, we, we build, uh, uh, an efficient, uh, structure which use, uh, uh, financial trust to build, uh, the, uh, the, uh, the financial structure. Mm-hmm. So that permits to us to make free of taxes, almost free of taxes. And break down the 15 million in deals that went through your platform this year.

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How many deals was that? The average is something around 40 clients. $40,000? Yes. Yeah. Okay, so you had about 375 deals through your platform this year. Yeah. Okay, and are those each individual customers or can one customer, can one borrower use you over and over and over again? No, no, no. They're different because basically the people use the funds for a specific target.

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Suppose we have agricultures that are We make rollovers in that kind every year. Not consistently, but every year we have made a rollover with some of them because they finance the campaign, the difference campaign every year.

Chapter 5: What strategies does Hipotecalo use to connect investors and borrowers?

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Yeah, that's correct. How long are these loans to borrowers? How long do you have to wait to get your capital back? It depends on the case because it depends on the sector. Because if the borrowers are financing, if they are agricultors, they are short term because they finance a campaign. How short term? Something around six months or less. Okay. Okay.

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So these are really like construction loans then. They're not 30-year amortizing traditional home mortgages. No, no. That's the target of the banks. That's the target of the banks. Got it. So you're doing short-term construction loans, really? Yeah. We are not competing with the banks. I see. Okay. And now, have you built this company bootstrapped or have you raised capital? No, bootstrapped.

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Okay. Congratulations. That's great. And so I guess that means you're operating right at about breakeven right now? Yeah. Okay, that's good too. And how many people are on the team today? We are five. Five people. How many engineers? One, only one. What do the other four do? The other one. Yeah, the other ones are business ones. I see. Okay, very interesting.

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So do you see a path here to upselling some sort of software product to these 375 borrowers that used you over the past 12 months? Is there a software play here or is it really just going to be a yield and a spread business on the funds you raise versus what you lend at?

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by accident we enter on the software side because that trying to solve one of our problems that we face that we build a partnership with two developers and that we did is giving them our experience to build a tool that they will be able to sell to other people similar to us. Not the same, but similar to us.

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And they were really successful and we didn't see the... Do you own the IP though or did they own it? No, no, no, they own it. We lose that deal. Oh, that's a big mistake. Yeah, definitely. Yeah, wow.

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That was the reason because we were seeing our strategy, not for Hippoticalo, and trying to see that we have the ability to find solutions for every sector, and we can build Sansium in other sectors. And that was what we did. That's great. We are in the middle of several projects

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uh using the experience the bad experience last last question here before we wrap up with the famous five um what does it cost you to find a new borrower that does a 40 000 deal what's your cac Basically, this is the cost of our CEO activity. Because that's the most easy part of the game. Okay, Jorge, let's wrap up here. Let's wrap up here with the famous five.

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Number one, favorite business book. Sorry. What's your favorite business book? Oh, the corruption of the capitalism. Number two, is there a CEO you're following or studying? Uh, basically, uh, number three, what's your favorite online tool for building hypotech hollow? Oh, I don't know. None. No. Number four, how many hours of sleep to get every night? No more than six. Six.

Chapter 6: How much loan volume has Hipotecalo managed?

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Next year, well, they're going to go raise their own fund and take more margin for themselves. Jorge, thanks for taking us to the top. Thank you.

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