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SaaS Interviews with CEOs, Startups, Founders

How TitanX Hit $9.7M ARR After Buying IP for $200K

25 Mar 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: How did Joey Gilkey turn a $200K IP purchase into a $9.7M ARR company?

0.031 - 12.411 Joey Gilkey

What did you spend on the IP? 1,200,000 upfront, 800,000 seller note. What's revenue today at TitanX? Today, we're sitting at the time of recording this, we're at 9.7 million ARR. What's your largest customer pay you per year today?

0

12.631 - 22.647 Nathan Latka

One just expanded to 406 ARR, three-year contract. Oh, wow. Okay, so it's a $1.2 million contract. Did you get creative on this acquisition? Was it 10 million acquisition, a million upfront, or how'd you structure it?

0

22.627 - 31.545 Joey Gilkey

It was a $13 million acquisition. We put $7 million up front. We went growth equity. So we raised $27 million and then $10 million went in our pocket as secondary cash.

0

31.565 - 45.145 Nathan Latka

Zoom, if Henry Shuckett's Minfo came and offered you $200 million all cash today to sell the company, do you take it? Hey, folks, my guest today is Joey Gilkey. He's a serial entrepreneur and the founder of TitanX, a sales intelligence platform that created the phone intent category.

0

45.165 - 60.188 Nathan Latka

He famously bet his entire net worth on the company, shutting down three other cash-flowing businesses to focus on a proprietary model that predicts who will actually answer your cold call. Under his leadership, it's grown to millions of revenue, and they just recently raised a Series A. Joey, you ready to take us to the top? Let's do it, brother. All right.

60.208 - 63.637 Nathan Latka

So tell me first, how did you get into this space? Are you an ex-sales guy or when did you launch?

64.139 - 81.675 Joey Gilkey

Yeah, man, I've been in the enterprise sales world my whole career. So I started off in the fortune world. OK, so tell me about that. When did you acquire that piece of IP? What year? That was August of 2023, and I acquired it for a different reason than it turned into. So I seemed like a brilliant, more just like a brilliant idiot.

82.956 - 99.613 Joey Gilkey

Thought how I was going to use it was I was going to build it for my fractional business. It was going to be the moat around that services company. We started using it in like a licensing model at the fractional company. And then I realized pretty quickly that it was like dark magic that was heavily expensive and very slow.

99.593 - 119.054 Joey Gilkey

And if I can get my hands on it, I can throw money at R&D and optimize it. Plus, I knew where a lot of the bodies lived when it comes to where does unique telco data live and fraud detection data and all that kind of stuff. So what did you spend on the IP? Was it millions of dollars or? One million on the dot. Cash? 200 grand up front, 800 grand seller note.

Chapter 2: What is the importance of acquiring IP instead of building from scratch?

189.466 - 203.801 Joey Gilkey

And so for us, it was more about how do we make this scalable without having a deprecation of the quality of the outcome? So if anything, it's actually gotten faster. It's gotten cheaper. We can do it at scale at this point. And it's more effective in terms of the data we're able to find now.

0

203.981 - 210.448 Nathan Latka

So fast forward to today, you've grown this thing. You bought it for $200K cash plus $800 seller's note. What's revenue today at TitanX?

0

210.428 - 230.627 Joey Gilkey

Titan X is sitting. We just did a small acquisition. We paid low aid figures for that. And that is in the dialer space. So we acquired a company called Frontspin at the time of this going out. That will be very public. So Frontspin was built for high velocity dialing. Not a very sound business, but an incredibly sound and scalable technology can scale to a million users.

0

231.028 - 250.432 Joey Gilkey

And we've been power users of Frontspin in a lot of different ways. It actually powered the call center in the early days. That's how we know so much about it. It excels in call deliverability. So anyways, today we're sitting, at the time of recording this, we're in early 26. We're at 9.7 million ARR. That's post-acquisition, right? Post-acquisition, they're contributing about 2 million.

0

250.472 - 259.065 Joey Gilkey

So formerly, or excuse me, wow, old school. Titan X is sitting at about 7.2, 7.4, and front spins at 2.1.

259.285 - 265.714 Nathan Latka

And did you get creative on this acquisition? If it's, you know, what is it, 10 million acquisition, a million upfront, or how do you structure it?

265.694 - 286.673 Joey Gilkey

It was a $13 million acquisition. We put $7 million up front. We went growth equity. So we raised $27 million, 10 of which is primary. So that's for growth, a little bit more than 10. $7 million went towards the acquiring Frontspin. $6 million of that from Frontspin CEO got rolled in. And then $10 million went in our pocket as secondary cash. Yeah.

286.653 - 298.13 Nathan Latka

Because I want to, first off, it's very rare to find a founder that's as transparent as Joey. So I'm going to really push on this. One of the things that I see founders, they're just making a mistake right now is, you know, we want to raise external capital. People say, Nathan, you just hate VC. That's not the, that's not true.

298.17 - 313.352 Nathan Latka

What I actually am saying is if you're going to go give up control, take cash as well. Don't give up control and cash. So like Joey gave up some control here with the series A, but he also got paid. He got his first bite. I mean, I don't know, Joey, what your personal net worth is, but I imagine 10 million secondary is meaningful for you.

Chapter 3: How does TitanX structure its pricing model for customers?

356.097 - 368.189 Nathan Latka

At the same time, you use that money to go buy frontspin, which was $2 million of revenue, right, for call it, I think you said $7 million, right? Is that right? $4X. $13. Oh, $13. Okay, still. You're still on the money.

0

368.389 - 384.072 Joey Gilkey

And so I wanted to give them a piece, put them on the cap table. Obviously, it's earned. And so I had a lot of criteria. I wanted control. I wanted to steer the ship. Don't touch my culture, respectfully. Go F yourself if you want to. And they were like, cool. We believe in that. It was great.

0

384.393 - 391.804 Nathan Latka

Guys up in, you know, founder path, my main gig, it looked very supportive of Joey's deal. I'll just put it that way. So update you'd also, I guess, Joey say good things about updata.

0

391.902 - 403.461 Joey Gilkey

Oh, they're awesome. You know, that was the biggest thing is I need a partner that believed in our vision, knew our market. Like when they showed up for the first management meeting, they'd interviewed customers, done deep market research, like they came prepared.

0

403.701 - 416.222 Nathan Latka

Whenever you're ready, though, I will convince Trey and eventually you to take a $5 million term loan from FounderPath with a four-year IO period and an all-in interest rate in the 12% to 14% range. No warrants, no PGs, no nothing.

416.202 - 444.589 Joey Gilkey

clip that there we go all right hey so where do you do you keep running this playbook over and over i mean you effectively could buy your way to 100 million bucks of revenue just doing the same thing over and over yeah i mean i look at again this is the buy versus build risk quadrant for me it's it's more along uh what's the timeline what's our goals when's our recap timeline and when we're gonna actually recap this thing again i plan on rolling this thing two three times um in terms of rolling equity over i just really believe in the vision it's always gonna be about the partner it's gonna be about the

444.569 - 464.861 Joey Gilkey

valuation clearly and what the secondary looks like on those deals. But we have, you know, with where Titan X lives today, we are an intelligence layer that lives between where people get their data from. So think ZoomInfo, Clay, Apollo, Cognizant, and where they dial that, right? So that goes through Salesforce, SEPs, and then eventually it makes it to Nooks and Orem and now Frontspin.

465.622 - 469.648 Joey Gilkey

Well, we captured the bookend there on Frontspin.

469.628 - 494.674 Joey Gilkey

um with with having the the dialer and the intelligence layer built in what is what i do believe is the future i don't want to be a data provider in the sense of i'm not trying to compete with zoom info and those guys i think data is a commodity but it's how do we manipulate that data how do we use ai to really help inform better decisions how do we close the full feedback loop of here's how i built a list here's how it scored with titan x here's how it performed in the dialer what does that tell me about the next list for my reps um

Chapter 4: What role does proprietary data play in TitanX's business strategy?

565.343 - 585.512 Nathan Latka

Guys, remember, I am not just a YouTuber. I'm investing in my third fund. We've deployed $250 million into 550 software companies so far. Again, at founderpath.com. If you're interested in capital, I would love to cut you a check because I know you're investing in your education. You watch my show. So sign up at founderpath.com. And when you get the onboarding email, I reply and I see all those.

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585.532 - 601.427 Nathan Latka

Just reply and say, Nathan, I found you through YouTube and I'll make sure to prioritize you. I would love to cut you a check. Check out founderpath.com. Question I've got for you, how are you getting customers today? Because when I put Titan X in Ahrefs, there's like no traffic. I think he maybe did a recent rebrand, but how are you getting customers today?

0

601.568 - 605.638 Joey Gilkey

I would say right now we're 45% inbound organic or about 9%.

0

605.858 - 614.204 Nathan Latka

Wait, where is that though? Look, I'm not seeing any, I'm seeing very little inbound organic here. Is it a different website you're getting traffic from?

0

614.605 - 635.234 Joey Gilkey

No, TitanX.io is correct. I mean, we get about 9,000, 10,000 uniques a month. So maybe Ahrefs is just full of it. It's full of it, yeah. Interesting. No, we probably generate, you know, in our average ticket, we have different customer bands, right? So we have 3 to 10 reps, 10 to 30 reps, 30 to 50, 50 plus. Those kind of correlate to a price range of 24K, 50K, 90K, and 250K.

635.254 - 657.206 Joey Gilkey

45% is coming through inbound organic. That's about 140 meetings a month just from the website with the high ACV. Outbounds are bread and butter. Clearly, we use our own product. And so about 38% comes through outbounds sourcing, phone only. And then I would say the rest is a mix of paid referrals and affiliates. We're building the referral affiliate market right now.

657.907 - 661.112 Joey Gilkey

It's a really underutilized channel for us, but it's powerful.

661.21 - 663.735 Nathan Latka

What's your largest customer pay you per year today?

665.418 - 674.295 Joey Gilkey

We're sitting at, well, one just expanded to $406,000. $406,000 a year. Three-year contract, yeah.

Chapter 5: How does TitanX generate revenue through inbound and outbound strategies?

725.743 - 739.265 Joey Gilkey

You can get into their go-to-market inbound side. So six is the outbound side, but then you have other channels or other departments we can crawl our way through. 300 over-consuming, therefore it's an expansion opportunity. The under-consuming, it's a churn flag. And then we're just looking for different ways.

0

739.305 - 747.158 Joey Gilkey

And now naturally that we've acquired the dialer, now we have a whole other product line that we'll be able to add on. It gives us a whole other level of intelligence and signals for how they're using platformed.

0

747.138 - 757.508 Nathan Latka

Interesting. As we wrap up here, finish your revenue story. You launched in 2023 with the acquisition of IP. What was 2024 ending ARR? Well, we didn't have one because I didn't launch this till June of 24.

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757.788 - 776.849 Joey Gilkey

So I acquired in 23 as the IP to be the moat around the services company. I made the decision in early 24 to sunset the services company. Again, I was doing mid seven figures. And then June 1st of 24 was when we took our first dollar beta launch, 200 users. It was like we're trying to do a PLG model like the first month or two. I realized that's for the birds.

0

777.37 - 795.977 Joey Gilkey

And so we ended up going zero to one point four million at the end of twenty four and then one point four to whatever six ish six something end of twenty five. And then now we're with the combined acquisition and the growth of twenty six so far about nine point nine point seven.

795.957 - 806.19 Nathan Latka

Really fascinating. And all that early, again, going from zero to six minute revenue that quickly, I just want to make sure I'm not missing any learnings from you. Was there any like customer acquisition strategy you used in those early days?

806.451 - 824.875 Joey Gilkey

Yeah. I mean, like one, we do have a superpower in our tool. It's like why we have high retention is why our NRR is out the roof. It's why our magic number is a 4.1 the last quarter. What's NRR? Net revenue retention. Oh, what's this? What is your? I know. 1.36. Come on. You know me. You know, I know what NRR means, but you're at 136. Okay. Yeah. Gross dollar retention is a little low.

824.895 - 831.282 Joey Gilkey

It's like 92. We're fixing that. And then our magic number was 4.1 Q4 versus.

831.342 - 835.567 Nathan Latka

Why do you say you're fixing the 92? I mean, that's not terrible in this segment of 92 gross, but 136 net.

Chapter 6: What is the significance of expansion revenue in TitanX's growth?

859.198 - 864.106 Joey Gilkey

If we 3x, I get something back. If I 3x on a certain timeline, I get something, something, something back.

0

864.126 - 876.566 Nathan Latka

Like you set up an ESOP pool and that gets distributed to you at certain revenue targets? Yeah. Bonus structures, I get equity back, points back, so on. Super smart. This is awesome. I've learned a ton here, Joey. If people want to follow you online, learn more from you, where can they find you?

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877.127 - 882.435 Joey Gilkey

I'm pretty active on LinkedIn, linkedin.com slash Ian slash Joey Gilkey and tynext.io.

0

882.455 - 886.562 Nathan Latka

Guys, really interesting founding story. Had a seven figure agency in 2023. He said, you know what I'm using this

0

886.542 - 916.06 Nathan Latka

one tool let me go buy the ip it's called phone ready leads spent about a million bucks to do that 200k cash up front rest was a seller note ultimately took that 200k and turned into a nine million dollar ar business 9.7 now today it started off with 200 beta users and call it june 2024 he then killed that model moved towards enterprise and broke 1.4 million bucks at the end of 2024 scaled to 6 million into 2025 again now today scaling nicely just did a series a of 27 million bucks at around 100 million post money valuation of which there's a large secondary component of 10 million bucks the rest went to his first

916.04 - 933.119 Nathan Latka

or second, really acquisition of a company called Frontspin doing 2 million of ARR, bought it for 13 million bucks. Creative deal structure there as well. Now focused on break and call at 14, 15 million bucks here in 2026. TitanX.io. If you're doing outbound and you're using phone numbers, test them out. Joey, thanks for taking us to the top. Thanks, man. Appreciate it.

933.38 - 938.065 Nathan Latka

You won't believe this CEO's revenue. Click here to watch the next episode right now.

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