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SaaS Interviews with CEOs, Startups, Founders

Kovai $8.5m Revenue, India Bootstrapped, 3 Core SaaS Products

21 Aug 2020

Transcription

Chapter 1: What revenue milestone is Kovai approaching?

0.031 - 4.7 Nathan Latka

When do you think you break sort of a magic 10 million ARR mark or have you already?

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5.281 - 15.66 Saravana Kumar

We are close, actually. Like, you know, we are about somewhere around 8.5 to 9, something like that. So we are very close. I think the goal is OK. That's our internal metric as well. We wanted to fit in.

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18.121 - 38.189 Nathan Latka

You are listening to Conversations with Nathan Latka. Now, if you're hearing this, it means you're not currently on our subscriber feed. 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.

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39.01 - 59.781 Nathan Latka

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 got to grow faster. 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.

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60.001 - 65.529 Nathan Latka

Or Looker CEO Frank Bean before Google acquired his company for $2.6 billion.

66.09 - 70.076 Unknown

We want to see a real pervasive data culture, and then the rest flows behind that.

70.877 - 97.631 Nathan Latka

If you'd like to subscribe, go to getlatka.com. 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.

97.651 - 113.128 Nathan Latka

My guest today is Saravana Kumar. He's the founder and CEO of a company called Kovai.co. That's K-O-V-A-I.co. It's a multi-product software company based out of London. He built and scaled four successful B2B and SaaS products with 1,200 plus enterprise customers.

113.488 - 124.2 Nathan Latka

Document360 is the latest product in the portfolio, a knowledge-based product born out of their frustration writing documentation for their other enterprise products. Saravana, you ready to take us to the top?

Chapter 2: When was Document360 launched and what inspired it?

523.32 - 527.766 Nathan Latka

$10K to $100K for Serverless 360? Per annum, yeah, Bestock 360, yeah.

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528.387 - 541.41 Saravana Kumar

Oh, on BizTalk 360 is... As I said, all three products are similar kind of price bracket. So an average enterprise customer will pay anywhere from $10,000 to $100,000 per annum.

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542.051 - 546.318 Nathan Latka

Okay, but that's very different than a Document 360 customer paying $100 per month on average.

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546.879 - 559.965 Saravana Kumar

That's right. It's a completely different... experience for me. You know, we are moving from enterprising to more into like a pure SaaS, $100 ARPU, everything is metric driven kind of. It's a complete switch for us.

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560.305 - 580.405 Saravana Kumar

So that's why I was telling you, like, you know, we want to focus more on the Document360 because other products, it's a, you know, we don't have like a, you know, Stripe or Chargebee or anything. It's a typical, you know, PO and accounts and those kind of accounting system. The numbers are not very accurate, but Document360 from day one All these things were set up correctly.

580.425 - 587.273 Saravana Kumar

So we know exactly what is the R2, LTV, CAC, and all those metrics are in our fingertips.

587.293 - 592.719 Nathan Latka

Is Serverless 360, those 50 customers, are they paying like $100 per month or like $10,000 per year?

593.42 - 595.262 Saravana Kumar

It will be $10,000 per year, yeah.

595.302 - 597.444 Nathan Latka

Got it. So that was also an enterprise play.

Chapter 3: How did Kovai.co evolve from a single product to multiple offerings?

602.21 - 609.967 Nathan Latka

Yeah. Yep, that makes sense. And if you look at your last 12 months revenue, what percent would you say each of these products make up?

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612.131 - 635.665 Saravana Kumar

Okay, still the company's 80, 90% or 80% of the revenue comes from Baystock 360 because that's our core product and that's where a majority of the company runs. But Document360 is our fastest growing product in the company now. So, yeah, I would say, you know, like I'll say like now 15, 20% of the revenue comes from Document360. I don't know the exact numbers.

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635.705 - 636.285 Nathan Latka

That's okay.

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636.966 - 656.148 Saravana Kumar

The numbers won't match, but, you know, we're just looking at the, just at a very high level, like in terms of, okay, BizTalk360 is our number one product. And Document360, that's exactly where I'm spending a lot of my time in the last two years. And there's a lot of energy gets into this product. And this is getting faster and faster now, yeah.

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656.549 - 672.146 Nathan Latka

Yeah, I mean, so if we just focus on BizTalk360, where there's 700 enterprise accounts, and you're saying ACVs are, you know, 10 grand to 100 grand a year. I mean, let's just assume it's $1,000 a month, right, times 700. I mean, you're doing north of $700,000 a month right now in revenue, maybe way more.

675.89 - 682.381 Saravana Kumar

Mm-hmm. Yeah, more or less right. I think, okay, yeah, you're more or less right. 600 to 700K per month, yeah.

682.421 - 687.032 Nathan Latka

When do you think you break sort of a magic 10 million ARR mark? Or have you already?

687.232 - 707.603 Saravana Kumar

No, we are close, actually. Like, you know, we are about somewhere around 8.5 to 9, something like that. So, we are very close. I think the goal is okay. That's our internal metric as well. We wanted to hit it. You know, somewhere it might. I think the gut feeling is somewhere maybe, you know, like mid of next year or early next year is we will hit it 100%. Okay, we will cross it.

708.798 - 734.302 Nathan Latka

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