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SaaS Interviews with CEOs, Startups, Founders

MedStack Grows 300% TTM, Raises $3.2m Seed at $15m Valuation

21 Dec 2021

Transcription

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

0.031 - 8.32 Simon Woodside

We're just shy of 2 million ARR, so it's probably a little bit less than that, but we'll be hitting 2 million ARR by the end of the year.

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10.73 - 23.204 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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23.705 - 45.77 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 Simon Woodside.

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45.79 - 62.008 Nathan Latka

He's the co-founder of MedStack, which is a helping secure platform for digital health. He's got a CS degree at the University of Waterloo and is part of the Apple Core Operating System Group engineering program manager. Before that, Simon, you ready to take us to the top? I am. Thank you, Nathan. All right. So tell us what MedStack is.

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62.028 - 65.492 Nathan Latka

Are these hospitals that are paying you for HIPAA-compliant solutions, or where are you playing?

66.485 - 77.196 Simon Woodside

We definitely are dealing with hospitals and insurance companies, but they are at one removed from us. So we, our direct customers are digital health app makers, and then they in turn are selling to hospitals and insurance companies.

77.876 - 79.698 Nathan Latka

So give me an example of a customer. Can you name one or two?

80.779 - 106.47 Simon Woodside

Sure. Give you a couple. So one is a really cool company called Keratin and they're in neonatal intensive care units and they are operating a system that manages bottles of mother's milk. which is critical of these are being, they have to be always go to the right person at the right time without too much delay. So that's a pretty mission critical system with a lot of availability requirements.

107.031 - 129.334 Simon Woodside

And another really awesome customer is called Inkblot. They are doing digital health or sorry. Well, yeah, they're doing digital health therapy. So it's like remote telemedicine, you know, one-on-one with real people, psychological therapy, psychotherapy, And they're pretty big. They were just bought by an insurance company, Green Shield. So yeah.

Chapter 2: What is MedStack and how does it operate in the digital health space?

209.961 - 211.363 Nathan Latka

180 grand a month right now in revenue?

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212.123 - 221.191 Simon Woodside

That's about right. Yeah. We're just shy of 2 million ARR. So it's probably a little bit less than that, but we'll be hitting 2 million ARR by the end of the year.

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221.592 - 226.176 Nathan Latka

I love stories like this. I don't know if you remember, our first interview was back in the middle of 2018. Do you remember that?

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226.747 - 232.978 Simon Woodside

Well, so yeah, so you interviewed my CEO, business partner, co-founder, Bology, I think twice now, right?

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233.179 - 235.503 Nathan Latka

Yes. Oh, okay. That was him, not you. Got it.

235.683 - 245.802 Simon Woodside

It was him. Yeah. So I'm the CTO. Very cool. So I did get some of the numbers and make sure I had them right, but I'm more expert in other parts of the business.

245.782 - 264.752 Nathan Latka

Well, I should have begged you to write a check back in 2018 because Balaji shared back then, you guys were doing about $30,000 a month in revenue. You're now five times as big here four years later. So this is an exciting story. Now, Simon, have you been able to do this funded by customer growth after your 2.4 million seed round in 2019? Or did you raise more?

266.15 - 281.148 Simon Woodside

We've raved more. Yeah. So we actually just completed a raise of 3.1 million. And so that was led by Blue Ventures and Telus, one of our previous investors as well. But yeah, I mean, we're making good money as well.

281.168 - 301.37 Simon Woodside

So, I mean, you know, theoretically we might've been able to go revenue positive, but you know, we want to grow, like we see a huge, huge, huge opportunity, like, you know, say a billion dollar opportunity. It's bigger than that. And so we want to continue to grow quickly. And that meant... And we have some great... And some of our investors are great partners as well.

Chapter 3: Who are MedStack's primary customers and what do they pay for the service?

388.028 - 401.374 Simon Woodside

We have good board members who are really helping us out, connecting us with partners, that kind of thing. It gives us a lot of credibility as well. We're in a trust business. What we're doing is enabling our customers to be trusted by their customers.

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401.454 - 418.09 Simon Woodside

So all those hospitals, clinics, insurance companies need to be able to trust them to curate or to handle their protected health information with due diligence, with security, with privacy. And so for us, trust is paramount. And so having these kinds of backers, it's a big value for us.

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418.65 - 421.233 Nathan Latka

Understood. What's the team look like today? How many folks full time?

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422.354 - 425.757 Simon Woodside

Oh, we're 15 now. 15. We've been growing rapidly since we raised.

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428.453 - 444.133 Nathan Latka

Do you guys care about valuation right now, specifically your valuation? Do you think you might raise soon or sell a portion of the company? There is no other tool on the internet that you can use to get a better and higher valuation than Founder Path's new valuation tool.

444.113 - 466.939 Nathan Latka

we have over 253 deals that went down over the past 30 days all the revenue numbers all the valuations and the multiplier that way you can go filter the data find companies that are your same size what they sold or raised for or at and then use those as comparables in your decks to argue and debate and get a higher valuation and less dilution, which is the name of the game, less dilution.

467.359 - 486.591 Nathan Latka

Check it out today at founderpath.com forward slash products. That's plural forward slash valuations. Again, both plural founderpath.com forward slash products forward slash valuations. Where do you intend to invest most of that money? Or is it just a signal you want to send to the market and say, look, you can trust us. We've raised all this money. We're not going to shut down tomorrow.

487.043 - 496.558 Simon Woodside

It's all going into people. What kind of, you know, it's staff. So like, you know, we're, we're, we've just like doubled or more than double, you know, we're just doubling our, our engineering team.

497.359 - 499.102 Nathan Latka

Um, how many are total engineers today?

Chapter 4: What recent funding has MedStack secured and how will it be used?

832.822 - 835.446 Nathan Latka

It's classic. Number two, is there a CEO you're following or studying?

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837.689 - 841.675 Simon Woodside

Toby Latke with Shopify. He's amazing.

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841.807 - 844.191 Nathan Latka

Number three, what's your favorite online tool for building the business?

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847.616 - 852.744 Simon Woodside

I mean, I'm just checking out Almanac right now. We're just trying it out, but it's pretty cool.

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854.186 - 856.109 Nathan Latka

Almanac. Number four, how many hours of sleep do you get every night?

857.832 - 858.673 Simon Woodside

Around nine hours of sleep.

859.074 - 864.502 Nathan Latka

Okay. And what's your situation, Simon? Married, single, kids? I'm single. Okay. No kiddos. How old are you?

864.522 - 867.467 Simon Woodside

44.

867.507 - 869.67 Nathan Latka

44. Last question. Something you wish you knew when you were 20.

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