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SaaS Interviews with CEOs, Startups, Founders

QuestionPro Hits $20m Revenue, $5m Cash In Bank, Selling 60% Of Company For $50m Next?

21 Jul 2020

Transcription

Chapter 1: What is the business model of QuestionPro?

0.031 - 7.822 Vivek Bhaskaran

We kind of divide the business between our enterprise and non-enterprise customers. The enterprise is about 800 customers and non-enterprise is about 4,000 customers.

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8.102 - 12.308 Nathan Latka

Okay. And when you look at kind of the average price points on both of those, what are they on average, would you say?

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12.889 - 19.378 Vivek Bhaskaran

So on the enterprise side, it's about 12 to 15K. And then on the non-enterprise side, it's about 450 bucks, I think.

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19.679 - 21.882 Nathan Latka

Sorry, 450 per year? Yeah.

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21.922 - 22.022

Yeah.

23.892 - 44.031 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.

44.832 - 55.65 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.

56.01 - 60.177 Vivek Bhaskaran

We got to grow faster. Minimum is 100% over the past several years.

60.275 - 70.872 Nathan Latka

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.

Chapter 2: How has QuestionPro's customer base evolved over the years?

428.137 - 434.646 Vivek Bhaskaran

So if you paid me $1 yesterday, I'm going to try to make $1.30 out of you this year and $1.60 and $2 out of you.

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434.666 - 448.304 Nathan Latka

And you said net revenue retention is 110%? Okay, so if that's the case, right, 110% minus 30% expansion, right, that would mean your gross revenue churn is about 20%. That's how you get the 10% net revenue retention number, correct?

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448.324 - 448.485 Vivek Bhaskaran

Yeah.

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448.966 - 455.237 Nathan Latka

Okay, interesting. And most of that revenue churn, is it, I mean, it could be split evenly between both cohorts, right?

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456.55 - 458.494 Vivek Bhaskaran

What do you mean towards the enterprise?

458.514 - 459.375 Nathan Latka

The enterprise of the SMB?

459.816 - 468.312 Vivek Bhaskaran

No, no, this I'm talking about really the enterprise side. The SMB, you know, SMB, we lose a lot more customers. So SMB more likely, it's like, you know, we... No, but Vivek, sorry.

468.332 - 474.323 Nathan Latka

We're talking past each other. Okay. Number of customers does not matter when you're talking about revenue churn.

474.303 - 480.491 Vivek Bhaskaran

We divide the business between the revenue, the enterprise business, and then the- I understand that. I get that.

Chapter 3: What revenue milestones has QuestionPro achieved recently?

518.735 - 538.224 Vivek Bhaskaran

The reason we do it that way is simply because the businesses are so distinct. The operating models are extremely distinct. One is a pure, the $5 million on the bottom line, the bottom side is like pure SaaS, kind of like, you know, people come in, buy the product, use a credit card. Whereas 15 million bucks on the top is really around enterprise. Realistically, it's more a hand-to-hand comeback.

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538.264 - 540.167 Vivek Bhaskaran

We have account managers, customer success people.

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540.267 - 547.599 Nathan Latka

So how many people are on the team today, full-time? About 140 people. How many are quota-carrying reps?

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549.903 - 553.489 Vivek Bhaskaran

So about 40, 35, 40 sales folks.

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553.629 - 568.67 Nathan Latka

And how many engineers? again, 40, 40, 45 ish. Fair enough. That's good. So when you take into account those, those quota carrying reps, plus any other kind of acquisition you're doing, what does your fully weighted cost look like to get a new $15,000 a year enterprise customer?

569.731 - 587.907 Vivek Bhaskaran

So, yeah, I mean, I think our kind of cat approximately is, and I think our analysis is somewhere in the, in the, in the six to $8,000 range, you know, in terms of getting people into the, into the door. Um, And one of the things, you know, we don't do a ton of kind of outbound, you know, we do a ton of outbound marketing.

587.927 - 601.984 Vivek Bhaskaran

We don't do kind of, we have not gone into kind of like hardcore outbound sales right now. So we do a lot of kind of marketing work that brings in traffic. A lot of our work is through SEO and, you know, that's kind of, that has been our driver for our business for a long, long time.

603.186 - 608.412 Nathan Latka

So give me, dive into that for a second. So name like an SEO keyword that performs extremely well for you.

608.932 - 630.542 Vivek Bhaskaran

Uh, question types, for example, you know, people are looking for different types of question types. You're number one for survey question types, survey question types. Okay. Yep. Our survey question types itself are survey design within the top 10 for survey design. Maybe, um, these are high traffic words that drive a lot of traffic. Uh, granted a lot of it is not buyer intent.

Chapter 4: What acquisitions has QuestionPro made to enhance its offerings?

981.395 - 992.651 Nathan Latka

There's tons of deals I'm seeing right now where companies are doing exactly what you're doing, but they're only like when you buy a house, they're only fronting 10% of the equity. So you're going to get, let's see, you could work with a debt firm right now and get, you know, 10X leverage on your 5 million.

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992.671 - 1000.823 Nathan Latka

So basically 50 million in cash to go to acquisitions on just the five you're holding in the bank and go do this. You're buying revenue streams without using your own money. Would you ever do that?

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1001.663 - 1004.834 Vivek Bhaskaran

Uh, good point, actually, to be honest with you, I've not thought about it that way.

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1005.456 - 1013.797 Nathan Latka

Um, cause you know, then you don't have to sell 60% of the company. No shit. I was going to say, I was going to say, this seems obvious to me, but I'm sure you see it.

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1014.699 - 1026.414 Vivek Bhaskaran

Yeah. I mean, the debt deals get slightly more complicated so far. We've not, I mean, frankly, even on the peace side, we've not really like dug ourselves into it because we are, you know, we have money, we are making money and we are kind of focused on kind of trying to grow it.

1026.575 - 1040.293 Vivek Bhaskaran

You know, there's a lot of time that we spend on just trying to grow it at, you know, 30% itself that itself is a, you know, a reasonable amount of work that we are, we are working on. Uh, and that's, uh, that is, that is, that is a, that's a fight and a battle that we are, we are fighting already.

1040.543 - 1057.826 Vivek Bhaskaran

So going back to your point, I mean, you do have a point that on the debt side, to be honest with you, on the financing side, we have not thought about it that deeply or that creatively, frankly. And so, I mean, you raise good points, but that's something that probably I should consider, which I haven't considered realistically.

1057.846 - 1067.82 Nathan Latka

Well, listen, I'll put a big, great deal together for you. I'm not a broker, so you can't pay me any fees, but if I get a deal done for you, I want a big, beautiful, golden money truck in front of my house when it's all done, okay?

1068.02 - 1068.12

Yeah.

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