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SaaS Interviews with CEOs, Startups, Founders

Reamaze Breaks $3m ARR Helping ECommerce Brands with HelpDesk Tool

02 Nov 2020

Transcription

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

0.031 - 13.753 Lou Wang

I think we're doing about 100 per logo. So we're doing, because we're in the $3 million revenue range right now. So that's about 2,500 times the 100 per logo.

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15.657 - 35.78 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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36.581 - 47.741 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.

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47.761 - 51.908 Unknown

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

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52.023 - 62.64 Nathan Latka

Or bootstrap founders like Vivek of QuestionPro. When I started the company, it was not cool to raise. Or Looker CEO Frank Behan before Google acquired his company for $2.6 billion.

63.641 - 67.667 Unknown

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

68.429 - 95.01 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.

95.03 - 109.165 Nathan Latka

My guest today is Lou Wang. He's building a company that's helping folks do multi-channel support, especially in the e-commerce space. It's called reamaze.com. He's also a serious entrepreneur with a lot of experience in helping small businesses. Lou, you ready to take us to the top?

109.921 - 112.404 Lou Wang

Hey, yeah, I certainly am. And how are you doing?

Chapter 2: What is Reamaze and how does it support e-commerce brands?

345.125 - 350.972 Lou Wang

Uh, yep, exactly. We're in the, yeah, we're in that ballpark range. We're actually 250, 260. Okay.

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352.394 - 360.103 Nathan Latka

Yeah. Two 50 times 12. Again, that puts you right at that 3 million run rate, which is great. I mean, that's almost doubling, uh, since the last time we spoke, where's most of the growth come from?

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362.946 - 380.412 Lou Wang

Um, you know, most of our growth, uh, I think the last time we talked, uh, characteristically speaking, we do growth both in terms of new logos, but also in terms of the number of seats. Right. And so we've seen growth both in our existing base in terms of staff users added. We've also seen growth, obviously, from new businesses.

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380.792 - 402.537 Lou Wang

I think part of it, again, as I mentioned, new companies coming online for the first time, mom and pop shops, certainly, for the first time. But we're also seeing a lot of growth from non-organic sales, meaning sales where we're going out and looking for businesses that would be a good match for our value proposition. So that's something new that we probably weren't doing two years ago. You know,

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402.905 - 406.409 Lou Wang

proactively looking for businesses that we can have a relationship with.

406.929 - 413.736 Nathan Latka

And just so we can understand how much of the growth came in 2020, do you remember what run rate you finished 2019 at?

413.776 - 418.881 Lou Wang

You know, I don't have that number off the top of my head, but I will say 2020 has been a pretty crazy year for us.

Chapter 3: How has the pandemic influenced e-commerce businesses?

420.123 - 428.271 Lou Wang

Certainly faster than 2019. So it would be fair to characterize most of the growth having happened in the last six months or so.

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428.453 - 432.077 Nathan Latka

Do you know how much revenue you did in December of 2019, MRR?

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432.938 - 443.851 Lou Wang

Yeah, I don't have that number off the top of my head. I would imagine it was probably... This is a guess, by the way. I don't have this number, but it's probably around $200,000, less than $200,000.

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444.272 - 447.956 Nathan Latka

Got it. So you've added about $75,000 in new MRR over the past 10 months.

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449.077 - 457.146 Lou Wang

I think that would be fair. Now, I mean, don't quote me on that, but Yeah, it certainly seems, you know, back of the envelope calculation would probably put us there.

457.547 - 459.068 Nathan Latka

And remind everyone what year you started.

459.088 - 469.498 Lou Wang

2016 is when we went with revenue, like middle of 2016. So we've done, we're about four years in now.

470.459 - 473.041 Nathan Latka

Do you remember what you finished 2017 with in terms of total revenue?

474.783 - 498.049 Lou Wang

It was tiny. Like how small? Yeah, I mean, it's... Well, certainly less than a million because I think we were at just a million ballpark when we talked to you two years ago. So even a year before that, we were way under that number. Those are the days that we put way behind us. And it's actually funny. I don't really revisit... where we were those days.

Chapter 4: What percentage of Reamaze's customers are in the e-commerce space?

709.422 - 730.454 Lou Wang

some substantial revenue coming in and, you know, more than raising money for the sake of the money aspect. Like we're not, we're not on a burn right now where we have to worry about spend. How much are you burning per month? Oh, significantly less than the revenue actually. So we're, we're right now looking to grow our team. We're looking to reinvest the money that we're making.

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730.474 - 733.037 Nathan Latka

You're profitable per month right now. You're making money.

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733.238 - 751.135 Lou Wang

Yeah, we are. Yeah. We are profitable and we're running a very efficient team right now. So, I forgot what the numbers were last time when I visited you, but our team hasn't grown that much since then. We've hired a couple of engineers here. How many people today? We're right under 20. I think I just did a headcount recently this month, and we were at 18 at the time.

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751.676 - 752.417 Nathan Latka

And how many engineers?

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753.738 - 755.22 Lou Wang

That's over eight engineers.

755.66 - 757.362 Nathan Latka

And any quota-carrying sales reps or no?

759.244 - 764.13 Lou Wang

We actually just hired one sales rep a few months ago.

764.571 - 765.872 Nathan Latka

That's a big hire, Lou.

766.696 - 781.107 Lou Wang

That is, that's like, uh, well, we used to do like the founders and myself, we would actually go on calls and do those sales calls. So quote unquote, we had salespeople. You're one of the founders though, right? I am. Yeah. And one of the founders, but, uh, so what do you say?

Chapter 5: How has Reamaze's average revenue per user (ARPU) changed over time?

847.167 - 866.532 Lou Wang

Um, so yeah, that's a good question. You asked about churn on a dollar basis. Cause that's how exactly how we measure it because of the way we do accounts, both, you know, existing accounts plus new accounts. Um, it's really hard to track churn in two dimensions. So we do it on a dollar basis. We're about 3% net churn under a 3% net churn on a monthly basis. And,

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867.035 - 870.701 Lou Wang

Growth on top of that is... Hold on, hold on.

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870.721 - 872.785 Nathan Latka

Net or gross churn per month?

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874.368 - 886.95 Lou Wang

Sorry. It's gross churn. And then net growth on top of the churn is going to be anywhere from 4% to 7%. So we're looking at a gross growth of somewhere between 7% and 10% monthly.

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887.183 - 899.303 Nathan Latka

Yeah, so just to multiply those out annually, you're basically seeing something like 36% revenue churn annually, but 72% expansion on that same cohort. So net revenue retention is around 130.

899.323 - 902.028 Lou Wang

Yep, exactly.

902.388 - 911.824 Nathan Latka

Yeah, no, it's obviously healthy economics. Now, have you found sort of an arbitrage way to get new customers? It sounds like the app exchanges do this for you, but what's your CAC for a new customer?

913.643 - 924.556 Lou Wang

I don't have those numbers off the top of my head. We are focusing heavily on ad spend in those platforms because those platforms both have an organic component to it as well as an ad spend component.

Chapter 6: What is the current customer base size for Reamaze?

925.057 - 940.247 Lou Wang

We're spending a significant amount of ad spend there. We're doing channels like Quora as well. We're seeing some pretty interesting dynamics on Quora, especially with promoted questions. We're doing things like Facebook. We're also doing things like Google, which are pretty traditional.

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940.608 - 943.934 Nathan Latka

How much did you spend last month total in ad spend across all the platforms?

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945.797 - 966.379 Lou Wang

Yeah, that's a good question. We have a budget that's in the five digits per month. Okay. I don't know the exact number because we have marketing folks who take care of that now. And we started to take a look at it in aggregate and you know, how effective it is. I will tell you though, obviously channel specific spend is the most effective.

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966.42 - 972.072 Lou Wang

So in our case, Shopify ad revenue or ad spend is, is the most effective one that we have.

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972.372 - 979.307 Nathan Latka

Now, because so many Shopify customers come from Shopify on your $3 million run rate, does a third of that go to Shopify 30%?

980.907 - 1005.601 Lou Wang

No, not all of it. So yes, of the leads that come to us from Shopify, we do pay them 30%. And if you think about it, we're also paying them ad spend. So clearly, we're contributing to Shopify's bottom line here. But we also do have channels like organic channels. Again, like I mentioned, we do bring in people from Google, Facebook, Quora, where we're doing ad spend.

1005.921 - 1008.585 Lou Wang

And in those cases, we don't have to give anybody a revenue share.

1008.886 - 1014.615 Nathan Latka

And so if you do think about raising capital, you're growing nicely here, how much would you target to raise?

1017.058 - 1040.52 Lou Wang

That's a good question. I think what we would think about is more than the money is the relationship that we would have. If we were to raise, again, we're profitable, so we're not too concerned about the monetary aspects. It's more about what... you know, if an investor coming in, what other benefits can they get us? What can they do to be a partner in the growth of our business going forward?

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