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SaaS Interviews with CEOs, Startups, Founders

Reveleer Hits $8m ARR, New CEO Gets 10% to Reboot Company, $18m Raised, Raising New $10m Now

29 Jun 2020

Transcription

Chapter 1: What is Reveleer's business model and revenue structure?

0.031 - 15.323 Jay Ackerman

Today, we have about 30 customers. And on average, we earn about $375,000 per plan that we cover and services revenue at about $275,000 in SaaS revenue. So we have both a services model and a SaaS model.

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17.311 - 37.986 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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37.966 - 49.042 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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49.242 - 53.768 Jay Ackerman

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

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53.788 - 73.607 Nathan Latka

Or bootstrap founders like Vivek of QuestionPro. When I started the company, it was not cool to raise. Or Lookers CEO Frank Behan before Google acquired his company for $2.6 billion. We want to see a real pervasive data culture, and then the rest flows behind that. If you'd like to subscribe, go to getlatka.com.

74.088 - 98.689 Nathan Latka

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. My guest today is Jay Ackerman.

98.709 - 112.403 Nathan Latka

He's the CEO and president of a company called Reveilleur. In his role, he's responsible for fostering product innovation, accelerating business growth, and scaling operations to propel the company's impact for health plans. They're a SaaS platform focused on value-based care. All right, Jay, you ready to take us to the top?

113.004 - 113.925 Jay Ackerman

Yeah, for sure, Nathan.

113.945 - 115.887 Nathan Latka

Let's do it. So what does that mean? What's value-based care?

Chapter 2: How does Reveleer support value-based care?

379.599 - 385.788 Nathan Latka

Run rate SaaS company. And then you've got another 30% juice on top of another 2 million or 3 million on setup fees, professional services.

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386.509 - 387.11 Jay Ackerman

Yeah, perfect.

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387.13 - 396.343 Nathan Latka

Your numbers tie up. Sweet. That's great. Okay. So that's the company. Now you, you mentioned this has been expanding over time. So take me back to day one. When'd you launch the company? What year?

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396.728 - 417.97 Jay Ackerman

Yeah, so, well, there's probably two day ones. So I joined the company in 2016. I'm not the founder. I got hired by our investors to take a business that they had a lot of faith in, where they thought they needed somebody who had more scaling experience. So I jumped in in mid-16. And so there's kind of the chapter that's been written from 16 onward.

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417.99 - 431.69 Jay Ackerman

But the company was actually launched back in 2009, more as a professional services business that started to morph into a software company. So the company's been around a while, but I like to think about kind of what's been happening over the last three years.

431.83 - 447.819 Nathan Latka

Between 2009 and 2016, how much company did the capital raise before you came? Close to $8 million. $8 million raise. And how much total today raised? Just under $18 million. Okay. Why'd you have to raise an extra $10 million? Why couldn't you come in and fix stuff and get cash flow pumping and not have to take extra dilution?

448.1 - 448.2

Yeah.

448.433 - 453.867 Jay Ackerman

Yeah, so we're solving a big problem. We're solving a complicated problem.

Chapter 3: Who are Reveleer's primary customers?

454.329 - 475.031 Jay Ackerman

Working with health plans require technology that is highly secure. And I would say the other part is to support the health plans and to solve a problem across the area called quality and risk adjustment are effectively, while they're like products, they're different products. And so from a product development standpoint requires a lot more capital.

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475.412 - 481.647 Nathan Latka

Got it. Okay. So I assume obviously you raised additional capital. Now you're burning capital to drive growth. Is that accurate? Are you cashflow positive?

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481.981 - 508.613 Nathan Latka

uh we will end the year uh cash flow positive okay that's great today though like last month are we talking burning like a million a month or 100 grand a month or how close to your oh no yeah i think we've been really great stewards of capital so we're burning about a hundred grand a month oh that's not okay that's not bad at all and what's your team size team size we've got uh today about 80 people full-time okay how many engineers uh 15 engineers 50 you know all these numbers you've listened to the podcast before haven't you

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508.897 - 514.604 Jay Ackerman

Yeah. Well, look, like anybody who's worked with me know I'm a numbers guy. So I like it right up my alley.

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514.824 - 523.455 Nathan Latka

I like you when I interview another numbers guy. That's good. Or gal. All right. So 15 engineers. And at this price point, I imagine you have serious kind of field sales operations. How many quota carrying sales reps?

524.176 - 535.95 Jay Ackerman

Yeah. So we actually have a small team, but we're expanding it. We have two quota carrying reps. But our sales leader also effectively carries quota as as does effectively anybody at the senior team, right? We all kind of play a part.

536.01 - 541.396 Nathan Latka

Well, so Jay, 80 people full-time, 15 are engineers, two are quota carrying reps. Who are the other 60 people?

541.817 - 564.149 Jay Ackerman

Yeah. So, all right. Yeah. So those, we've got on the product side, we've got a team of six. And then our operations team, we've got about 50 people now. So, you know, we talked about the 10 million revenue. You know, we have business under contract to have that number be about 70% higher next year. And so the 50 in ops are effectively supporting that new growth that's already been sold.

564.169 - 567.012 Nathan Latka

What is it? I don't understand what that means in your space. What does an op mean?

Chapter 4: What pricing models does Reveleer use for its services?

633.525 - 637.433 Nathan Latka

Okay, so 10% gross revenue churn. And then how much expansion on that same cohort?

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638.174 - 639.597 Jay Ackerman

150%.

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640.319 - 652.764 Nathan Latka

Okay, so just to be clear, the customers you had, ignoring new customers over the past 12 months, just the customers you had from exactly a year ago, 10% of their revenue churned, but that same cohort of customers, you upsold 150% of their revenue. Is that accurate?

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653.545 - 654.106 Jay Ackerman

That's accurate.

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654.186 - 662.142 Nathan Latka

That's great. Okay, I mean, so that's obviously, I mean, that's like 240% net revenue retention. I would put that definitely in world class. The question is, can you do that at scale?

662.662 - 670.553 Jay Ackerman

Yeah, so we think we can, and we look at the 90% retention and I would say that that's not something we're satisfied with.

671.294 - 691.183 Jay Ackerman

And so we think from an improvement standpoint, we can drive that up towards 95 through some improvements in product, additional capacity in our customer success team, and then just maturing kind of how we sign up customers and making sure that we have the right fit on the front end and we've appropriately identified the solution.

692.243 - 717.749 Nathan Latka

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718.189 - 744.687 Nathan Latka

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Chapter 5: What led to the recent capital raise for Reveleer?

1243.697 - 1249.467 Nathan Latka

Well, we'll look for that news. That'll be exciting. On that note, Jay, let's wrap up here with the famous five. Number one, what is your favorite business book?

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1250.829 - 1261.929 Jay Ackerman

You know, my favorite business book would probably be Never Eat Alone by Keith Ferrazzi. Although I'm reading right now, I'm reading The Founder, which is also a great book.

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1261.949 - 1265.575 Nathan Latka

Very good. Number two, is there a CEO of your following or studying?

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1265.875 - 1273.223 Jay Ackerman

Yeah. So a timely one with John Donahoe, who just stepped into the Nike CEO position yesterday, leaving ServiceNow.

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1273.904 - 1276.707 Nathan Latka

Yeah. Number three, what's your favorite online tool for building your company?

1278.008 - 1289.961 Jay Ackerman

You know, since I'm kind of a market facing leader, I would probably have to say HubSpot. So I look into the app every day to see our sales team is doing and building pipeline and and drive an activity with prospects.

1290.241 - 1292.203 Nathan Latka

Jay, number four, how many hours does he begin every night?

1292.673 - 1296.738 Jay Ackerman

Uh, target seven, but, uh, not often hitting it. So I'm about six and a half.

1296.918 - 1299.561 Nathan Latka

Okay. You mentioned a wife earlier. So it sounds like married. How many kids?

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