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SaaS Interviews with CEOs, Startups, Founders

This Google Analytics Alternative Just Broke $6.3m Revenue, valued at $70m, Considering a Raise

29 Sep 2022

Transcription

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

0.031 - 14.412 Unknown

So in terms of monthly recurring revenue, we do somewhere in the vicinity of 525, 530. A thousand US dollars? Yes, that's in US dollars.

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16.653 - 29.07 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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29.57 - 47.174 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.

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50.179 - 61.536 Maciek Zawadzinski

Hey folks, my guest today is Maciek Zawadzinski. He's building a company called Piwik Pro, P-I-W-I-K dot Pro. It's a privacy-friendly alternative to Google Analytics. Maciek, are you ready to take us to the top?

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62.257 - 63.919 Unknown

Yes, thanks for having me.

64.22 - 69.087 Maciek Zawadzinski

Competing with Google Analytics is not easy. So help us understand why are you different? Why are people switching to you?

69.404 - 88.552 Unknown

Sure. So the shortest way we can call Pwik Pro, it's a privacy-friendly analytics platform that is alternative to Google Analytics. And we fight by giving the users control over the data and complying with the privacy laws.

88.572 - 92.998 Maciek Zawadzinski

Very cool. Now, give us a sense of growth here. How many customers are on the platform today?

93.282 - 101.513 Unknown

We work primarily with enterprise customers and we have over 200 of large organizations as our customers.

Chapter 2: What is Piwik Pro and how does it differ from Google Analytics?

199.731 - 200.732 Maciek Zawadzinski

Congrats. That's big.

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201.754 - 206.56 Unknown

So we are like, of course, this includes churn and upsell.

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206.74 - 209.284 Maciek Zawadzinski

What were those percents? How much churn and how much upsell?

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209.264 - 227.043 Unknown

Um, I don't have this number at hand, but probably around, uh, less than 10% churn and then, uh, more than, uh, 15% of, uh, upsells that 15, 20, 20% upsell, 10% churn will be one 10 net. Yeah.

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227.064 - 233.01 Maciek Zawadzinski

Yeah. Okay. And, um, what are you upselling? So why would someone pay you, you know, a thousand bucks a month versus two grand a month?

233.26 - 257.546 Unknown

So there are a couple of reasons, but the largest two contributors were the traffic increases. And as COVID-19 unfolded, we have seen a lot in the government sector, finance sector, healthcare sector, which are among our top sectors when it comes to the customers. So our pricing is volume-based. So this increases.

257.887 - 262.812 Unknown

We also increased our pricing plans itself for the new business, which had some impact.

262.792 - 292.343 Unknown

uh also for the renewal of the contracts and uh we do a bit of the absence of the modules but currently you have just you know uh the analytics platform or analytics platform with cdp uh so for those customers that don't have cdp yet uh we upsell them uh additional module well this is a great stream logic i want to get more into pricing in a second but first tell me how capital efficient have you been have you raised additional capital outside of the 2 million in 2017

292.576 - 314.787 Unknown

So actually our story is that we spinned off Pwik Pro as a product business from our services business. And this services business contributed over the years around 2 million as well. So in total of the capital that we rise, that is somewhere in the vicinity of 4.1 million.

Chapter 3: How many customers does Piwik Pro currently serve?

371.746 - 389.104 Unknown

And this is the company that specializes in building custom advertising and marketing technology. And because we had this experience in the marketing technology space, we started investing in the product and we built P-Wik Pro. And then finally, at some point, we spin it off as a separate company.

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389.118 - 398.848 Maciek Zawadzinski

Makes a lot of sense. Now, does clearcode.cc own equity in PwC Pro? No. Okay, so how did you put $2 million from the agency into PwC Pro without giving up equity?

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398.868 - 415.424 Unknown

That's a state from now, but it used to own the equity when we were adding the capital. But right now, after the spinoff, it's the same shareholder structure pretty much, but this is a completely separate entity.

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416.125 - 418.467 Maciek Zawadzinski

Maciek, how much equity do you own currently in PwC Pro?

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Chapter 4: What is the average revenue generated per customer for Piwik Pro?

418.936 - 427.45 Unknown

So I own over 40% with additional voting rights that gives me the control.

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427.47 - 431.176 Maciek Zawadzinski

So you control the company. Who owes the other 60% of the equity though?

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431.276 - 437.947 Unknown

It's employees, former founders, as well as investors.

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437.967 - 439.189 Maciek Zawadzinski

How much do investors own?

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439.895 - 459.405 Unknown

We have investors on somewhere around 20%, but it's not only for the primary, but they also did some buybacks from inactive founder, as well as we have a sizable employee pool, as well as management pool of like 10 plus percent.

459.47 - 468.961 Maciek Zawadzinski

Okay, 10% there. So 10% employee option pool, Maciek, you own more than 40%. Investors own 20%. That's 70 there. So former founders still own about 30%.

469.021 - 483.619 Unknown

Yes, yes. So there is still one inactive founder that owns... It's probably there is some miscalculation, but he still have like a double digit percentage in the company.

483.639 - 487.924 Maciek Zawadzinski

Understood. And the 2 million you raised in 2017, do you remember what valuation you raised that at?

488.562 - 503.537 Unknown

We raised it at, I will have to recalculate it to US dollars because it was in Polish zlotys, but that was in the vicinity of 7 million pre-money, 7.5 million pre-money.

Chapter 5: What are the growth metrics for Piwik Pro over the past year?

684.104 - 696.502 Unknown

So we, uh, but we really want to like, uh, double down on what we are doing now. So there will be significant, uh, marketing, uh, and sales spending coming up next year, which we are ramping up for.

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697.363 - 701.408 Maciek Zawadzinski

Um, so how many people pay with metric are on the team today?

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701.428 - 703.111 Unknown

Uh, we have a hundred people, a hundred people.

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703.131 - 703.992 Maciek Zawadzinski

How many engineers?

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704.697 - 706.681 Unknown

Around half of that are engineers.

706.821 - 708.866 Maciek Zawadzinski

Wow. Okay. How many salespeople with a quota?

710.83 - 720.57 Unknown

Salespeople, eight, seven people and me because I'm actually interim head of sales. So I'm very close to the customer.

720.59 - 721.913 Maciek Zawadzinski

What's their quota target?

722.517 - 729.729 Unknown

Depends. This is 400K, 500K of ARR per year.

Chapter 6: How does Piwik Pro maintain a low churn rate?

807.703 - 812.143 Maciek Zawadzinski

35. Last question, Maciek. What's something you wish you knew when you were 20?

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813.035 - 832.849 Unknown

Probably I would like to know how to build a company because that was the time I founded my first company at 20 years old. So I knew nothing about creating the business then. And it was a lot of faults on the way to get where I am today.

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832.829 - 843.825 Maciek Zawadzinski

Guys, there you have it. Pweek Pro, an alternative to Google Analytics that cares about your privacy. They were doing $400,000 a month a year ago, now doing $530,000 a month for over a $6.3 million run rate, serving about 200 customers.

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844.186 - 861.191 Maciek Zawadzinski

Machic still owns over 40% of the business, controls it with shares, but they've got investors that put in $2 million with a $7.5 million pre-money valuation in 2017. And they turned down recently term sheets in the $60 to $70 million raises. They look to bootstrap to see how their freemium model performance before thinking about a raise in 2022. We'll see what happens.

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861.231 - 862.633 Maciek Zawadzinski

Machic, thanks for taking us to the top.

862.613 - 863.934 Unknown

Yeah, thanks.

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