CY'25 results: tough year:
**50 Active, 32 paying customers, 55-60% enterprises
*Spend under optimization: $70Mn
* Annual Reported Revenue = $1.1 Mn;
*Saas ARR = Gross Profit = $400 K, 65% costs covered.
* Qcomm-aas line took too much investment, efforts n fundraise - but market timing was off (by 1 year early);
*Pulled off a survival round;
Gunning for simplification, scaling what's working and becoming the best Data-cloud & intel platform for Commerce! 🙏🚀
@Alfred_Lin@drgurner One can follow vedantic & consciousness practices - to uncondition n go to being a group of atoms n molecules state, even for a brief period n then go from child like state again. Can be daily practice.
talked to a YC company that scaled from $0 → $2m ARR in their first 6 months with their ENTIRE GTM built off going to conferences.
Here's the playbook they cracked (step by step):
~4 weeks before:
> Post abt the conference and tell attendees exactly how to reach you
> Send personal DMs to the right ppl on LinkedIn and X
> Reply within the hour & lock in 10 top targets to close.
> Send everyone else to your drip email campaign.
Then, set a meeting block of 1-3 days during the conference:
> make shared booking link for the team
> Reserve a quiet café / private dining room
> Pack in 12 meetings per day, 30 min each, with buffer time built in
While you're there:
>Hand every prospect a thoughtful small gift and a personal card
>Single out 5 standout customers whose pain ur product actually solves
>Pull them aside for a casual on-camera Q&A in a solid film spot
>Don't pitch hard.
>Let the conversation breathe and weave your product in naturally.
The 4 weeks after
>Hand the raw footage to a freelance editor + ask for ~15-20 punchy clips with captions.
>Drop a new clip every couple of days on LI / X
> use these clips when you post online about the next conference to keep the momentum
This is the formula, costs less than a few thousand dollars to execute.
They’re on track to end the Y1 at ~$6m ARR (B2B, targeting large enterprises) + STILL not using any other channels for customer acquisition
talked to a YC company that scaled from $0 → $2m ARR in their first 6 months with their ENTIRE GTM built off going to conferences.
Here's the playbook they cracked (step by step):
~4 weeks before:
> Post abt the conference and tell attendees exactly how to reach you
> Send personal DMs to the right ppl on LinkedIn and X
> Reply within the hour & lock in 10 top targets to close.
> Send everyone else to your drip email campaign.
Then, set a meeting block of 1-3 days during the conference:
> make shared booking link for the team
> Reserve a quiet café / private dining room
> Pack in 12 meetings per day, 30 min each, with buffer time built in
While you're there:
>Hand every prospect a thoughtful small gift and a personal card
>Single out 5 standout customers whose pain ur product actually solves
>Pull them aside for a casual on-camera Q&A in a solid film spot
>Don't pitch hard.
>Let the conversation breathe and weave your product in naturally.
The 4 weeks after
>Hand the raw footage to a freelance editor + ask for ~15-20 punchy clips with captions.
>Drop a new clip every couple of days on LI / X
> use these clips when you post online about the next conference to keep the momentum
This is the formula, costs less than a few thousand dollars to execute.
They’re on track to end the Y1 at ~$6m ARR (B2B, targeting large enterprises) + STILL not using any other channels for customer acquisition
Startups come in 5 year chunks
1/ You get burnt out by Year 5 if don’t get enough help
2/ You have to reboot your product by Year 5
3/ You have to add another great product extension every 5 ys
4/ Your management team will stay 5 years max
5/ You need to be a new CEO every 5 ys
Ok maybe now in the Age of AI it's 18 month chunks ;)
8:42 AM at Mumbai T1. At the gate 8:49.
Seven minutes from curb to gate. Saturday night at Ahmedabad was the same story.
The India where “leave 3 hours early for a domestic flight” was gospel is quietly dying. Nobody’s writing about it because good news doesn’t trend. But this is what state capacity actually looks like — DigiYatra, a queue that moves, staff who know the script.
Boring, repeatable, fast.
Another week, another great experience. 😀
8:42 AM at Mumbai T1. At the gate 8:49.
Seven minutes from curb to gate. Saturday night at Ahmedabad was the same story.
The India where “leave 3 hours early for a domestic flight” was gospel is quietly dying. Nobody’s writing about it because good news doesn’t trend. But this is what state capacity actually looks like — DigiYatra, a queue that moves, staff who know the script.
Boring, repeatable, fast.
Another week, another great experience. 😀
@ItsWillHenry@Velascode_ Yes, agreed. 6 has worked like magic second time n have worked hard for it. Other mistakes are there of commission though, speaking for myself.
It's always instructive and liberating to practice 'worst case scenarios' n changing them often. Practise misfortune - a good stoic advice n often quoted by Taleb - helps one build emotional robustification.
For entrepreneurs - can be publicly admitting failure, or doing a role/job which they despise or living way below market: even temporarily, as it liberates ones emotionally from the what ifs.
@nitinsharma1 This always has been the most important. Even Drucker said - Manage your energy, not your time.
And Naval has famously said - startups don't die when they run out of cash, but founders run out of energy!
Palantir has been very under rated company, especially in 2010-2020 era. Now every one is gaga on the AI Transformation, FDEs, implementing data powered work flows for enterprises, but hat-tip to @karp n @peterthiel on starting in 2004 - and special of Peter to mention about Palantir in zero to one, as good case study for large enterprise / B2G software sales.
The chapter - ' If you build it, will they come?' is a must read for any one in B2B Saas/AI. The point on enterprise software cos growing at slower pace (50-100% YoY) than horizontal ones (very unnerving for entreprenuers!)
Palantir has been very under rated company, especially in 2010-2020 era. Now every one is gaga on the AI Transformation, FDEs, implementing data powered work flows for enterprises, but hat-tip to @karp n @peterthiel on starting in 2004 - and special of Peter to mention about Palantir in zero to one, as good case study for large enterprise / B2G software sales.
The chapter - ' If you build it, will they come?' is a must read for any one in B2B Saas/AI. The point on enterprise software cos growing at slower pace (50-100% YoY) than horizontal ones (very unnerving for entreprenuers!)
2 min on X n LinkedIn feed - Agentic AI platforms, XunderX, Awesome funding announcements, 10X growth in a year. The FOMO is unreal! If you are one of those who feel it, i hear you! #linkedin 😃🙌🏻
Always a special feeling to see an @airindia aircraft outside India. But today it is an entirely different feeling. 100x the normal feeling.
I came to New York for just 2 days and what a time I selected!!! I was to board an @emirates flight to Dubai two hours ago which was canceled. I was to spend two days in my Dubai office. That isnt happening now. I hope @dubai gets back to normal soon! Prayers.
Now, the Maharaja is getting me home.🙏 And non stop!!! Last minute booking. Literally. Just boarded. 🤞 Thanks @airindia
Those who say that you can't close a financing n wiring between Christmas (15th Dec +) and New Year (till 7th Jan) have not met @elonmusk and Sidhartha Bhimania (don't know anyone who got money wired at this time)! TWK,K
Yeah absolutely @puneetiitm. @anujsappi n i discuss this. Blinkit n Qcomm will cannibalize Goog & Meta's ad revenue. Just that rate at which @deepigoyal n @albinder are layering monetization S-curves (Grocery, Non-grocery cats, Advertizing, may be Prime/Gold like features) is really quick!
CY'25 results: tough year:
**50 Active, 32 paying customers, 55-60% enterprises
*Spend under optimization: $70Mn
* Annual Reported Revenue = $1.1 Mn;
*Saas ARR = Gross Profit = $400 K, 65% costs covered.
* Qcomm-aas line took too much investment, efforts n fundraise - but market timing was off (by 1 year early);
*Pulled off a survival round;
Gunning for simplification, scaling what's working and becoming the best Data-cloud & intel platform for Commerce! 🙏🚀
Quick snapshot to self:
*Revenue at $ 73k Run rate
*Control Tower spend under tracking -
$ 900 K runrate
*9 Members team
*Aiminng for 20X growth in coming year!
Let's see where we land
CY'24 Results:
**55 Active Customers, 30 paying, 40% enterprise brands
**Spend under monitoring: 30 Mn
**Total Revenue= Gross ARR: 1.1 Mn+ (50% growth, most in TTM)
**Gross Profit= Net ARR: 240 K
Gunning for 5 X Gross n Net ARE growths in CY'25
Jan - Aug '24 was flatlined n spent in solving for GTM & PMF in Mid-Market & enterprise, n then scaling Saas line 2: Qcomm-aas & shipping-aas