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Using Analytics for Startup Fundraising

Benn Stancil

Mode

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Who’s this for?

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Who’s this for?

What to pitch, not when or who

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Early stage, not growth stage

Who’s this for?

What to pitch, not when or who

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Early stage, not growth stage

VC funding, not debt or F&F rounds

Who’s this for?

What to pitch, not when or who

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Early stage, not growth stage

VC funding, not debt or F&F rounds

Who’s this for?

The rest of us, not Slack, Bird, etc

What to pitch, not when or who

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Source: Business Insider

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Source: FutureEngine.org

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What’s in

a pitch?

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Six things

Your team

Your vision

Your market

1...

2...

3...

Growth and traction

Product stickiness

Acquisition economics

4...

5...

6...

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Six things

Your team

Your vision

Your market

1...

2...

Growth and traction

Product stickiness

Acquisition economics

4...

5...

6...

A bit more on these later

3...

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Six things

Your team

Your vision

Your market

1...

2...

3...

The more data, the better the pitch!

Growth and traction

Product stickiness

Acquisition economics

4...

5...

6...

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How to get that data

Closing tips about pitching

The rest of this talk:

The data investors want to see

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Growth and

traction

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A venture capitalist

Are people finding your product? Are people willing to pay for it?

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Daily active users

How investors look for growth:

Signups

Monthly revenue

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Daily active users

How investors look for growth:

Signups

Monthly revenue

What is it?

How many people are signing up.

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Daily active users

How investors look for growth:

Signups

Monthly revenue

What is it?

How many people are signing up.

Tips!

Use monthly signups, not cumulative totals.

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Daily active users

How investors look for growth:

Signups

Monthly revenue

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Daily active users

How investors look for growth:

Signups

Monthly revenue

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Daily active users

How investors look for growth:

Signups

Monthly revenue

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Daily active users

How investors look for growth:

Signups

Monthly revenue

What is it?

The number of people using your product every day.

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Daily active users

How investors look for growth:

Signups

Monthly revenue

What is it?

The number of people using your product every day.

Tips!

Be precise about “active.” Is it a site visit? An particular action? Does interacting with a notification count?

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Daily active users

How investors look for growth:

Signups

Monthly revenue

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Daily active users

How investors look for growth:

Signups

Monthly revenue

What is it?

How much money you bring in each month.

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Daily active users

How investors look for growth:

Signups

Monthly revenue

What is it?

How much money you bring in each month.

Tips!

  • Keep track by customer! This only gets harder.

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Daily active users

How investors look for growth:

Signups

Monthly revenue

What is it?

How much money you bring in each month.

Tips!

  • Keep track by customer! This only gets harder.
  • The “T2D3” rule of thumb.

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Daily active users

How investors look for growth:

Signups

Monthly revenue

3x

3x

2x

2x

2x

Year 1

1

2

3

3

9

4

18

5

36

6

72

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Product

stickiness

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A venture capitalist

Do people use your product? Do they want to keep using it?

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DAU/MAU

How investors measure stickiness:

Retention

Quick ratio

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DAU/MAU

How investors measure stickiness:

Retention

Quick ratio

What is it?

Either how many users, how many customers, or how much money returns.

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User retention

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User retention

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User retention

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User retention

50%

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Customer or logo retention

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Customer or logo retention

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Customer or logo retention

67%

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Revenue retention

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Revenue retention

$40

$30

$30

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Revenue retention

$40

$30

$30

$50

$60

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Revenue retention

$40

$30

$20

$50

$60

110%

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DAU/MAU

How investors measure stickiness:

Retention

Quick ratio

What is it?

Either how many users, how many customers, or how much money returns.

Tips!

Show the important retention rate, not the best one.

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DAU/MAU

How investors measure stickiness:

Retention

Quick ratio

What is it?

In a given month, the average number of daily users divided by the total distinct monthly users.

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A few examples

DAU / MAU

Ratio

Days a month

100 / 1,000

10%

3

250 / 1,000

25%

8

500 / 1,000

50%

15

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A few examples

DAU / MAU

Ratio

Days a month

100 / 1,000

10%

3

250 / 1,000

25%

8

500 / 1,000

50%

15

Ratio x 30

= the average number of days in a month someone uses your product

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A few examples

DAU / MAU

Ratio

Days a month

100 / 1,000

10%

3

250 / 1,000

25%

8

500 / 1,000

50%

15

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DAU/MAU

How investors measure stickiness:

Retention

Quick ratio

What is it?

In a given month, the average number of daily users divided by the total distinct monthly users.

Tips!

This is more important for products that are meant to be used frequently.

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DAU/MAU

How investors measure stickiness:

Retention

Quick ratio

What is it?

A formula comparing monthly revenue growth to lost revenue.

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Month

New revenue

Lost revenue

Net change in revenue

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Month

Month

New revenue

Lost revenue

Net change in revenue

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DAU/MAU

How investors measure stickiness:

Retention

Quick ratio

What is it?

A formula comparing monthly revenue growth to lost revenue.

Tips!

No matter how fast you’re growing, a leaky bucket will always make investors worried.

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Acquisition

economics

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A venture capitalist

Can you scale? Can you grow efficiently?

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LTV/CAC

How investors measure acquisition:

Payback period

Magic number

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LTV/CAC

How investors measure acquisition:

Payback period

Magic number

What is it?

How long it takes for a customer to pay back how much it costs you to acquire them.

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Calculating payback period

$500

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Calculating payback period

$500

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Calculating payback period

$500

Cost per customer: $100

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Calculating payback period

$500

$10/month

Cost per customer: $100

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Calculating payback period

$500

Cost per customer: $100

$100 in 10 months

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LTV/CAC

How investors measure acquisition:

Payback period

Magic number

What is it?

How long it takes for a customer to pay back how much it costs you to acquire them.

Tips!

12 months is considered a healthy payback period.

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LTV/CAC

How investors measure acquisition:

Payback period

Magic number

What is it?

The total value of a customer divided by how much it costs you to acquire them.

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Calculating LTV/CAC period

$500

$10/month

Cost per customer: $100

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Calculating LTV/CAC period

$500

$10/month

Cost per customer: $100

for 2 years

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Calculating LTV/CAC period

$500

$240 each

Cost per customer: $100

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LTV/CAC

How investors measure acquisition:

Payback period

Magic number

What is it?

The total value of a customer divided by how much it costs you to acquire them.

Tips!

3 is considered a healthy LTV/CAC ratio.

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LTV/CAC

How investors measure acquisition:

Payback period

Magic number

What is it?

A formula comparing revenue growth to total sales and marketing spend.

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LTV/CAC

How investors measure acquisition:

Payback period

Magic number

What is it?

A formula comparing revenue growth to total sales and marketing spend.

Tips!

  • 0.75 is considered a good magic number.
  • 1.5 is considered a great magic number.

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A meta-tip!

These metrics are less meaningful for companies with only new customers.

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A meta-tip!

These metrics are less meaningful for companies with only new customers.

Don’t worry about them too much early on, but keep them in mind as you grow.

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LTV/CAC

Payback period

Magic number

Signups

Daily active users

Monthly revenue

Retention

DAU/MAU

Quick ratio

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What do I

do now?

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LTV/CAC

Payback period

Magic number

Signups

Daily active users

Monthly revenue

Retention

DAU/MAU

Quick ratio

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daily_user_activity

+------------+---------+

| date | user_id |

+------------+---------+

| 03-25-2019 | 1 |

| 03-26-2019 | 1 |

| 03-25-2019 | 2 |

| 03-27-2019 | 2 |

| ... |

+------------+---------+

LTV/CAC

Payback period

Magic number

Signups

Daily active users

Monthly revenue

Retention

DAU/MAU

Quick ratio

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monthly_customer_revenue

+--------+----------+---------+

| month | customer | revenue |

+--------+----------+---------+

| jan-19 | Jasmine | 1120 |

| dec-18 | Jasmine | 900 |

| nov-18 | Jasmine | 700 |

| jan-19 | Aladdin | 650 |

| dec-18 | Aladdin | 650 |

| aug-18 | Jafar | 1800 |

| jul-18 | Jafar | 1750 |

| ... |

+--------+----------+---------+

LTV/CAC

Payback period

Magic number

Signups

Daily active users

Monthly revenue

Retention

DAU/MAU

Quick ratio

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monthly_customer_revenue +

monthly_sales_marketing_spend

+--------+-------------+

| month | total_spend |

+--------+-------------+

| jan-19 | 2300 |

| dec-18 | 2250 |

| nov-18 | 2110 |

| oct-18 | 1845 |

| ... |

+--------+-------------+

LTV/CAC

Payback period

Magic number

Signups

Daily active users

Monthly revenue

Retention

DAU/MAU

Quick ratio

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User table

Revenue table

Marketing table

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User table

Revenue table

Marketing table

  • Marketo
  • Facebook Ads
  • Adwords
  • Twitter Ads

  • Salesforce
  • Stripe
  • Recurly
  • Production data

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User table

Revenue table

Marketing table

  • Marketo
  • Facebook Ads
  • Adwords
  • Twitter Ads

  • Salesforce
  • Stripe
  • Recurly
  • Production data

Spreadsheets

Spreadsheets

Spreadsheets

Decks

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Redshift

User table

Revenue table

Marketing table

  • Marketo
  • Facebook Ads
  • Adwords
  • Twitter Ads

  • Salesforce
  • Stripe
  • Recurly
  • Production data

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Redshift

User table

Revenue table

Marketing table

  • Marketo
  • Facebook Ads
  • Adwords
  • Twitter Ads

  • Salesforce
  • Stripe
  • Recurly
  • Production data

Live Reports

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What do I

do now?

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Data!

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Redshift

User table

Revenue table

Marketing table

  • Marketo
  • Facebook Ads
  • Adwords
  • Twitter Ads

  • Salesforce
  • Stripe
  • Recurly
  • Production data

Live Reports

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bit.ly/founders-meetup-fundraising

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A few closing

tips

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Create urgency

Some closing tips:

Have a narrative

Markets matter

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

Data alone isn’t enough. You need to tell your story.

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Source: First Round Review

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Six things

Your team

Your vision

Your market

1...

2...

3...

Growth and traction

Product stickiness

Acquisition economics

4...

5...

6...

Your story connects all these together

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

Data alone isn’t enough. You need to tell your story.

Tips!

  • Lead with your best story.

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

Data alone isn’t enough. You need to tell your story.

Tips!

  • Lead with your best story.
  • Understand your “customer.”

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

Data alone isn’t enough. You need to tell your story.

Tips!

  • Lead with your best story.
  • Understand your “customer.”
  • Get outside feedback.

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Better data

Better story

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

Investors invest because they don’t want to miss out. Don’t let them wait it out.

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

Investors invest because they don’t want to miss out. Don’t let them wait it out.

Tips!

  • Set a date.

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

Investors invest because they don’t want to miss out. Don’t let them wait it out.

Tips!

  • Set a date.
  • Don’t take every meeting.

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Better data

More urgency

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From: Fake name

Date: Monday, January 30 2017 at 10:17 PM PST

Subject: Re: Mode follow-up

To: Derek Steer

Derek - this spreadsheet is amazing. I've never seen anything like it. I will be copying it (the format)!

We'll do some forensics.

Great seeing you.

Fake name

A well-known VC

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

No matter how good your product is, you need to show that there’s a market for it.

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

No matter how good your product is, you need to show that there’s a market for it.

Tips!

  • Know who your customer is.

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Create urgency

Some closing tips:

Have a narrative

Markets matter

What’s that mean?

No matter how good your product is, you need to show that there’s a market for it.

Tips!

  • Know who your customer is.
  • Show a clear path to $100m.

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Better data

Fewer questions

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Want more?

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A few good resources:

Tom Tunguz’s blog

tomtunguz.com

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Jason Lemkin’s Quora

quora.com/profile/Jason-M.-Lemkin

A few good resources:

Tom Tunguz’s blog

tomtunguz.com

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Jason Lemkin’s Quora

quora.com/profile/Jason-M.-Lemkin

Social Capital’s Magic 8-ball

analytics.socialcapital.com

A few good resources:

Tom Tunguz’s blog

tomtunguz.com/

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Finally...

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Questions?

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Jason Lemkin’s Quora

quora.com/profile/Jason-M.-Lemkin

Social Capital’s Magic 8-ball

analytics.socialcapital.com

Tom Tunguz’s blog

tomtunguz.com

Mode’s fundraising templates

bit.ly/founders-meetup-fundraising