2023年5月18日

三件事,爱有很多在这甲板上。不是全部是伟大的(一如既往,我们将介绍,在今年下半年拆卸),但重点是光明的,因为他们可以得到:全面的产品组合Ageras已有11年,开始作为一种服务来匹配小企业主与会计师、税务专业人士和簿记员。然后该公司开始增加相关服务和增长。显然,沟通是一个复杂的故事,但是团队做一个真正出色的工作给予概述:(图9)我们所做的总结。影像学分:Ageras集团与国际业务作为一个成熟的公司,产品是不同国家根据当地合规规则和法律。球场上甲板的方差分解easy-to-ingest方式:(图12)的一个产品概述幻灯片。图片来源:Ageras群精明的使用数据随着Ageras访问更多的财务数据和连接客户和专业人士,有趣的东西出现的合成:它知道更多关于客户的财务状况几乎比其他任何人。因此,它发现它可以提供金融服务(即。,小型企业贷款)较低的风险比银行没有相同数量的日常可见性:(图17)优秀的讲故事的问题陈述。图片来源:Ageras集团实际上,Ageras是利用其数据可以提供更多的贷款,它是指“地域”企业。 This slide teaches us that it’s a good idea to always be on the lookout for adjacent services that can evolve out of a strong business. When Ageras was just matching companies to accountants, it wouldn’t have been able to pull this off. But as its customer base and amount of available data increased, the opportunities did, too. Some late-stage flex I wanted to share a couple slides from this deck because I don’t often see such materials in earlier-stage pitch decks and they intrigued me. As complexity evolves, it makes sense that the company needs an international structure to support its operations in various countries: [Slide 31] Corporations owning corporations owning corporations. Image Credits: Ageras Group. Ageras has been growing into new markets and verticals by acquiring companies. The slide itself, I think, has a couple of major flaws (we’ll explore those later on), but its presence in the deck is a great flex for a late-stage company: [Slide 23] Growth through acquisition. Image credit: Ageras Group. The company redacted the data from slide 19, but you can still learn something from it: Customer acquisition cost continues to be crucial, and if you can report it as a trailing average graph, you’re telling investors that you know it’s important, you’re monitoring it, and you’re actively working to improve it. [Slide 19] CAC over time. Yessssssss. Image credit: Ageras Group. In the rest of this teardown, we’ll take a look at three things Ageras could have improved or done differently, along with its full pitch deck!