The Micro PE Playbook: They Bought 20 SaaS Companies, $60m ARR, 300 people
SaaS Interviews with CEOs, Startups, Founders
Nathan Latka
4.6 • 683 Ratings
🗓️ 29 August 2024
⏱️ 24 minutes
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Summary
Tim founded SaaS Group in 2018 using his own money from Eyeo exit to acquire Deploybot. SaaS Group is structured as an LLC and funded all deals with equity until 2020 when they began using debt. In 2024, they sold about 5% of the SaaS Group LLC for $25m implying a value of $500m. They’ve purchased 20 companies over the last 5 years. Their companies do $60m in combined revenue today and employ 300 people. They typically pay 2-4x multiples. DashThis, Usersnap, and Rewardful are some of their larger companies. Can they acquire $60m more in ARR over the next 12 months?
Transcript
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| 0:42.0 | Hey folks, my guest today is Tim Schumetri is a German investor and entrepreneur with a focus on SaaS, ad tech, and more recently climate tech. |
| 0:45.6 | He found it and led multiple companies like CETO.com at cosio.org, a. |
| 0:50.3 | How do you say that, Tim? |
| 0:51.3 | EYO, EYO.E.O.com. |
| 0:52.3 | I.O. |
| 0:53.3 | IO. But people always ask that I.O. |
| 0:56.2 | I.O.com. I. Workplay on I slash O input output. Oh, got to got it. Io.com. Worldfund.V.C. |
| 1:03.4 | And also, I imagine the way most of you guys know him is SaaS Group. They're buying up SaaS |
| 1:08.6 | companies, one to ten million bucks in revenue. We're going to jump into all of it today. Tim, you ready to take us to the top? Yeah, I am. Thanks for having me. |
| 1:15.6 | You bet. Let's put a SaaS group in perspective. I'll just on a timeline to start, and then we'll |
| 1:20.8 | dive into sort of what you're doing actively today. When did you guys close your first deal. What year? First deal was six years ago, 2018, was deploybot.com. |
| 1:31.2 | Deploybot.com. Okay. And one of the questions, one of the questions that I always get, |
| 1:35.4 | you know, there's founders that exit, they go, what am I to do with my life? And a lot of them |
| 1:37.9 | want to go into the sort of like venture studio, maybe they want to launch their own search fund, |
| 1:41.4 | or they want to do sort of what you're doing. Take me back to the day you signed, the doc you signed for DeployBot. |
| 1:47.9 | Did you already have the money lined up where you're like, okay, I got to get the contract sign, then go raise the money. |
| 1:51.6 | I got to make all these pieces fall in place. |
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