Post by
Sinbob on Jan 21, 2022 5:50pm
ReCap on DAC + DABL
DAC revenue growth up 50% Y/Y to $3 million; over $7 million invested in DAC; DABL revenue growth up 50% Y/Y to $3 million: combined revenue $6 million; over $20 million invested in DABL to date; DAC gives up 1/3 of co. to gain twice the revenues; DAC has best in class data management platform for collection of 1st party data to help major brands engage with consumers; help Brands analyze data and help develop 1 to1 relationships/messaging; DAC has over 25 major Fortune 500 brands (such as P&G; Molson-Coors; Universal;) on their platform doing av., $200,000 revenue/client with massive near term growth at hand and with newly expanded service offerings; DACs platform has the agility to integrate vertically; has clear differentiation re competitors with respect to their ability to connect with internal infrastructure; DAC has multiple builds in play now which the DATA Services Group will be launching in early 2022 that will allow brands to strategize and help monetize around the data; DABL brings 1.3 million registered users to the Brands with privatization of consumer data base ; 2 of DABL BOD major investors have influence in Silicon Valley; Disney and MGM; these investors will be on DAC BOD and will lock up their shares; big brands wanted DAC to find new customers and offer access to customer data bases; DABL needed help in the area of sales and finance The merged companies allow for a major scale up as these huge Brands need a bigger offering to really serve their needs and stay ahead of the game; bring long term, unlimited scalability centered around the urgency for privatization of consumer data that the market is demanding now for ownership of consumer relationships; this opens the door for rewarding consumers to interact directly with Brands; Direct to Consumer relationships are driving acquisition to scale and engaging with the existing customer base allowing Brands to new markets and audiences; Brands want to know who is buying their products and they cant do that through major retailers such as WallMart; The merger also offers attraction of capital via the markets with the promise of rapid growth; according to Kim Oishi, DAC has had good support from core investors to provide funding. New Strategic service group brings huge leverage to expand ties with major brands and open new doors; ie; gaming companies; theatrical divisions; CPG; hotels chains and more. DAC now offers synergy to divisions within major corporations; Mike and Mark bring contacts/relationships globally that are being leveraged for much greater scale.