Here's the deck we used for our Series-B round. We raised $150M 6 months after our Series-A and 8 months prior our Seed. It was led by Altimeter and Coatue.
Even though we didn't necessarily show the appendix slides, we sent them along with the rest of the deck.
See https://airbyte.com
3. Limitations of current ELT explain the
growing need for data engineers.
Only the most popular connectors
They plateau at ~170 connectors, and can’t cover the long tail
because of maintenance costs and ROI consideration.
Can’t handle custom use cases
Customers can't customize pre-built connectors, nor create new ones.
Counter-productive row-based
pricing
Charging on active rows prevents mid- and high-scale replications
(APIs, databases...) and is unpredictable.
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4. Airbyte covers all your data
pipeline needs in a scalable way.
Covers the long tail of connectors
Airbyte will reach 500+ connectors by end of 2022, thanks
to its participative model.
Extensible and non-opinionated to
address your exact needs
You can build or edit any pre-built connectors to your specific
needs. Airbyte also integrates with your data stack.
A fair compute-based pricing
Compute is well known across data warehouses. It is
predictable and scales well with database replication. Airbyte
can be up to 10x cheaper than alternatives.
7. We built the most advanced
OSS ELT solution in one year.
Alpha K8
support
Incremental
Append
Airflow
integration
First-class
K8 support
dbt transformation
support
Airbyte Cloud
invite-only in the
US
0
50
100 connectors
MVP Soft
Launch
$5.2M
Seed
$26M
Series-A
Change Data
Capture
from contributors
Prefect
integration
8. Airbyte has already been deployed by
16k+ companies.
Jan. Apr. Jul. Oct.
0
3,000
6,000
9,000
12,000
400 deploys /
month
750 deploys /
month
2,500 deploys /
month
9. 10,000+ companies syncing data with us.
Jan. Apr. Jul. Oct.
0
3,000
6,000
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
9,000
10. Already X of them sync data
at least once a day.
Jan. Apr. Jul. Oct.
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
11. 0
25M
50M
75M
100M
Data usage is growing exponentially
across all the entire user base.
#rows synced/month
0
50B
150B
200B
Jan. Apr. Jul. Oct. Jan. Apr. Jul. Oct.
100B
per activated user across our user base
+30% MoM +45% MoM
12. We grew the biggest community
around data integration.
GitHub stars Slack members Code contributors
0
1,000
2,000
3,000
4,000
5,000
0
1,000
2,000
3,000
4,000
0
50
100
200
Oct. Jan. Apr. Jul. Sep.
Grouparoo Rudderstack Meltano
Nov.
Oct. Jan. Apr. Jul. Sep. Nov.
Oct. Jan. Apr. Jul. Sep. Nov.
Airbyte
150
13. The ecosystem started to acknowledge
Airbyte as the new standard too.
Featured in
Marketplace
Expanding
Airbyte’s catalog
Official connectors /
integrations
Coming soon
Coming soon
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO LOGO
15. Airbyte Cloud
with a
disruptive
pricing.
● Compute is well understood, and
provides control & predictability
● Up to 10x cheaper for databases
● Capture all the SMB and low MM.
● Pricing grows with usage:
reverse-ETL, streaming, new
features as quality, etc
16. In X weeks, Airbyte Cloud in
invite-only got us:
$Xk
Average contract/POC value
X
Companies on waitlist
$Xk yearly
$Xk yearly $Xk yearly
$Xk yearly
Some noteworthy prospects / customers
$Xk yearly
LOGO LOGO LOGO LOGO LOGO
17. Here’s how we’re starting to
capture most of the market.
Self-serve with $1,000 worth of
free expiring credits
Aha moment when
1st sync success
Usage within
30 days
Conversion to
customers
Hand-off to
sales
Self-serve
> $10k deal
< $10k deal
18. We built the dream team
to achieve this first goal.
John Lafleur
COO
Serial entrepreneur
(3 startups, 2 exits).
Shrif Nada
Eng. Lead
Connectors
Technical lead
at LiveRamp
Michel Tricot
CEO
Head of integration
at LiveRamp & rideOS
Charles G.
Eng. Director
Cloud + Platform
Technical lead
at LiveRamp & rideOS
Ed Farraye
Head of demand gen
Head of digital acquisition
at Hashicorp
Adam Knobel
Head of Sales
VP Sales at LiveRamp
Natalie Kwong
Growth PM
Head of CS Ops at
Harness
Andy Yeo
Senior PM
Senior PM
at Segment
Erica S.
Head of Technical
Support
Senior Technical Support
Lead Engineer at Splunk
Anita Sandoval
Head of People Ops
Senior Director of People
Ops at Graphite
XXXX
Head of PMM
XXXXX
XXX
XXXX
Head of Community
XXXXX
XXX
20. Ubiquity & product releases will expand
usage and revenues.
1. Connectivity
- Long tail
- Extensibility
- DB replication
- Scalable pricing
2. Localization
- Geography
- Private VPC
- Hybrid
3. New types 4. Intelligence
- Data quality
- Privacy
- Compliance
- Data discovery...
- Reverse-ETL
- Real-time
Ubiquitous & Reliable Integration Standard
Next milestone - $XM projected revenues
1,000+
connectors
100k+
deployments
Xk+
Cloud customers
300
employees
21. What if we
raised now?
Faster execution
with more and
stronger talent
Even stronger
brand perception
and adoption
Higher revenues
and market shares
faster
23. Here’s how we’re going to get to
1,000+ high-quality connectors.
0
500
1,000
1,500
12,000
Airbyte
Connector
maintainers
Our participative model
Airbyte will share revenues with
connector contributors that certify their
connectors and provide a SLA on them.
More high-quality
fully-featured connectors
● Revenue sharing only if SLA is reached
● More features means more usage and
revenues
● Builders have priority, so strong
incentive to build
24. A bottom-up adoption with
open-source and demand gen
Community
- Conferences
- Sponsored events
- Meetup program with
ambassadors
- Community calls
- Webinars
- ...
Content
- Long tail of tool
keywords
- Writer community for
data engineering blog
- Recipes
- Data Heroes
- ...
Digital acquisition
ICP:
- SMB-MM with at least one
data engineer
- X users (Y to Y use case)
- ...
Personas:
- Data engineers
- Head of data
- ...
25. Our investors
Benchmark YC
Auren Hoffman
Founder of LiveRamp,
CEO of SafeGraph
Calvin
French-Owen
Co-founder of Segment
Shay Banon
Founder & CEO of
Elastic
Dev Ittycheria
President & CEO of
MongoDB
Robert Bearden
CEO
of Cloudera
Accel