1 00:00:00,120 --> 00:00:02,840 Speaker 1: Standing by at the New York Stock Exchange is Andrew 2 00:00:02,840 --> 00:00:06,160 Speaker 1: Bieleeki Kavio's CEO. We don't want to take away this 3 00:00:06,240 --> 00:00:09,520 Speaker 1: day from you. You're standing by waiting for the first trade. 4 00:00:09,720 --> 00:00:13,120 Speaker 2: What has this ride been like, Andrew. 5 00:00:12,480 --> 00:00:13,720 Speaker 3: Oh Man, it's been a great day. 6 00:00:14,760 --> 00:00:18,600 Speaker 4: I'm just so thankful for the fifteen hundred claviers around 7 00:00:18,600 --> 00:00:21,640 Speaker 4: the world, one hundred and thirty thousand customers. 8 00:00:21,160 --> 00:00:21,960 Speaker 3: That have bet on us. 9 00:00:22,000 --> 00:00:24,239 Speaker 4: We had some of our customers join us today on 10 00:00:24,239 --> 00:00:28,720 Speaker 4: the floor. The five thousand partners we have, it's a 11 00:00:28,800 --> 00:00:31,200 Speaker 4: very humbling experience. We're very excited about what we've built. 12 00:00:31,840 --> 00:00:33,199 Speaker 4: We're gona have a more fun today, and then we're 13 00:00:33,240 --> 00:00:34,680 Speaker 4: excited to get back to work tomorrow. 14 00:00:34,840 --> 00:00:37,680 Speaker 5: Andrew John Carlin, one of your first investors, joined us 15 00:00:37,720 --> 00:00:41,680 Speaker 5: in the show. He spoke about how justified this opportunity 16 00:00:41,760 --> 00:00:44,800 Speaker 5: is for your business. In particular, your stock is indicated 17 00:00:44,800 --> 00:00:47,560 Speaker 5: to open between thirty six to thirty eight dollars a share, 18 00:00:47,920 --> 00:00:51,080 Speaker 5: u ipo'd at thirty dollars. How do those numbers make 19 00:00:51,159 --> 00:00:51,680 Speaker 5: you feel? 20 00:00:52,440 --> 00:00:53,000 Speaker 3: You know, we don't. 21 00:00:54,160 --> 00:00:56,760 Speaker 4: We feel great about the business that we've built, and 22 00:00:56,800 --> 00:00:58,720 Speaker 4: you know what, we don't spend a lot of time 23 00:00:59,240 --> 00:01:00,920 Speaker 4: focusing on the stock price, where it's going to keep 24 00:01:00,920 --> 00:01:03,920 Speaker 4: focusing on customers, keep growing this business. 25 00:01:04,000 --> 00:01:06,560 Speaker 3: We think we're very early. We've got a really. 26 00:01:06,360 --> 00:01:09,280 Speaker 4: Durable business model, and we're playing in some big macro trends. 27 00:01:09,680 --> 00:01:12,440 Speaker 4: You know, businesses getting closer to their customers, building digital 28 00:01:12,480 --> 00:01:16,120 Speaker 4: relationships with the data that they own, which is no 29 00:01:16,160 --> 00:01:16,679 Speaker 4: longer way to go. 30 00:01:17,080 --> 00:01:19,480 Speaker 1: Talk about those one hundred and thirty thousand more than 31 00:01:19,800 --> 00:01:23,680 Speaker 1: paying users, and how much they want to see their 32 00:01:23,800 --> 00:01:26,959 Speaker 1: marketing strategies really intensified by generative AI. 33 00:01:27,080 --> 00:01:28,279 Speaker 2: It's interesting that that's been. 34 00:01:28,160 --> 00:01:30,720 Speaker 1: The playbook of the last couple of IPOs. 35 00:01:30,920 --> 00:01:32,039 Speaker 2: Is that something you've leant into. 36 00:01:32,120 --> 00:01:34,120 Speaker 1: Is that a macro trend that was already there and 37 00:01:34,160 --> 00:01:35,400 Speaker 1: you're embracing it earlier. 38 00:01:36,680 --> 00:01:39,839 Speaker 4: Yeah, we've had a whole team dedicated to machine learning 39 00:01:39,840 --> 00:01:43,760 Speaker 4: and AI for the last five or six years. So 40 00:01:43,800 --> 00:01:47,400 Speaker 4: we're excited to use some of the large language model technology. 41 00:01:47,640 --> 00:01:53,840 Speaker 4: I'll tell you customers like Tailor Made, Cord Brands, Unilever, Skims. 42 00:01:53,880 --> 00:01:56,480 Speaker 4: We've got so many customers and we believe that the 43 00:01:56,560 --> 00:01:59,040 Speaker 4: future of let's just take marketing as one application. The 44 00:01:59,080 --> 00:02:02,560 Speaker 4: future is software that knows how to use itself. Take 45 00:02:02,640 --> 00:02:04,960 Speaker 4: marketing instead of building a marketing campaign where a user, 46 00:02:05,080 --> 00:02:07,400 Speaker 4: you know, a customer marketer has to figure out what's 47 00:02:07,480 --> 00:02:10,800 Speaker 4: the right design. I think the future is the software 48 00:02:10,840 --> 00:02:12,720 Speaker 4: is can to help guide them so that they can 49 00:02:12,760 --> 00:02:14,960 Speaker 4: be more successful, you know, aided by all of the 50 00:02:15,040 --> 00:02:18,240 Speaker 4: data that we have the collective claveo ecosystem. 51 00:02:17,919 --> 00:02:20,760 Speaker 5: You know, and you note the data. But what is 52 00:02:20,800 --> 00:02:23,720 Speaker 5: your technological point of difference? What is it that Clavio 53 00:02:23,840 --> 00:02:25,240 Speaker 5: can do that no one else can? 54 00:02:26,400 --> 00:02:26,640 Speaker 3: Sure? 55 00:02:26,800 --> 00:02:29,520 Speaker 4: Yeah, we actually started Claveyo as a database, a data 56 00:02:29,560 --> 00:02:33,320 Speaker 4: infrastructure company, and we spent a lot of time architecting 57 00:02:33,320 --> 00:02:35,120 Speaker 4: a database that is good at both the kind of 58 00:02:35,120 --> 00:02:37,960 Speaker 4: machine learning analytical queries that folks run, but also they 59 00:02:37,960 --> 00:02:40,040 Speaker 4: can power real time use cases like, for instance, what 60 00:02:40,080 --> 00:02:42,360 Speaker 4: we do with messaging other marketing. 61 00:02:42,639 --> 00:02:43,760 Speaker 3: So I think that's the future. 62 00:02:43,760 --> 00:02:46,320 Speaker 4: I mean for us, we've thought about this database as 63 00:02:46,400 --> 00:02:50,399 Speaker 4: kind of the brain of a business, and on top 64 00:02:50,440 --> 00:02:52,720 Speaker 4: of that brain you can build all these different software applications. 65 00:02:52,720 --> 00:02:54,600 Speaker 3: So we built one with marketing. But boil is a 66 00:02:54,600 --> 00:02:55,120 Speaker 3: long way to go. 67 00:02:56,000 --> 00:02:59,560 Speaker 1: Of course, they're a global company, one thousan five hundred employees. 68 00:02:59,600 --> 00:03:01,400 Speaker 2: Heer of course eighty countries. 69 00:03:01,400 --> 00:03:04,000 Speaker 1: If you're looking at your customers, where are you going 70 00:03:04,040 --> 00:03:06,120 Speaker 1: to be deploying your newly raised money. 71 00:03:06,280 --> 00:03:09,120 Speaker 2: Is it about talent? Is it about marketing? Where next? 72 00:03:10,080 --> 00:03:12,840 Speaker 4: Well, it's always about talent. We're always looking for really 73 00:03:12,919 --> 00:03:16,200 Speaker 4: driven folks to come join us. But yeah, I mean, 74 00:03:16,280 --> 00:03:18,520 Speaker 4: you know, we have larger We started the business folks 75 00:03:18,600 --> 00:03:21,080 Speaker 4: on small businesses. My co founder and I we have 76 00:03:21,120 --> 00:03:22,919 Speaker 4: a lot of small businesses any in our families. 77 00:03:23,360 --> 00:03:23,920 Speaker 3: What we found is. 78 00:03:23,919 --> 00:03:25,800 Speaker 4: Clay is actually a great fit for small businesses and 79 00:03:25,919 --> 00:03:29,000 Speaker 4: large enterprises. So we're going to be moving up market 80 00:03:29,560 --> 00:03:32,800 Speaker 4: and then international expansion. I'm so excited about all of 81 00:03:32,840 --> 00:03:35,640 Speaker 4: the Clavio's we have in our London office, our city office, 82 00:03:35,680 --> 00:03:38,680 Speaker 4: all the way around the world. I think there are 83 00:03:38,960 --> 00:03:42,080 Speaker 4: millions of businesses that should be running on Klavio, and 84 00:03:42,080 --> 00:03:43,760 Speaker 4: we're excited to take our technology to more of them. 85 00:03:43,920 --> 00:03:46,720 Speaker 5: Andrew, I appreciate that we haven't even started trading yet. 86 00:03:46,720 --> 00:03:47,840 Speaker 3: I know that you're excited. 87 00:03:47,880 --> 00:03:49,720 Speaker 5: You have a long day ahead of you, But what 88 00:03:49,960 --> 00:03:53,680 Speaker 5: is priority number one when you wake up tomorrow for Klavier? 89 00:03:55,840 --> 00:03:58,720 Speaker 4: Well, prior to probably might make my kids breakfast, But 90 00:03:58,760 --> 00:04:03,400 Speaker 4: after that, you know, Look, we're I have a lot 91 00:04:03,440 --> 00:04:05,760 Speaker 4: of thank you notes to write, a lot of people to, 92 00:04:06,040 --> 00:04:09,320 Speaker 4: you know, celebrate. I've started doing some of that this afternoon. 93 00:04:10,040 --> 00:04:13,040 Speaker 4: I'm just I'm so proud of what fifteen hundred people 94 00:04:13,040 --> 00:04:15,560 Speaker 4: have put in over the last decade, and you know 95 00:04:15,560 --> 00:04:16,480 Speaker 4: the best is yet to come. 96 00:04:16,839 --> 00:04:19,840 Speaker 1: You're Boston based, so maybe you hotfoot it back on 97 00:04:19,880 --> 00:04:21,960 Speaker 1: the East Coast to wake up with the kids and 98 00:04:22,040 --> 00:04:25,360 Speaker 1: have them breakfast. What does it mean for the Boston Ecosystem, 99 00:04:25,400 --> 00:04:25,960 Speaker 1: Ham Andrew. 100 00:04:27,080 --> 00:04:30,720 Speaker 4: You know, we're a global company, but you know, both 101 00:04:30,720 --> 00:04:33,920 Speaker 4: my co founder Ed and I we love the Boston 102 00:04:33,960 --> 00:04:38,159 Speaker 4: ecosystem and I've been so privileged to get to know 103 00:04:38,200 --> 00:04:41,279 Speaker 4: a lot of the public company CEOs in Boston, in 104 00:04:41,360 --> 00:04:42,520 Speaker 4: the you know, New England area. 105 00:04:42,760 --> 00:04:44,159 Speaker 3: They've been so supportive of us. 106 00:04:44,640 --> 00:04:47,600 Speaker 4: I am very excited, you know, in the next coming years, 107 00:04:47,600 --> 00:04:50,080 Speaker 4: coming decades, to pay it forward. I think there are 108 00:04:50,120 --> 00:04:54,400 Speaker 4: so many talented folks building in around Boston, and I'd 109 00:04:54,440 --> 00:04:55,200 Speaker 4: love to help them. 110 00:04:55,040 --> 00:04:55,520 Speaker 3: However I can. 111 00:04:55,760 --> 00:04:57,320 Speaker 5: I'll give you a second there, and you just put 112 00:04:57,320 --> 00:04:58,760 Speaker 5: your earpiece back here and there you go. 113 00:04:59,279 --> 00:04:59,559 Speaker 3: Look. 114 00:05:00,040 --> 00:05:03,200 Speaker 5: PO is all about numbers, Caroline and I obsess over them. 115 00:05:03,400 --> 00:05:06,080 Speaker 5: But there's also this kind of public image side of 116 00:05:06,080 --> 00:05:09,760 Speaker 5: the story. Have you already seen any traction from new 117 00:05:09,800 --> 00:05:12,160 Speaker 5: customers that have engaged with you because of the big 118 00:05:12,200 --> 00:05:13,640 Speaker 5: shiny ipo that you're doing. 119 00:05:14,920 --> 00:05:15,279 Speaker 3: I think so. 120 00:05:15,520 --> 00:05:17,159 Speaker 4: The way we think about it is that part of 121 00:05:17,160 --> 00:05:19,560 Speaker 4: being a public company is showing the world you know, 122 00:05:19,600 --> 00:05:21,080 Speaker 4: how you run your business and saying that you're going 123 00:05:21,120 --> 00:05:22,520 Speaker 4: to be there for a long time. That's a big 124 00:05:22,560 --> 00:05:23,760 Speaker 4: reason why we went public. 125 00:05:23,800 --> 00:05:26,080 Speaker 3: Today. I've talked with so. 126 00:05:26,080 --> 00:05:27,840 Speaker 4: Many of our customers said we love what clay Go's doing. 127 00:05:27,880 --> 00:05:28,960 Speaker 4: Are you guys going to be in it for the 128 00:05:28,960 --> 00:05:30,960 Speaker 4: long run? And the answer is yes. And I think 129 00:05:31,000 --> 00:05:33,720 Speaker 4: this moment is just another voter comf know, another way 130 00:05:33,720 --> 00:05:36,480 Speaker 4: to show that Yes, if you want to build a business, 131 00:05:36,480 --> 00:05:38,719 Speaker 4: if you're in for the long run, we're there with you. 132 00:05:38,760 --> 00:05:40,480 Speaker 3: We're going to help you grow, get. 133 00:05:40,360 --> 00:05:43,800 Speaker 4: Closer to your customers, and whatever your dreams are. Our 134 00:05:43,800 --> 00:05:47,359 Speaker 4: michievement is to help people own their destiny. We're just 135 00:05:47,800 --> 00:05:48,640 Speaker 4: excited to keep doing it. 136 00:05:49,279 --> 00:05:52,160 Speaker 1: You've got to own your investor base now, Andrew, And 137 00:05:52,400 --> 00:05:55,040 Speaker 1: how do you feel that that narrative changes the way 138 00:05:55,080 --> 00:05:57,839 Speaker 1: you run a business. The investors have been with you 139 00:05:57,880 --> 00:06:00,000 Speaker 1: for an awfully long time. Do they stick with you? 140 00:06:00,080 --> 00:06:01,799 Speaker 1: What sort of bias do you want to be seeing today? 141 00:06:03,120 --> 00:06:06,240 Speaker 4: Yeah, you know, we've had ed and I have had 142 00:06:06,279 --> 00:06:07,480 Speaker 4: a point of view on investors. 143 00:06:07,560 --> 00:06:09,800 Speaker 3: You find people that believe in what you believe in. 144 00:06:10,600 --> 00:06:12,159 Speaker 3: We believe in aiming. 145 00:06:11,920 --> 00:06:16,039 Speaker 4: Long term, getting close to customers, being a disciplined company. 146 00:06:16,680 --> 00:06:20,360 Speaker 4: I'm really excited for our public shareholders, you know, and 147 00:06:20,640 --> 00:06:23,240 Speaker 4: to have them. And look, if you believe in those things, 148 00:06:23,279 --> 00:06:25,800 Speaker 4: then you know we're gonna be excited to work with 149 00:06:25,960 --> 00:06:26,719 Speaker 4: work with those folks. 150 00:06:27,240 --> 00:06:29,200 Speaker 1: Go to let you rip that aarpece out and hand 151 00:06:29,200 --> 00:06:32,040 Speaker 1: it back so they can overate it now is We'll 152 00:06:32,040 --> 00:06:33,279 Speaker 1: get you a bigger one next time. 153 00:06:33,320 --> 00:06:35,120 Speaker 2: Andrew very good. 154 00:06:35,160 --> 00:06:35,960 Speaker 3: Yeah, sorry, Mike bad. 155 00:06:36,040 --> 00:06:37,480 Speaker 2: Yeah, you know, you've been a joy. 156 00:06:37,640 --> 00:06:40,120 Speaker 1: We thank you so much for joining us, and we're 157 00:06:40,160 --> 00:06:42,440 Speaker 1: excited to see where the first trade takes you. Go 158 00:06:42,560 --> 00:06:45,679 Speaker 1: back with the team. Andrew Bailecki, he's the Clavey CEO. 159 00:06:45,920 --> 00:06:47,040 Speaker 1: On the day of trade,