yep 10% and 5% doesn’t warrant 20x tech multiple at this stage:...

yep 10% and 5% doesn’t warrant 20x tech multiple at this stage: the idea right now will be to facilitate cross pollination across the businesses using low margin logistics and direct as a springboard into connect - as an saas product I’m assuming high margin and solid stickiness warranting a solid multiple.

100MM MC investment betting on solid SaaS rev coming in over the next 24 months is a decent punt- but that’s the thing about punts… by the time we see solid connect rev flow into the bottom line and expense ratio- the punt will be over.