Spreadsheets and projections no longer captivate investors, making digital companies that dominate performance marketing and data reach another level of valuation. It was exactly this path thatMatheus Beirãopaved the way by founding the Daily Burn, digital health and wellness platform that has already generated over R$ 500 million without resorting to external capital
Beirão led the company's growth with a rare approach in Brazil: a bootstrap model, where every real invested was supported by real results. "While many talked about valuation and rounds", we focused on CAC, LTV and churn. We have always known how much a customer costs, how much he left and how to keep this equation healthy for years, affirms
Predictable growth is the new ROI
According to a survey by the Brazilian Association of Startups (Abstartups), about 64% of angel investors and early stage funds consider the marketing model more relevant than current revenue when analyzing a business. Although Beirão has never sought external funding, he notes that the interest of large groups in digital companies is increasingly linked to the solidity of acquisition strategies
Investors or strategic buyers want to see traction, no promises. Have a performance marketing strategy, based on real data of conversion and retention, is worth more than any growth projection, punctuate
Cases that sell more than projections
Present successful cases — how campaigns that generate conversion spikes, partnerships with influencers that resulted in new audiences or the creation of a proprietary digital ecosystem — has been decisive in awakening the interest of potential buyers
In the case of the Daily Burn, the company also developed its technological structure internally, with apps for smart TVs, payment systems and a data and analytics center. It was this set of elements that sparked SmartFit's interest in 2020 in acquiring a significant stake in the company. "What happened was an operation where they bought part of the company directly from me", individual person. It was not an investment in the company, it is a strategic acquisition based on the potential and differential of our marketing engine, explain Beirão
A new manual for those building from scratch
The negotiation with SmartFit marked a turning point in the infoproducts sector. "Showed that it is possible to build a profitable and attractive business for major players without relying on external capital", as long as there is a self-sustaining growth system based on data, highlights Beirão, that today acts as an advisor and investor in companies interested in scaling efficiently
For entrepreneurs who build businesses in the bootstrap model, the message is clear: well-executed performance marketing, allied to data and consistency, it can be better for the business than any round of investment
