Background

Questions

1. Can you give us an introduction to Saltbox and tell us a little about the impetus for starting the company?
2. 2020-2022 has obviously been an interesting time for ecommerce and D2C businesses. Can you talk a bit about what you’ve seen over the last few years when it comes to your customer base?
3. One thing that'd be really interesting to hear more about is what some of the increasing sophistication looks like. What have you seen companies specifically doing as they've been forced to figure out this logistics problem?
4. Can you talk a bit about the potential competition with Shopify which has the Shopify Fulfillment Network and interfaces between brands the many third-party logistics companies out there that offer their own warehousing and shipping services? Is there a dynamic here around businesses wanting to keep more of their stack “in-house”?
5. Can you talk about the kinds of customers, and the kinds of companies that are at the Saltboxes today?
6. Can you walk us through the cost breakdown of what it looks like for an ecommerce brand to work out of a Saltbox space vs. roughly what it costs to rent out their own separate space for shipping products and use a service like X for fulfillment/etc? Is Saltbox’s primary value proposition that it’s cheaper than putting that stack together yourself or is it more about convenience?
7. How do you think about expansion and where to put a new Saltbox location?
8. How do you think about potentially serving businesses past that natural graduation point where they might leave Saltbox to get their own warehouse spaces? How does Saltbox scale there?