Disco Revenue, Valuation & Funding (2024)

Disco was on track to reach $1 million in revenue in 2022, according to Faktor, who told Latka the company was "absolutely on track" to break that figure. The company recorded its first revenue in 2021, its second year of operation after launching in August 2020.

Disco served hundreds of customers as of early 2022, spanning individual knowledge creators and larger organizations. Notable customers include Dribbble, one of the world's largest product design communities, which uses Disco as the operating system for Dribbble University, and Makerpad, described as the largest no-code school and owned by Zapier, which uses Disco as the OS for its entire learning community.

The company launched off a waitlist of approximately 1,000 prospective customers that had accumulated before the platform opened broadly. Faktor defined a customer as someone actively building live learning experiences on the platform, noting that the majority had generated at least some sales revenue, though some had not yet made a dollar.

Pricing starts with a free plan on which Disco takes 10 percent of creator revenue, and a pro plan at $85 per month. Team and enterprise tiers exist for larger organizations. Between 30 and 50 percent of customers were on a paid SaaS plan as of early 2022, with the balance on the free revenue-share tier.

Disco operates a dual monetization model. On the free tier, the company takes a 10 percent revenue share from creator ticket sales, allowing knowledge creators to launch with no upfront cost and pay only when they earn. On the SaaS tier, customers pay a flat $85 per month for a pro account, removing the revenue-share obligation. Team and enterprise accounts carry higher pricing that was not specified in the interview.

The company also operates a third business line called Disco Studios, a professional services and agency arm that helps brands, organizations, and thought leaders design, operate, and scale live learning experiences. Faktor described this as a meaningful revenue contributor, though no separate revenue figure was disclosed for it.

Profitability was not discussed in the interview. Burn rate and runway were not disclosed. Gross margin, CAC, LTV, churn, and net revenue retention were not discussed. The natural conversion dynamic Faktor described, in which successful free-plan creators migrate to the flat SaaS fee once the 10 percent take rate exceeds $85 per month, functions as an organic upsell funnel built into the pricing architecture.

Disco had more than 20 people on its team as of early 2022, up from a much smaller base the prior year. Faktor described the team as having scaled 10x since 2021, though she acknowledged that starting from a very small number makes that multiple less meaningful in absolute terms. The team is engineering-heavy, reflecting the complexity of building a platform that serves as a full operating system for live learning businesses. The company is remote-first, with team members distributed across North America.