The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Cisco acquired AppDynamics one day before its scheduled IPO
“In AppDynamics' case, we acquired the company a day before it went public, and I think what that showcased Is when Cisco decides to do something, we can move faster than anybody else.”
Rob Salvagno Dec 30, 2019 ▶ 21:27 20VC: Inside The Acquisition Decision-Making Process at Cisco, How To Measure True Success in M&A Evaluation & Why By Not Speaking To Corp Dev Teams You Are Closing The Door On The Biggest Potential Accelerator To Your Business with Rob Salvagno, VP of Co
Assertion Supported
Bansal: U.S. immigrant visa red tape delayed founding his first startup
“I had to wait to start a company, not just AppDynamics. I had some other ideas that I wanted to start a company on, but I was in the U S on a immigrant visa and it's really hard because of the red tape here for an immigrant entrepreneur to start a company.”
Jyoti Bansal Dec 8, 2017 ▶ 2:55 20VC: AppDynamic's Jyoti Bansal on The Sale vs IPO Process with AppDynamics' $3.7Bn Exit & The 3 Simple Things VCs Look For When Investing In Startups
Assertion Supported
Cisco's Meraki, AppDynamics, and OpenDNS deals originated through corporate development
“So when I look at just the partnerships or investments or acquisitions that I've been involved with, Meraki, OpenDNS, AppDynamics, Investments like Cohesity, Turbonomic, all of those relationships, they actually began with corporate development. And when those…”
Rob Salvagno Dec 30, 2019 ▶ 14:29 20VC: Inside The Acquisition Decision-Making Process at Cisco, How To Measure True Success in M&A Evaluation & Why By Not Speaking To Corp Dev Teams You Are Closing The Door On The Biggest Potential Accelerator To Your Business with Rob Salvagno, VP of Co
Prediction Held up
Vrionis: Jyoti Bansal Will Soon Build Another Billion-Dollar Enterprise Business
“He's already built one billion dollar enterprise company, and there's likely to be another one very soon.”
John Vrionis Dec 9, 2019 ▶ 12:36 20VC: Unusual Ventures' John Vrionis on Why We Need To Raise The Bar In Venture, Why Taking Multi-Stage Money At Seed Is Not In The Best Interest of Founders & Why To Be The Best, You Have To Specialise To Be The Best
Assertion Supported
Bansal: AppDynamics did not run a dual-track sale process before Cisco acquisition
“Some companies have a parallel process. Like, you know, you're doing a process for an IPO and you're doing a process for a sale process. We are not doing that for us. It just happened that Cisco came in just a little bit before the IPO and they made an offer.”
Jyoti Bansal Dec 8, 2017 ▶ 7:13 20VC: AppDynamic's Jyoti Bansal on The Sale vs IPO Process with AppDynamics' $3.7Bn Exit & The 3 Simple Things VCs Look For When Investing In Startups
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