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 3 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
Mohnot: Every committed LP backed out of BTV's March 2020 fund close
“And this close that we were supposed to do in March, everyone who had already committed, including people who had signed, backed out.”
Sheel Mohnot Jul 17, 2023 ▶ 28:59 Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings
Assertion Contradicted
Mohnot: BTV portfolio Series A rounds hit $100M-$125M valuations in late 2021
“Particularly second half of last year, all of the series A's in our portfolio, like we were doing them at the price that, you know, we invest that, and then they were getting done at the hundred to 125 range.”
Sheel Mohnot Aug 15, 2022 ▶ 27:23 Sheel Mohnot: Lessons from Investing in Flexport and Missing on Robinhood | 20VC #917 · 20VC with Harry Stebbings
Prediction Held up
Mohnot: BTV accelerator will invest $500k each in 6-10 startups
“So ours is, we'll probably have about 10 companies in this We're thinking six to 10, and we're investing a half million in every company.”
Sheel Mohnot Jul 17, 2023 ▶ 38:50 Sheel Mohnot: How I Got Married in the Metaverse; Founder vs Product vs Market | E1035 · 20VC with Harry Stebbings
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