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 4 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

Opinion
Matan Bar: Bill.com targets finance pros; Melio targets owner-operators
“As these tools, Bill.com, Avid Exchange, all these wonderful accounts payable automation solutions are mostly built for finance professionals, like an accountant, a bookkeeper, a finance team, and Melio is targeting these owner operators, these small businesse…”
Matan Bar Feb 11, 2021 ▶ 13:13 20VC: Scaling to a $1.3Bn Valuation While in Stealth, The Power of Different Network Effects Within Payment Platforms & How To Leverage Your Board and Investor Base for the Most Value with Matan Bar, Founder & CEO @ Melio
Opinion
Harry Stebbings is amazed Bill.com remains a surviving public company
“I'm amazed that that's still a surviving company, let alone a public company, but I'm totally with you.”
Harry Stebbings Dec 21, 2020 ▶ 33:44 20VC: Why the Theory of Pro-Rata is Often False, How Rolling Funds Impact Both Pricing and Competition & The Biggest Lessons from Working with Jack Dorsey with Avlok Kohli, CEO @ AngelList Venture
Disclosure
Settle built a better Bill.com and found extreme product-market fit
“Oh, that's easy. Definitely settle. It's at Settle.co. Alec, the founder, was the head of credit at a firm, and he and his founding team built a betterbill.com and have found extreme product market fit.”
Avlok Kohli Dec 21, 2020 ▶ 33:26 20VC: Why the Theory of Pro-Rata is Often False, How Rolling Funds Impact Both Pricing and Competition & The Biggest Lessons from Working with Jack Dorsey with Avlok Kohli, CEO @ AngelList Venture
Assertion Not checkable as stated
Rory O'Driscoll: Bill.com was second-quartile growth when ScaleVP invested
“For example, build.com It compounded to a huge network, right? And obviously, it was an amazing outcome for us, but the growth rate was always, I think, you know, second quartile, right? There were companies always growing faster.”
Rory O'Driscoll Jun 12, 2025 ▶ 46:46 Elon’s Empire: SpaceX, Tesla, Neuralink After the Storm & Anduril’s $2.6BN Power Move · 20VC with Harry Stebbings
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