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 6 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
Odoo completed a €500M secondary deal at a €5B valuation
“So it was five hundred millions of euros at a five billion valuation. It was Summit Partners, one of our earlier investors who sold to Sequoia Capital, BlackRock, Mubadala, and Capital G.”
Fabien Pinckaers Feb 12, 2025 ▶ 51:05 Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
Assertion Supported
Sturdy: CapitalG invests $50M to $200M per growth-stage company
“So again, we're growth stage investors. We're investing 50 to two hundred million dollars in these companies.”
Laela Sturdy Aug 16, 2024 ▶ 41:28 Laela Sturdy: Life Inside Alphabet's $7BN Growth Fund | E1190 · 20VC with Harry Stebbings
Assertion Partly supported
CapitalG operates independently despite Alphabet being its sole limited partner
“We're an independent growth fund backed by Google and Alphabet. So the GPs, we have investment decisions. We operate entirely separate from Google and Alphabet, but Alphabet is our single LP.”
Laela Sturdy Jul 8, 2021 ▶ 16:41 20VC: CapitalG's Laela Sturdy on The Current State of Growth with Crossover, PE and Hedge Funds All Entering, How To Think Through Upside and Downside Scenario Planning at Growth & The Biggest Challenges Startups Face Post Product-Market-Fit but Pre-Scale
Assertion Supported
Frantz: Late-stage private liquidity allows companies to delay going public
“To go public, I would say, you know, it seems like companies need to be a bit larger and a bit more developed than would have been the case 20 years ago. But I think a great deal of the consideration whether they go public Is driven by management teams who may…”
Gene Frantz Apr 26, 2017 ▶ 8:00 20VC: 2 Signs That A Company Is Ready For IPO, Why Fund Cycles Are Too Short & Why Management Teams Do Not Want To Go Public with Gene Frantz, General Partner @ CapitalG
Prediction Held up
CapitalG targets making seven to eight new investments per year
“We think the right portfolio size is for each of the GPs to invest in about two companies a year. And so what that means is that we tend to invest in about seven or eight companies a year.”
Laela Sturdy Jul 8, 2021 ▶ 17:10 20VC: CapitalG's Laela Sturdy on The Current State of Growth with Crossover, PE and Hedge Funds All Entering, How To Think Through Upside and Downside Scenario Planning at Growth & The Biggest Challenges Startups Face Post Product-Market-Fit but Pre-Scale
Assertion Supported
UiPath has raised over $977M in venture funding
“To date, UiPath has raised over nine hundred and seventy seven million dollars in funding from some of the very best in the world, including Sequoia, Excel, Meritech, IVP, Capital G, Kleiner, CoTo, and more.”
Harry Stebbings Dec 20, 2019 ▶ 0:38 20VC: Inside UiPath, The World's Fastest Growing Startup, How The Best Leaders Approach Decision-Making & WhY Vulnerability Is Central To SuccessFul Leadership Today with Brandon Deer, VP of Operations & Strategy @ UiPath
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