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.
why aren't all 11 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
Levy predicts cross-stage firms will scale companies from Series A to take-private
“In 10 years from now, it may be sooner than that, that you're going to have a handful of investment firms that are cross-stage, and you're going to show up at the Series A investor meeting, and you're going to say to the entrepreneur, I'm going to scale with y…”
Escobari: General Atlantic partners are paid on global, not deal, results
“We all get paid out of the same pot. So no one gets paid of their individual performance. We get paid out of global performance”
General Atlantic scales top winning investments up to $500 million checks
“Somewhere in the middle, we make a hundred investments for a vintage, somewhere between the 10 and 300, but it's still going to be only 10 to 15 or 20 that matter at the end of the day, because we're going to press those. So if we do a bunch of 25, 50, and sev…”
General Atlantic is moving earlier stage to build relationships with winning founders
“We're moving earlier stage to get to know and build relationships with entrepreneurs so we can continue to press our winners.”
Escobari: General Atlantic requires 3 of 4 votes on investment committee
“We have a four person investment committee. You need three, three people to vote yes out of the four. And it's the co-president, the co-president and the CEO.”
Martin Escobari: GA Portfolio Raised $20B Primary Capital in 2021
“So in twenty-twenty-one, our portfolio raised twenty billion dollars of primary capital, 19 of which from other parties.”
General Atlantic meets 10,000 companies annually and invests in 50
“At GA, we meet 10,000 companies a year. We invest in 50.”
Levy: The five largest global companies are tech firms under 35
“Basically, the five largest companies in the world, these are all technology companies that didn't exist 35 years ago.”
Escobari: Over half of General Atlantic's assets and staff are outside US
“More than half of our people and more than half of our assets are outside the United States”