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

Prediction Held up
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…”
Anton Levy Oct 5, 2021 ▶ 21:35 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Assertion Supported
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”
Martin Escobari Nov 11, 2022 ▶ 33:57 Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
Assertion Supported
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 Nov 11, 2022 ▶ 33:21 Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
Assertion Supported
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.”
Martin Escobari Nov 11, 2022 ▶ 16:38 Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
Assertion Supported
Kanovich: dLocal was already profitable when it raised from General Atlantic
“We were profitable, so we didn't need the money. And it was our first ever outside investor.”
Sebastian Kanovich Sep 16, 2022 ▶ 13:18 dLocal CEO Sebastian Kanovich: The $8BN Company You Might Not Know | 20VC #926 · 20VC with Harry Stebbings
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