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 7 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 Partly held up
Patel: Homebrew targets 18 investments per fund, doing eight annually
“We had 18 companies in our first fund. We will have a similar number and maybe slightly more in our second fund because it's a slightly larger fund, and we only make about eight new investments a year.”
Satya Patel Mar 28, 2016 ▶ 11:29 20VC: Homebrew's Satya Patel on The Key Components of Being A Great VC & The 3 Main Reasons Startups Fail At Seed
Assertion Supported
Patel: Homebrew deployed capital over 3.5 years versus market's 18-24 months
“Even in the market over the last decade where everyone was putting their funds to work in 18 to 24 months, Our funds were being put to work it in three to three and a half years.”
Satya Patel Jan 31, 2023 ▶ 40:28 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Prediction Held up
Patel: Homebrew will make more investments in 2016 than in 2015
“We will probably make more investments this year than we did last year.”
Satya Patel Mar 28, 2016 ▶ 18:53 20VC: Homebrew's Satya Patel on The Key Components of Being A Great VC & The 3 Main Reasons Startups Fail At Seed
Assertion Partly supported
Patel: Homebrew created two SPVs in 2022 leading Series D and E
“As an example, I think we've done a handful of SBVs now, but we did two last year, which led the Series E and Series D rounds for two of our later stage companies by virtue of having built that relationship and taking advantage of the market dislocation, where…”
Satya Patel Jan 31, 2023 ▶ 47:36 Homebrew’s Hunter Walk & Satya Patel: Why $100M is Not Enough to Execute a Seed Strategy | 20VC #972 · 20VC with Harry Stebbings
Assertion Partly supported
Kaji: Homebrew raised its debut fund in under 100 days in 2013
“I think Homebrew did an incredible job. I mean, they raised their first fund in 2013 in less than a hundred days, and they raised it from some very, very high profile and very reputable LPs.”
Samir Kaji Oct 11, 2017 ▶ 25:41 20VC: What Does It Take To Raise A Venture Fund Today, An Analysis of The Explosion of Seed Financing & Why IRR No Longer Takes Centre Stage with Samir Kaji, Senior Managing Director @ First Republic Bank
Prediction Partly held up
Hunter Walk: Homebrew targets making six to nine seed investments annually
“So long as we're making a set of six, seven, eight, nine investments each year that will ultimately turn into some number of meaningful, viable, transformative businesses.”
Hunter Walk Apr 3, 2017 ▶ 15:57 20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign?
Prediction Held up
Homebrew plans to raise Fund III in 2018 based on track record
“We Are going to be in that period coming into fund three in 2018, where we want to start being able to raise our funds off of how homebrew is doing and not just our reputation or what we were able to do before homebrew.”
Hunter Walk Apr 3, 2017 ▶ 23:28 20VC: Homebrew's Hunter Walk on Why There Is No Series A Crunch, How To Package Portfolio Companies For The Next Round & Why The Bridge Round Is Not Always A Negative Sign?
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