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

Prediction Didn’t hold up
Initialized Capital will remain strictly focused on the 0-20 employee stage
“Yeah, I think we should be disciplined around, well, We really should focus on the zero to 20 employee sort of stage. I think there are tons and tons of people out there who are fantastically great scaling operator, like series A and later investors. But for u…”
Garry Tan Dec 14, 2016 ▶ 24:14 20VC: Garry Tan on The Biggest Takeaways From Advising 700 Companies @ Y Combinator & Why Now Is The Golden Age For The Early Stage?
Prediction Partly held up
Initialized targets 5% to 10% seed ownership to accommodate co-investors
“Between five, if we can target five to 10% ownership initially, that's still enough to bring in the SV Angels or the Fuel Capitals or other great investors that we especially like to work with.”
Garry Tan Dec 14, 2016 ▶ 20:00 20VC: Garry Tan on The Biggest Takeaways From Advising 700 Companies @ Y Combinator & Why Now Is The Golden Age For The Early Stage?
Prediction Held up
Initialized Capital targets 20 investments per year to maintain founder support
“For us, the right trade-off is we think that we can work with about 20 companies per year and really spend quite a lot of time with them bi-weekly to monthly meetings all the way through until they're Series A.”
Garry Tan Dec 14, 2016 ▶ 18:10 20VC: Garry Tan on The Biggest Takeaways From Advising 700 Companies @ Y Combinator & Why Now Is The Golden Age For The Early Stage?
Assertion Supported
Top Tier Capital Partners' portfolio includes Andreessen Horowitz and Index Ventures
“Included in their stellar fund portfolio is the likes of Index, Initialize, True Ventures, Andreessen, and some of my favorites in Ed and Elliot at Boldstart, just to name a”
Harry Stebbings Nov 4, 2019 ▶ 0:48 20VC: Inside The Mind of A Leading LP: How LPs Evaluate New Fund Managers on Everything from First Meeting to Portfolio Construction To Fees and Carry with Lisa Edgar, Managing Director @ Top Tier Capital Partners
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