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
Stebbings: Builder.ai shut down after generating $45M vs $200M projected
“Builder.ai, which raised five hundred million, I think it was, across rounds, shuts down false projections. I read about they were projecting 200 and they actually got forty-five million in revenue.”
Deven Parekh: SaaS revenue growth correlation to valuation dropped from 72% to mid-30s
“If you go back to 2020, the correlation to revenue multiple in the public markets was something like 72% was correlated to revenue growth. Today, it's in the mid-thirties.”
Grinda: Insight Partners Will Not Disrupt Series A and B Venture Markets
“I don't think they're going to screw up the A and B market and asset class because they're going to play. It's not going to be the bread and butter.”
Lieberman: Insight Partners analysts have full control over senior partners' calendars
“When an analyst joins Insight, they basically have full cart, blanche control of senior partners' calendars, and what I mean by that is if an analyst walks into my office and says, Jeff, I got this really cool company. I want you to talk to them tomorrow. I ta…”
Insight Partners acquires 70-80% of unprofitable venture companies using zero leverage
“We also do control deals where we're buying control of companies that you would define as a venture company, where a set of existing investors For whatever set of reasons, wants to get liquidity. And we're excited about the growth profile of the company. They …”
Jerry Murdock: Twitter had 30 employees and zero revenue when Insight invested
“When I invested in Twitter in 2009 there was 30 something people, no revenue.”
O'Driscoll: Insight's $100M loss on Builder.ai is 1% of its fund
“From insights perspective, a hundred million dollars in a, I think the last one is twelve billion. It's approximately one percent of the fund.”
Insight Partners operates without minimum ownership targets for its investments
“We don't have, like, a minimum threshold. We don't have a minimum percentage we have to own. You know, we have companies where we own as little as three, four percent, and we have companies where we own north of 90%.”
Lemkin: Insight Partners owned 43% of Monday.com at its IPO
“They own inside on 43% of Monday when it IPO.”