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

Assertion Supported
Siroker: NEA Buys Portfolio Stock at IPO Rather Than Selling
“They're often buyers at the IPO. They're not sellers.”
Dan Siroker May 15, 2024 ▶ 37:28 Dan Siroker: Second-Time Founders Are More Investable & Why Not To Hire People Out of College |E1153 · 20VC with Harry Stebbings
Assertion Supported
Ehrenberg: Insight Partners and NEA Have Formed Continuation Funds
“Honestly, that's what Insight's done. That's what NEA's done.”
Roger Ehrenberg Feb 19, 2024 ▶ 27:39 Roger Ehrenberg: Why VC Returns Will Get Worse & Why LP Incentive Structures are so Broken | E1117 · 20VC with Harry Stebbings
Assertion Partly supported
Robinhood had an 800,000-person waitlist during its closed beta
“We invested and led the series B and they were still in closed beta at the time, but there were some really Interesting signals at the time, right? They had built this amazing waiting list of over 800,000 people that wanted the product.”
Rick Yang Jan 28, 2022 ▶ 6:37 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a
Assertion Supported
Sandell: NEA grew flagship fund size from $2.3B to $3.6B in 20 years
“We've been growing actually relatively slowly, Harry, 10 or 15% fund to fund. We started with the first big fund, NEA-TEN, in 2000, a 2.3 billion dollar fund, so we've been growing on a large base since then, and our latest fund is 3.6 1,000,000,020 years late…”
Scott Sandell Mar 11, 2021 ▶ 21:03 20VC: NEA's Scott Sandell on SPACS and Why Liquidity is One of the Challenges of our Time, Why We Are At An Inflection Point For Secondaries & Why There Is Nothing To Suggest The Boom Will Not Continue
Prediction Held up
Sandell: NEA plans to raise bigger and different kinds of funds
“Well, I think there's certainly an opportunity to raise bigger and maybe different kinds of funds to meet these needs, and that's something we plan to do.”
Scott Sandell Mar 11, 2021 ▶ 20:57 20VC: NEA's Scott Sandell on SPACS and Why Liquidity is One of the Challenges of our Time, Why We Are At An Inflection Point For Secondaries & Why There Is Nothing To Suggest The Boom Will Not Continue
Assertion Supported
NEA manages $23 billion in assets
“Scott Sandell, managing general partner at NEA, one of the leading firms of the last three decades, with now twenty-three billion dollars under management”
Harry Stebbings Mar 11, 2021 ▶ 0:10 20VC: NEA's Scott Sandell on SPACS and Why Liquidity is One of the Challenges of our Time, Why We Are At An Inflection Point For Secondaries & Why There Is Nothing To Suggest The Boom Will Not Continue
Assertion Supported
Casper Has Raised Over $239M from NEA, IVP, and Leonardo DiCaprio
“And since then, they've raised over two hundred and thirty nine million dollars in funding from the likes of NEA, Lira Hippo, IVP, Norwest Venture Partners, and even include Leonardo DiCaprio on their cap table.”
Harry Stebbings Aug 31, 2018 ▶ 0:26 20VC: Casper Founder Philip Krim on The Right Way To Think About Marketing Channel Diversification, When To Accept Strategic Investors & How To Successfully Build Out Your Exec Team
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