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 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
Lemkin: AI agents render Marketo, Outreach, and Salesloft worthless
“They're not going to recommend Marketo for your agent to do marketing automation, ok? In fact, it mocked Marketo outreach and sales loft as tools useless to agents. Ok, this API grid. They said there is no place in the, an agent will never send an email throug…”
Salesloft Was the Highest Multiple Ever Paid by PE for Software
“Which was the biggest outcome that it was the highest multiple ever paid by private equity for a software company. Companies required for 2.3 billion dollars.”
Saper: Private equity typically pays 3x to 5x ARR for acquisitions
“Savior is too strong of a word because most private equity outcomes don't generate incredible returns for the VC. So savior is not the right. It may be savior in the sense that like would get your money back. The sales loft outcome was an awesome one, but that…”
Lemkin: Salesloft sold for $2.5B in cash at $100M ARR
“Sales off sold for two and a half billion of cash and about a hundred million in ARR.”
Lemkin: First five VC investments all achieved unicorn valuations
“And I did five real unicorns in my first 13 months, right? I did pipe drive, which exited for like 1.25 billion. And then I'll go, it was my second. That's where 2.5 billion will IPO next year. I did talk to us worth ten billion. I did Parklet greenhouse, whic…”