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 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
True Ventures always aims to be the anchor investor
“Our goal at True is always to be the anchor and to have the largest Shareholding in the company at that stage, because we think we're going to be able to impact the DNA of the company in a more profound way and help protect it more effectively.”
True Ventures generates full fund returns from one or two investments
“In each fund, we've shown an ability to partner with one or two founders where our investment in the company over time will end up returning the entire fund. It, Duo Security, HashiCorp, Peloton.”
True Ventures will never invest in another fitness step-counter startup
“We're never going to go after another fitness counter, a step counter kind of idea. That's old and in the market now.”
Schneider: True Ventures' three recent major exits were outside Silicon Valley
“If you look at the True Ventures portfolio, we had three very big exits over the last two years. Ring.com to Amazon, Duo Security to Cisco, and most recently, the Peloton IPO. Now, these three companies have one intriguing thing in common. They were all built …”
Schneider balanced VC partner and Automattic CEO roles for eight years
“It was actually eight years of doing both of those jobs.”