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 6 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
Clements: Private equity firms will acquire overvalued 2021 tech startups
“I think it's probably a good time to be in the LBO business. I think it's probably a good time to be in the Toma Bravo Vista Blackstone KKR business. There will be homes for a lot of those companies, you know, who get themselves to a sustainable place and they…”
Ehrenberg: Tech PE will fill M&A void but pay lower valuations
“And maybe what that speaks to, Harry, is a further rise of firms like Vista and Insight. So you have tech PE start to step into the shoes of M&A. The issue there, though, is they don't pay as much. Somebody like Vista, you know, they have accumulated a bunch o…”
Stebbings: Vista wrote down its $3.5B Pluralsight acquisition to zero
“So the Pluralsight news was that Vista wrote down their three and a half billion dollar buyout of Pluralsight last week to zero.”
Lemkin: Pipedrive Sold to Vista Equity Partners for $1.5B Cash
“The first one was pipe drive. They sold for 1.5 billion cash to Vista last year.”
Stebbings: Vista Equity Partners acquired Gainsight for $1.1 billion in 2020
“Last year, as a result of their incredible success, Gainsight was acquired by Vista for a reported 1.1 billion dollars.”
NewView Capital's $1.35B debut fund yielded three major exits within two years
“Launched in 2018 with their 1.35 billion dollar debut fund, They've already set themselves as leaders in the world of growth funding, with three massive exits in less than two years, in the form of, check this out, Plaid sold to Visa for 5.3 billion dollars, A…”