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.

98statements match

30resolved → 2open claims → 23supported → 4contradicted →

why aren't all 98 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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

Deeter: Box had over 130% net upsells in its IPO prospectus

“Was the fact that they had over a 130% net upsells, meaning if you stopped closing any new business and essentially fired your sales and marketing team, the business would still grow 30%.”

Byron Deeter May 2, 2016 ▶ 17:07 20VC: Bessemer's Byron Deeter on The Commonalities Of Truly Great Founders and Learnings From Investing In Box, Twilio and GainSight

Assertion Supported

Deeter: Cornerstone On Demand went public with $50M ARR and $700M market cap

“My very first IPO, Cornerstone On Demand, you know, went public with fifty million of ARR, and I think with seven hundred million market cap, and they traded up to billions over time.”

Byron Deeter Aug 25, 2025 ▶ 37:56 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings

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The Ledger

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