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 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

Assertion Not checkable as stated
Hefetz: Divvy Homes Maintains Positive Unit Economics on Every Home
“At Debbie, we build a really scalable model with positive unit economics for every home that we end up bringing onto our portfolio”
Adena Hefets Mar 13, 2020 ▶ 9:13 20VC: 3 Addictions Of Early-Stage Startup Founders, How Founders Should Strategically Think Through Unit Economics From Day 1 & Why Micromanagement Can Be Beneficial In The Early Days with Adena Hefets, Co-Founder @ Divvy Homes
Prediction Didn’t hold up
Hefetz: Divvy Homes Aims to Acquire 100,000 Homes Within Five Years
“I mean, for our company, we have a singular focus, which is a 100,000 homes for Divi families. The largest read in the U.S. Is about 80,000 homes, so we want to Topple that. And our clear path is just create an easier way to move into homeownership for a large…”
Adena Hefets Mar 13, 2020 ▶ 31:40 20VC: 3 Addictions Of Early-Stage Startup Founders, How Founders Should Strategically Think Through Unit Economics From Day 1 & Why Micromanagement Can Be Beneficial In The Early Days with Adena Hefets, Co-Founder @ Divvy Homes
Assertion Not checkable as stated
Hefetz: Silicon Valley Is Shifting Away From Growth at All Costs
“I think we are starting to feel the switch towards instead of just growing really quickly at all costs, grow more thoughtfully. You still have to grow, but grow more thoughtfully, which I think more and more folks kind of getting their head around.”
Adena Hefets Mar 13, 2020 ▶ 15:51 20VC: 3 Addictions Of Early-Stage Startup Founders, How Founders Should Strategically Think Through Unit Economics From Day 1 & Why Micromanagement Can Be Beneficial In The Early Days with Adena Hefets, Co-Founder @ Divvy Homes
Assertion Supported
Hefetz: Square Capital Is a Multi-Billion Dollar Business Within Square
“Today, Square Capital is probably a multi-billion dollar business within Square itself.”
Adena Hefets Mar 13, 2020 ▶ 4:19 20VC: 3 Addictions Of Early-Stage Startup Founders, How Founders Should Strategically Think Through Unit Economics From Day 1 & Why Micromanagement Can Be Beneficial In The Early Days with Adena Hefets, Co-Founder @ Divvy Homes
Assertion Not checkable as stated
Hefetz: Divvy Homes Acquires Nearly Half Its Customers Via Agent Referrals
“And so today we get almost half of our customers who close on a home, we get them through real estate agent referrals.”
Adena Hefets Mar 13, 2020 ▶ 11:59 20VC: 3 Addictions Of Early-Stage Startup Founders, How Founders Should Strategically Think Through Unit Economics From Day 1 & Why Micromanagement Can Be Beneficial In The Early Days with Adena Hefets, Co-Founder @ Divvy Homes
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