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 4 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

Disclosure
General Atlantic cut its minimum check size from $75M to $15M
“If you look at General Atlantic a decade ago, we used to have a minimum seventy five million dollar check. We've now, we're now probably, you know, I don't know the exact numbers, but call it four X the size in terms of capital deployment. And we've taken our …”
Anton Levy Oct 5, 2021 ▶ 22:26 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Disclosure
Levy had a handshake deal to invest in Facebook at $5B valuation
“I had a full shot on goal, ready to go, handshake deal to invest in Facebook early on, which doesn't sound that early, but at a five billion dollar value.”
Anton Levy Oct 5, 2021 ▶ 35:51 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Disclosure
General Atlantic takes board or observer seats in all portfolio companies
“We sit on the boards of every company or board observers in all the companies we invest in.”
Anton Levy Oct 5, 2021 ▶ 15:09 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
Disclosure
General Atlantic invested $75M in Alibaba but missed a chance for $300M
“We ended up investing seventy-five million into the business at that time, and, you know, I probably had pushed it, could have put three hundred million into it, but I was like, seventy-five million, we don't really know this”
Anton Levy Oct 5, 2021 ▶ 35:15 20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
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