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 1 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
Cem Sertoglu: UiPath grew $1M to $100M ARR in 21 months
“I believe a UiPath went from a million to a hundred million ARR in 21 months. At the time that was, I think, the fastest ever.”
Sertoglu: Every single European VC passed on UiPath at least once
“I think that every single European VC has passed on UiPath at least once.”
Sertoglu: 10-year fund life is too short for early-stage VC funds
“I think a 10 year life for a seed and a Focused fund is too short. This is evidenced by the fact that almost, I don't know a single early stage VC fund that was liquid by year 10.”
Sertoglu: The majority of 2021 vintage venture funds will not return 1x
“I haven't seen the underlying data. I would suspect that is probably the case. I, I'm afraid that is a right prediction.”