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 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

Assertion Not checkable as stated
Brown: Top consumer fintechs achieve a 5:1 LTV-to-CAC ratio
“Five to one is a good number. Most fintech is below that because CAC is higher, but the best fintech firms are definitely in that five or higher ratio.”
Jason Brown Nov 29, 2019 ▶ 26:53 20VC: Why Startup Valuations Are Not As Overpriced As You Think, How To Determine Whether An Investor Is Truly Aligned To Your Mission and What 2 Traits Make The Truly Special Board Members with Jason Brown, Founder & CEO @ Tally
Prediction Not checkable as stated
Brown: Tally will never explicitly celebrate fundraising milestones
“We at Tally never have and never will explicitly have a celebration around the fundraise. It's always going to be around product and delivering value to consumers.”
Jason Brown Nov 29, 2019 ▶ 15:17 20VC: Why Startup Valuations Are Not As Overpriced As You Think, How To Determine Whether An Investor Is Truly Aligned To Your Mission and What 2 Traits Make The Truly Special Board Members with Jason Brown, Founder & CEO @ Tally
Assertion Not checkable as stated
Tally maintains a 99% monthly user retention rate
“Our retention, we have a 99% monthly retention of our users”
Jason Brown Nov 29, 2019 ▶ 9:32 20VC: Why Startup Valuations Are Not As Overpriced As You Think, How To Determine Whether An Investor Is Truly Aligned To Your Mission and What 2 Traits Make The Truly Special Board Members with Jason Brown, Founder & CEO @ Tally
Assertion Supported
Lending Club overtook Prosper by voluntarily shutting down for regulatory compliance
“Whereas a younger company lending club, they really leaned into the regulation. They actually shut down their platform for about six months So that they could comply, and then they started back up, and that was the point at which Lending Club really surpassed …”
Jason Brown Apr 28, 2017 ▶ 9:15 20VC: Why Move Fast and Break Things Is Not Right, How To Instil Radical Candor In Your Organisation & What Founders Must Ask For From Their Investors with Jason Brown, Founder & CEO @ Tally
Assertion Supported
Brown: Americans pay $11 billion annually in credit card late fees
“There are eleven billion dollars of credit card late fees every year.”
Jason Brown Apr 28, 2017 ▶ 3:07 20VC: Why Move Fast and Break Things Is Not Right, How To Instil Radical Candor In Your Organisation & What Founders Must Ask For From Their Investors with Jason Brown, Founder & CEO @ Tally
Assertion Partly supported
Brown: 40% of U.S. households hold $15,000 in credit card debt
“For 40% of American households, this is a huge problem because 40% of U.S. Households have 15,000 dollars in credit card debt, which is this astronomical number, right? It's like six hundred billion dollars altogether.”
Jason Brown Apr 28, 2017 ▶ 3:33 20VC: Why Move Fast and Break Things Is Not Right, How To Instil Radical Candor In Your Organisation & What Founders Must Ask For From Their Investors with Jason Brown, Founder & CEO @ Tally
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