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 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
Goldberg: LPs advised Chemistry to accept low-ownership brand deals
“We had some LPs say exactly the same advice, which was one of our more surprising moments from our fundraise where some of the LP said, you know, listen, it's that important that you're in some of these brand deals to be able to establish yourselves and don't …”
Goldberg: Making over three investments a year in 2020-2021 was a mistake
“There were years that, you know, in 20, 21, I did far more and, you know, which was the wrong decision at that point.”
Goldberg: LPs cited co-founder team risk as main rejection reason
“The biggest reason we heard was the three of you haven't worked together. And there's a lot of teamwork, team risk and a new fund at this size with three people.”