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 3 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

Opinion
Mullen: VC Funds Should Be Required to Publish Quarterly Returns Publicly
“I wish everybody would have to post their returns publicly every quarter. Competition. Let's see what everybody, let's see the hands people are playing. You know, this business is very opaque, right? You can be a VC and never have a return for like 10 years.”
Mark Mullen Jun 24, 2021 ▶ 38:20 20VC: Optimising Investment Decision-Making in Compressed Fundraising Timelines & A Deep Dive on Portfolio Construction, Price Sensitivity and The Importance of Ownership with Mark Mullen, Co-Founder @ Bonfire Ventures
Opinion
Mullen: Multi-Stage Venture Firms Cannot Scale Hands-On Seed Portfolio Support
“How does a company like Sequoia invest a six hundred million dollar seed fund? How do they write a two million dollar check, let's say in a seed round, and then actually give you the full Sequoia team behind? Maybe they do that. I'm not saying they don't. I'm …”
Mark Mullen Jun 24, 2021 ▶ 18:25 20VC: Optimising Investment Decision-Making in Compressed Fundraising Timelines & A Deep Dive on Portfolio Construction, Price Sensitivity and The Importance of Ownership with Mark Mullen, Co-Founder @ Bonfire Ventures
Opinion
Mullen: Anyone Can Do VC; the Industry Is Put on a Pedestal
“Oh, that anybody can do this job. I mean I think VC has, is up on this pedestal in some ways, and that it's, there's some sort of secret key to unlock the door to become a VC, and I think you can do it from any type of position.”
Mark Mullen Jun 24, 2021 ▶ 37:57 20VC: Optimising Investment Decision-Making in Compressed Fundraising Timelines & A Deep Dive on Portfolio Construction, Price Sensitivity and The Importance of Ownership with Mark Mullen, Co-Founder @ Bonfire Ventures
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.