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.

2statements match

2resolved → 0open predictions → 0held up → 0didn’t hold up →

why aren't all 2 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

Prediction Partly held up

Bonfire Targets 24 to 28 Seed Deals With 60% Follow-On Reserves

“We're not going to move out of that. So we have a very clear focus in what we do and we do about Seven to eight, seven to nine deals a year. We'll have a 24 to 28 company portfolio, and we do about 40% of the investments are the primary check and 60% follow-on…”

Mark Mullen Jun 24, 2021 ▶ 11:17 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

Prediction Partly held up

Bonfire Maintains Series A Pro Rata and Caps Follow-Ons After Series B

“We'll maintain our pro rata in the A round. We might do a little bit in the B, and then we're done.”

Mark Mullen Jun 24, 2021 ▶ 13:03 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

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The Ledger

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