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 12 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

Disclosure
Collin Understated Front's MRR to VCs to Guarantee Growth Later
“I always talked about the one that was the best, but also I always said that, so let's, let's say I was at 30 KMR. I would say we're at 20 KMR. So I would always give a number that's below so that, you know, if I raise it in two months and for some reason thin…”
Mathilde Collin May 24, 2019 ▶ 21:14 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Insight
Collin: VCs Should Weight Founder Execution at 90% and Vision at 10%
“I think, you know, you can put a 10% weight, that's important, but 90% should be, okay, now how confident I am that the person can execute on this brand vision, because it's super easy to say, this is how big my company could be, and this is insanely hard to m…”
Mathilde Collin May 24, 2019 ▶ 6:42 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Insight
Collin: Employee engagement stems from trust and transparency, not relentless good news
“So I think there is some misconception about engagement being created by the energy of announcing good news versus engagement created by the trust and the transparency and the context that you will give to your employees.”
Mathilde Collin May 24, 2019 ▶ 16:42 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Assertion Not checkable as stated
Collin: Evaluating enough candidates naturally yields a 50/50 gender ratio
“If you, let's take, for example, women versus men, if you spend the time to evaluate a lot of people, you should end up with fifty-fifty. If you don't, then you will probably not end up with that ratio.”
Mathilde Collin May 24, 2019 ▶ 27:06 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Insight
Collin: Early-Stage Startups Don't Need a Grand Vision From Day One
“I actually think it doesn't matter if you don't have a grand vision from day one, because as soon as you know that you're operating in a market that could be huge, then you'll have all the time you need to figure out what will be step two, step three, and then…”
Mathilde Collin May 24, 2019 ▶ 5:42 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Insight
Collin: Founders who send consistent investor updates make faster progress
“And I quickly noticed that the entrepreneurs who were sending the updates in the same format as At the same time of the whatever month, week or quarter were people that were making more progress than the people that would change the format all the time. Someti…”
Mathilde Collin May 24, 2019 ▶ 8:11 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Disclosure
Collin: Front Discloses Exact Revenue, Churn, and Expansion Metrics Weekly to Employees
“Yeah, so every week, all hands meeting, I show revenue. So, meaning every single week, they know exactly how much churn we've had, how much expansion we've had, and how much new business we've had, and we divide that by the different teams.”
Mathilde Collin May 24, 2019 ▶ 14:32 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Disclosure
Collin Reference-Checked Sequoia's Brian Schreier With 90% of His Portfolio CEOs
“When I chose Brian, Brian is actually one of the only investors during our series B that I didn't know much before. And so I hadn't built a relationship with him. And so I knew it was very important to understand if we would work well together. So I think I to…”
Mathilde Collin May 24, 2019 ▶ 25:54 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Assertion Not checkable as stated
Collin: Front's Series B Pitch Vision Was Entirely Different From Seed
“So I can tell you very honestly that the vision up front I pitched during our Series B 18 months ago is very, very different from the vision I had pitched after my seed round or Series A round.”
Mathilde Collin May 24, 2019 ▶ 5:56 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Insight
Collin: Founders should not switch update metrics when performance drops
“The first one is you should choose the metrics that you will track and you should not change them. Too often I've seen entrepreneurs For example, track revenue, and then maybe revenue is not going as well as expected, so all of a sudden we'll switch to DAUs be…”
Mathilde Collin May 24, 2019 ▶ 9:32 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Insight
Collin: Founders should make specific, target-based asks to investors
“And advice number three is be very precise in the asks that you have for your investors. So for example, at the end of the day, every founder wants more customers and new hires. But if you're saying, do you know any backend engineer? And do you know any compan…”
Mathilde Collin May 24, 2019 ▶ 10:10 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
Assertion Not checkable as stated
Collin Has Missed Sending Front's Weekly Company Email Only Once
“And I've been doing that since I started France and I have only missed sending this email once, which was when demo day was happening, which was really crazy.”
Mathilde Collin May 24, 2019 ▶ 11:40 20VC: Front's Mathilde Collin on Why Discipline Is More Important Than Vision, The Right Way To Approach Investor Updates and Director Reports & How To Effectively Structure 1-1s
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