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 5 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 Supported
Solugen Produces Hydrogen Peroxide Using Only Air, Water, and Plant Starch
“And so Soligen figured out how to eliminate petroleum for the production of hydrogen peroxide using only air, water, and plant starch.”
Zal Bilimoria Apr 16, 2018 ▶ 21:42 20VC: How a16z Uses NPS To Create Better Founder Experiences, Why Intellectual Curiosity Is The Most Important Investor Trait & Creating A Fund To Last Through The Ages with Zal Bilimoria, Founding Partner @ Refactor Capital
Assertion Partly supported
Average Time to Exit for Seed-Backed Startups Exceeds Ten Years
“The typical tenure fund life cycles are pretty hard, especially for seed investors that are writing those super early seed checks and time to exit time to IPO is maybe sometimes greater than 10 or 11 years now on average.”
Zal Bilimoria Apr 16, 2018 ▶ 11:30 20VC: How a16z Uses NPS To Create Better Founder Experiences, Why Intellectual Curiosity Is The Most Important Investor Trait & Creating A Fund To Last Through The Ages with Zal Bilimoria, Founding Partner @ Refactor Capital
Assertion Supported
Series A Investors Demand Far More Traction Than Five Years Ago
“Some of these larger series A's as we've been seeing really do require quite a bit of commercial traction nowadays versus maybe even five or seven years ago.”
Zal Bilimoria Apr 16, 2018 ▶ 17:07 20VC: How a16z Uses NPS To Create Better Founder Experiences, Why Intellectual Curiosity Is The Most Important Investor Trait & Creating A Fund To Last Through The Ages with Zal Bilimoria, Founding Partner @ Refactor Capital
Assertion Partly supported
Andreessen Horowitz's Early Investment Team Was Mostly Product Managers
“What I loved about A-Six-Z is that everyone had operating experiences of different kinds, especially on the investment team, which was mostly made up of PMs at the time.”
Zal Bilimoria Apr 16, 2018 ▶ 4:27 20VC: How a16z Uses NPS To Create Better Founder Experiences, Why Intellectual Curiosity Is The Most Important Investor Trait & Creating A Fund To Last Through The Ages with Zal Bilimoria, Founding Partner @ Refactor Capital
Prediction Didn’t hold up
Refactor Capital Plans to Invest in 40 to 50 Companies Per Fund
“If we're going to invest in 40 to 50 companies in this fund, one of them has to be the breakout winner, and a few of them have to be able to, you know, cobble together another one X, let's say.”
Zal Bilimoria Apr 16, 2018 ▶ 12:13 20VC: How a16z Uses NPS To Create Better Founder Experiences, Why Intellectual Curiosity Is The Most Important Investor Trait & Creating A Fund To Last Through The Ages with Zal Bilimoria, Founding Partner @ Refactor Capital
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