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

Insight
Moriarty: Time IPOs based on business readiness, not market conditions
“Time the IPO for your business and your team, including your board and investors. Don't time it around the market, time it around at the right time for your business.”
JD Moriarty Jan 2, 2019 ▶ 25:34 a16z Podcast | The Curious Case of the OpenTable IPO
Insight
Moriarty: Involving too many employees early in IPO prep is a mistake
“And in fact, one of the mistakes that we see companies make periodically is, is one, building employee expectations towards an IPO too early, and two, involving too many people.”
JD Moriarty Jan 2, 2019 ▶ 17:27 a16z Podcast | The Curious Case of the OpenTable IPO
Insight
Moriarty: Three executives is the maximum team size for IPO roadshows
“We often ran into management teams that wanted to have too many people on the road. Three people sort of the outer number”
JD Moriarty Jan 2, 2019 ▶ 19:21 a16z Podcast | The Curious Case of the OpenTable IPO
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