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 7 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
Automated LinkedIn tracking identifies startup employees entering 90-day option exercise windows
“We are sitting on top of job website data, think of LinkedIn, and we are paying attention to the employees of the companies that we like, and as soon as we see they update their bio in some relevant way, specifically by putting an end date Next to their tenure…”
Dave Thornton Nov 6, 2025 ▶ 21:34 Dave Thornton – Unlocking Venture Access Through Stock Options at Vested (EP.469)
Insight
Charles: LinkedIn network dominance predicts VC performance better than quartile tracking
“We, a long time ago, supported some really cool academic research on using network dominance to predict venture fund performance. It was actually better than core tiles. You could actually measure how important and how connected someone was mathematically Thro…”
Ian Charles Feb 10, 2025 ▶ 47:26 Ian Charles - Private Equity's New Rules (EP.431)
Insight
Prosek: Long-Form Newsletters on LinkedIn Outperform Deal Announcements
“Most people use LinkedIn just to show the momentum of their firm. This thing happened today. This deal happened. We hired this person, and that's great, but the next level is really writing longer-form content in a newsletter fashion.”
Jennifer Prosek Jul 15, 2024 ▶ 15:23 Jennifer Prosek – Nailing the Narrative (EP.396)
Disclosure
Jon Harris leverages his personal LinkedIn network for AIM manager diligence
“We use my LinkedIn account as a firm, and so when we're meeting with managers, we'll connect to everybody within that firm. We then are able to get graduation years, so we can see everybody that went to Yale, And being able to find a warm connection and making…”
Jon Harris Jul 29, 2019 ▶ 23:45 Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
Insight
Prosek: LinkedIn Shifted From Job Board to Thought Leadership for PE
“One thing that has happened since the pandemic, for instance, is that LinkedIn went from being perceived as a job seekers space to a real thought leadership news breaking platform to serious business people, partially because the pandemic forced us all to find…”
Jennifer Prosek Jul 15, 2024 ▶ 14:48 Jennifer Prosek – Nailing the Narrative (EP.396)
Assertion Not checkable as stated
Orlando Bravo and Mark Lipschultz Drive Growth Through Active LinkedIn Use
“If you look at LinkedIn, check out Mark Lipschultz, check out Orlando Bravo. They are very active and sophisticated on LinkedIn. Because they know it's helping the bottom line.”
Jennifer Prosek Jul 15, 2024 ▶ 16:00 Jennifer Prosek – Nailing the Narrative (EP.396)
Disclosure
Rochester's investment team strictly avoids using social media for investment operations
“Zero. I don't see a use for it. So we don't use Twitter or Instagram or I had a LinkedIn account. It was a personal account, which I didn't find useful. So I got rid of that.”
Doug Phillips Feb 24, 2020 ▶ 58:27 Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
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