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.
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
Wincek: Shotgun venture rounds fail to create long-term value
“I don't think that shotgun marriage venture rounds are tried and true recipe for long-term value creation.”
Quintini: High capital velocity harms company, employee, and LP returns
“The abundance of capital and the velocity of capital makes investing companies, you know, for certain funds and certain dynamics, almost like cheap options. And for founders, that's their one shot. That's a career. That's a livelihood and their employees lives…”
Wincek: Deep Customer Issues Are Fatal, Operational Scarcity Is Fixable
“Things that end up being fatal are deep customer issues. Often when you look at companies at an early stage, marketing is not efficient. CAC might be low, but it's because it's against a small number, and those are your, you know, most excited users, and can t…”
Wincek: Billion-dollar venture funds face strict minimum check sizes
“If you are investing out of a billion dollar fund, you have a minimum check size that you need to hit in order to make each deal worth it.”
Wincek: Renegade targets supercritical companies with 20 to 100 employees
“Our mission at Renegade is to be the best firm in the world at identifying companies that are about to go through through this inflection point in their growth that we call the super critical stage and help them outperform through that. So super critical stage…”
Wincek: Renegade Partners evaluates its market predictions using Brier scores
“We do a lot of forecasting and calculated Breyer scores around like what are short, medium term endpoints that we can try to forecast and see how good we actually are at reading the market and measuring the market.”
Quintini: Series B Headcount and Mean Round Sizes Doubled Between 2016 and 2021
“We actually ran an analysis of companies that raise money from 2016 to 20 21. Company Series A, Series B, Series C. On the mean round size has gone up about twice. They're raising twice as more money, but also the number of people that they have by the time th…”