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 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
Oak HC/FT rejects cold-calling sourcing models used by TA and Insight
“We don't cold call. We're not like a TA or an insight, have a bank of kids that are, they're trying to find deals. Just not the way it works.”
Green: Insight Partners replicated Summit and TA's 20-year-old cold-calling playbook
“And all Insight was doing was replicating what Summit and TA Associates had done for the 20 years prior in software and internet.”
Boyd: Early Interstate Equities returns matched or beat TA Associates
“These returns are on par or in some cases better than what TA was doing.”
Numerical investment committee ratings filter out lukewarm deals better than binary voting
“What we heard from TA was they adopted a numerical rating, one through five, and you had to have a collective number across The total voting members. And the reason why is, what they were trying to do was control for what I'd call the, I'm willing to go along …”
Summit Partners and TA Associates pioneered private equity cold-calling
“This was the cold call model was being implemented, but by, you know, a handful of the summit and TA type folks, they were the pioneers. Now it seems like it's complete commonplace for any group, you know, almost any size, they have some element of kind of rea…”