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 2 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
Clarkson: Venture valuations across stages have retrenched to 2019-2020 levels
“We're seeing a retrenchment in almost every single level, back to 19 or 20 pricing, which doesn't mean to say it's falling off a cliff.”
Beezer Clarkson Feb 27, 2023 ▶ 33:49 Venture Capital Panel – Beezer Clarkson, Chris Douvos, and Joelle Kayden (Capital Allocators, EP.299)
Assertion Supported
Clarkson: LPs have no legal right to see GP management company documents
“Painful secret if people don't know this, so LPs don't see the management company docs. The document that gets shared between the LPs and the GPs is the LPA. So if you ask to see the management company documents, I would be surprised on the GP that will share …”
Beezer Clarkson Jan 20, 2020 ▶ 48:06 Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
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