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

Assertion Supported
Vista Equity Partners manages over $100B in AUM with 750 employees
“We're a little over a hundred billion of assets under management. We're one of the largest and most active investors in enterprise software. We're globally and with about maybe 750 employees currently.”
David Breach Jun 9, 2025 ▶ 12:32 David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
Assertion Supported
Breach: Public software multiples peaked above 17x forward revenue in 2021
“Historically, software was trading six to eight, nine times forward revenue multiples. At the height of 20, 21, you saw it peak at a little over 17 times forward revenue multiples.”
David Breach Jun 9, 2025 ▶ 22:43 David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
Assertion Supported
Breach: About 96% to 97% of all software companies are private
“What's interesting about software, Ted, is about 96, 97% of all software companies are private.”
David Breach Jun 9, 2025 ▶ 34:48 David Breach – Software Specialist Enters Private Wealth (Private Wealth 6, EP.450)
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