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
Aumni data: Founders take less dilution and secure unprecedentedly favorable rights
“All of that I think is creating an environment where founders have the most friendly terms that they've ever had. That's the reality of what we're seeing in the data is that companies, founders are taking on less delusion in growth rounds. Generally speaking, …”
Kelsey Chase Mar 17, 2022 ▶ 21:27 Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
Assertion Supported
Aumni data: Venture growth round sizes spiked exponentially following COVID-19
“One of the, I think, The pretty just staggering trends that we're seeing is over the last decade, there's pretty linear growth in terms of the size of these rounds. Like how much capital is coming into a series B company? What's the total round size? There's a…”
Kelsey Chase Mar 17, 2022 ▶ 19:32 Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
Assertion Supported
Chase: Most fund of funds maintain direct investment strategies alongside fund investments
“If you take a fund to fund, for example, most fund to funds do have some sort of direct investment strategy alongside their fund strategy.”
Kelsey Chase Mar 17, 2022 ▶ 16:23 Kelsey Chase – Analyzing Venture Transactions at Aumni (Capital Allocators, EP.241)
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