why aren't all 11 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
Prediction Not checkable as stated
AI can almost completely replace traditional property management services
“We are doing basically service that can be completely replaced or almost completely with AI.”
Assertion Not checkable as stated
DAISY will grow 5X over two years with a flat headcount
“By the end of the year, we'll probably do five X in the last two years in our business. But we are actually about the same amount of people in the company.”
Insight
Managers fail to fix underperformance because they withhold candid feedback
“I think where you usually fail is the ability to give candid feedback. And I think if you give someone candid feedback, I think a lot of people are able to change and evolve, and not everyone, obviously, but at least you try, and I believe in trying, because I…”
Insight
Full-stack management is the only way to modernize HOA operations
“And I believe it needs to be as a full stack management. I think that's the only way to change the status quo and to change the thing that they've been operating In the wrong way for so many years, and that's why we are doing the end-to-end solution and not ju…”
Assertion Not checkable as stated
Non-technical operators at DAISY write code daily using AI
“We have today operators. Writing code without them even knowing how to write code because they're using AI on a day-to-day basis.”
Assertion Contradicted
DAISY is New York's eighth-largest and fastest-growing property manager
“We're now number eight in New York with the number of buildings we manage, and we are the fastest growing management company for the past few years”
Disclosure
DAISY evaluates talent by asking managers if they would rehire employees
“We basically ask every leader in the organization to rate all their employees in their team with answering one question, which is, would you hire them again? And then they have four options. Either amazing. Yes, for sure. I will hire them to is Yes, I would hi…”
Assertion Not checkable as stated
Legacy property managers ignore software, running buildings on emails and calls
“Every time we take over a building, we see that nobody was using it. Nobody was using it because they're used to walking out of emails and phone calls. And then when the data is not entered into the system, then you can't really automate it.”
Assertion Not checkable as stated
DAISY's current product matches its five-year-old seed pitch deck
“I can tell you that the seed deck that I raised the first round for Daisy is actually exactly the same of what we're doing five years after, right? So some screens from there that are now live, right? So It's really, really close to what we pitched.”
Disclosure
DAISY aggregates its HOA network to negotiate vendor group discounts
“Yeah, so we're doing it today in terms of buying power with vendors. So if, you know, for example, the city of New York came out with the new legislation that all buildings should have gas detectors, right? So for us, it's an amazing opportunity. We go to one …”
Disclosure
DAISY founders wait one day after board meetings before making decisions
“When we end the board meeting at Daisy, which we, you know, really spend most of the time talking about very big strategic decisions. We always take one day and then I talk to my co-founder and then we analyze what we want to do because, you know, Different op…”