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 8 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
Anselm: Osyte could not have been built in Europe, India, or China
“If I were sitting in, say, in, in, in Europe, somewhere in France or in India or China, I don't think I'll be able to do this at all, right? So regardless of how entrepreneurial I am.”
Anselm: Managing capital calls across hundreds of family offices is a nightmare
“That's a very significant liquidity management problem. It's hard enough to do it across one portfolio, but if you're a multifamily office or an outsource CIO working with hundreds of family offices, that becomes a huge nightmare, liquidity management. So that…”
Anselm: Typical Silicon Valley MVPs do not sell in asset management tech
“The typical MVP of the Silicon Valley startup, right? Doesn't sell in our industry.”
Anselm: Osyte's marketing has run ahead of its product capabilities
“I think our marketing has been running a little bit further ahead of what our product can be. I think there's still a gap between, you know, what we say between marketing and product.”
Anselm: Over-diversifying across GPs creates passive index returns with active fees
“As you make more and more investments, your portfolio starts looking like a general index fund, right? Again, it kind of goes back to, you know, you need to know exactly what those Holding companies are in a private market, you know, in particular, also in the…”
Anselm: Existing reporting platforms force LPs into manual Excel modeling
“There are a lot of reporting platforms out there that actually do this very similar data aggregation, but they are very focused on purely like saying, okay, yeah, here's what your position is today. Okay, now go and do whatever you want, you know. Then what do…”
Anselm: Osyte needed SOC 2 Type II before signing first POC client
“We had to get SOC to type two our certification before we can even sign our first proof of concept client, right?”
Anselm: Seven-person team managed $5B across 21 endowments using spreadsheets
“Prior to founding Oside, I was a head of portfolio management at a, another outsourced CIO firm, and we were a team of seven people. We were managing five billion dollars in assets for 21 different endowments and foundations, and we would have 21 different spr…”