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

Insight
Cross: Seed VCs and founders should pursue fast $20M-$50M exits over unicorns
“I think there's a ton of opportunities that you think about of smaller companies, that 20 to fifty million dollar is that some people call it the aqua hire, but right, it's like a founder can come in, your founders can come in, in 18 months, take a couple mill…”
David Cross Dec 10, 2024 ▶ 20:21 10 - Investing in Early-Stage Cybersecurity and Enterprise Software Startups with Rain Capital Partner David Cross
Insight
David Cross: Founders should send pitch decks upfront instead of teasing calls
“For me personally, is an element is like, you send me the deck as the pre-read opening versus get on a call, right, is I say, be proactive. If you really have something that good, and you'll send me the deck right up front, and it's that good, I'm going to wan…”
David Cross Dec 10, 2024 ▶ 16:21 10 - Investing in Early-Stage Cybersecurity and Enterprise Software Startups with Rain Capital Partner David Cross
Insight
Cross: Founders who hide data and claim secrecy have zero chance
“If there's no data, red flag, right? Is if you'd say, oh, it's secret. Oh, we're behind the scenes. We know what we're doing, right? Red flag, right? If you can't be open and transparent, open in the kimono, no chance.”
David Cross Dec 10, 2024 ▶ 18:31 10 - Investing in Early-Stage Cybersecurity and Enterprise Software Startups with Rain Capital Partner David Cross
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