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 5 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

Opinion
Srinivasa: Mid-to-large Indian enterprises will pay ₹1-2 crore monthly for SaaS
“What works in their favor, which is great news for B to B SaaS companies looking at India, even India alone is B to B SaaS for medium to large enterprises in India. I think the time has come. Companies are willing to spend They are willing to spend one to two …”
Bala Srinivasa Aug 30, 2022 ▶ 26:47 The Framework to Build Category Creators in India ft Bala Srinivasa,Managing Director-Arkam Ventures
Assertion Supported
Srinivasa: KrazyBee maintains 70% repeat rate and net margin profitability
“Crazy Bee has a 70% repeat rate, and they have people who come back to them two, three times a year. Right. And this completely changes your business model versus a traditional MBFC or however you lend, and it's actually a profitable model. Crazy B is profitab…”
Bala Srinivasa Aug 30, 2022 ▶ 13:08 The Framework to Build Category Creators in India ft Bala Srinivasa,Managing Director-Arkam Ventures
Assertion Contradicted
Srinivasa: Signzy reached over $10M ARR in three years selling to Indian banks
“And as a result, they've been very, very successful in the Indian financial landscape in terms of getting to 10 plus million ARR over three years, right?”
Bala Srinivasa Aug 30, 2022 ▶ 26:33 The Framework to Build Category Creators in India ft Bala Srinivasa,Managing Director-Arkam Ventures
Disclosure
Arkam Ventures avoids brands targeting only India's wealthiest ten million
“What we are less likely to invest in is, for example, if you said Hey, I am building a very high-end fashion brand just for the top ten million in India, right? Because the price points are such that you know, it is something that we think we can be very profi…”
Bala Srinivasa Aug 30, 2022 ▶ 38:07 The Framework to Build Category Creators in India ft Bala Srinivasa,Managing Director-Arkam Ventures
Assertion Partly supported
Srinivasa: KrazyBee originates over 1 million loans per month
“When we first saw crazy B, they were doing a few thousand loans a month today, crazy B does over a million loans a month.”
Bala Srinivasa Aug 30, 2022 ▶ 12:11 The Framework to Build Category Creators in India ft Bala Srinivasa,Managing Director-Arkam Ventures
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