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
Lunia: Indian seed funds haven't found unicorns in crowded hype sectors
“None of us, you know seed funds have discovered a unicorn. Ever in these spaces, right? So if you look at you know, our good friends Karthik at Bloom, Orias, Rehan, none of us have so far got a unicorn, right?”
Khan: Orios avoids second-time founders due to their high valuation demands
“No, no, we prefer only first time entrepreneurs. We can't afford the valuation of the second time entrepreneurs. They're just too high.”
Indian medicine margins exceed 65% with value captured by unorganized middlemen
“The actual cost or the margins of the product, which is a medicine was extremely high upwards of, you know, 75, 65, 75%. And a large part of that value was being cornered by the unorganized players of stock is distributors and various middlemen.”
Orios Venture Partners avoided SaaS investments due to overseas due diligence challenges
“We have tended to sort of stay away from SaaS businesses in the past because we couldn't you know do due diligence on customers overseas. And therefore we kind of stayed away from that. We felt that it was too early in that space.”
Some Orios portfolio companies moved 30% of their workforce permanently remote
“Some of the companies have even taken calls of reducing their office space and moving 20 to 30% of their employees permanently on a work from home basis.”
Nearly all Orios Venture Partners founders took salary cuts during COVID-19
“Nearly all our companies, the founders have taken salary cuts. They have also asked their teams to take cuts wherever necessary. You know, non-essential expenditure has been completely curbed.”
MoneyOnClick immediately halted loan disbursements during COVID-19 to evaluate portfolio risk
“So what they especially started to do was stop the dispersals immediately and started taking a very careful look at their existing portfolio of borrowers and stayed in touch with them to work out and figure out as to what was the risk on that portfolio for fut…”