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 10 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

Assertion Supported
Mamaearth claims to be profitable and IPO-ready
“From a from a company you know, readiness perspective, I think we are, we would be ready as of yesterday also, right, from a, Sai is the fact that we are profitable, but we just don't feel that we need to raise from public markets as we speak because the busin…”
Varun Alagh Mar 22, 2021 ▶ 23:10 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Insight
Scaling D2C brands should build custom tech instead of using SaaS
“We'd rather build a strong custom-owned tech stack than only rely on, on SaaS based tech stacks as we scale.”
Varun Alagh Mar 22, 2021 ▶ 28:34 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Insight
Direct-to-consumer channels provide data control and scalability
“One control over on your own data experience for the consumer. Is far higher when it comes to DTC. Secondly, your ability to scale is, is far higher because it's again a hundred percent market share channel, right? And thirdly, your dependence is, is reducing …”
Varun Alagh Mar 22, 2021 ▶ 16:02 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Insight
D2C brands must keep marketing and product management in-house
“On marketing side, we've always done everything in-house, and we always believe that, you know, marketing and product are core competence for a company like this, and hence that strength should lie internally.”
Varun Alagh Mar 22, 2021 ▶ 29:04 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Assertion Supported
Mamaearth has expanded to 10,000 offline retail stores
“And we have expanded to almost 10,000 stores now.”
Varun Alagh Mar 22, 2021 ▶ 16:38 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Disclosure
Mamaearth raised seed funding at 25-30 lakh monthly revenue
“So Fireside we raised largely you know, when we when we were seeing what you call product market fit, right? So I would say we were at revenue run rates about 25, 30 odd lakhs a month, right? About six months into our journey, seeing really good feedback on ou…”
Varun Alagh Mar 22, 2021 ▶ 17:05 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Disclosure
Mamaearth raised from Stellaris upon hitting one crore monthly revenue
“And then Stellaris round happened when we had hit the one crore a month kind of mark.”
Varun Alagh Mar 22, 2021 ▶ 17:49 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Disclosure
Mamaearth raised from Sequoia nearing 100 crore annual revenue
“And then Sequoia happened once we were closer to a hundred crore run rate which is where we saw, you know, them as a great partner who's got strong learnings around taking, you know, building companies from a hundred to a thousand crore kind of run rates.”
Varun Alagh Mar 22, 2021 ▶ 18:15 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Disclosure
Honasa Consumer will continue multi-brand expansion over five years
“After seeing the success of TDC we are fairly confident that this is an ongoing strategy that, that we'll continue to execute over the next five years.”
Varun Alagh Mar 22, 2021 ▶ 21:56 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
Assertion Not checkable as stated
Ghazal Alagh pitched 700 influencers directly in three months
“I remember Ghazal did about 700 conversations in three months, which were direct conversations, selling and telling our story.”
Varun Alagh Mar 22, 2021 ▶ 38:17 @mamaearthindia1509 Founders on D2C growth, ft. Ghazal & Varun Alagh
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