Mantle

includes Mantle Portal

4 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Oct 23, 2025 by Amar Varma · said 6 times in 1 episodes since 2025 · across every show →

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brought up most by Pablo Srugo (5), Amar Varma (1)

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Everything said about Mantle, oldest first

Oct 23, 2025 positive
Disclosure
Varma: Mantle has amassed nearly $2 trillion in tracked fund assets
“You know, we've now amassed close to two trillion dollars of funds in the system. And we're really at scale now pulling all that information together for people.”
Amar Varma Oct 23, 2025 ▶ 35:42 5x founder asked Ford for a contract so large—they acquired his company instead. | Amar Varma, Fo... · PMF Show
Oct 23, 2025 neutral
Insight
Varma: Cap table numbers must link directly to underlying signed documents
“Any number in a system, you should be able to x-ray vision it, click on it should take you to a document where the data is, and the data should have encompassed in it a document that has a signature or something that you look at it and go, okay, that is the re…”
Amar Varma Oct 23, 2025 ▶ 27:00 5x founder asked Ford for a contract so large—they acquired his company instead. | Amar Varma, Fo... · PMF Show
Oct 23, 2025 neutral
Disclosure
Varma: Mantle's ARR is in the single-digit millions
“Yeah, it's in the single digit million ARRs.”
Amar Varma Oct 23, 2025 ▶ 39:18 5x founder asked Ford for a contract so large—they acquired his company instead. | Amar Varma, Fo... · PMF Show
Oct 23, 2025 negative
Opinion
Varma: Carta, Shareworks, and Global Shares provide poor user experiences
“Other platforms, including, you know, share works from Morgan Stanley. Global shares from JP Morgan. Carter's got theirs. Like they're all good. There's just not a great experience. And I think that great experience is what's resonated with our customers.”
Amar Varma Oct 23, 2025 ▶ 28:23 5x founder asked Ford for a contract so large—they acquired his company instead. | Amar Varma, Fo... · PMF Show
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