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
Lemkin: The majority of Bill.com's revenue no longer comes from software
“The majority of bill.com's revenue is no longer from software.”
Lacerte: Bill grew its network by pricing ACH at 29¢ versus checks
“And on the payment side, we'd be like, we'll just cut you a check. So we didn't force people to connect their vendors, but then we did incentives from a pricing perspective, a check was A dollar 49 or whatever, a dollar 69 a day, and an ACH was 29 cents. So th…”
Lacerte: Bill net revenue retention increased to 124%
“In fact, I think in the last quarter numbers, we announced that the net revenue retention had bumped up to one 24, right?”
Divvy went from first institutional round to $2.5B exit in four years
“We went from our first institutional round of funding to getting acquired in, in about four years, right? In a two and a half billion dollar exit.”
Clayton: Bill.com revenue growth accelerated in each quarter since IPO
“If you look at our last four quarters since we've been public, every quarter it's accelerated in terms of growth.”