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 7 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
Box CRO: Box grew $100K+ new ARR deals by 56%
“In this most recent quarter, we drove 56% increase in hundred K plus deals, which is a fantastic result.”
Box uses sales reps for 25-employee companies while Atlassian uses none
“Box has, I think, a sales team that staffs, even, you know, 25 employee company can talk to a sales rep and engage, and those people are on quota, and that's a full team right there. And then on the extreme, on the other side of the spectrum is Atlassian, whic…”
Lemkin: Box, HubSpot, and Shopify IPO'd at roughly $800M valuations
“When Rory invested in box with Aaron, when Rory's invested in HubSpot, those are pretty good ones. Shopify. These guys all IPO'd around a hundred million in revenue growing really fast off in 50, 60, 80% at like eight hundred million valuations.”
Lemkin: HubSpot and Box IPO'd Under $1 Billion Valuation
“When HubSpot IPO'd, it was worth eight hundred million. When Box IPO'd, it was worth nine hundred million. Public companies weren't even unicorns, ok, back then.”
Box CRO: Box has 100k+ customers and 67% Fortune 500 penetration
“We have about a little over a 100,000 customers and about 67% of the Fortune 500”
Box CRO: Box re-accelerated quarterly revenue growth to 14%
“And this is the fiscal year where we've been successful in turning that around, having three consecutive quarters of growth, our most recent one at 14%.”
Levie: Box closed 74 deals over $100k last quarter primarily via expansion
“Last quarter we did, I don't know, 74 deals over a 100,000 dollars, so it's, that's a fraction of those deals. And you still have so many more that are just, they've adopted more of the product, and we have an incredible, you know, account executive that goes …”