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
Insight
Baer: Over-focusing on bottom-of-funnel ABM is a trap for B2B marketers
“I really try to avoid the trap that many B to B marketers focus on, on being way too bottom of the funnel account based, and remember that we have to make sure we're covering the full funnel.”
Disclosure
Baer: Carta is pivoting to build ERP software for fund CFOs
“And we're making this strategic transition to creating software for the office of the fund CFO. We see fund CFOs for VC and for private equity as being incredibly underserved. They're still using Excel. They're still using single points of sale here with accou…”
Assertion Not checkable as stated
2023 Series B SaaS Startups Raised at $6M to $12M ARR
“Most companies were around six to twelve million in ARR. And interestingly, more than half of them were growing at less than two X. In, in previous years, that proportion was lower. So it's a bit similar to what we saw previously for the series A's. The rounds…”
Assertion Contradicted
Pigment signed Figma, dbt, Carta, Brex, and Gong within six months
“Some are actually iconic SaaS brands, so you probably know the Figma, the DBT of this world. Some are very famous brands for CFOs, Carta, Brex. Some are iconic brands for sales team. I can talk about Gong, for instance.”
Assertion Not checkable as stated
Carta exceeded 140% net revenue retention by year two
“By year two, they exceed a 140% revenue retention.”
Assertion Supported
Seed and Series A VC Funding Is Down 50% to 70%
“And as you probably all know, there has been a massive shift and in the, over the last 18 months to two years, The number of rounds and the amount of capital raised is down by 50 to 70% or so.”
Assertion Supported
2023 Pre-Seed Rounds Target $1M–$1.5M at $5M–$10M Valuations
“If you look at where most of these data points are, and if you take a look at the median, you can see that most pre-seed round sizes were around one to one and a half million, and valuations were very roughly at five to ten million.”
Assertion Supported
Lemkin: Carta Data Shows Venture Capital Funding Fell 80% From Peak
“I like this version from Carta that showed through Q-one, you know, you can just see the peak of venture and that it's just plummeted, right? It's just plummeted. Capital fell 80%”