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 2 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

Opinion
Lemkin: Multi-stage seed without Series A preemption is a severe negative signal
“It's a huge signaling problem. Of course, if Sequoia or Accelerant recent or Lightspeed has two years of data and they don't preempt the A, of course it's a problem. Of course it's a bad signal.”
Jason Lemkin Nov 30, 2021 ▶ 36:14 Scaling a Successful SaaS Sales Team w/ 20VC Founder Harry Stebbings and SaaStr Founder Jason Lemkin
Assertion Supported
Lacher: Multi-Stage VC Funds in London Increased Fivefold Over Five Years
“What happened in the last three years is that there have been a tons of multi-stage funds entering Europe, building a new office. So five years ago, it was Excel index, Atomico, Boulder, and a few competing, and now you have Sequoia. NEA, you have Iconic, you …”
Robert Lacher Aug 30, 2024 ▶ 1:54 Navigating Fundraising and the VC Landscape Today with 20VC and Visionaries Club
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