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 3 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

Disclosure
Lemkin: Every outbound deal I've done failed; SaaStr Fund is 100% inbound
“Mine is a hundred percent inbound. I failed at outbound as a CEO. And I failed at outbound as an investor. Every outbound deal I've done, either one failed and I gave up.”
Jason Lemkin Jan 10, 2023 ▶ 13:19 Investing and Venture Capital in 2023 | SaaStr CEO Jason Lemkin + Atrium Founder/CRO Pete Kazanjy
Assertion Not checkable as stated
Lemkin: Current SaaStr Fund portfolio is marked at 4.4x despite adjustments
“Even with market adjustments, my current batch of companies is at 4.4 X.”
Jason Lemkin Jan 10, 2023 ▶ 3:57 Investing and Venture Capital in 2023 | SaaStr CEO Jason Lemkin + Atrium Founder/CRO Pete Kazanjy
Disclosure
Lemkin: All my later-stage portfolio companies doubled headcount in 2022
“The later stage companies I've invested in, all of them doubled their headcount, even some of the most conservative and lowest burn ones doubled their headcount last year, and they didn't, no one needed to.”
Jason Lemkin Jan 10, 2023 ▶ 5:53 Investing and Venture Capital in 2023 | SaaStr CEO Jason Lemkin + Atrium Founder/CRO Pete Kazanjy
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