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 4 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

Assertion Supported
Lee: Sequoia Redesigned Fund Structure After Realizing Selling Early Sacrificed Returns
“Well, that's, I mean, that's why Sequoia went to this new fund structure, is because they did the analysis, and they showed that by selling too early, they had left a lot on the table.”
Aileen Lee Sep 15, 2022 ▶ 34:58 VC State of the Market with SaaStr CEO Jason Lemkin and Cowboy Ventures Founder & MP Aileen Lee
Assertion Supported
Sequoia built a custom Lego set to pitch Mathilde Collin
“What Sequoia did is they built a Lego, a custom Lego with the front logo and the Sequoia logo and then an FL tower cause I'm French and the Golden Gate Bridge, and they brought it to the office”
Mathilde Collin Sep 11, 2018 ▶ 2:46 Fireside Chat with CEO and Founder of Front, Mathilde Collin
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
Assertion Supported
Lemkin: ZoomInfo scaled via private equity rather than mega VC rounds
“The company did not raise 11, a hundred million dollar rounds from Sequoia and Andreessen and had its own sort of path through private equity and other things.”
Jason Lemkin Apr 1, 2022 ▶ 2:36 From 0 to 400M, 10 Mistakes the CEO of ZoomInfo Made on His Journey to IPO | SaaStr
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