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.
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Briggs: Paddle's US expansion only took off after hiring a dedicated US team
“It wasn't really until they hired a dedicated US team, so they were UK based and selling globally from the UK for a long time. It wasn't until they had a team completely dedicated to the US that the US really, really started to take off.”
Briggs: MacPaw's organic growth flattered Paddle's early startup growth metrics
“They had one huge whale customer. They're called Mac Paw. And Mac Paw kept growing themselves. So it was flattering their growth numbers.”
Briggs: Plum Guide shifted to vetting homes only upon first booking
“They were only approving 10% of homes. That's hard to scale. But the pandemic actually helped them because, you know, it forced them to be way more efficient. It forced them to conserve cash and they managed to automate a lot of those tests and they changed th…”
Briggs: Gousto reached a $1B+ valuation by focusing solely on the UK
“Gusto, again I, I've been an investor while I was an investor in a previous fund, and Gusto is the sort of more premium HelloFresh in the UK, if you like and they've become the market leader in the UK and by relentlessly focusing on executing in the UK, you kn…”
Briggs: Uber once scaled by opening a new city every three days
“At one point they were opening a new city every three days.”
Briggs: GoCardless accelerated scale by shifting to B2B invoice payments
“They were particularly going after companies that sold a lot of consumer direct debits. But shortly after I stepped off the board there, they figured out that actually the biggest market they could go after was B to B invoice payments. And the moment that they…”