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.
why aren't all 14 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
Nottebohm: 60%+ growth at $100M ARR yields 5x higher valuation
“Companies who are growing at over 60% as they hit a hundred million in ARR are valued five times more than companies that are growing just a little less than that. Say at 20 to 60% as they hit a hundred million ARR.”
Nottebohm: 60% growth at $100M ARR makes $1B ARR 8x more likely
“Companies who are growing over 60% as they hit a hundred million ARR are eight times more likely to ever make it to a billion in ARR.”
Nottebohm: Only 15% of fast-growing $100M ARR SaaS firms sustain pace to $1B
“Those companies that were pacing at 60% growth as they hit a hundred million in ARR, only 15% of them were able to maintain that growth as they punch through to a billion dollars.”
Nottebohm: Software growth spans three waves: top-down, bottom-up, community-led
“Alright, so I would posit that there are three types of growth. One is top-down, the other is bottom-up, and wave three is community-led.”
Nottebohm: Top-down sales drove most software companies to $5B revenue
“By the way, this is how SAP and Salesforce made it all the way up and over to the five billion mark, and if you remember that list, the majority of the companies who got to five billion actually got there this way.”
Nottebohm: Community must power every SaaS funnel stage, not just top-of-funnel
“Ok, so I would also like to posit that community is a force that should power every stage of the funnel. Not just the top of the funnel, as one would think, but actually should really shine in the middle of the funnel, and really also have real impact in the b…”
Nottebohm: Notion localized in South Korea with zero full-time staff on ground
“Last year, we, ah, announced that we were localizing in Korea, And we had no one full-time on the ground, and yet people from this group hosted media interviews, did sessions, answered Q&A, and there were even a couple people that led a session that had 8000 a…”
Notion reserves its internal customer success team exclusively for enterprise customers
“We still use our customer success team, but we really keep it quite small, and we've been using it only for enterprise customers,”
Nottebohm: Notion allows anyone to use its brand for custom swag
“In fact, one of the things I love is that Notion lets anyone use our brand and make any swag they want”
Nottebohm: Notion hired Ben Lang while running an 80K monthly-hit fan site
“And she quickly hired someone named Ben Lang, who at the time was running a Notion fan site that was getting 80,000 hits per month. All about Notion.”
Nottebohm: Notion has over 200 ambassadors across 23 countries
“He, in turn, brought on Francisco Cruz Mendoza, who is our full-time, ah, community manager, and he knows each of our ambassadors, of which we have over 200, over 23 countries”
Nottebohm: Notion's 145K-member subreddit is managed unpaid by two ambassadors
“So today, there are about four, a 145,000 in our subreddit, and this is something that is moderated, not, we don't pay for the moderators, but are actually moderated by two of our ambassadors, and this is a true testimony to the community that's been building …”
Nottebohm: Creator August Bradley made $200k from a Notion masterclass
“He had six followers on YouTube when we first met him. He now has 42,000 followers on YouTube, and he just sold out a master class on Notion and has so far made 200,000 dollars just on that two-week course.”
Notion takes zero revenue cut from its third-party consultant directory
“What we did, is we actually pulled together the group of people that had organically raised up and decided to build businesses on Notion. They've decided to be Notion consultants. They've decided to help companies really get the most out of this product. And t…”