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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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

Ryan Smith: Qualtrics was fully committed to an IPO, not dual-tracking

“I was not running a dual track. I invited 300 of my closest friends to take mortgages on their house to go buy into the friends and family, and then I was like, oh, J slash K, it was like a pump fake, and everyone went flying by, and then we laid it.”

Ryan Smith Feb 17, 2019 ▶ 25:34 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics

Disclosure

Ryan Smith: Won't invest in Series A where founder owns under 20%

“I wouldn't even invest in a company if a founder didn't own, if we're raising a series A, if they didn't own 20% or more.”

Ryan Smith Feb 17, 2019 ▶ 32:06 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics

Disclosure

Ryan Smith: Qualtrics raised from Sequoia and Accel at $350M–$400M valuation

“We raised at four hundred million dollars, three hundred fifty million dollars with Sequoia and Excel.”

Ryan Smith Feb 17, 2019 ▶ 5:03 The Things Nobody Tells You About An $8B Acquisition with Ryan Smith from Qualtrics

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The Ledger

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