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 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
Taneja: Customer Value Fund is VC's first investment-grade product
“We have customer value fund, which is the first investment grade rated product in our industry”
Tandon: General Catalyst CVF Risks Customer Cohorts, Not the Balance Sheet
“Instead of risking against balance sheet, it's risk against forward-looking customer cohorts and performance. So if you're confident that your SaaS cohorts will perform and revenue will show up, and when you put in go-to-market dollars, net new logos will show…”