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 5 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

Prediction Not checkable as stated
Ward: Carta will be synonymous with PE infrastructure in 3 to 5 years
“My expectation, my hope is in three to five years, how Carta is sort of synonymous with infrastructure for venture in three to five years, it'll be synonymous with infrastructure for PE.”
Henry Ward Aug 6, 2025 ▶ 16:30 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Ward: Private equity and credit will drive Carta's growth for next 2-5 years
“We're on the second half of an S-curve in venture, but the beginning of an S-curve in private equity and private credit. And that's driving a lot of the, I think the next two to five years of growth.”
Henry Ward Aug 6, 2025 ▶ 1:36 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Ward: Carta is growing ARR by over 20% at scale
“And now we're, you know, 20 plus percent grower at scale.”
Henry Ward Aug 6, 2025 ▶ 1:24 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Assertion Partly supported
Ward: Carta has 2,500 venture funds and 35,000 startups
“Yeah, about 2500 venture funds, about 35,000 startups.”
Henry Ward Aug 6, 2025 ▶ 3:41 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Assertion Contradicted
Ward: Private equity market size is 6-8x venture capital
“The market size of private equity is six to eight times the size of venture.”
Henry Ward Aug 6, 2025 ▶ 14:00 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
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