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 2 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
Phillips: 11 Tribes underwrites deals to a 10x return multiple
“Well, it's just, we underwrite to 10.”
Mark Phillips Mar 26, 2025 ▶ 28:28 Will VCs Bet $3M on This Custom Helmet Startup?
Disclosure
Phillips: 11 Tribes passes on hardware companies due to lack of specialty
“I think it boils down to hardware is not an area that we feel like we have a specialty, and it's a challenging thing for us to step in and support hardware business.”
Mark Phillips Mar 5, 2025 ▶ 29:56 Bike Theft is a $1B Crisis—Watch This Founder’s $1.5M VC Pitch
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