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 12 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
Dufu: The Cru will reach 200,000 members and $100M revenue in 5 years
“So five years from now, we're at 200,000 members. So that gets us to, you know, a hundred million”
Dufu: An Upfront $499 Fee Is the Only Way to Ensure Member Commitment
“So for the first year that you joined the crew, the four 99 is actually important, not just for our business purposes, but for the culture of the crew. So when the women meet one another, one of the things that they say is, I'm really happy that everyone paid …”
Mohnot: Exit Multiple for The Cru Is Probably Not Very High
“And that's what I worry about here is that the exit multiple on this business is probably not very high.”
Dufu: 73% of Surveyed The Cru Members Say They Want to Renew
“So we've got a group of women who are about 10 months into their crew journey. We've already sent out a survey to ask them their Propensity to renew. Half of them have responded. 73% of them say, I want to renew my membership in the crew.”
Goldberg: Passing on The Cru Over Concerns Users Will Move Off-Platform
“And my concern is that you are delivering a ton of value on day one with the matching, but then it diminishes a bit post that. And I worry about some folks going off platform. So I'm going to pass.”
Dufu: The Cru signed Morgan Stanley and Disney as founding corporate partners
“We've brought on Morgan Stanley and Disney as our founding partners. And we charge more for that experience. It's 1800 dollars.”
Yin compares The Cru's membership and upsell model to The Hustle
“Like, basically, she uses the membership fees to pay for her customer acquisition and break even, then she's just amassing an audience that she can upsell all kinds of stuff to. Like, that's exactly what the hustle does.”
Dufu: 52% of applicants to The Cru are women of color
“52% of the women who applied to the crew were women of color”
Dufu: Hudson, Yin, and Fielding completed $85,000 in syndicate investments
“So Charles did come in at 10. Elizabeth came in at 25. Jenny came back to me and said, I want 50.”
Dufu: The Cru is raising $1M at a $4M post-money valuation cap
“It's a one million raise. It's four million cap, 20% discount, and that's post money.”