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 16 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
Lagunas: Levee converted world's largest hotel brand into an active customer
“Since we launched in July, we launched a paid pilot with the largest hotel brand in the world who is now an active customer.”
Lagunas: Levee has over $30 million in its sales pipeline
“We have over thirty million dollars in our sales pipeline right now from brands that are coming from all over the world to implement our solution.”
Yin: Levee is not a true AI company and lacks unique technology
“Because I think this is not an AI company, and, like, the technology is not unique.”
Fielding: Levee's fundraising round will not close quickly
“My bad is that this round is not going to come together super quickly, and you're going to get a few more months of data from that big hotel that you can kind of base your decisions on.”
Middleton: Object detection on shaky mobile room video is technically difficult
“It's not easy to recognize in shaky video on a cell phone walking around a room if something is out of place.”
Lagunas targets $1M+ ARR and 96 hotels for Levee in 18 months
“Million plus ARR, 96 hotels, different brands, different management companies, but that's what we're targeting for over the next 18 months.”
Fielding: Everywhere Ventures Will Not Invest at $12M Valuation
“So we wouldn't invest at a 12, but as the round comes together, we would be interested.”
Lagunas targets a $10M to $12M valuation based on AI startup comparables
“10 to 12 from, like, market comps for post revenue, you know, AI companies.”
Yin: The seed valuation bar requires more than one single customer
“And I think more broadly speaking, between pre-seed and seed, like, I'd say seed, which is kind of where the valuation range is that you're looking at, the bar is higher than landing one customer.”
Lagunas: Levee's enterprise sales bottleneck is educating hotel middle management
“The challenge that we'll have in going to market is the people at the top get it. The users get it. The people in the middle, they're the ones that we have to educate.”
Hudson: Passing on Levee due to potential portfolio conflict
“I have something that I'm trying to figure out if it's too competitive, and I think it might be. So I think I probably can't do this one.”
Lagunas: Levee reduced average hotel room inspection time from 8 minutes to 2:51
“With the hotel, like, they were allotted eight minutes to inspect a room. What the hotel didn't know until we were, we got there is that five of those minutes were spent correcting inventory errors, not actually inspecting for cleanliness. So even just from th…”
Lagunas: Levee charges a base fee of $3 per room monthly
“Three dollars per room per month, and that's our base fee.”
Lagunas: Levee's first product was a sensor-equipped smart cleaning bottle
“The first product we had built was a smart cleaning bottle, which was awesome. Would have been a terrible business. Used spatial mapping technology and like IMU sensors to map a surface as you cleaned it.”
Lagunas: Levee verifies hotel room quality in real time via video
“From the beginning, our whole design process is around having one button. One button initiates the app, and what you do is you scan the room number. That room number pulls in the quality control checklist for that room layout, and as they go through the room, …”