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
Prediction Not checkable as stated
Hudson: Competitors will undercut Monti Kids at $50
“I think at 50, at a hundred bucks if it stays there, somebody will do the same thing for 50 bucks. So she better get the 50 bucks so that it's not attractive.”
What-if
Kassam: Giving up 10% equity is costlier than O'Leary's royalty deal
“Giving away, you know, Robert's deal, if I had given away 10% of Monty Kidd's would have been So much more expensive than the royalties that Kevin is asking for. I mean, you know, 10% of Monty kids in several years out is going to be so much more valuable than…”
Prediction Not checkable as stated
Kassam: Monti Kids will reach $300M in revenue in five years
“We're going to do over a million, about 1.2 million this year. We'll do five million next year, and in five years we'll be like at three hundred million in revenue, and I mentioned, I mean, that's really, the goal is to go international.”
Insight
Stanton: Bespoke consultative upcharges create defensibility through low replicability
“I think also wrapping around that kind of consultative bespoke service as an upcharge is key, because that is less replicable.”
Disclosure
Hudson offers minimum $100,000 investment in Monti Kids
“So I'd like to invest a minimum of a 100,000.”
Assertion Not checkable as stated
Kassam: Phil Nadel offered up to $500K syndicate after diligence
“Phil took me through a lot of due diligence, and that's what I expected. I had heard, kind of, through the grapevine that Phil does the most rigorous due diligence, but we were in due diligence for about two months. And after two months, I was really proud. We…”
Disclosure
Nadel commits at least $300,000 to Monti Kids
“So I'm in for well, at least 300,000.”
Disclosure
Kassam: Monti Kids is raising at an $8M pre-money valuation
“It's an eight million pre-money valuation.”
Assertion Not checkable as stated
Monti Kids: 20% of customer base earns under $65,000 annually
“Right now, 20% of our customers are earning below 65,000 dollars a year.”
Disclosure
Zahra Kassam: Alexandra Stanton and Charles Hudson closed their Monti Kids investments
“Alexandra closed on her investment. Charles closed on his investment.”
Assertion Not checkable as stated
Kassam: Monti Kids has 60% margins, $139 CAC, and $1,245 LTV
“So we have 60% margins. Our cost of customer acquisition since launch average has been a 139 dollars. And our lifetime value of our customers because they're retaining at high levels is 1245 dollars.”
Assertion Not checkable as stated
Kassam: Monti Kids averages 81% quarter-over-quarter retention since launch
“We have 81% average retention since launch, and families are saying it's like enrolling my baby in a preschool.”