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 893 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
Hudson breaks his firm's VR ban to invest $50,000 in TribeXR
“So, I had a rule before that we weren't going to do any more VR investing until the Quest comes out, because I do, like you, Share the belief that it's going to be a game changer. But I'd like to invest 50,000 dollars in this round.”
Hudson: Insider analytics data shows TribeXR's engagement is exceptionally high
“I'm an investor in a company that does analytics for VR apps. And like the level of engagement that he has is significantly higher.”
PopCom paused its $30M ICO until the SEC provided clear regulatory guidelines
“Really we decided to just put our fundraising plans on hold completely until we seen what the SEC was going to allow.”
Manus: Reverses her initial pass to invest $100,000 in Bounce
“I'm gonna reverse, because everything we've brought up, everything we've hit you with, you're, you've seen all these different issues, I'm gonna go in for a 100,000.”
Nadel: Officially passes on investing in Shipsi post-show
“So so for all these reasons, I'm going to have to pass.”
Hyatt: Boundless is not investable right now
“My, when I step back and I look at this I don't think your business is actually that investable right now. What I expected to hear was after raising three and a half million, that you would have thought through the business a little more. I wanted you to come …”
Hyatt: I don't back good guys hoping they figure it out
“So, so I don't back companies based on this idea that you're going to get a lot of money, and then hopefully, because you're a good guy, you're going to figure it out.”
Altucher Offers to Fill $150k Bridge Round for a Board Seat
“I'd be willing to fill up your round, which I think you said is about, there's about a hundred or a 150 left. So I'd be willing to fill up that round or work with Jillian on filling up that round. And I would require a board seat with some significant voting r…”
Manus Commits $100,000 of Her Own Capital During Shift's Pitch
“And I'm gonna put a 100,000 of my money right now.”
Manus: Passed on Tushy because founder dismissed investor feedback
“And that's the reason I passed, because she kept saying, you're wrong. And after that, I thought, you know what, I know nothing. About this. So there is nothing I'm going to be able to add.”
Laura Bilizarian: Teamable will not accept under a $15M valuation cap
“No, we wouldn't take anything less than a fifteen million cap.”
Manus: Commits $100,000 at $15M valuation cap to Teamable with caveat
“I'm gonna give you a 100,000 at 15. Okay. Hold on. Okay. There's a caveat here. Okay. If after me, after sitting down with me and having a larger conversation, okay, you feel that I add more value than you expected me to, then you will consider lowering the va…”
Phil Nadel claims he would not invest in a pre-revenue Facebook
“If a pre-revenue Facebook deal presented itself to me, I don't think I would invest because I don't invest in pre-revenue companies, and I don't know that I would be omniscient enough to know that this new, this Facebook, this company will be able to successfu…”
Gulati: Automatically Passes on Seed Bridge Deals as a New Investor
“As an, as a new investor into a bridge, like, I automatically pass on those deals just off of that bias.”
Diamond: Alpha Bridge will not invest in seed rounds
“We start building the relationship in the seed. We won't invest, but we'll start building rapport with the founder.”
Weeks: Industrial Organic will set minimum plant wage at $20/hour
“We're going to be paying people well above, we're going to be paying the lowest wage is 20 dollars an hour. So we're going to be paying well above union rates, essentially.”
Demetrius Gray: Use accelerators for enterprise customer acquisition, not fundraising
“Part of our internal strategy is using accelerators to get to customers.”
Kerst: Gecko Materials raised an $8M seed round at a $26M valuation
“A pre-money evaluation of twenty six million for an eight million dollar round is what we landed at.”
Gwyneth Borden: Remynt acquires debt portfolios for two cents on the dollar
“Yes, we actually are about to buy our first 1.2 million dollars of debt at the big whopping price of two cents on the dollar.”
Yin offers $150K at a $10M valuation to Feedback Intelligence
“For me, I would want to invest a 150 K at 10, but I realize that may not be interesting to you.”
Banister: The US education system should be destroyed, not revolutionized
“I'm going to pass as well, but mine is more dogmatic. I really do not like the education system in America, and maybe this is terrible of me, but I really would love for it to be destroyed, and I'm more on the side of revolutionizing our education system.”
Yin: Hustle Fund shut down revenue-based financing due to price competition
“We do not anymore. It did really well, but we had problems scaling it because other folks out there were willing to lend at way less profitable rates, and we couldn't compete on that. So we would lose deals, and that's what makes it hard to scale. We made mone…”
Kennison: Robe Curls sues Amazon counterfeiters in 400-seller batches via contingency
“It's the contingency law firms that we're using and working with, and so this becomes an alternative revenue source for us as well, and it just, while one lawsuit fills up, We just file another one, and that fills up with sellers. We file another one. We do ba…”
Graycroft pushed Smith to consider not selling Shipt to Target
“My partner there really pushed me to consider not selling. He said, look, I'm going to do whatever you want to do. I mean, you're the CEO and, you know, whatever you want to do, we're with you.”
Yin: Hustle Fund offers $50K at $6M post-money SAFE for Flock AI
“I'd be open to investing 50 K at six post on a safe, and we are fast.”
Rose: FranShares raises preferred equity round at $19M post-money valuation
“It's a priced round with preferred equity at a nineteen million post-money valuation. And it's being led by Chicago Ventures.”
Brown: Progressive Police Embrace Crowdsourcing, But Conservative Agencies Reject Us
“There are those that are more on the conservative side that see this as their data, their investigation. They told us to go pound sand. We don't want your help. Then there's those on the more progressive side that have said, Hey, this might be the future of po…”
Charles Hudson passes on Finecto over procurement software scaling challenges
“I think I'm going to be out just because this is a category where I've had a really hard time finding companies that can scale, but you seem incredibly qualified to go after this, and In getting customers in four countries at this early point, it's something t…”
Jenny Fielding offers $100K check to Finecto conditional on round completion
“So with that, we are interested in a hundred K check. However, we would want the whole round to come together. So maybe slightly different than some of your other investors that kind of invest along the way. We would want to make sure that you're adequately ca…”
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.”
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.”
Forenza: Aware targets a $300 retail price with 77% profit margins
“We're looking at 300 dollars the price of the cuff with about 77% profit margin at scale.”
Yin: Hustle Fund offers to invest $150K at a $5M valuation cap
“I would like to invest. Seven is going to be too high for me, but I would do it at five cap, a 150 K.”
Trofimova: Sundae Needs 4,000 Monthly Orders for $1M ARR
“And just to put things in perspective, so we project that we actually need about 4000 monthly shops to generate one million in ARR.”
McAndrew offers to invest $1M to $1.5M in Sundae pending diligence
“I work in a partnership, so I have three partners, but I would be very excited to jump into diligence, and my investment would be, I would say, at least a million. I would rather do 1.25, if you'd be open to taking more. I'd even go 1.5 if you would be willing…”
Hudson offers $25K contingent on diligence with Instacart executives
“So I'm in for 25, but one big deal is we sold the company to Instacart. A while ago, and I have a bunch of friends who are executives at the company, and I do want to better understand this model from their point of view. That would be the one big deal is insi…”
Yin: Hustle Fund's $7M cap offer for Sundae is final
“Yeah, that is our final offer. I think, you know, unfortunately, just kind of where we play in the sphere. I think valuation is really important to us. We write small checks, so we have to kind of make it count, you know, as an investor.”
CurieDX is raising $4M to reach 10,000 patients and secure FDA clearance
“We're now raising four million, which helps us reach our first 10,000 patients and get the strep product through FDA from a screening tool to a diagnostic.”
CurieDx will pivot from direct-to-consumer back to B2B in Q3 2025
“The intention is direct to consumer for the relatively short period, around six months from now, so like Q three of 25, we start pouring efforts back into the B to B component and slowly build up that urgent care and small to medium practice customer base.”
Dr. Canaris: CurieDx could raise $2M for sales and fund R&D via grants
“So, since Josh asked, yeah, if we were to do something on the order of two million, would that sound more like in range? And then what we would accomplish there is just sales, and we leave R&D stuff for federal grant funding.”
Middleton invested in Vital Audio despite founder rejecting consumer product model
“I invested in Vital Audio because of the show, and I will tell you that he is dead set on going B to B, and I would love for him to offer a consumer version of this product, and he just really doesn't want to do it.”
McAndrew proposes leading Jungle's seed round with $1.25M at $10M post
“I would look to lead this with something like 1.25 million at a 10 post, just because that's often where the valuation threshold is for us with the deals that we like to do.”
Middleton: Flybridge commits $50K check to Jungle
“And that's a 50,000 dollar check we can commit into whatever the round is. And I'd like to start by saying, like, I'd like to commit to that.”
The Pitch Fund commits $100K to Jungle alongside Flybridge's $50K
“The pitch fund is in for a 100,000 alongside Jesse's 50,000 dollar check.”
Castellanos: Science on Call nears $2M ARR across 900 US restaurants
“We are approaching about two million in ARR this year, and we're in about 900 restaurant locations all across the US.”
Doherty: Behind Genius does not need lead investors but requires set terms
“I don't need a lead to build conviction, but I do need term set.”
Aura plans to eliminate human coaching calls within a year
“Over the next year, as we continue investing in our technology, the ultimate goal is to write ourselves out entirely to no longer need to have those human to human coaching interventions.”
Aura Finance: Employer contracts cover departed employees for the full year
“In our contracts, we've also written in, if you sign up for the program in January and you leave the company in February, the company still pays for you the entire year, giving them the opportunity and us to win them over in the long term post leaving their em…”