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 11 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
Singh: Beloved point products trade at lower multiples than platforms like ADP and SAP
“Whether it's, like, a DocuSign or a Zoom or all the ones I just talked about, like, and look at what they trade at. They trade at, like, three times revenue. You know, these are, DocuSigns are great products. Zoom is a great product, but they trade at the shit…”
Earl: DocuSign only handles signatures, lacking full contract lifecycle management
“It's an enterprise secure version of a living contract. DocuSign's just a signature part.”
Nachman: DocuSign and Adobe Sign are bolt-ons, not complete platforms
“You've got the DocuSigns and Adobe, Adobe signing solution, but I look at them as more of an add-on. You bolt on their solution to other systems.”
Schiltz: DocuSign's $9B market cap is fair and potentially undervalued
“Absolutely. I mean, if you look at the comparables in the marketplace you know, I think you could make a, and people are making a pretty good argument that they're actually undervalued at this point.”
Kappen: E-signatures are becoming a commodity
“Signatures, e-signatures are becoming a commodity. Everyone does e-signatures now. They're all legal. Most of them are legal. It's kind of the general consensus that e-signing is a legitimate way to sign documents and close deals.”
Schiltz: Scale by Pairing Technical Founders With Execution-Driven CEOs
“The one, two punches, you've got a great founder, Really in-depth knowledge of the marketplace and the technology, and then you bring in a compatible business-oriented CEO that's got a lot of execution experience”
Schiltz: Public Scrutiny From an IPO Builds Crucial Brand Trust
“If you look at the service, it's a trusted service, right? You trust them to hold the signing process for very important contracts and documents and sales agreements, right? That lends itself to, Hey, I'm a public company. I'm under the scrutiny of all that. I…”
Mehta: Gainsight serves about 700 customers, including Okta and Workday
“We have about 700 customers now, and it's kind of a who's who in technology, so publicly traded SaaS companies like an Okta or Workday or Twilio or DocuSign, big companies that have gone to the cloud like an IBM or an Adobe or a Cisco, as well as companies in …”
Ray Rike: DocuSign's North Star metric was number of e-signatures
“Like DocuSign, it was number of e-signatures, right? That drove usage. It drove the size of revenue. Subscriptions.”
Smajic: Targeting DocuSign Keywords Delivers Best Ad Results for GetAccept
“HelloSign is being one of the other YC companies, but I think that the DocuSign is the best working best.”
Ende: SeamlessDocs functions like Google Docs and TurboTax for PDFs
“Yeah, so it's similar to DocuSign in the sense that we have e-signatures, but we like to consider ourselves more like a Google Docs for PDFs. So we take any existing PDF and we turn it into an online smart version, and then we also have tools to take that and …”