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 35 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
Yampolskiy: Founders Should Ignore Advice from Investors Who Never Operated
“Do not listen for advice from people who've not done your job. That's my number one advice. It doesn't matter if you have a Investor from Sequoia or Andreessen. We've taken money from top investors, including Sequoia. It doesn't matter if you are a board membe…”
Payne: Big tech firms like Cisco and Oracle cannot execute stolen ideas
“I think sometimes entrepreneurs are worried that if they talk to a big company, if they talk to, you know, a Splunk or a Cisco or Oracle or somebody like that, that they're going to steal their ideas. And in my experience, those companies have trouble executin…”
Big-Company Sales VPs Frequently Fail As First Startup Sales Hires
“If I go see people hire VPs of sales from places like Oracle, Or some other big company as their first rep, the biggest challenge, the biggest reason they don't work out is because they haven't actually built something from the bottom up. They haven't built th…”
De Villa: Only SAP, Oracle, and Microsoft contest manufacturing software
“Basically you have SAP and Oracle and Microsoft is entering the fields, the field, and those are the only three who are really playing in the manufacturing for that whole space.”
Holliday: Citia's enterprise customer retention is permanent like Oracle or AWS
“I think permanent myself. I mean, I can be proved wrong, but I think it's just like an Oracle or AWS”
Kemp: Legacy identity competitors like IBM and Oracle are not cloud-based
“Most of the competition we have are these legacy old time vendors, the CAs, the IBMs of the world. Historically, Oracle has some technology in this area as well. Those are the type of people that have historically been in enterprise identity but obviously they…”
Gerald: Small businesses need enterprise software more than large corporations do
“Small businesses need the, need them more than enterprises in my opinion because they're juggling like too many balls.”
Bandarian: Acquired enterprise software from IBM, Oracle, and EMC is bloated and fails
“You know, some of the ones are the ones that, for example, IBM and Oracle, and EMC, and all the big behemoths have app acquired and they just become so bloated and expensive, and implementations fail”
Singh: 20-Year Public SaaS Median Multiple is 5.5x to 6x NTM Revenue
“The long-term SaaS index for literally 20 years, since SAP and Oracle started disclosing their recurring revenues, has always been around five and a half to six times the XTM revenue. That is the median of the public companies.”
Grant: SMBs do not care about multi-system data integrations, enterprises do
“From a technical standpoint, we can integrate into multiple data systems, and we can create apps that have data from Oracle and SAP and Salesforce and Zendesk, and the minute you say that, you realize, like, No SMB gives a crap. They just want their one thing.…”
Goodhart: Moat surpassed $50M ARR before its acquisition by Oracle
“500 times a hundred grand ACV would put you north of fifty million bucks in ARR. Was that accurate? Yep.”
Gansca: Competitor acquisitions leave room for independent marketing measurement
“I think there's so much opportunity, especially with mode being a part of Oracle integral ad science now being part of Vista's portfolio. I think there's a lot of opportunity to be that independent source of truth. Across all digital marketing.”
Building an Oracle integration was a 'dumb' mistake for PandaDoc
“I mean, it's not dumb if you're not, you know, if you're not in, if you're not an SMB SaaS company, but it was pretty dumb for PandaDoc.”
Teshima: Eloqua acquisition by Oracle had no share revesting or earn-out
“There was no revesting. We owned all our shares. We could have walked away on, you know, day one after the acquisition was confirmed.”
Bosworth: Migrating enterprises to distributed databases requires professional services
“What you require is some initial handholding with your customers, because they're still thinking on old relational paradigms, and when I say relational, that's Oracle, SQL Server, Sybase, those kind of things.
And you got to get them transitioned into this new…”
Gallegos: Jitterbit would reject a $500M buyout to pursue an IPO
“No, we, at this point, we've got a big a big growth opportunity and an opportunity to achieve an IPO. So that's the path our investors like to see us on.”
McQueen: SAP and Oracle have ignored SMB professional services
“Only, you know, less than one percent of the businesses have more than 500 employees. And so what it means is that the big guys like SAP and Oracle who kind of came to came to power by automating and streamlining and trying to give systems to run operations fo…”
Acxiom and Oracle buy raw mobile behavioral data from Mobilewalla
“You know, large companies like, ah, you know, Axiom and Oracle, they just buy raw mobile data from us.”
iCIMS is the second largest standalone talent software provider behind Oracle
“We're the largest standalone provider. We're actually number two to Oracle, who bought a company called Taleo”
Buddy Media and Vitrue Were the Last Major Social Assets in 2012
“Salesforce ended up running around and buying Buddy Media. And those are two very, very highly competitive processes. And those were kind of the last two assets in that space at the time.”
Radfar: Oracle partnered with AddThis three times before buying it
“Oracle had partnered with us across, I think, three different opportunities. And then they'd concluded as a result of those partnerships that it was more cost effective for them to, you know, buy us.”
Oracle, Dell, and SAP Inbounded for SalesScreen's Technology Around 2017
“Oracle, Dell, SAP, like these companies were knocking on our door requesting like a quote and starting to talk with us. Interested in our gamification technology”
York: Dyn scaled to $100M ARR before 2016 Oracle acquisition
“You know, claim to fame, helped build a company called Dine that we built to a hundred million ARR and sold to Oracle back in 2016.”
Goodhart: Moat reached 500 to 700 customers pre-acquisition
“It was in the, it was certainly in the 500 plus customer range five, six, 700, something in that sort of order of magnitude.”
iCIMS serves 3,500 customers, closing in on Oracle Taleo's 5,000-plus
“We're about 3500 customers. I would guess that they're probably north of 5000 customers, but we are growing rapidly.”
Coveo's founding team previously built Taleo, selling to Oracle for $2B
“The whole team here at Coveo, we built Taleo, which was bought by Oracle for about two billion. And we were a large SaaS player with about three hundred million of recurring revenue.”
Nick Mason: Turtl serves around 50 customers including Bloomberg, Cisco, and Oracle
“So we have in the region of 50 customers, ranging from Bloomberg, Cisco, Oracle economists, people like that, down to smaller businesses.”
Paquette Funded Maropost's Early Development While Selling Software at Oracle
“I was still working for Oracle ERP. So I was selling construction software, neither of which I know anything about. But while I was working there, I was funding the development of Merrill post.”
Coupa shrank from 19 to 6 employees during its 2009 turnaround
“No, actually one gentleman from Oracle left, started the company. They got it to about 19 people. And that's why I said to you, January or nine, that's why I came in. Remember that was a very tough time. I've taken the company down a lot. And three months late…”
Salesforce, Oracle, SAP, and Microsoft are all Demandbase customers
“Well, and all of those companies are large customers of ours.”
Golec predicts Oracle, SAP, and Microsoft will soon advance in ABM
“I don't think it's going to be long before you know, Oracle makes more advancements as well as, you know, SAP and Microsoft.”
Mobilewalla is a top contributor to Oracle's BlueKai digital data marketplace
“So we are one of the biggest contributors to the Oracle blue guy marketplace with the largest digital data marketplace in the world.”
rfactr co-developed its platform with Microsoft, Oracle, and SAP
“We started with the top of the enterprise, so we cut this solution and developed it in conjunction with companies like Microsoft, Oracle, SAP you know, and a lot of others, and now we're coming down market.”
Fuller: PandaDoc closed partnerships with HubSpot, Oracle, and Salesforce
“We've built and close partnerships with companies as large as HubSpot Oracle Salesforce where basically our product is in front of their customers and they're kind of, Power resellers, so to speak.”
iCIMS targets mid-market and enterprise tiers, handing off to Workday and Oracle
“Typically we deal with the upper end of the market. So we call it majors and enterprise majors is typically call it about a hundred employees to 2500 employees. In those cases, we're usually handing off to an ADP an ultimate software, a Ceridian at the high en…”