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 10 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
Klein: Long-Term Investing Requires Making Sound Short-Term Decisions
“Somewhat counterintuitively, the only way to become a long-term investor is to make a bunch of really great short-term decisions along the way.”
Klein: Humans cannot psychologically follow passive buy-and-hold index fund advice
“There's only one problem with it. Humans are incapable of following that advice.”
Klein: Only 52% of Investors Aged 20-29 Match the Aggressive Stereotype
“What we found, actually, we had a team of academics delve into the data and the methodology behind the risk number, and what they found was that about 52% of investors aged 20 to 29 are aggressive, just like the stereotype. But the other 48% are spread across …”
Klein: ARR Exceeded $4M Deployed Capital Before First Institutional Raise
“And we deployed just a little more than four million dollars in total capital prior to bringing FTV capital on board last year as our first institutional capital. So we really built a pretty substantial business you know, where we don't talk about revenue numb…”
Klein: Discounting a $129 list price to $99 tripled conversion rates
“We pushed it to one 29 and started discounting back to 99 immediately and bam our conversion rates like tripled, right? So we were charging the same amount of money, but it was a discount and conversion rates tripled.”
Klein: Autopilot Aims to Capture 10x Revenue Per Financial Advisor
“We're focused on delivering like, you know, real numbers, about a 50 X impact on efficiency and what it takes for an advisor to actually implement the investment decisions that they make for their clients. And in exchange for that 50 X impact on efficiency, we…”
Klein: Early Riskalyze Investors Earned 10x Returns via Share Buybacks
“No, there are some of our early investors who've earned a 10 X return already from the company.”
Klein: Riskalyze serves 19,000 paying financial advisors nationwide
“We serve 19,000 today across the country.”
Klein: Riskalyze Operates With a $600 Fully-Loaded CAC
“Yeah, so we usually spend like direct sales cost, probably about 400 to acquire a new customer. You want to follow that cost with like our fixed conference and marketing spend, probably about 600 bucks to acquire a new customer.”
Klein: $245/Month Premier Tier Captures 12% of New Seat Sales
“Number one is we rolled out a premier tier of Riskalyze ah, in February. And that's been great. And we sell about 12% of our new seats in the premier tier right now. And we've done a bunch of upgrades from existing customers. So that's, that starts at 245 buck…”