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.

clear all ✕

why aren't all 13 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

Assertion Supported
Ford spends more per car on healthcare than on steel, Lannart says
“And the reality is Ford spends more money per car on health insurance than it does steel.”
Amanda Lannart Sep 28, 2019 ▶ 1:52 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Disclosure
Jellyvision maintains an exceptional 11-to-1 LTV-to-CAC ratio
“Our CAC to LTV is about 11 to one.”
Amanda Lannart Sep 28, 2019 ▶ 11:38 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Disclosure
Jellyvision's gross margin payback period is 8.8 months
“Our gross margin payback period is 8.8.”
Amanda Lannart Sep 28, 2019 ▶ 11:41 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Assertion Not checkable as stated
Jellyvision has been cash-flow positive since 2009 and remains profitable
“Have been since 2009. We are also profitable this year with line of sight to having substantially improved margins by 20 20.”
Amanda Lannart Sep 28, 2019 ▶ 12:28 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Assertion Not checkable as stated
Jellyvision surpasses $60M ARR and $50M in GAAP revenue
“Yeah, we're north of fifty million in in revenue. Our ARR is north of sixty million.”
Amanda Lannart Sep 28, 2019 ▶ 13:41 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Disclosure
Lannart: Jellyvision serves 1,400 customers representing 18M employees
“Total, we have 1400 customers that represent eighteen million employees.”
Amanda Lannart Sep 28, 2019 ▶ 2:19 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Disclosure
Jellyvision's enterprise deals range from five to seven figures
“It depends on the number of employees, but it can be a five, six, or seven figure deal depending on number of employees, and we work with the country's largest employers.”
Amanda Lannart Sep 28, 2019 ▶ 2:51 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Disclosure
Jellyvision charges between $0.25 and $18 per employee annually
“No, 18 per year. Per year. That's an annualized 18 per year, and it drops down to per you know, a quarter or less for very, very large employers.”
Amanda Lannart Sep 28, 2019 ▶ 3:37 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Disclosure
Jellyvision raised $27M total, but only $6.6M hit the balance sheet
“In total, we've raised a twenty seven million, but only 6.6 of it hit the balance sheet.”
Amanda Lannart Sep 28, 2019 ▶ 6:07 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Assertion Not checkable as stated
Jellyvision maintains net positive dollar retention due to product stickiness
“It's a low digit net positive dollar churn. We've been very successful in having a sticky solution.”
Amanda Lannart Sep 28, 2019 ▶ 8:15 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Assertion Partly supported
Lannart: Jellyvision's growth is entirely organic aside from one tech acquisition
“We've done an acquisition, but it was purely strategic. We wanted to bolt on some technology that would allow us to optimize our pricing to be able to better offer a smarter algorithm. Everything else, all of our growth has been organic, nothing inorganic.”
Amanda Lannart Sep 28, 2019 ▶ 9:30 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Assertion Not checkable as stated
Lannart: Leave of absence navigation is Jellyvision's most successful line extension
“And that is our most successful line extension by far. It really is sort of a mini business unit in and of itself.”
Amanda Lannart Sep 28, 2019 ▶ 10:19 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
Assertion Not checkable as stated
Series B investor Sigma Partners kept their chips in secondary round
“Our original, you know, our Series B investors, Sigma Partners, chose not to participate. They kept their chips on the table.”
Amanda Lannart Sep 28, 2019 ▶ 6:28 1526 With $60m in ARR, 1400 Employers, 18m Employees Use JellyVision for Understanding Employee Benefits
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