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 7 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
Tryba: Think3 lets acquired founders take staff after a 100-day handover
“A part of this Think Three model is actually enabling the founder to take his team with him. Right. Or as much as his team as he would want. Now, obviously, you know, within the first hundred days, we do a pretty extensive knowledge transfer system where we do…”
Tryba: Think3 does not require target companies to be growing or profitable
“Now, it doesn't actually have to be growing at some percentage and also doesn't really have to be profitable, because what we really do is we take that team and we use kind of our horizontal core You know competencies to have a shared engineering or share fina…”
Tryba: Think3 buys software companies to run for 10-20 years, not flip
“When we buy these companies, we're not buying it to shine it up, throw some debt on it, and try to go find a buyer. We're buying companies that we feel that we can run for the next decade or two”
Think3 wins deals by paying cash and closing in 30 days
“And that's one of the, we win a lot of deals because we are all cash and then we close in 30 days, right? I mean, it's a fast cycle. You know, we don't do you know, we don't throw a lot of these guys through these crazy processes and what have you that takes t…”
Andy Tryba: Think3 is a $1B fund giving SaaS founders another shot
“Think Three is a billion dollar fund specifically designed to give SaaS founders another chance to get another shot on goal, right?”
Tryba: Think3 targets SaaS companies with $3M+ ARR and 80%+ retention
“We look for definitely ARR you know, north of, You know, three million, ideally in the five to ten million. And then we also look for a gross retention of at least 80%, and what that simply tells us is you have something that's sticky, right?”
Tryba stack-ranks priorities and has an assistant enforce exact weekly hours
“I then just stack rank my priority for the quarter, and then I then stack rank my priority for the month, and then I apply percentages of the week that I basically would apply to each one of them, and then I calculate that times the number of hours, and then m…”