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 3 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

Insight
Lorang: Major SaaS platforms lack intelligent contact management layers
“All the SaaS applications focus on something else as the core transaction, right? MailChimp focuses on sending emails. Salesforce focuses on sort of opportunities. NetSuite focuses on financial general ledger, and contacts are sort of like, oh, we have to have…”
Bart Lorang Dec 20, 2016 ▶ 5:30 EP 513: $50M Raised, Helping 50k Customers Get Accurate Contact Data with FullContact CEO Bart Lorang
Insight
Lorang: Sub-$1B public companies fall into an analyst dead zone
“I think you've got to be well more than a billion dollar market cap to be, and the reason is because you've got to be above a billion dollar market cap, otherwise analysts won't cover you and get sort of a dead zone.”
Bart Lorang Dec 20, 2016 ▶ 12:07 EP 513: $50M Raised, Helping 50k Customers Get Accurate Contact Data with FullContact CEO Bart Lorang
Insight
Lorang: SaaS companies growing over 100% YoY command 8-12x revenue multiples
“So you get basically somewhere in the eight to 12 X multiplier effect on your revenues on your forward looking revenues on a pre money basis.”
Bart Lorang Dec 20, 2016 ▶ 15:26 EP 513: $50M Raised, Helping 50k Customers Get Accurate Contact Data with FullContact CEO Bart Lorang
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