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
Cohen claims T-Rex operates 4,000 times faster than baseline Excel models
“You're not going to go back to an XL model that operates 4000 times slower than Then T-rex, and that's just sort of baseline VBA code.”
Cohen says T-Rex raised $15 million across Series A and B
“We've raised about five million dollars today.
Okay.
Or sorry, not five. I've, I undersold that. That was in our series A that we're at fifteen million now.
15, one, five.
And I, I'd be shocked if all those were notes and debt.
I'm assuming you've had a price …”
Cohen notes securitized solar loan yields dropped from 8% to 3.5%
“I mean, you can actually track how these rates have come down over time from eight percent to six percent, and now, now some of these loans for some of our customers, when they're ultimately securitized are sold for three and a half percent for the top tier tr…”
Cohen claims T-Rex hit seven-figure ARR in its first six months
“In our first six months of revenue generation, we were into seven figures of ARR.”
Cohen says T-Rex maintained zero employee attrition despite hot startup market
“And so we have no attrition, which for a very hot startup market is also incredibly valuable.”
Cohen says T-Rex boasts zero customer churn and up to 4x renewals
“No, we have not had anybody pay us and leave. We have only, thus far, and remembering that it is really, we had a couple customers in 2015 paying customers that have since renewed, and one of them at more than four times the rate that they came in at.”