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 5 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
Mariantis: Venture capital pushes rapid failure or heavy founder dilution
“Because what they're going to do is give you a pile of money, and then they're going to tell you, go fast, and they want you to either fail fast, or keep on piling in more money, and take away ownership.”
Morentis: Early VC Funding Causes Founders to Lose Operational Control
“Two things happen when you raise a lot of money early. You know, one is you lose real control, operational control of your business but two, you really, you know, own a small fraction of that business, and in all likelihood, You know, you're going to continue …”
Morentis: Venture debt should fund sales acceleration, not product development
“When you do that as an entrepreneur, you've got to be of the belief that the value creation you're going to be able to do, because again, the thesis here is that you're using that debt to really accelerate sale. You know, you're not using it for product develo…”
Mariantis: Transactional sales requires high energy and granular rep-level data
“That transactional sales model requires super high energy, Really granular data at the at the salesman level. So you really know what they're doing so you could train them, support them, understand, you know, and be, have prediction about what your next month'…”
Morentis: Founders should push debt payback periods as far back as possible
“I would move that payback period as far back as you can. Cause it, you know, it's sort of like a balloon loan for a home. All of a sudden you just going to owe, you know, a bunch of money and really as an entrepreneur, you just want predictability for as long …”