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 10 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
EPM software seat counts depend on centralization philosophy, not company size
“Corporate finance departments don't actually scale that much with the size of a company, and the number of users of our kind of software actually varies much more with the corporation's centralization philosophy. So some big companies are super centralized, an…”
Startups can hit $1M ARR with bad ideas, but rarely $10M
“You can get to one million with a bad idea. It's hard to get to 10 with a bad idea, right? So, so it's kind of a rite of passage to say there's a lot of risks taken out of it. If you can, you know, get to order a magnitude ten million in ARR there's a lot of r…”
Host Analytics won CFO deals using 75-cent 'I heart EBITDA' stickers
“And we've won business literally for the cost of a 75 cent sticker. I met a CFO of a public company in a restaurant. One of my guys met a CFO of a public company in a bar. People just come up and start talking to you and wow, 75 cents.”
Discounting multi-year prepays below your churn rate creates a win-win
“If you're giving a discount smaller than your churn rate for a multi-year prepay, everybody wins.”
Cloud penetration in enterprise performance management software is only around 5%
“If you look at the cloud penetration of this market, it's around five percent.”
Finance departments lag sales by 10 to 15 years in cloud adoption
“Like the finance department is like 10 to 15 years behind sales in adoption. If you take the two endpoints, right, sales was the first department to go cloud, and finance is really the last department to go cloud.”
Host Analytics had roughly $10M ARR when Dave Kellogg joined
“So, so I think it was, let's just say plus or -10 in ARR.”
Host Analytics grew ARR roughly 4x during Dave Kellogg's tenure
“So I'd say grow it four, four X plus or minus over the timeframe.”