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.

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why aren't all 30 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

Prediction Not checkable as stated
Okunyev: Typeform could reach an $800M valuation in six months
“I would say in the next six months, we wish like based on, yeah, based on a multiple about 15, like, you know, 800, I would say.”
David Okunyev Mar 3, 2021 ▶ 16:43 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Opinion
Index Ventures is one of Europe's two most important VC firms
“We knew like they were, you know, one of two really important firms in Europe, and we knew that You know, getting them would kind of help us give, give our brand more visibility and more attention in the markets.”
David Okunyev Dec 28, 2018 ▶ 9:25 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Disclosure
Okunyev: Typeform's internal R&D incubator operates as a two-person team
“We're two. So I act as product manager, designer, and now I'm doing front end development as well. And then I work with a guy called Neil who's just a fantastic, like, product person, super all-rounded, back-end, front-end, just also, you know, great product i…”
David Okunyev May 18, 2022 ▶ 4:52 Typeform Breaks $75m Revenue, How the Founder Structures R&D Team of 2 To Build Fast, Launch new Products
Disclosure
Okunyev: Typeform and VideoAsk were built without systematic feedback processes
“Nothing systematic. Just the same way that Typeform was built and video ask was built. We just wanted to make more human interactions around data collection.”
David Okunyev May 18, 2022 ▶ 7:10 Typeform Breaks $75m Revenue, How the Founder Structures R&D Team of 2 To Build Fast, Launch new Products
Disclosure
Okunyev: Typeform will consider an IPO in two to three years
“I mean, you know, in the next two, three years, we're definitely going to be looking, be in that area of considering it.”
David Okunyev May 18, 2022 ▶ 14:19 Typeform Breaks $75m Revenue, How the Founder Structures R&D Team of 2 To Build Fast, Launch new Products
Prediction Not checkable as stated
Okunyev: VideoAsk can 3x ARR or more by the end of 2021
“Yeah, I think we can three X or more by the end of the year.”
David Okunyev Mar 3, 2021 ▶ 11:03 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Disclosure
Okunyev: Typeform is not in acquisition talks with SurveyMonkey
“No, but, you know, we did have those conversations. I have met with the SurveyMonkey CEO a couple of times, just casual conversations, but that was way in the past. Just for fun, but no, no, nothing, nothing happening there, I can assure you.”
David Okunyev Mar 3, 2021 ▶ 14:30 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Assertion Not checkable as stated
Okunyev confirms Typeform generates over $1.6 million in monthly revenue
“You're a good mathematician.”
David Okunyev Dec 28, 2018 ▶ 7:14 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Assertion Not checkable as stated
Typeform sees cyclical churn driven by returning 'serial reactivators'
“We have a lot of serial reactivators in Typhoon because people come in, they do a Typhoon, they churn, then the next Typeform. So they come back. So there's kind of this cyclical thing.”
David Okunyev Dec 28, 2018 ▶ 11:47 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Assertion Not checkable as stated
Typeform gets around 50 million unique form landings monthly
“So there is I think it's probably now fifty million unique landings a month on, on, on, on forms.”
David Okunyev Dec 28, 2018 ▶ 14:21 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Assertion Not checkable as stated
Okunyev: Typeform's VideoAsk is generating around $3M in ARR
“The products around three million in ARR.”
David Okunyev May 18, 2022 ▶ 1:27 Typeform Breaks $75m Revenue, How the Founder Structures R&D Team of 2 To Build Fast, Launch new Products
Disclosure
Okunyev: Relayed.ai is launching its beta for async audio meetings
“It's called Relayed, or Relayed, however you want to spell it sorry, pronounce it, R-E-L-A-Y-E-D dot A-I. And yeah, the promises is fewer, better meetings, essentially. And we're just about to start letting people into the beta.”
David Okunyev May 18, 2022 ▶ 3:15 Typeform Breaks $75m Revenue, How the Founder Structures R&D Team of 2 To Build Fast, Launch new Products
Assertion Not checkable as stated
Okunyev: Typeform's ARR is slightly over $70M
“A bit, bit, bit more than that.”
David Okunyev May 18, 2022 ▶ 4:24 Typeform Breaks $75m Revenue, How the Founder Structures R&D Team of 2 To Build Fast, Launch new Products
Assertion Not checkable as stated
Okunyev: Typeform is nearing 500 employees after reinvesting profits into growth
“We're nearing 500 people. So we are, you know, we flirted with being profitable and then we've reinvested now.”
David Okunyev May 18, 2022 ▶ 12:14 Typeform Breaks $75m Revenue, How the Founder Structures R&D Team of 2 To Build Fast, Launch new Products
Disclosure
Typeform allowed employees to sell half their vested shares in Series B
“We did allow employees to sell, if I remember up to 50% of what they actually had. So there was quite, quite a bit to take off the table, but it was much earlier.”
David Okunyev May 18, 2022 ▶ 13:42 Typeform Breaks $75m Revenue, How the Founder Structures R&D Team of 2 To Build Fast, Launch new Products
Assertion Not checkable as stated
Okunyev: Typeform is approaching 100,000 customers
“We're approaching a 100,000 customers now.”
David Okunyev Mar 3, 2021 ▶ 3:29 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Assertion Partly supported
Okunyev: Typeform has raised $50 million in capital
“Fifty million.”
David Okunyev Mar 3, 2021 ▶ 3:54 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Assertion Not checkable as stated
Okunyev: Average Typeform customer pays around $40 monthly
“Around 40 dollars.”
David Okunyev Mar 3, 2021 ▶ 4:26 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Assertion Not checkable as stated
Okunyev: VideoAsk hit ~$1.4M ARR in its first year as a paid product
“We've done like what around 1.4 millionaire ARR in the first year of the product.”
David Okunyev Mar 3, 2021 ▶ 10:03 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Assertion Not checkable as stated
Okunyev: Typeform grew around 50% year-over-year in the past 12 months
“Around around six, 50%, I believe.”
David Okunyev Mar 3, 2021 ▶ 11:51 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Assertion Not checkable as stated
Okunyev: VideoAsk experiences 3% to 4% monthly MRR churn
“Yeah, I think I think it's around three percent, three, four percent.”
David Okunyev Mar 3, 2021 ▶ 14:02 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Assertion Not checkable as stated
Typeform's average selling price is around $40 per month
“The ASP is around 40 dollars a month.”
David Okunyev Dec 28, 2018 ▶ 3:56 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Assertion Not checkable as stated
Typeform manages 40,000 customers with a three-person sales team
“Our sales team is about three people, so.”
David Okunyev Dec 28, 2018 ▶ 4:14 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Assertion Not checkable as stated
Typeform has approximately 40,000 paying customers
“Total customers around 40,000, plus we have a bunch of free customers as well.”
David Okunyev Dec 28, 2018 ▶ 5:13 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Disclosure
Typeform has raised $52 million across four funding rounds
“In total, we've done four rounds, as I mentioned, and we raised fifty-two million dollars so far.”
David Okunyev Dec 28, 2018 ▶ 8:00 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Assertion Not checkable as stated
Typeform's monthly logo churn hovers around 5%
“Yeah, around the five percent mark.”
David Okunyev Dec 28, 2018 ▶ 11:27 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Opinion
Okunyev was previously skeptical of Wix but found it impressive
“I think Squarespace is, is a great thing. But yeah, it was, I always thought really badly of them, and I've been trying it recently, and I was pretty impressed.”
David Okunyev Dec 28, 2018 ▶ 17:16 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Disclosure
Okunyev: VideoAsk releasing in-browser live transcription and logic jumps
“We've even released a feature soon where it transcribes live in the browser based on listening. It will jump to a different question.”
David Okunyev Mar 3, 2021 ▶ 7:57 Typeform Breaks $48m Revenue, 40% yoy Growth, $800m Valuation Next?
Assertion Not checkable as stated
Typeform has reached a headcount of 190 employees
“We're now a 190.”
David Okunyev Dec 28, 2018 ▶ 4:21 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
Disclosure
Typeform stayed in a free beta for a year before charging
“We launched the product, 2013. We spent a year in what we called a beta, but I think we just called it beta because we weren't charging at the time. After a year we got, we rolled out the payment plan. It was just one plan called the pro plan.”
David Okunyev Dec 28, 2018 ▶ 5:55 1252 Typeform Now At $19m ARR, 50m Forms Each Month, 40,000 Customers
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