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 15 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

Assertion Not checkable as stated
Wang: Stratify has maintained zero customer churn across all enterprise clients
“Our trend is zero because our, it's not a typical fast test where enterprise test. So every turn here, give me a heart attack. So we keep we have a good customer success team so that so far with all the customer we have, there's zero trends.”
Derek Wang Jan 12, 2019 ▶ 7:40 1267 Customer Intelligence Platform Powerd by AI Passes 30 Customers, $300k in MRR
Assertion Not checkable as stated
Wang: Stratify's profit margins are in the high nineties
“Oh, get our profit margins in the high nineties.”
Derek Wang Jan 12, 2019 ▶ 6:32 1267 Customer Intelligence Platform Powerd by AI Passes 30 Customers, $300k in MRR
Assertion Partly supported
Wang: Stratifyd raised an additional $30 million in venture funding
“We, ah, we were happy to say we raised another thirty million after, ah, just around”
Derek Wang Apr 4, 2020 ▶ 6:33 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
Assertion Not checkable as stated
Wang: 80% of Stratifyd's original 30 customers have expanded with upsells
“So I would say that 30 users, 80% of them already had a one or two times of upsell within the organization.”
Derek Wang Apr 4, 2020 ▶ 9:35 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
Assertion Not checkable as stated
Stratifyd operates with only three quota-bearing sales reps
“We, as of now, we have three photo bearing AEs.”
Derek Wang Apr 4, 2020 ▶ 13:28 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
Assertion Not checkable as stated
Derek Wang: Stratifyd lost only two customer logos in past 12 months
“We lost Two logos.”
Derek Wang Apr 4, 2020 ▶ 15:52 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
Assertion Not checkable as stated
Derek Wang: Stratifyd's net revenue retention is between 120% and 130%
“So we're about a 120, between a 120, a 130.”
Derek Wang Apr 4, 2020 ▶ 16:26 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
Assertion Not checkable as stated
Derek Wang: Stratifyd's annual gross revenue churn is about 3.6%
“We were about 3.6%. Monthly or annually? Annually.”
Derek Wang Apr 4, 2020 ▶ 16:52 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
Assertion Not checkable as stated
Stratifyd burned roughly $700,000 monthly during April 2020
“We're about 70% of what that is.”
Derek Wang Apr 4, 2020 ▶ 19:01 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
Assertion Not checkable as stated
Wang: Stratifyd reaches $5.5M to $6M revenue run rate
“That's about right.”
Derek Wang Apr 4, 2020 ▶ 19:29 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
Assertion Supported
Wang: Stratify has raised under $12 million across three rounds
“So we bootstrapped it for the first six months, ah, back in 2014, then we raised about three rounds from 15 to now. [304] Nathan Latka: Okay, so how much total have you raised today? [306] Derek Wang: We raised less than twelve million.”
Derek Wang Jan 12, 2019 ▶ 4:57 1267 Customer Intelligence Platform Powerd by AI Passes 30 Customers, $300k in MRR
Assertion Not checkable as stated
Stratify Reached $280K to $300K in Monthly Revenue
“Revenue last month, we're about two 80 to 300.”
Derek Wang Jan 12, 2019 ▶ 12:19 1267 Customer Intelligence Platform Powerd by AI Passes 30 Customers, $300k in MRR
Assertion Not checkable as stated
Wang: Stratify revenue is growing at 350% to 400% annually
“Our growth rate is about three 50 to 400%, as you can imagine, right?”
Derek Wang Jan 12, 2019 ▶ 12:27 1267 Customer Intelligence Platform Powerd by AI Passes 30 Customers, $300k in MRR
Assertion Not checkable as stated
Stratify Averages 154% Net Dollar Retention
“So a 154% as of so average, 154, and I think our last quarter is about a 172, a 173%.”
Derek Wang Jan 12, 2019 ▶ 13:21 1267 Customer Intelligence Platform Powerd by AI Passes 30 Customers, $300k in MRR
Assertion Not checkable as stated
Stratifyd employs 105 full-time staff across US and global offices
“US, we are about 70 people so, and globally, we have another 35 people globally.”
Derek Wang Apr 4, 2020 ▶ 12:25 1715 CEO Fine Burning $700k/mo During Virus With Just $6m Revenue Helping Enterprises Manage Data
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