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 11 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
Boggs: Early-stage deal terms matter far more than headline valuation
“Yeah, and I think the lesson I learned from Argyle is that the price doesn't really matter all that much. I mean, it matters, right? You don't want to sell 50% of your company that early, but there's sort of a range for what's reasonable. As long as you can ge…”
Boggs: Outreach and SalesLoft lead pure-play sales prospecting software
“I think on the like pure play sales prospecting software, sales loft and outreach, probably outreach than sales loft are the sort of clear leaders”
Boggs: Converting a services business to SaaS is harder than growing it
“Turns out building a services business is pretty easy. Growing a services business is really, really hard. And then turning that services business into a SaaS business is even harder.”
Boggs: $1,000 in recurring SaaS revenue beats $3,000 in services revenue
“That a thousand dollars in recurring SaaS revenue is actually a lot more valuable than the 3000 dollars in services revenue”
Boggs: RevBoss struggles with outbound sales despite selling outbound tools
“And, you know, oddly enough, as you know, a company that enables other companies to build pipeline without bound sales, we have really sucked at outbound sales.”
Boggs: Argyle Social returned 60 to 70 cents on the dollar
“I mean, it was probably somewhere between 60 and 70 cents on the dollar.”
Boggs: RevBoss raised a $1.1M equity seed round for software development
“We raised a seed round a year ago. We raised 1.1 million dollars and almost all of that has been plowed into software development and.”