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 4 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
Staged capital tranches allow venture investors to optimize their IRR
“They had an obligation to fund in certain point, but there was no big difference if money sits on their balance sheet, or not, not, not even balance sheet, or on our balance sheet, or it sits with them. In this case, they can optimize their, you know, IRR, whi…”
Levin: Growing Companies Should Hold Cash Reserves Scaled to Expenses
“As company gets bigger technically you want to have certain amount of money on the balance sheet comparable to your revenue, like monthly revenue or, you know, better say monthly expenses. In case things happen, you want to be able to run the business for a wh…”
Levin: Churn among low-paying customers naturally raises SaaS average check size
“Another factor factor is that your low paying customers turn faster than your you know, your best customers who pay more.
So I think, you know, average check in general is a combination of those factors.
If you do nothing, if you stop acquiring new customers…”