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 7 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 Supported
Freary: Dolado is the only VC-backed online electronics B2B marketplace
“We decided to focus on electronic. We are the only one on the B to B marketplace space online VC backed.”
Guy Freary Jun 8, 2022 ▶ 2:22 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Not checkable as stated
Freary: Dolado's 28% gross margin is among the highest in B2B marketplaces
“So right now the gross margin consider the price we sell and how much we pay in terms of COGS, it's 28%. So it's one of the highest in the B to B segment, the B to B marketplaces.”
Guy Freary Jun 8, 2022 ▶ 5:09 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Not checkable as stated
Freary: B2B marketplace take rates in Latin America average around 4%
“And to be honest with you, if you look at the take rate for the B to B marketplaces here in the region, it's the take rates around four percent.”
Guy Freary Jun 8, 2022 ▶ 14:57 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Contradicted
Freary: Most small merchants in Brazil operate completely offline
“Most of the merchants, the small entrepreneurs in Brazil are 100% offline.”
Guy Freary Jun 8, 2022 ▶ 1:49 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Not checkable as stated
Freary: Dolado has 500 electronics SKUs and 30k registered merchants
“So right now we have around 500 SKUs, 100% focus on the electronics. We have more than 30,000 merchants registered.”
Guy Freary Jun 8, 2022 ▶ 3:50 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Not checkable as stated
Freary: Dolado has 1,500 monthly buyers spending $120 on average
“Last, last 30 days, around one, 1500. It's spent on average with us 100 and 20 dollars on average. And we've been growing 50% month over month.”
Guy Freary Jun 8, 2022 ▶ 4:34 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
Assertion Not checkable as stated
Freary: Dolado is pacing at an annualized revenue run rate of $2M
“So right now, if you annualize the numbers that I told you, it's going to be something around two million dollars in ARR and one annualized.”
Guy Freary Jun 8, 2022 ▶ 8:05 This SaaS makes sure your gas station doesnt' run out of chargers. You won't believe their revenue.
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