why aren't all 16 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
MailChimp repeatedly shut down Fooda's account over sending thresholds
“MailChimp would just shut down their account really nearly left and right because they would exceed the threshold.”
Assertion Not checkable as stated
Express Pigeon faces troubling revenue concentration from multiple large customers
“We have a couple of large number, large customers that actually go over that, and that's troubling.”
Assertion Partly supported
MailChimp refused private IP addresses for high-volume senders like Fooda
“But for someone like Fuda, MailChimp could not and will not provide them private IP addresses, and we do.”
Assertion Not checkable as stated
Express Pigeon's average customer pays $500 to $1,000 per month
“About 500 to a thousand.”
Disclosure
Express Pigeon raised under $500,000 from friends and family
“Yes, then less than 500 grand.”
Disclosure
Express Pigeon raised its friends-and-family round as priced equity
“Priced equity.”
Assertion Not checkable as stated
Express Pigeon's monthly logo churn is under 4%
“Less than four percent per month.”
Assertion Not checkable as stated
Express Pigeon experienced roughly 40% revenue growth in the previous year
“We probably experienced about 40% growth last year.”
Assertion Not checkable as stated
Large senders drove 70% of Express Pigeon's recent revenue growth
“We picked up a number of customers, but I'd say that probably 70% of that new growth came from a few large senders.”
Assertion Not checkable as stated
Express Pigeon reached 20,000 registered and over 1,000 active users
“We have about 20,000 registered users. We have over a thousand users that use us regularly.”
Assertion Not checkable as stated
Express Pigeon has fewer than 800 paying customers
“We have less than 800, and I would like to leave it at that.”
Assertion Not checkable as stated
Express Pigeon operates with fewer than 10 employees
“We have less than 10 people on the team.”
Assertion Not checkable as stated
Express Pigeon operates with one dedicated salesperson
“We have one salesperson.”
Disclosure
Express Pigeon's peak monthly paid advertising spend was $3,000 to $4,000
“In the largest month, we only did like maybe three, 4000 dollars.”
Disclosure
Express Pigeon took 18 months to close Fooda as a customer
“A year and a half.”
Disclosure
Express Pigeon estimates its average customer lifetime is roughly 24 months
“We're probably estimating that the lifetime value of a customer is roughly 24 months.”