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 14 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
Ariza: Cargamos Pays Landlords Per Package Rather Than Buying Real Estate
“No, we don't buy. We leasing the real estate, but actually we make an approach like we work with their buildings with the landlord. So our approach is when we increase the package that leave the station, we're going to pay to the landlord. So we don't know, pa…”
Ariza: Intra-city parcel delivery in Mexico City typically costs $6
“Look, in Mexico, you usually need to pay six dollars to deliver a package from Mexico City to Mexico City.”
Ariza: Cargamos aims to reach $1.2M in monthly revenue in December 2021
“Yes, we are trying to break that number and we are hoping to do in December one, 1.2 million dollars per month.”
Ariza: Cargamos brings in $1M monthly revenue with 28% gross margins
“They are paying us right now, one million dollars. If we break in our unit economic, that number, we're going to see that our numbers, it's more or less in the gross margin. We are taking 28%.”
Ariza: Courier labor accounts for 60% of Cargamos's monthly revenue
“Last month we paid let me Maybe 60% of that number.”
Ariza: Cargamos has raised $12M to $13M to date
“So until now we are raising close to 12, thirteen million dollars.”
Ariza: Cargamos raised a $7M note with a $30M+ valuation cap
“Yeah, more or less. We are quite higher than that, but yeah.”
Ariza: Cargamos Targets $20M to $30M for Series A
“Right now we are targeting to raise more than 20, thirty million dollars.”
Ariza: Around 3,000 drivers actively delivered packages for Cargamos last month
“More or less. 30 drivers 3000 drivers.”
Ariza: Cargamos delivers under 100,000 orders per month
“In the mix we are delivering less than a 100,000 orders right now per month.”
Ariza: Cargamos works with around 20 e-commerce brands
“Right now, it's more or less 20 brands working with us.”
Ariza: A Single Amazon Fulfillment Center Costs Over $100M
“If you look at Amazon, for example, you're going to find that a single location could cost even more than a hundred billion, a hundred million dollars.”