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 5 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

Prediction Not checkable as stated
Kellogg: Madwire is targeting an IPO within two to three years
“We have talked about dividends in the future and that sort of a thing, but for us, honestly, I think our vision is all that we're on a good roadway here, and if it's IPO that's kind of where we're targeting over the next two to three years, and we figure that …”
JB Kellogg May 17, 2019 ▶ 14:46 1392 $104m in ARR and Bootstrapped?!?! How?!
Prediction Not checkable as stated
Kellogg: Madwire payments GMV growth will settle around 20% monthly
“It's been growing a lot, but we think it'll flatten out probably be like 20% monthly growth here over the next couple of years.”
JB Kellogg Oct 26, 2021 ▶ 5:37 Madwire $100m ARR Looks for Private Equity Partner for SMB Rollup Strategy
Prediction Not checkable as stated
Kellogg: Madwire expects core churn to improve to 1.5% within 24 months
“And we expect that to improve to about 1.5% over the next 24 months with payments and some other business management tools that we've built into the platform.”
JB Kellogg Sep 3, 2020 ▶ 12:22 Madwire Hits 20k Customers, $120m Revenue, and Profitable Serving SMB's. IPO next?
Prediction Not checkable as stated
Kellogg: Madwire targets $150M revenue run rate by September 2021
“We have targets about this time next year to be in that hundred and fifty million range or so we feel pretty good about so that's what we're kind of marching towards”
JB Kellogg Sep 3, 2020 ▶ 6:21 Madwire Hits 20k Customers, $120m Revenue, and Profitable Serving SMB's. IPO next?
Prediction Not checkable as stated
Kellogg: Madwire aims for 15-20% EBITDA margins and 25%+ growth
“We're trying to get that into that 15 to 20% range here over the next year, which we think is very doable which would put us, you know, we're trying to align to that rule of 40, kind of, where our growth is going to be that 25% plus area and our EBITDA is righ…”
JB Kellogg Sep 3, 2020 ▶ 6:34 Madwire Hits 20k Customers, $120m Revenue, and Profitable Serving SMB's. IPO next?
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