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 12 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
Teshima: Nudge.ai never inspects email or calendar contents
“Well, first thing we never look at the contents of anything that is sent. The contents or the of the calendar or the email. So we're only going to know names and we're going to know the back and forth time and date.”
Paul Teshima Sep 10, 2018 ▶ 5:08 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Opinion
Teshima: LinkedIn lacks data on connection strength
“And LinkedIn's great. Don't get me wrong. It's a fantastic business network. It just doesn't have the strength of connection.”
Paul Teshima Sep 10, 2018 ▶ 6:36 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Disclosure
Teshima: Eloqua acquisition by Oracle had no share revesting or earn-out
“There was no revesting. We owned all our shares. We could have walked away on, you know, day one after the acquisition was confirmed.”
Paul Teshima Sep 10, 2018 ▶ 9:11 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Insight
Teshima: VCs seek repeat founders to de-risk investments
“I don't think they ever come with that objection. They actually want to be part of the second one. So they're actually looking as an opportunity to de-risk another investment with entrepreneurs who've done it before.”
Paul Teshima Sep 10, 2018 ▶ 10:12 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Insight
Teshima: Scaling SaaS businesses must keep monthly gross MRR churn under 1.5%
“Oh, I mean, I always think you got to be under 1.5% of total MRR churn per month as you start to scale. That's the benchmark we use at Eloqua that held us true. And then you always look at a net retention on top of that.”
Paul Teshima Sep 10, 2018 ▶ 16:41 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Insight
Teshima: Net retention metrics can dangerously obscure customer churn
“Net is a great way to hide both. But expansion, you could be expanding on three accounts that are big and then losing a whole bunch of small ones and it tells you something about the business still. So you need to look at them separately.”
Paul Teshima Sep 10, 2018 ▶ 17:05 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Assertion Not checkable as stated
Teshima: Nudge.ai has around 20,000 users
“We have about 20,000 users on it today.”
Paul Teshima Sep 10, 2018 ▶ 3:34 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Assertion Not checkable as stated
Teshima: Nudge.ai tracks about 50 million business relationships
“And we, today we track about fifty million business relationships on the platform.”
Paul Teshima Sep 10, 2018 ▶ 6:09 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Assertion Supported
Teshima: Nudge.ai has raised over $7 million USD
“So today we've raised just a little over seven million us.”
Paul Teshima Sep 10, 2018 ▶ 9:40 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Assertion Not checkable as stated
Teshima: Nudge.ai has over 30 customers with largest at 1,000 seats
“And so we now have over 30 customers. Our largest is a thousand sales seats.”
Paul Teshima Sep 10, 2018 ▶ 11:31 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Assertion Not publicly verifiable
Teshima: Nudge.ai charges $30 per user per month
“Our stress are straight down the middle product is 30 dollars per user per month. US.”
Paul Teshima Sep 10, 2018 ▶ 8:32 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
Assertion Not checkable as stated
Teshima: Nudge.ai blended 90-day retention exceeds 35%
“It's north of 35%.”
Paul Teshima Sep 10, 2018 ▶ 15:50 1143 Eloqua Founders Launch New Relationship Tool, $600k ARR first 5 Months, $7m Raised
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