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 11 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
Exponea reaches $19M contracted ARR across roughly 195 customers
“So I, so we're at the nineteen million in CRR. So that gives you something like 195 customers, something like that.”
Peter Arachofsky Apr 13, 2020 ▶ 6:36 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Prediction Not publicly verifiable
Irikovsky believes Exponea can reach over $200M revenue in 5-7 years
“We believe we can drive the company to over two hundred million in revenue in like five to seven years, because also the crisis is structurally playing strongly in our favor.”
Peter Arachofsky Apr 13, 2020 ▶ 7:14 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Supported
Exponea has raised over $35 million in total capital
“So we, we've raised over thirty five million.”
Peter Arachofsky Apr 13, 2020 ▶ 3:43 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Not checkable as stated
Exponea's average contract value sits at $96,000 to $97,000 annually
“Hundred K. Just like 96, 97 is currently the average.”
Peter Arachofsky Apr 13, 2020 ▶ 5:19 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Not checkable as stated
Exponea maintains 121% net retention, historically above 130%
“So our net retention, Has been long over 130. Now it's like 121%. And like we have a few contracts, expansion contracts that can drive it to 140% again.”
Peter Arachofsky Apr 13, 2020 ▶ 5:59 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Not checkable as stated
Exponea reports a 12% annual gross revenue churn rate
“12% is the annual gross revenue churn.”
Peter Arachofsky Apr 13, 2020 ▶ 6:14 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Not checkable as stated
Exponea Has Over $5 Million Cash Remaining in Accounts
“We, we've got, if I remember correctly, we have got something over five.”
Peter Arachofsky Apr 13, 2020 ▶ 15:55 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Not checkable as stated
Irikovsky: Exponea Burns Slightly Over $500K Per Month
“We are burning slightly more than 500 K per month.”
Peter Arachofsky Apr 13, 2020 ▶ 16:13 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Not checkable as stated
Irikovsky: Exponea CAC Payback Is 21 Months Blended
“The return on CAG is on the blended average is 21 months. But if you look at some of the regions that are already well performing, we were just slightly over 12, which is what we want to achieve in all the markets once we, you know, go through the ramp up peri…”
Peter Arachofsky Apr 13, 2020 ▶ 16:49 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Not checkable as stated
Exponea achieved 101% YoY revenue growth in 2019
“Year on over year growth for 2019 was 101%.”
Peter Arachofsky Apr 13, 2020 ▶ 17:52 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
Assertion Not checkable as stated
Exponea saw investor interest at a $300M valuation in 2019
“We were able to get much higher valuations like, you know, a year back. We had several investors who were willing to pay, you know, 300.”
Peter Arachofsky Apr 13, 2020 ▶ 19:42 1724 He's Raising $100m Now Despite COVID, $20m in Revenues, 101% YoY Growth Serving Online Retailers
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