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 8 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 Partly supported
Accel and Sequoia have co-invested in only 8 to 12 companies worldwide
“No, no, they, there are a very few I mean, there are like I don't know, eight or 10 or 12 companies in the world that they have both invested in Dropbox being one of them, Clevertabs being another one.”
Sunil Thomas Jul 30, 2017 ▶ 4:51 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months
Assertion Not checkable as stated
Thomas: CleverTap Has Zero Churn Among $1k+ Monthly Customers
“We haven't had a customer more than, I mean, paying us anything north of like, I mean, a thousand dollars or more is zero.”
Sunil Thomas Jul 30, 2017 ▶ 11:19 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months
Assertion Not checkable as stated
Thomas: CleverTap CAC Is Well Below $1,000 Without Ad Spend
“No, I mean right now it's well below a thousand because we're not spending like ad money.”
Sunil Thomas Jul 30, 2017 ▶ 13:46 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months
Assertion Not checkable as stated
CleverTap: Top 15-20 accounts average over $150k in ACV
“So our average customer or average contract value for the top 15, 20 accounts is north of 150,000 dollars.”
Sunil Thomas Jul 30, 2017 ▶ 3:07 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months
Assertion Not checkable as stated
CleverTap: Blended customer average is $2,500 to $3,000 per month
“About 2500 to 3000 dollars a month.”
Sunil Thomas Jul 30, 2017 ▶ 3:20 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months
Assertion Not checkable as stated
Thomas: CleverTap maintains 85%+ gross margins on COGS
“We are not of like an 85% margin on just COGS, right? These don't include sales commissions and so on.”
Sunil Thomas Jul 30, 2017 ▶ 14:35 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months
Assertion Not checkable as stated
Thomas: CleverTap adds over $1M in ARR every quarter
“We had just launched pricing, so we are, you know, roughly adding a million or a little more every quarter. Since we, of annual, of ARR.”
Sunil Thomas Jul 30, 2017 ▶ 15:38 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months
Prediction Not checkable as stated
Thomas: CleverTap will conservatively reach $10 million ARR by end of 2017
“I think we'll conservatively hit 10. That's my board number, so don't, you know, I want to go past that.”
Sunil Thomas Jul 30, 2017 ▶ 16:08 736: How Mobile Analytics Company Went $0 to $4 Million in 12 Months
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