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 9 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
Logan: Cohley is one of five TikTok creative partners
“We're one of five creative partners for TikTok as well.”
Logan: Cohley's non-ICP SMB cohort churns at 60%
“And these numbers suck, but like our non-ICP, our sub like SMB cohort, I mean, they're turning out at 60%.”
Logan avoids VC mandates because 90% of tech acquisitions are under $100M
“We also know that 90% of all tech acquisitions are sub hundred million, and we're cognizant of getting in bed with a VC that would Make us grow or force mandates on us from a hiring standpoint that would move a little faster than we're ready for.”
Logan: Cohley brands pay $1,500 monthly on average
“On average, they're paying 1500 a month. So 18 K a year is, is the kind of median price point.”
Cohley flatlined at $2.5M run rate until the 2020 e-commerce boom
“A year ago, we were at two five, and we were essentially flat through through about May of 2020, and then really accelerated like crazy as e-commerce spend went berserk.”
Logan: Cohley maintains a 3.3 to 1 LTV-to-CAC ratio
“Maintaining a really, really healthy 3.3 to one LTV to CAC.”
Cohley initially launched as a $100/month shoppable Instagram tool
“What we actually did in early 2016 was we started with a hundred dollar a month product that was basically like a shoppable Instagram tool.”
Only four of Cohley's initial 25 beta clients became paying customers
“That allowed us to get Our first, like, 25 beta clients for Coley, and then, you know, of course, not all of them used it, and an even fewer percentage of them actually ended up being paying customers. Only four of those 25 ended up paying us.”