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.

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why aren't all 10 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

Insight
Tillotson: Founders should avoid accepting lofty early valuations
“Don't go after those lofty valuations a little, you know, too early just because people are willing to give them to you because then you, your expectations are much higher afterwards.”
Travis Tillotson Oct 20, 2021 ▶ 4:20 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Insight
Tillotson: Alternative data faces diminishing returns as buyers lose their alpha
“It's the opposite of software. Once you get, you know, 25 large holders buying your data and insights, basically there are, they all don't have, they have diminishing returns. They can start to lose alpha.”
Travis Tillotson Oct 20, 2021 ▶ 9:02 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Disclosure
Tillotson owned 33% equity when his previous software company was acquired
“I sold the equity that I owned was 30 three percent.”
Travis Tillotson Oct 20, 2021 ▶ 3:35 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Disclosure
Tillotson personally invested over $250,000 of his own capital into SunRoof
“You can say, yeah, I mean, you can, you know, yeah, I'm looking at not a, not like a fun amount, like.”
Travis Tillotson Oct 20, 2021 ▶ 10:46 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Disclosure
SunRoof is raising approximately $1 million via a SAFE note
“So we are talking like very low, like million, million bucks.”
Travis Tillotson Oct 20, 2021 ▶ 15:34 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Disclosure
SunRoof is raising funding at an $8 million valuation cap
“No, no, eight million.”
Travis Tillotson Oct 20, 2021 ▶ 16:11 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Assertion Supported
Tillotson's previous venture raised $10M before exiting in November 2019
“Actually since up until 2019, we exited in November raised ten million dollars of capital throughout that process.”
Travis Tillotson Oct 20, 2021 ▶ 1:26 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Disclosure
Tillotson's previous company reached a $30 million valuation in 2018
“My valuation was 30.”
Travis Tillotson Oct 20, 2021 ▶ 4:32 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Disclosure
SunRoof charges banking customers $4,000 to $12,000 per month
“The range should be from, let's call it 4000 to 12,000 dollars a month.”
Travis Tillotson Oct 20, 2021 ▶ 12:57 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
Assertion Not checkable as stated
SunRoof currently has three active customers on its software platform
“Three customers.”
Travis Tillotson Oct 20, 2021 ▶ 14:03 SunRoof Helps Banks Manage Loans, Founder Owns 100%, Invested $250k
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