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 1 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
Luis: US Local Governments Spend $24B on Human Services Software
“Twenty-four billion dollars is spent on software in that space by the U.S. Government in state and counties level, and yet there isn't a platform for this particular space.”
Insight
Luis: Casebook's Main Competition Is Pen and Paper
“And the enemy that they've got or the competition that we're dealing with is very similar. It's pen and paper.”
Assertion Not checkable as stated
Luis: Casebook has experienced only one churned customer
“Our churn numbers are ridiculously low in that we've had one customer turnout. And that was because the organization we were dealing with actually ran out of money. And so it couldn't pay us anymore.”
Prediction Open · timeframe Oct 2024
Luis: Casebook PBC targets a $16M to $20M valuation
“So I figured, you know, based on where the market's sitting and on numbers that we're doing and figuring something in the 16 to twenty million dollar range.”
Assertion Not checkable as stated
Luis: Casebook burns $600k-$700k monthly excluding legacy contract funding
“So really our upper our total burn, if you were to take out that contract is sitting closer to six, 700,000 dollars.”
Disclosure
Luis: Casebook bootstrapped SaaS platform using a $7M legacy contract
“That contract was a seven million dollar contract. And that was closed in. 20, 10, 20, 11. We still have another year plus on it. And so we're basically using it as our outside investor from our standpoint, right? Is that we've been working on building a SaaS …”
Assertion Contradicted
Luis: HSBC did not own HSBC.com until he purchased it from a choir
“When I joined the company did not even own the name HSBC.com on the internet. I actually had to go and purchase that from the Harlem school boy choir”
Assertion Partly supported
Luis: 40,000 US Human Services Nonprofits Employ 3.2M People
“There's about 40,000 human services organization that employs 3.2 million people in the country and deliver services to one in five Americans.”
Assertion Not checkable as stated
Luis: Casebook was at $50,000 ARR one year ago
“One year ago, we were at we were at 50,000 in ARR last year.”
Assertion Not checkable as stated
Luis: Casebook has customer count in the low hundreds
“You know, low hundreds is really what we're seeing in terms of our logos.”