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 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
Spiller: There will be a recession by the end of 2023
“And that's kind of the expectation going into this year is by the time we're going out of this year, there will be a recession.”
Spiller: A VC's true customer is the LP, not the founder
“The investor's responsibility is to steward the investment. You know, the key word is like the investment, not the company, although they're very, you know, intertwined obviously in the success of the company is the success of the investment investor. Investor…”
Spiller: India Has the Necessary Components to Match China's Manufacturing Scale
“And I think India has all of the, you know, necessary components to be a China, right? And, you know, all, you know, really just need to set up the infrastructure there and, you know, the trade relations.”
Spiller: VC fundraising cycles drive the startup push for valuation markups
“They need to generate high growth to justify a 10 X, 100 X return on their investment in these companies to go raise money for their next fund. Right. And it's like a lot of these investors, they're raising money too. And so, you know, they need to see you gro…”
Spiller evaluates startups based on cash flows, data, and technology
“I think there's three buckets in which investors value companies.
They value your cash flows, your revenue, your profits.
they value your data and, you know, your customer information and everything, the data surrounding that.
And they value your technolog…”
Spiller saw one same-day investor commitment across 10,000 interactions
“I think I've seen it once. Like at least, I mean, thousands, like, you know, probably 10,000 interactions I've, you know, have brokered.”
Spiller: Capital Factory startups received $500M+ in DoD funding since 2019
“And our companies have received over half a billion dollars in non-dilutive funding from these DOD groups since two, 2019.”
Spiller: American Manufacturing Will Return as Startups Build Domestic Factories
“I think there's, you know, you're going to see American manufacturing come back to some degree. You know, certainly a lot of the companies, especially the startups are, you know, they're building their own factories and, you know, doing, doing things themselve…”
Spiller: Capital Factory writes $100k-$200k checks into seed rounds
“We advise. Companies initially, we take a little piece of advisor equity. It's sort of like the evolution of our accelerator. And then separately, we invest directly a lot into those companies, but also separately. And we're usually writing a hundred to 200,00…”