They elude to it in these blog posts: https://medium.com/swlh/diligence-at-social-capital-part-1-accounting-for-user-growth-4a8a449fddfc https://medium.com/swl

They elude to it in these blog posts: https://medium.com/swlh/diligence-at-social-capital-part-1-accounting-for-user-growth-4a8a449fddfc https://medium.com/swlh/diligence-at-social-capital-part-1-a... https://medium.com/swlh/diligence-at-social-capital-part-2-accounting-for-revenue-growth-551fa07dd972 https://medium.com/swlh/diligence-at-social-capital-part-2-a... https://medium.com/@jonathanhsu/diligence-at-social-capital-part-3-cohorts-and-revenue-ltv-ab65a07464e1 https://medium.com/@jonathanhsu/diligence-at-social-capital-... https://medium.com/@jonathanhsu/diligence-at-social-capital-part-4-cohorts-and-engagement-ltv-80b4fa7f8e41 https://medium.com/@jonathanhsu/diligence-at-social-capital-... https://medium.com/@jonathanhsu/diligence-at-social-capital-part-5-depth-of-usage-and-quality-of-revenue-b4dd96b47ca6 https://medium.com/@jonathanhsu/diligence-at-social-capital-... https://medium.com/swlh/diligence-at-social-capital-epilogue-introducing-the-8-ball-and-gaap-for-startups-7ab215c378bc#.wxc2lc8dp https://medium.com/swlh/diligence-at-social-capital-epilogue...