Concept Arbitrage: Preface
This is an introduction to a series on entrpreneurship in India, investments, investment prospects, and emerging trends and opportunities. The structure I will follow in the series is that I will analyze specific sectors, deals in those sectors, how they came about, and summarize conclusion nuggets and trend implications.
In researching the series, I have looked into the India portfolios of those funds that are involved in the early-stage investment game in India. The deals that I will discuss are:
- Open Silicon : Chip Design Services (Funded by Norwest & Sequoia)
- Tejas Networks : One of the first telecom equipment deals in India (funded by Battery)
- Persistent : Offshore software services (funded by Norwest)
- Shaadi.com : India’s largest matrimonial site (funded by Sequoia / Westbridge)
- Travelguru : Online Travel (funded by Sequoia / Westbridge)
- Yatra : Online Travel (funded by Norwest)
- TutorVista : Online Tutoring (funded by Sequoia / Westbridge)
- Mauj & Nazara : Content (funded by Sequoia / Westbridge)
- SeventyMM : Online Movie Rental (funded by DFJ)
- Naukri : Online Recruitment (funded by Kleiner)
May be others. Don’t know yet. If you have ideas and segments or companies that you want to see covered, please ping me.
Travelocity →
This segment is part 1 in a 24 part series
Jump to part: Preface, Travelocity, Netflix, Match.com, Monster, Manufacturing in China, Juniper, Electronic Arts, Infosys, Summary Trends, Opportunities, Looking For Love, Content & Community, Web 3.0 & Enterprise 3.0, Navteq, PayCycle & Intuit, Hoovers, D&B, InfoUSA, Lonely Planet & TripAdvisor, Fedex Kinko's, Pottery Barn, Knorr, Qualys, eFax, YouSendIt
Further Readings: (From Subrata Mitra, via email)
http://ideaxprofit.blogspot.com/2006/05/seed-funding-in-india-prove-your-idea.html
http://www.venturewoods.org/index.php/2005/12/26/new-seed-funds-right-time-right-place-right-model/
http://www.redherring.com/Article.aspx?a=15534&hed=India+Startup+Program+Debuts§or=Regions&subsector=Asia
http://www.vccircle.com/blog/_archives/2006/2/1
http://www.redherring.com/article.aspx?a=17248
http://www.rediff.com/money/2005/jul/27angel.htm“>http://www.venturewoods.org/?author=1; http://www.rediff.com/money/2005/jul/27angel.htm
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