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.

This segment is a part in the series : Concept Arbitrage

Comments

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&sector=Regions&subsector=Asia

http://www.vccircle.com/blog/_archives/2006/2/1

http://www.redherring.com/article.aspx?a=17248

http://www.venturewoods.org/?author=1; http://www.rediff.com/money/2005/jul/27angel.htm

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