1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 5)

Sramana Mitra: Okay. And what are you seeing in your deal flow? We’ve talked about what you’re investing in, what trends are you picking up from your deal flow, whether it’s Indian deal flow or US deal flow? What are you picking up?

1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 4)

Sramana Mitra: And what is the AI angle in this? How are they using AI?

1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 3)

Sramana Mitra: So, let’s talk about the type of AI companies that you are investing in. We could do some case studies first of what you have invested in, and if you could share with us in what stage and state you encountered these companies and what is it about them that made you write

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1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 2)

Sramana Mitra: Let me ask you what you are seeing and how you’re processing this exception, which is usage-based pricing, right? SaaS became so popular because it was subscription pricing, and subscription business models are very attractive to investors, whether it’s public market investors or private market investors. It’s extremely popular because of its predictability

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1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 1)

Manu Rekhi, Managing Director at Inventus Capital Partners, discusses his firm’s AI investment thesis.

1Mby1M Virtual Accelerator Investor Forum: With John Dougery of Inventus Capital (Part 5)

John Dougery: I think that the point about SaaS is all about market size, but we have a different view. We have been doing SaaS companies since we started 10 years ago out of India. We’ve always had a thesis that business software companies are going to be very interesting product opportunities. That came out

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1Mby1M Virtual Accelerator Investor Forum: With John Dougery of Inventus Capital (Part 4)

John Dougery: We had a thesis around services-based businesses in e-commerce for consumers. Financial technologies are a big segment there. We invested in Policybazaar, which is the leading online insurance marketplace by a factor of 10 over its competition now. It was about a factor of five when we first invested. It’s getting increasing commissions

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1Mby1M Virtual Accelerator Investor Forum: With John Dougery of Inventus Capital (Part 3)

Sramana Mitra: Let’s do a couple of case studies of the kinds of companies that you have invested in and had successes with. If you could, for the benefit of our entrepreneurs, walk us through the logic and thought process of the investment thesis when you invested. John Dougery: I’ll start with companies that are based

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