Sramana Mitra: What about industry sector? Do you have preferences? Do you have concentrations? Do you have expertise in specific sectors? Oded Hermoni: We usually invest a lot in media. A couple of months ago, you covered two Israeli companies Outbrain and Tabula. We invested in Outbrain very early on. We also invested in a
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
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Oded Hermoni was recorded in October 2017. Oded Hermoni is Managing Partner at Rhodium Venture Partners, and is also co-founder of an Angel group, J-Angels. Sramana Mitra: Tell us about Rhodium. What is the
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
Sramana Mitra: What do you see in the deal flow? We are in the end of 2017. In the last three months, what trends have you spotted? Raj Singh: To be very honest, the deal flow is slowing down towards the end of the year, but we still see a lot of the P2P model.
John Dougery: There are many opportunities and efficiencies in India to build world-class products for business customers out of India. Our focus was, and continues to be, both consumer consumption in India and also business consumption both in India and globally. About half our companies are business software companies with an increasingly heavy dose of
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Raj Singh was recorded in September 2016. Raj Singh, Founder and Executive Director at Singh Ventures, offers a window into his firm’s investment thesis. Sramana Mitra: Tell us about your investing focus. How big
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with John Dougery was recorded in May 2016. John Dougery, Co-Founder and Managing Director of Inventus Capital, a fund that is one of the earliest players in the Silicon Valley – India corridor, discusses his