Sramana Mitra: But there are two or three different trends that need to be parsed within that one. Is there is a job loss phenomenon that is going to happen in the white-collar because of the IT industry, which is one of the biggest growth drivers in India for a while now. As the IT services
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Tod Francis was recorded in September 2014. Tod Francis, Managing Director at Shasta Ventures, starts with a discussion on the history of retail, all the way from shoe stores, to departmental stores, and back
Sramana Mitra: Let’s do a couple of things. I’d like to understand what you have invested in that is interesting and reflective of how you think. Then we’ll also talk about the trends that you see in your deal flow. Let’s first start with your portfolio. Mohit Gulati: A lot of people don’t have multiple
Sramana Mitra: How do you parse the Series A gap that has come about in the market? There’re a lot of early stage, pre Series A investments. In fact, there’s a tremendous segmentation that has started to take place in the pre-series A space right now. There is the friends and family round, but then
Sramana Mitra: Yes. Let’s double click on that. Talk about the B2B industry sector. What in B2B is your interest area? There is the global facing B2B SaaS and then there’s the Indian-facing B2B SaaS. There is mid-market B2B. Where, in all those permutations and combinations, is your sweet spot? What is your preference? Mohit Gulati:
Sramana Mitra: So one of the things that you said, which I found somewhat distinct is that you’re looking for smaller markets and not these markets that most VCs tend to go for. We’re in 2017 and lots of stuff have already been built. Nowadays, there are not many wide-open opportunities out there, but there
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Mohit Gulati was recorded in December 2017. Mohit Gulati, Founder and CIO of Altius Ventures, which recently changed their name to ITI Growth Ventures, discusses the Indian startup eco-system. Sramana Mitra: Tell us your
Sramana Mitra: What about geography? Ken Elefant: We’re focused on the United States since we are doing so much in security. We do spend a lot of time in Israel as well. In the past, I have done investments in India, China, Japan, both Western and Eastern Europe. There’s no problem with that. I’ve been