Sasha Mirchandani: We have a company called Wysa, a mental health chatbox based out of Bangalore. The bulk of their opportunities is in the North American market. Post-COVID, we have all seen the value of taking care of people’s mental health. It’s a major problem, but it’s a stigma, which is unfortunate. Wysa has done
Sramana Mitra: Let’s unpack each of those a little bit. Let’s talk about B2C tech India-facing. Although we talked about the 1.3 billion population and a much larger market, internet consumers are a segment of spenders. They are the high-income educated group that is technologically savvy. Along the way entered Reliance Jio and democratized access
Sramana Mitra: You talked about the investor trends. Let’s talk about the sectors and the types of industries that have done well. There are several in the wings right now that are going public in the US. Druva is going to go public probably next year. Freshworks is going to go public relatively soon. There
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Sasha Mirchandani, Managing Director at Kae Capital, was recorded in December 2020. Sasha Mirchandani is Founder and Managing Director of Kae Capital, an early stage fund focused on India. I’ve known Sasha
Sramana Mitra: What happens to the rest of the companies that don’t get the follow-on? Elizabeth Yin: They continue just like everybody else. We help our companies regardless of how much we are investing. The natural question in people’s mind is, “If you don’t follow on, does that mean it’s a bad company?” The answer
Sramana Mitra: When you are writing a $25,000 check for these companies, is that a convertible note or an equity investment? What terms do you apply? Elizabeth Yin: If we are the first ones to the table, we will do that on a safe. If we are not the first ones on the table and
Sramana Mitra: You are saying that you focus on customer acquisition more than technology. You are worried about how quickly a company can get into revenue and what its customer acquisition strategy is. Can you elaborate on that? What are some nuggets that you are learning from the market of effective customer acquisition strategy?
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Elizabeth Yin of Hustle Fund was recorded in October 2020. Elizabeth Yin is General Partner at Hustle Fund, a pre-seed investment firm.