Bhaskar Ghosh, Partner and CTO at 8VC, discusses his firm’s investment thesis, and we have an interesting discussion about the definition of a “good” entrepreneur.
Giuseppe Donvito: I can mention several exits just in our portfolio. In some, they were successful exits. What I found very interesting is, as a VC, you always need to be clever to find the right time. This is key. Otherwise, it is easy to say you’ll keep the company for 10 years. In our
Giuseppe Donvito: When we analyze a company, we always apply our proprietary framework. We are obsessed with the quality of the founding and management team. This is the main point for us. We thought the management team could be the right people for this kind of deal. At the same time, given our knowledge of
Sramana Mitra: Firstly, what is the size of your deal flow? How many deals do you see? Giuseppe Donvito: When we started, we used to do a mix of post-seed and early stage. We used to see a thousand companies per year, out of which, our investment rate was 5% per year. Now that we’ve
Giuseppe Donvito is Partner at P101 Ventures based in Milan. We have a wonderful conversation about Italian startups. Sramana Mitra: Let’s start by introducing our audience to you and get acquainted ourselves as well. Giuseppe Donvito: I’m a Partner at P101. I’ve been in the venture capital and private equity industry for more than 20
Sramana Mitra: Where are you looking right now? What verticals are underserved where you think such large opportunities exist? What kinds of verticals are you looking at? Yanev Suissa: We have a bet in the AgTech space. We’ve done a few in the health insurance space and the HealthTech space. We are increasingly looking at
Yanev Suissa: We are also very comfortable going deep on the vertical side of things rather than just horizontally. You could build multi-billion dollar businesses in verticals that aren’t as familiar to the Valley sometimes like agriculture. Climate tech is one of those verticals that has emerged. Insurance is one a lot of people talk
Sramana Mitra: India has been incredibly productive. Europe has started producing interesting companies. They want global customers and they want to set up shop in the US. European firms often prefer the East Coast. Is that a model that you are okay with? Yanev Suissa: Oh yes. We’ve never been a five-minute-away firm. I grew