categories
HOT TOPICS
- The Accelerator Conundrum
- The Startup Velocity Question
- Platform as a Service
- Man and Superman
- Web 3.0 = (4C + P + VS)
- The Future: End of Capitalism
- Capitalism 2.0
1Mby1M Virtual Accelerator Investor Forum: With Sumant Mandal of March Capital Partners (Part 5)
Sramana Mitra: With so much is happening on the cloud right now, what do you see as the future of the core networking companies like Cisco and Juniper? How do you see them evolving? What are the opportunities and gaps opening up because of this shift? Sumant Mandal: You can see that in their own
1Mby1M Virtual Accelerator Investor Forum: With Sumant Mandal of March Capital Partners (Part 4)
Sramana Mitra: I was commenting on your 10 to 11 years, but not just 10 to 11 years. Some companies are going 15 to 20 years and then finding exits like Lynda.com. When she had a unicorn exit, they had been around for almost 20 years. We have a company in our portfolio that is
1Mby1M Virtual Accelerator Investor Forum: With Sumant Mandal of March Capital Partners (Part 3)
Sramana Mitra: I understand when you are working with Hive companies feeding into your venture fund. When you’re working with the more general market of people approaching you, what are you looking for in terms of validation when you want to invest in a company? We’ve heard all kinds of metrics and all kinds of
1Mby1M Virtual Accelerator Investor Forum: With Sumant Mandal of March Capital Partners (Part 2)
Sramana Mitra: You said you have companies in India. Does that mean that you invest globally? What’s the geographical coverage? Sumant Mandal: We will never say that we won’t do something. But if you look at what we’ve done, 75% of our investments are in North America and about 25% is global. Out of that
1Mby1M Virtual Accelerator Investor Forum: With Sumant Mandal of March Capital Partners (Part 1)
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Sumant Mandal was recorded in March 2019. Sumant Mandal is Managing Director at March Capital Partners, a firm that invests largely in enterprise-facing businesses with deep technical differentiation. The conversation includes excellent
1Mby1M Virtual Accelerator Investor Forum: With Shalini Prakash of 500 Startups India (Part 3)
Sramana Mitra: People are learning to market better. The packaging in India used to be really shabby. People understand that if you’re trying to position a sophisticated product, it needs to have sophisticated packaging. Frankly, India has such a great tradition of artisans and craftsmanship. There’s no reason why you can’t do phenomenally beautiful packaging
1Mby1M Virtual Accelerator Investor Forum: With Shalini Prakash of 500 Startups India (Part 2)
Sramana Mitra: Does that mean that you don’t invest in the major metro-oriented, the higher end consumer-oriented businesses, or the global enterprise? Shalini Prakash: Of course, we do. We do everything. Nothing has changed. Most companies that we’re seeing today in the market are mostly focused towards the next 200 or 300 million people. Having
1Mby1M Virtual Accelerator Investor Forum: With David Lambert of Right Side Capital Management (Part 6)
Sramana Mitra: You gave a very good and interesting answer to a different question. The question that I was trying to ask you is across the deals that you see, what trends have you seen? David Lambert: The biggest trend is an extension of a trend that we’ve seen the entire time we’ve been investing.
