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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 Shalini Prakash of 500 Startups India (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 Shalini Prakash was recorded in March 2019. Shalini Prakash, Venture Partner at 500 Startups India, talks about the opportunities in the Indian market. Sramana Mitra: Let’s start by giving our audience a
1Mby1M Virtual Accelerator Investor Forum: With David Lambert of Right Side Capital Management (Part 5)
David Lambert: To talk about pivots a little more, we’ve got data across a thousand different companies that we’ve seen evolve over time. The most important thing at these early stages is cash burn. What ends up happening is, if we invest in a company that has $10,000 MRR, they go out of the gate
1Mby1M Virtual Accelerator Investor Forum: With David Lambert of Right Side Capital Management (Part 4)
Sramana Mitra: Pivot is a very tricky thing to manage. It’s a very tricky thing to manage from a cap table point of view. If you need to raise more capital to support a pivot, that means that your early investors didn’t really get a lot of valuation. Nonetheless, that happens. It happens very regularly.
1Mby1M Virtual Accelerator Investor Forum: With David Lambert of Right Side Capital Management (Part 3)
Sramana Mitra: What fund size are you working with to be able to do that many investments? David Lambert: Our current fund is a $15 million to $20 million fund. We have $50 million under management across all our funds. The first fund was launched in 2012. It was pretty much proof of concept. We
1Mby1M Virtual Accelerator Investor Forum: With David Lambert of Right Side Capital Management (Part 2)
Sramana Mitra: What about sectors? Is there a B2B preference? What kind of companies do you like to invest in? David Lambert: Our favorite business model is definitely B2B SaaS. We don’t have a particular focus where we have to invest in. What ends up happening in today’s world is that it takes a lot
1Mby1M Virtual Accelerator Investor Forum: With Mark Selcow of Costanoa Ventures (Part 5)
Sramana Mitra: Quizlet reminds me of Course Hero which is a company that we have covered extensively as well. Mark Selcow: I’m not as familiar with Course Hero but the world of online mastery and online learning is pretty rich. Sramana Mitra: Course Hero is doing tremendously well. Now you may want to check out
1Mby1M Virtual Accelerator Investor Forum: With Mark Selcow of Costanoa Ventures (Part 4)
Mark Selcow: We had a market thesis that more and more employers were going to steer their employees to high-deductible plans because they work. There seemed to be a possible regulatory tailwind where the constraints on a high deductible plan might be relaxed at some point and anyone would be eligible for an HSA. So
1Mby1M Virtual Accelerator Investor Forum: With Mark Selcow of Costanoa Ventures (Part 3)
Sramana Mitra: There’s another company that I encountered. It was an Australian company that also did very well starting in Australia. It was also this mobile temporary workforce management type of thing. Have you seen this company called Deputy? Mark Selcow: Yes. Deputy has done really well. Sramana Mitra: Yes. I love these kind of
