1Mby1M Virtual Accelerator Investor Forum: With Rahul Chowdhri of Stellaris Venture Partners (Part 3)

Sramana Mitra: This was actually fascinating because we do have a very large Indian following. It’s very interesting to hear about these trends. What’s new? What’s cutting edge? So I’d love to hear more about other interesting ideas in your portfolio. Rahul Chowdhri: Shop101 is a social commerce application. In the last few years, Facebook,

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1Mby1M Virtual Accelerator Investor Forum: With Rahul Chowdhri of Stellaris Venture Partners (Part 2)

Sramana Mitra: Give us a few examples of what you have invested in catering to that next 400 milion users. Rahul Chowdhri: We invested in a company called VOGO. It is a scooter-sharing business like Lime or Bird. The problem that Lime solves in the US is very different from what VOGO is in India.

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1Mby1M Virtual Accelerator Investor Forum: With Rahul Chowdhri of Stellaris Venture 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 Rahul Chowdhri was recorded in March 2019. Rahul Chowdhri, Investor at Stellaris Venture Partners, shares some fascinating examples of consumer ventures catering to the next 400 million consumers in India.

1Mby1M Virtual Accelerator Investor Forum: With Matt Holleran of Cloud Apps Capital Partners (Part 7)

Sramana Mitra: If you look at your 2018 deal flow, how many deals have you looked at? What are the nuggets you’re seeing that speak somehow to your investment thesis? What are you seeing out there? Matt Holleran: We make about three or four investments per year and the reason for that is we do

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1Mby1M Virtual Accelerator Investor Forum: With Matt Holleran of Cloud Apps Capital Partners (Part 6)

Sramana Mitra: Let’s talk about a few of your portfolio companies. What have you invested in that you feel really good about? What did you see in these companies that really captured your attention? You gave us one example to begin with. So give us a little bit more color on these companies that you

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1Mby1M Virtual Accelerator Investor Forum: With Matt Holleran of Cloud Apps Capital Partners (Part 5)

Sramana Mitra: Now let’s tie this into the investment strategies that you are following. What kind of cloud companies appeal to you? Of course, you want a venture scale category. That’s table stakes, otherwise, you don’t want to do the kind of investing that you’re doing. But within that, we’re looking at a very mature

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1Mby1M Virtual Accelerator Investor Forum: With Arihant Patni of Ideaspring Capital (Part 5)

Sramana Mitra: If you were to assess, how many enterprise software companies that fit your thesis are operating in the market currently? What would be that number? Is it like thousands of companies? Tens of thousands of companies? What are we talking about? Arihant Patni: We definitely have thousands of companies. This is in the

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1Mby1M Virtual Accelerator Investor Forum: With Matt Holleran of Cloud Apps Capital Partners (Part 4)

Sramana Mitra: Let’s say a company in your portfolio has reached a certain level of critical mass, let’s say $50 million in revenue. They want to acquire other SaaS companies that may be able to give them a second or third product that is adjacent, and can leverage the channel. How do you think about

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