Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Nilanjana Bhowmik was recorded in March 2018. Nilanjana Bhowmik, Co-Founder and General Partner at Converge, a new fund started after serving as the long-time General Partner at Longworth Capital. Their focus is
Sramana Mitra: In a lot of cases, businesses that are selling into the enterprise have the structure of a big deal. When you have larger ASPs, often, it is easier to build companies for less money because the cash flows differently. Tim Guleri: When I was a CEO, I used to say to my sales
Sramana Mitra: In terms of stage, you said you do seed, Series A, and Series B, your sweet spot being Series A. What is your definition of Series A? What do you like to see if you’re ready to do a Series A investment? What do you like to see in the project? Patricia Nakache:
Sramana Mitra: Double-click for us on the stage question. You like to be the first institutional money in. What do you like to see? Let’s say you are doing a Series A deal. What do you like to see in it in terms of metrics and validation? What are the requirements to qualify for your
Patricia Nakache: Now there’s more of this bifurcation in the market of the haves and the have nots. We read it on the paper. We read on TechCrunch a lot about the haves. There’s probably a larger pool of companies that are having a harder time raising money probably because people have a bit of
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Tim Guleri was recorded in April 2018. Tim Guleri, Managing Director at Sierra Ventures, discusses at length his firm’s investment thesis, unique relationships with CIOs, and some of the industry trends he
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Patricia Nakache was recorded in March 2018. Patricia Nakache, General Partner at Trinity Ventures, discusses the firm’s investment thesis and some issues encountered by women in technology. Sramana Mitra: Let’s start by
Sramana Mitra: In our work, we place a lot of emphasis on TAM and on really trying to get to precise bottom-up TAM analysis. In doing so, one thing that I see constantly is ignoring the segmentation aspect. You can say that this applies to everybody, but that’s not true. Often, solutions are perfect for