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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 Yanai Oron of Vertex Ventures (Part 5)
Sramana Mitra: That’s exactly where my question comes from. We are in 2018. There is a lot of stuff that has already been built in all different areas of technology. Right now, there are not as many billion-dollar opportunities, but there are many opportunities that are in that $200 million TAM range. In a way,
1Mby1M Virtual Accelerator Investor Forum: With Yipeng Zhao of Embark Ventures (Part 4)
Sramana Mitra: What do you think of the Series A gap? There are hundred thousand seed investments and 1,200 to 1,500 venture investments. How do you process that? Yipeng Zhao: Seed and Series A is always a hard gap. By nature of the business, you will always say most companies die after seed. I don’t think
1Mby1M Virtual Accelerator Investor Forum: With Rob Schultz of Serra Ventures (Part 4)
Sramana Mitra: I have two questions to narrow down on your style of investment. First and foremost, it sounds like you invest across multiple sectors. You do B2B SaaS and you do medical. Do you also do B2C? Rob Schultz: No. We tend to stay away from B2C opportunities. We don’t understand it that well.
1Mby1M Virtual Accelerator Investor Forum: With Yanai Oron of Vertex Ventures (Part 4)
Yanai Oron: There are some very interesting programs in Israel of large corporates creating commercialization programs. They would sometimes look for early-stage companies and sometimes late-stage. Microsoft is a big one that is looking for companies that already have products but are very willing to work with them. It brings them very deep into the
1Mby1M Virtual Accelerator Investor Forum: With Yipeng Zhao of Embark Ventures (Part 3)
Sramana Mitra: When you say you are comfortable investing $250,000 to $2 million, what do you want to see in terms of validation to be willing to invest? Yipeng Zhao: A lot of the time, it depends on the stage of the company. We can do anywhere from idea stage, which we call pre-seed. This
1Mby1M Virtual Accelerator Investor Forum: With Rob Schultz of Serra Ventures (Part 3)
Sramana Mitra: Let’s talk about your portfolio. What are the highlights that you’ve invested in? Especially help us understand at what stage you got involved. What excited you about that particular opportunity that led you to invest so we can get a feel for how you think about opportunities? Rob Schultz: I can talk about
1Mby1M Virtual Accelerator Investor Forum: With Yanai Oron of Vertex Ventures (Part 3)
Sramana Mitra: What are some of the highlights of your portfolio? Yanai Oron: One of the interesting companies that we had the fortune to invest in was CyberArk (NASDAQ: CYBR). It’s a cyber security company trading with a valuation of around $1.7 billion. They help companies secure their information. Another interesting company is called SolarEdge
1Mby1M Virtual Accelerator Investor Forum: With Yipeng Zhao of Embark Ventures (Part 2)
Sramana Mitra: Talk about what trends you see in your deal flow. You’ve been investing for about a year. What have you seen in the deal flow that can be synthesized as key trends? Yipeng Zhao: That’s a very good question. We see a lot of different trends. Last year, a lot of AI companies
