Sramana Mitra: Okay. And what are you seeing in your deal flow? We’ve talked about what you’re investing in, what trends are you picking up from your deal flow, whether it’s Indian deal flow or US deal flow? What are you picking up?
Sramana Mitra: And what is the AI angle in this? How are they using AI?
Sramana Mitra: So, let’s talk about the type of AI companies that you are investing in. We could do some case studies first of what you have invested in, and if you could share with us in what stage and state you encountered these companies and what is it about them that made you write
Sramana Mitra: Let me ask you what you are seeing and how you’re processing this exception, which is usage-based pricing, right? SaaS became so popular because it was subscription pricing, and subscription business models are very attractive to investors, whether it’s public market investors or private market investors. It’s extremely popular because of its predictability
Manu Rekhi, Managing Director at Inventus Capital Partners, discusses his firm’s AI investment thesis.
Manu Rekhi, Managing Director at Inventus Capital Partners, discusses his firm’s AI investment thesis.