Sramana Mitra: What do you want to see in a company? What is the stage of development of the company that you want to see before you’re willing to write a check? Lisa Chai: We want to see some type of product that you’ve already developed like a demo. If you have a couple of
Lisa Chai, Co-founder and General Partner at Interwoven Ventures, discusses her firm’s investment thesis.
Nicholas Fok from Erez Capital discusses his firm’s investment thesis.
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
Manu Rekhi, Managing Director at Inventus Capital Partners, discusses his firm’s AI investment thesis.
Sramana Mitra: I see. I’m going to go a little bit to a 30,000-foot level and ask you to comment on what else you’re seeing in India that we should keep in our vision, in terms of trends or developments or concerns. What’s going on?