Sramana Mitra: What are you seeing in your deal flow? We’ll come to what you’ve invested in in a moment. You’ve been in this business for a long time. Let’s look at the 2017 deals that has approached you for investment. What are the trend lines that you see in there? What are you seeing?
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Greg Borchardt of Caerus Ventures was recorded in February 2018. Greg Borchardt is Co-founder and Managing Partner at Caerus Ventures, a firm that has a focus on connected hardware. It’s an interesting and differentiated investment thesis
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Tim Wilson of Artiman Ventures was recorded in February 2018. Tim Wilson, Partner at Artiman Ventures, has been in the venture business for a long time, and refreshingly has the skill and the confidence
Sramana Mitra: For a B2B business, getting to hundred customers is not an easy thing to do. Gaurav Jain: For B2B, if they’re paying you $10 a month, getting 5000 customers is not hard. If you’re charging $10,000, maybe one or two is great. Sramana Mitra: Quickly, what about geography? Are you US-focused? Gaurav Jain:
Sramana Mitra: How do you process unicorn mania? Andrew Romans: If you look at how many companies achieve a billion-dollar valuation and how many venture financers there are in this region, it’s mathematically not probable that the VC will get into a unicorn. I think it’s important to develop a financial model and a portfolio construction
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Gaurav Jain of Afore Capital was recorded in February 2018. Gaurav Jain is Managing Partner at Afore Capital, a firm focused on pre-seed investments. This is an excellent conversation for entrepreneurs looking for insights
Sramana Mitra: Now which kind of sectors do you have these special relationships? You said you don’t have it with Verizon. Andrew Romans: I don’t think it’s responsible for me to disclose LPs in an open setting. Sramana Mitra: You can talk about sectors right? Andrew Romans: On our website ehen you click on Team,
Sramana Mitra: Are you into B2B? Andrew Romans: We’re probably about 70% enterprise and 30% consumer. On enterprise, we’re more likely to go in very early. With consumer, when something comes to us from our network, we look for very strong unit economics where the CAC to LTV ratio is very impressive. We need to