Sramana Mitra: There are a lot of SaaS platforms that are entrenched in enterprise workflow and they have a lot of customers. The one that you are talking about is going after customers that are deeply entrenched in Zoom for example. To what extent is a company like this leveraging that deep penetration of another
Sramana Mitra: What about companies that are uniquely Indian? What about enterprise software that is facing the global market? India is facing e-commerce and the whole digital commerce world. What about categories or styles of companies that are uniquely Indian? Is that on your radar? Vishesh Rajaram: If they are on the enterprise side, they
Sramana Mitra: What was the second company? What sector was it in? Vishesh Rajaram: I’m not going to name the second one too much. This is a company that was developing tools to enable developing 3D and VR content for e-commerce. They were acquired by a large retail e-commerce group. Sramana Mitra: Also in India?
Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Vishesh Rajaram was recorded in November 2020. Vishesh Rajaram, Managing Partner, Speciale Invest, discusses his fund’s investment thesis.
In case you missed it, you can listen to the recording here: 510th 1Mby1M Roundtable November 19, 2020: With Vishesh Rajaram, Speciale Invest