Taylor Greene, Managing Director at Collaborative Fund, shares his firm’s investment thesis.
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Sramana Mitra: Give us a few examples of what you have invested in catering to that next 400 milion users.
Rahul Chowdhri: We invested in a company called VOGO. It is a scooter-sharing business like Lime or Bird. The problem that Lime solves in the US is very different from what VOGO is in India. VOGO is solving the problem of last-mile commute for people who take public transportation like bus, or tuktuk 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 Rahul Chowdhri was recorded in March 2019.
Rahul Chowdhri, Investor at Stellaris Venture Partners, shares some fascinating examples of consumer ventures catering to the next 400 million consumers in India.
>>>Sramana Mitra: So, just give some metrics of how it took off. What kind of numbers were you doing? How long did it take you to get to a million in revenue for example?
Rob Cheng: In the very beginning, we had no revenue model. Revenue was not important at that point in time. It’s much more about how many users you had and whether that was growing. Revenue didn’t matter at all. So we didn’t have any advertisers.
>>>Endiya Partners’ founding team – Managing Director Sateesh Andra, Managing Director Dr. Ramesh Byrapaneni and Director Abhishek Srivastava – talk about their Seed and Pre-Series A VC fund focused on India.
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Daniel Ibri, Co-founder and Managing Partner at Mindset Ventures, talks about his firm’s investment thesis in enabling US and Israeli companies to enter Brazil.
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In case you missed it, you can listen to the recording here:
Sramana Mitra: If you look at your 2018 deal flow, how many deals have you looked at? What are the nuggets you’re seeing that speak somehow to your investment thesis? What are you seeing out there?
Matt Holleran: We make about three or four investments per year and the reason for that is we do a lot of work on the front end. But on the back end, we also take action in areas such as recruiting, partnerships, and feedback.
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