• Anup worked with some top of the line consumer brands like - Bata, Yum! Restaurants International (Pizza Hut), Whirpool, and P&G among others for over 20 years of his career.

    In 2015 he started his own family office through which he mentored and Angel Invested in several startups over the next 2 years.

    In 2017 he joined Orios Venture Partners, where he currently focuses on FMCG/Retail sector.

    Some popular startups in its portfolio - PharmEasy, Zostel, MoneyOnClick among others.

    In this podcast, Anup shares his experience of identifying top-quality founders and how their portfolio companies are combating with the lockdown due to Covid-19.

    Notes -
    00:42 - Working at Consumer Brands to joining Orios Venture Partners
    05:11 - Thesis behind investing in Portfolio companies - Multiple pain points, Founders & Team with quality execution experience
    08:06 - Investing in BeatO - Personal assistant for managing Diabetes
    09:10 - Investing in MoneyOnClick - Personal loan for salaried professionals
    09:52 - Investing in Gully Network Retail
    11:58 - What are their portfolio companies doing to survive through Covid-19?
    16:08 - Exploring new investments vs re-investment in existing portfolio companies
    18:15 - Helping out Portfolio companies with - Extending runway & Optimising operations
    19:25 - Is it a suitable situation to consider an M&A?
    21:45 - PharmEasy being the crown-jewel of Orios Venture Partners
    26:12 - Sectoral outlook for potential tailwinds during Covid-19

  • During her early career, Ritu worked in Product Development at Unilever and later in Marketing Strategy at Philips. In 2013 she Co-founded Ankur Capital with Rema Subramanian

    Ankur Capital has so far majorly invested in Agritech & Healthcare sector, some of its portfolio companies - Health Sutra, Cropin & Niramai among others.

    In this podcast, Ritu shares her experience of investing in Agritech & Healthcare space in India, and her vision going forward.

    Notes -
    00:42 - Her Journey from a Physicist to the VC ecosystem
    06:50 - Thesis behind investing in Cropin & Niramai
    10:21 - Concentration of Portfolio towards Agritech & Health-tech
    11:20 - Future of Agritech in India by emerging startups
    21:36 - Training farmers for adopting Agritech solutions
    23:20 - Deployment of Fund II in 2020 & 2021 (at Pre-Series A & Series A rounds)
    25:07 - Recent successful exit from Carmel Organics and others in the pipeline (next 6-8 months)
    27:40 - Is it difficult for women to mark a place as VC?
    35:07 - Thesis behind investing in Jiny

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  • Deepak’s investment journey started with him joining Intel Capital in early 2000, where he spent 14 years managing global investments, mergers & acquisitions.

    In 2015, he started Equitycrest, which identified and worked with early-stage startups and assisted them in engaging with investors to realize their funding needs.

    After gaining over 17 years of investing experience and managing acquisitions, in 2017 he founded WEH Ventures.

    Some popular startups in its portfolio - Trell, Pratilipi, and smallcase among others.

    In this podcast, Deepak shares his experience of investing during the 2000 & 2008 crash and what he expects now.

    Notes -
    00:43 - Joining Intel Capital & starting WEH Ventures
    03:05 - Successful exits from Telecom, Consumer Internet startups
    05:07 - Working at Intel Capital & understanding fundamentals of Venture capital
    06:57 - Investing during previous downturns of 2000 & 2008
    09:27 - Investing in Pratilipi - Crucial to India’s vast vernacular landscape
    13:08 - Investing in smallcase - Simplifying investing in Stocks by creating thematic bundles
    16:31 - Overall approach to finding & adding portfolio companies
    18:45 - Advice for Startups in tailwind sector - Being semi-aggressive
    20:15 - Advice for Startups in badly hit sectors - Cut down cost & preserve your runway
    22:22 - Distinct qualities of entrepreneurs who survive & thrive during such crisis
    28:06 - Impact of Covid-19 on upcoming investments (Series A & Series B) in 2020 & early-2021

  • Pankaj joined Bertelsmann New York in 2009 and later started Bertelsmann Corporate Services India Pvt. Ltd and Bertelsmann India Investments.

    Bertelsmann India Investments has several popular startups in its portfolio - Licious, Pepperfry, and Quikr among others.

    In this podcast, Pankaj shares his opinions on how startups can optimize spendings and become more cash efficient in the long run.

    Notes -
    00:40 - Joining Bertelsmann in New York & starting Bertelsmann Corporate Services India
    02:33 - Thesis behind the diverse portfolio of Bertelsmann India Investments
    07:02 - Exit from Saavn which is now JioSaavn
    11:02 - What change can startups expect in consumer behaviour post Covid-19?
    14:45 - Biggest value addition which Bertelsmann brings to its portfolio companies
    20:20 - Average ticket size & ideal phase for making an investment at BII
    21:12 - Personal habits and hobbies which he attributes to his success
    23:35 - Ability to see far & deep and implementing future prospects within the business
    26:30 - Investing companies which raise minimum capital and are able to build great businesses
    28:58 - Identifying companies with high profit margins(Treebo as an example)
    29:59 - Advice to entrepreneurs to sail through Covid-19 crisis

  • Coming from a Tech-background Mekin spent his early career at Yahoo, Ugenie, Lulu.com, and Flipkart.

    Since 2016, he has also been an Angel Investor investor and exited a few startups such as - UrbanClap, Vaahan, Tapchief, Quizziz & mGaadi.

    In 2017 he started Udhyam, it focuses on nurturing and guiding students to become future entrepreneurs at the school level.

    In 2018, he parallelly started Global Alliance for Mass Entrepreneurship, referred to as GAME. As the name suggests, it aims to create 10M entrepreneurs (50% of women), who will create 50M jobs by 2030.

    In this podcast, Mekin shares his opinions regarding the current situation of MSMEs and how Udhyam & GAME are moving towards their goals amid Covid-19 crisis.

    Notes -
    00:48 - Joining Flipkart and founding Udhyam
    02:52 - How does Udhyam stimulates and encourages young entrepreneurs?
    04:34 - How was GAME founded and what problem does it solve?
    06:14 - Enabling entrepreneurs who run a small business and employ 5-20 people
    12:53 - How are MSMEs affected by Covid-19?
    18:21 - Behavioural changes after the crisis
    20:45 - Opportunities which might emerge from the current scenario
    27:30 - How is Udhyam leveraging the current lockdown?
    36:02 - Advice to entrepreneurs to navigate through this crisis

  • #100xEntrepreneur
    #Podcast with Sanjay Nath, Managing Partner at Blume Ventures

    It seems as if Silicon Valley has been a consistent choice during the early career phase for several Indian VCs!

    Sanjay isn’t an exception as well. After spending his early years in Silicon Valley, in 2006 he came back to India and became an active member of Mumbai Angels.

    Finally, after 4 years of being an Angel Investor, he cofounded Blume Ventures in 2010.

    So far Blume Ventures have announced funds of a combined value of $150M with over 192 Portfolio Companies.

    Some of its Portfolio Companies are - Dunzo, LBB, Cashify, and Unacademy.

    In this podcast, Sanjay shares his opinions on Indian startup ecosystem navigating through Covid-19 crisis.

    Notes -
    00:44 - From Joining Mumbai Angels to Co-founding Blume Ventures
    03:40 - Backing Naveen Tiwari, InMobi during 2008 Crash
    07:35 - How do you test the founders in good vs bad times?
    12:02 - How has Covid-19 affected Mobility & SaaS Startups?
    15:30 - Advice to founders to navigate through these tough times
    16:30 - Startups contributing to building the Future of Work
    21:53 - Change in Investment Thesis from 2011 (Super-Angel Fund) to 2020 (Fund-III)
    24:31 - Post Covid-19 Scenario for Non-Consumer Startups (SaaS, Deep Tech, Enterprise)
    29:55 - Survival of best companies being self-sufficient
    32:05 - How to evaluate & implement cost-saving strategies?
    40:10 - Considering and dealing with possibilities of mergers & acquisitions

  • Mark started Omnivore, an impact Venture Fund focused around Agritech back in 2010. Omnivore has so far invested in over 57 startups which are based on multiple verticals such as - B2B, B2C, Fresh-to-home & Rural Fintech.

    Some of his Portfolio Companies are - Bijak, Stellapps, and DeHaat.

    In this podcast, Mark shares his experiences & learnings of investing in Agritech Startups in India over the last decade.

    Notes -
    00:40 - Omnivore’s Background
    03:06 - Why was Agritech chosen at the focus at Omnivore?
    05:50 - Investing in Stellapps full-stack dairy digitization
    08:18 - Portfolio Company - Intello Labs building fresh produce quality system using AI & ML
    09:47 - Impacting Indian farmers - Lowering cost, increasing profitability, insurance, better techniques
    13:55 - Co-investing with other Indian Venture Capital firms
    17:13 - Various verticals in Agritech - B2B, B2C, Rural Fintech, Fresh-to-home
    21:12 - Challenges while investing in Agritech - Incubation period of the investment, Connecting with farmers, Finding the right opportunities
    24:40 - How is Omnivore creating a difference in Agritech in India?
    31:28 - Impact of Covid-19 on Agritech

  • After working at BCG for 2 years, Ishaan joined Sequoia India's Analyst Program in 2011. He spent around three and a half years at Sequoia India. He then went to business school and joined Sequoia India back in 2016. 

    In this podcast, Ishaan shares his experiences & learnings of investing in Consumer brands and Fintech Startups.

    Notes -
    00:42 - Joining Sequoia India's Analyst Program
    01:57 - Investing experiences over 9 years at Sequoia
    03:34 - Culture at Sequoia - “Singular focus on doing the right thing for all the stakeholders”.
    04:45 - “We help the daring entrepreneurs build from Idea to IPO & beyond”.
    06:23 - “While investing you never have the right or wrong answer”.
    09:29 - Macro-trends driving Consumer Brands in India
    11:05 - Financial Services in India are still unpenetrated
    12:21 - Mamaearth - Being a digital-first personal care brand for their consumers
    12:57 - Eruditus - Making Ivy league colleges more accessible
    15:18 - Fintech Startups in India leveraging large digital footprint of their customers to serve them better
    18:30 - Razorpay - Solving merchant payment issues with innovative solutions
    20:34 - Scope & Future of Neobanks in India across various customer segments
    28:37 - Challenges while investing from a large pool of amazing founders

  • “It’s fine to grow slower, but importantly to grow sustainably.”

    Mohit has been a successful Angel Investor since 2012 growing over 20x in his portfolio. He even considers his learnings from one of his early investments - Local Banya equivalent to an MBA degree.

    Since 2017 he has been a part of the Investment Trust of India Group and manages investments in early-stage innovative ideas.

    Some of his Portfolio Companies are - REVOS, Evolve Snacks, and ten3T Healthcare.

    In this podcast, Mohit shares his experiences & learnings of investing in Startups which have sustainable growth models.

    Notes -
    00:42 - His learnings from being an Angel Investor
    05:40 - Investing his own money in early ideas in Ecommerce Startups
    09:32 - Co-investing in REVOS - Smart Mobility Platform
    11:15 - Investment & Growth Thesis in Evolve Snacks
    12:40 - Investing in Preventive Healthcare - ten3T Healthcare
    18:04 - Avoiding over-ownerships in Portfolio Companies to have a downside protection
    26:20 - Is securing a Hyper-investment a sure success parameter for a Startup?
    28:59 - Important to have Sustainability in Investing v/s Spray & Pray

  • #100xEntrepreneur Podcast with Vaibhav Domkundwar, CEO at Better Capital

    “Do Zero Paid Marketing - To Understand What’s Working And What’s Not”

    Vaibhav has founded successful companies like Roamware (acquired by Audax Group) and Better Inc.

    As a VC & a founder, he’s a core believer in implementing & experimenting with organic growth hacks to grow a company, this reflects in most of his portfolio companies as well.

    Some of his Portfolio Companies are - Khatabook, OPEN Bank, Gramophone, and ShopKirana.

    In this podcast, Vaibhav shares his experiences & learnings of investing in Startups which provide a simple but complete solution to a consumer problem.

    Notes -
    00:35 - His Journey from Founding Two Companies to Becoming a VC
    05:20 - Investing in 45 Companies in Last 2 Years
    07:02 - While making an Investment Decision it’s important not to Templatize a Founder’s Idea
    09:30 - Investing in Asia’s first Neobank - OPEN
    14:29 - Creating a product which completely solves a problem rather than offering a better way of dealing with it - Khatabook
    16:05 - Agritech Portfolio Companies - Gramophone, Jai Kisan, BharatAgri
    18:49 - Investing in a Truly AI-first company
    30:57 - How does Better helps its Portfolio Companies?

  • #100xEntrepreneur #Podcast with Rutvik Doshi, Managing Director, Inventus Capital Partners

    Rutvik refers to himself as an “Accidental Venture Capitalist”, coming from a Product management & Software Engineering background.

    He’s an IIT Kharagpur alumni and later did his MBA from INSEAD. During his early career, he worked at Broadcom Inc. & Google.

    In this podcast, Rutvik shares his experiences & learnings of building relationships with founders, scanning through potential investments & more.

    Notes -
    00:35 - Accidental Venture Capitalist
    03:50 - Being a part of Inventus Capital Partners
    05:50 - Investing in PolicyBazaar & RedBus.in
    09:14 - Scaling & Diversity in HealthifyMe
    12:35 - Filters & Criteria to scanning potential investments
    15:43 - Being a mentor to the founding team
    22:30 - Giving 1st Priority to Founder / Business & then later check on the Market
    32:10 - Common traits among founders who’ve scaled 100x
    36:45 - Fine line between Conviction & Stubbornness in founders
    37:55 - Challenges while fund-raising as a VC

  • #100xEntrepreneur
    #Podcast with Vidit Aatrey, Founder & CEO, Meesho

    After completing his B.Tech. from IIT Delhi, Vidit worked with ITC & InMobi during his early career.

    It was around 2015 when he decided to try out something and while exploring other options he came across this idea to create a platform (Meesho) where people could start & manage their business from the comfort of their home.

    In this podcast, Vidit shares his experiences of building Meesho & understanding the core needs of their customers.

    Notes -
    00:40 - His career background and bringing an un-organized business online
    04:30 - Building 1st version of Meesho
    11:10 - Aggregating distributors on the platform
    12:50 - Making investors understand the new business model
    15:55 - What helped him keep growing while building a new business model?
    17:40 - Tackling the growth slowdown 6 months after raising capital from SAIF Partners
    26:25 - Listen or Die (Talking to users every 30 days)
    27:43 - Meesho’s revenue model
    29:30 - Current User Persona
    32:38 - Culture & DNA of Employees at Meesho
    35:55 - Change in Go to market strategy
    41:45 - Hiring strategy for Key Leadership roles
    48:50 - Irrespective of your growth don’t compromise with Culture Fit

  • After completing his MMS from BITS Pilani in 1993, Rahul entered into the Investment Banking domain.

    From 1997 to 2006, he was part of Walden International as an Investment Manager. It was the first Silicon-Valley based VC Firm to come & establish a presence in India. This was when Rahul experienced Venture Capital & Angel Investing from a close perspective.

    Later in 2006, he cofounded Helion Ventures with a $140M fund size, which has since then made over 135 investments across Finance, Healthcare, Logistics & Agri.

    Some of the Portfolio companies are MakeMyTrip, Bigbasket, RailYatri, and Ezetap among others.

    In this podcast, Rahul shares his experiences of finding & nurturing Indian entrepreneurs for the past 15 years.

    Notes -
    00:38 - Sharing his Journey via his book - The Moonshot Game: Adventures of an Indian Venture Capitalist
    03:10 - Working as an Investment Banker in 1995
    09:05 - Cofounding Helion Ventures in 2006
    22:10 - Starting multiple VC firms/funds from Helion
    25:15 - Traits of founders who build great companies
    28:22 - Three core reasons behind Investing in Bigbasket
    32:30 - Taking tough calls as a VC based on your experience
    38:50 - Giving synthesised advices as a VC vs a Canned-one
    44:44 - Starting Unitary Helion Fund
    45:17 - Building products for middle class by design & not by accident

  • After completing his graduation from IIT Bombay, Hemant worked at AMD during his early career.

    In 2012, after completing his MBA from Cambridge University, he joined Google, where he worked in New Partnerships & Development for 5 years, post which he joined Andreessen Horowitz in 2017.

    Lastly, after seeing a huge potential in the growing Indian Startup Ecosystem, he ended up moving to India in 2018 and joining Lightspeed India.

    Some of Lightspeed India portfolio companies are Udaan, Darwinbox, OKCredit, and Shuttl among others.

    In this podcast, Hemant shares his learnings of building a Tech company in India, he also shares his Venture Investing experiences in India & the US.

    Notes -
    00:46 - Growing up in Middle of Himalayas to joining Lightspeed India
    05:38 - Joining Corporate Development at Google after MBA
    06:26 - Choosing Lightspeed India vs any other VC firm in the US
    12:10 - Is it necessary to raise a Venture Capital to build a big company?
    15:38 - Is it the right time to build a Tech company in India?
    18:16 - Looking after Enterprise, Fintech & Logistics focused deals
    19:59 - Big wins for Lightspeed in India - Byju’s, OKCredit, Udaan, OYO
    25:25 - Difference b/w Venture Investing in US & India (Andreessen Horowitz vs Lightspeed)
    30:42 - What Indian Entrepreneurs can learn from their US counterparts?
    33:22 - “Most problems are solvable if you immerse yourself deep within”
    38:33 - Best Founders know much better about a Market than a VC

  • After completing his MBA from IIM Lucknow in 1998, Anand started his first EduTech company around the Dotcom boom - Brainvisa which became one of the largest eLearning companies in India and later on got acquired by Indecomm Global Services.

    From 2007 to 2012, he backed several startups as an Angel Investor - Fasoos & MyDentist.

    Later in his career in 2012, he became a Founding Partner at IndiaQuotient, Venture Capital Firm which has invested in over 50 startups in the last 8 years.

    Some of his portfolio companies are LoanTap, Clip, and Sharechat among others.

    In this podcast, Anand shares his understanding of the Indian Middle-class consumer & also shares his learnings on how can startups build products for them.

    Notes -
    00:35 - His Journey from Starting the first company in Dotcom boom to becoming a VC in 2012
    01:50 - Experience with Early Portfolio Companies - Financial Services & Content
    09:00 - Understanding Indian consumers & building products for them
    16:55 - Investing in Indian Cosmetics Brand - Sugar
    20:50 - Serving the average Indian consumer with disposable income
    27:30 - Thesis behind building Indian Consumer Brands
    32:50 - Core Themes for future Portfolio companies at IndiaQuotient
    38:50 - Portfolio Companies in Small Business Software - Vyapar, Fleetx, BharatAgri
    39:48 - Being bold & Taking Contrarian bets as a VC

  • After graduating from IIT Kanpur in 1992, Manish worked with several top firms - Tata Elxsi, Motorola, Ittiam Systems & Sling Media.

    In 2013 he started LetsVenture which enables Angel Investors, Family Offices and Funds to discover and invest in early-stage and growth startups.

    Post that, in 2016, he started pi Ventures, which primarily invests in AI, IoT & Blockchain companies.

    Some of his portfolio companies are FrontdeskAI, Wysa, and SigTuple among others.

    In this podcast, Manish shares his experiences of investing and helping entrepreneurs build AI Startups.

    Notes -
    00:40 - From Graduating IIT Kanpur in 1992 to starting pi Ventures in 2016
    06:50 - Keys learnings while building Venture firms
    10:58 - Learning from path-breaking Entrepreneurs
    14:08 - Unsolved problems & prospects for upcoming startups in AI
    16:54 - Criteria for evaluating AI companies
    27:52 - Helping in building AI Startups
    28:22 - Convincing VCs to invest in AI Startups
    30:15 - Challenges while fund-raising as a VC
    37:26 - Advice for Founder’s who get lost in their Journey

  • Sameer’s journey in India’s venture capital ecosystem began back in 2007 when he joined Reliance Ventures, where he focused on early-stage investments in the Technology, Media / Entertainment & Telecommunications domain.

    After being with Reliance for 4 years he joined Nexus Venture Partners in 2011 & currently leads their Bangalore office. At Nexus in the last 9 years, he has been part of the investment team that has lead investments in over 35 of their Portfolio companies.

    Some of Nexus portfolio companies are Druva, OLX, NetMagic, PaySense, Gluster, Rancher, H20, MapMyIndia, Pratilipi, Delhivery, Myupchar, Rapido, Snapdeal, Unacademy, Zomato, and Zolo among others.

    In this podcast, Sameer shares his experiences of identifying top-notch founders & his signature style of signing the Term sheet in the first meeting with the founders in whom he sees potential.

    Notes -
    00:36 - From CFA Level-I to spending over 11 years in Venture Ecosystem
    07:48 - I’m very fond of what I do as VC
    10:50 - Investing in over 35 Portfolio Companies across - Business Services, Consumer Brands, Data & AI, Enterprise & Healthcare
    16:30 - Top 2 Portfolio Companies in every fund
    18:00 - Growth & Success of Postman and UnAcademy
    20:19 - Story behind signing term-sheet at UnAcademy
    27:11 - Size of Test Prep market in India
    28:48 - Investing in Postman right around its buyout stage
    33:37 - Signature style of getting Term-sheet signed & Investing then & there
    38:30 - Learnings from Mistakes as a VC
    41:05 - Identifying secular trends/shift in markets
    44:48 - Guiding founders in situations where they are able to raise $50M+ but haven’t had experience building big startups
    47:17 - Quality of founders is getting better & better
    51:55 - Low-value creation in several crappy companies in India
    01:01:20 - Low-key & Successful Portfolio Companies at Nexus Venture Partners
    01:04:50 - Being called a P/E VC Investor
    01:07:10 - Culture of hierarchy-free & openness at a VC firm

  • Sanjay started his career in Silicon Valley in 1992 & spent over 7 years at his first company, working in different roles across - Sales, Customer Support, Engineering & Marketing. He then worked with Xerox & Portal Software in US before coming back to India in 2003.

    From 2003 to 2011, he had several experiences most of which revolutionized entire ecosystems they were part of, right from mCheck, ZipDial, Ezetap & Aadhar Team (at UIDAI).

    Finally in 2011, he started Angel Prime (now Prime Ventures) which invests in early-stage entrepreneurs to build great companies.

    Some of his portfolio companies are Moneytap, Ezetap, Happay, and Kredx among others.

    In this podcast, Sanjay shares his experiences & learnings from being on both sides of the Startup ecosystem - An Entrepreneur & A VC.

    Notes -
    00:38 - His journey from a small town in Karnataka to Silicon Valley & finally becoming a VC
    04:04 - Part 1- Experience & Learnings in Silicon Valley (from working in Sales, Customer Support to Engineering)
    05:55 - Working with Xerox
    08:40 - Coming back to India and working with mPortal & mChek
    11:20 - Realizing of being Ahead of Time at mChek
    14:08 - Successful Startups which Controlled their Ecosystem like Paytm & those which rode the Ecosystem changes like PhonePe & GooglePay
    16:49 - Part 2 - Working with Aadhar (UIDAI Team) & Experiencing the formulation of Aadhar
    19:56 - Part 3 - Bringing together previous learnings & starting AngelPrime (currently Prime Ventures)
    22:51 - Conceptualizing ZipDial while being on a flight
    25:10 - Validating Market Fit in less than $100 at ZipDial
    28:45 - Building Ezetap - Being on the Merchant Side
    30:45 - Being the First Sculptor of the Company
    34:16 - Formulating Market Specific Preferences as a VC
    40:00 - Importance of being Honest & Open with your VC Partners
    44:57 - There’s No Completely 100% Right or Wrong situation being a VC
    47:59 - Being a Founder in Late 30s or 40s
    50:37 - Having 360 days of Frustration & 5 days of Glory as an Entrepreneur

  • #100xEntrepreneur
    #Podcast with Sid Talwar, Managing Partner, Lightbox Ventures

    In 2001, Sid founded Evolv, a vocational training company funded by Singapore Technologies. Over the next 6 years, he built it into a business that trained 20,000+ people annually across 200 cities in South Asia and the Middle East.

    He later sold it to NIIT in 2007 but continued to lead the internal teams in adopting new technology as a transformative force in education and vocational training.

    Post that, after being associated with GSF India for about a year, he Cofounded Lightbox Ventures in 2014.

    Some of his portfolio companies are Furlenco, Embibe, Dunzo, Cleartrip, and Bombay Shirt Company.

    In this podcast, Sid shares his experience of helping Entrepreneurs solve & avoid mistakes in their Entrepreneurial Journey.

    Notes -
    00:36 - His Journey of helping Entrepreneurs Solve & Avoid Mistakes
    01:58 - Invest in Few Companies at a time to understand them better
    04:03 - Top Exits from Fund-II
    07:34 - Building relationships with Portfolio Companies
    10:40 - What kind of businesses is Lightbox trying to promote?
    18:39 - Investing in Embibe based on the Aditi’s conviction as a Founder
    22:54 - Investing in Furlenco after getting to know Ajith Karimpana In & Out
    26:34 - Challenges in building a subscription model in India for Furniture
    35:42 - Thesis behind recent Investment in Nua
    39:18 - Advice to Entrepreneurs while Pitching to VCs

  • #100xEntrepreneur
    #Podcast with Adith Podhar, Founding Partner, Gemba Capital

    Adith belongs to a typical Marwari family from Mumbai, after completing his MBA from the University of Mumbai, he worked with ICICI Bank handling fundraising for individual investors in Private Equity.

    During 2013 to 2017 he also headed Motilal Oswal Private Equity as their Vice President. In June 2017, he finally decided to start his own journey as an Early Stage Investors and started Gemba Capital.

    Some of his portfolio companies are myHQ, ClearDekho and HoiFoods.

    In this podcast, Adith shares his experience of operating as an Early Stage Investors and his learnings.

    Notes -
    00:42 - Journey from Typical Marwari family to experiencing different stages in Entrepreneurial Journey and finally becoming a VC
    05:11 - Why he started Gemba Capital?
    06:48 - How did he develop his Priority Sectors and created his Investment Thesis?
    11:40 - Investments, Vision & Thesis in Fintech
    13:19 - Difference between companies which have scaled faster compared to others
    15:10 - Macro Factors behind Scaling faster and larger for a Company
    16:44 - Why is Cashout / CreditLine model becoming a popular product in Fintech?
    17:55 - How to crack your Distribution Channels suitable to your Products?
    22:04 - Ideal Co-investors
    24:20 - Overcoming Challenges and Hardships as a VC
    29:57 - Is the Sequoia Surge Programme a Threat to Small/Early Stage VC Firms?
    30:52 - Overcoming biases as a VC while Investing
    33:22 - Mistakes & Learnings as an Angel Investor