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After completing his MBA from Delhi School of Economics, Ishpreet worked with many banks like - Kotak Mahindra, IFDC, and Citibank among others.
For a major part of his career, he worked on Debt funding companies via Banks as Financial Institutions. Eventually, this made him start a Venture Debt Fund of his own, Stride Ventures in December 2018.
Some of its portfolio companies include - Stellapps, CredR, and LetsTransport among others.
In this podcast, Ishpreet shares his experience of being a part of Debt funding in companies across all domains and building a Venture Debt Fund ecosystem in India.
Notes -
01:05 - His early career in Investment & Corporate Banking
04:30 - Experience the VC Ecosystem and founding Stride Ventures
06:58 - How does Stride Ventures differ from other Venture Debt Funds in the market?
09:22 - At which stage does Stride Ventures enter in a Company?
13:55 - With what financials does it makes sense for a company to raise a Debt round?
19:50 - How much returns do a Venture Debt fund typically expect?
22:27 - Investing in companies like Stellapps & CredR
27:53 - Potential sectors in 2020-21 from a Debt Fund’s perspective - SaaS, Logistics, and Gaming among others
29:45 - Building an ecosystem of Venture Debt Fund in India -
While having his family roots back in Odisha (India), Somesh had his upbringing in the US.
After completing his graduation from UC Berkeley in 2001, as the US job-market was hit after 9/11 he came to India and joined Sony Entertainment.
Later in 2005, he joined Institutional Venture Partners (IVP) back in the US.
IVP was founded over 40 years ago and has so far invested in over 400+ companies out of which 111 have gone public.
Some of its portfolio companies include - Twitter, Slack, and Soundcloud among others.
In this podcast, Somesh shares his experience of investing in growth-stage companies across various sectors.
Notes -
02:20 - Building a portfolio with numerous public companies
05:52 - Two lessons the Startup Ecosystem can consider during Covid-19 crisis as learnings from similar past events
12:51 - Starting his career in India after 9/11
23:22 - Investing in companies in their growth-stage - Twitter, Thrive Global, Netflix among others
27:30 - Diversity in portfolio companies spread across Cyber Security, Consumer, Analytics & Enterprise Softwares
31:27 - Missing out on Salesforce & Zoom
39:08 - Second wave of Tailwinds which most people might missout in the startup ecosystem
43:50 - “A Startup’s aspirations shouldn’t be to raise the next Unicorn-venture round, it should be to build the next Microsoft or Google.”
53:27 - Importance of Mental Health from a VC perspective -
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Dhruv worked with ABN AMRO and McKinsey & Company in Investment Management & Strategy roles in the early days of his career. He stepped into the VC ecosystem in India by eventually joining Helion Ventures in 2008.
At Helion Ventures he was part of investing in companies like Ezetap, Azure Power, and MoEngage among others.
Later when in 2015, Sistema (Russian conglomerate) decided to set up a Venture Fund in India, Dhruv joined Sistema Asia Capital in order to bring the best practices and 8 years of experience on board with him.
Some of Sistema Asia Capital’s current Portfolio includes - Licious, Lendingkart, Netmeds & Faasos among others.
In this podcast, Dhruv shares his experience of investing in mid-stage growth startups across various sectors in India’s Startup Ecosystem.
Notes -
00:57 - His Journey from working at ABN & McKinsey to joining Venture Capital
04:30 - Experience of working with Helion Ventures
07:56 - Joining Sistema Asia Capital - Building the foundations of a VC firm
10:15 - Sistema’s background & establishment in India
14:34 - Executing Exit from Qwikcilver (Acquired by Pine Labs)
19:44 - Investing in Faasos - reaching $1 billion valuation
25:30 - Impact on fintech portfolio companies during Covid-19 lockdown - Lendingkart & Kissht
31:26 - HealthifyMe’s transition from human-centric model to AI-based model
33:30 - Netmeds offering a full-stack model & growing scalable margins
37:04 - Sectors at which Sistema is bullish in 2020-21 - Edtech, Healthcare, & Agritech -
Ganesh began his career working in Strategy & Acquisition at Infosys in the San Francisco Bay area. He founded his first startup - Travelguru (later acquired by Travelocity) while he was pursuing his MBA from Harvard Business School.
In 2006, he began his journey as a VC with Greylock Partners. In 2014, he Co-Founded Quona Capital, which is a Fintech-focused VC firm, making investments across Asia, Latin America, and Sub-Saharan Africa.
A few of its successful exits include - IndiaMart (went IPO) & Coins.ph (acquired by Gojek).
Some of its current Portfolio includes - ZestMoney, Fisdom, & Neogrowth among others.
In this podcast, Ganesh shares his experience of investing in emerging markets and fintech-businesses with robust teams.
Notes -
00:54 - His Journey from working at Infosys to Co-founding Quona Capital
04:39 - Quona Capital: Countries of operations, Cheque-size & Ideology
07:58 - Starting Travelguru while pursuing MBA at Harvard Business School
14:07 - Investing in teams who respect & fear lending
18:17 - Exit from IndiaMart - Most Successful Digital IPO
22:30 - Exit from Coins.ph - Acquired by Gojek
28:08 - Managing investments across multiple countries and diverse markets
34:02 - Fundamentals driving rapid growth in Indian startups in Quona’s portfolio
36:23 - Rise of Neobanks in India -
With over 14+ years of experience in investing, Sushma has been acknowledged for “40 under 40 - Alternate Investment Professionals” in India.
Currently, at Aavishkaar, she majorly looks after Fintech & Microfinance.
Aavishkaar is also well-known for being one of the few VC firms in India, well known for its Impact Investing Thesis.
Some of its portfolio companies are - Chqbook, Agrostar, and Soulfull among others.
In this podcast, Sushma shares her experience of investing in high-growth socially responsible startups.
Notes -
01:10 - Her Journey from real estate equity background to joining Aavishkaar
03:08 - How does Aavishkaar differentiate itself from other funds in terms of thesis - Impact Investing
06:36 - Is impact-investing successful in giving justified returns to LPs?
08:55 - Investing in socially responsible businesses - Micro-finance & Agritech
13:42 - Investing in Chqbook - Making credit cards & short-term loans accessible
19:23 - Diversification in investments between early-stage & growth-stage companies
22:25 - Significant evaluation around Exit-thesis at the time of new investments
28:33 - What does the Indian startup ecosystem requires to mature similarly to Silicon-valley?
30:48 - Gender Diversity in the VC & Startup Ecosystem in India -
Anand has worked with some top companies in SaaS & Product roles - Yahoo, Airtel, Snapdeal, Freecharge, Facebook & currently at Five9.
Since 2014 he has been an Angel Investor in over 50+ companies, some of the popular one’s being - Yulu, Khatabook, and MoEngage among others.
In this podcast, Anand shares his experience of building consumer-friendly products & becoming a successful Angel Investor.
Notes -
01:10 - Journey of one of the best product thinkers in the country - Entrepreneur in SaaS (2001-2008), Multiple Product Leadership Roles across few of the best companies in the world 2008 - Present (Airtel, Snapdeal, Facebook, Five9) and now an investor in startups 2016-Present (Rupeek, Khatabook and 48 other companies)
03:16 - Joining Five9 after Facebook
04:09 - Leading acquisition of Whendu and Virtual Observer
06:55 - Five9’s future plans with over $400 million ARR and becoming a Decacorn soon
09:42 - Working in India with Airtel, Snapdeal & Freecharge (from 2013-16)
13:12 - 50+ portfolio companies as an Angel Investor - Khatabook, MoEngage, Innov8 etc.
16:56 - Investing in Rupeek - Building a customer-friendly product in a market with very low NPS
19:32 - Investing in Nobroker - Solving rental issues on consumers
21:16 - Investing in MoEngage - Solving the user engagement marketing needs with SaaS
23:00 - Exits from Fynd & Innov8 - More of a founder & team bet, than a market bet!
28:37 - Failures Startups face - Cash burn without Product-market fit & Lack of team chemistry
36:50 - Covid-19 crisis - Not just conserving cash but creating solutions to tackle it
38:16 - Working & learning with Marissa Mayer (Yahoo), Mark Zuckerberg & Sheryl Sandberg (Facebook), Gopal Vittal (Bharti Airtel)
44:15 - “The tools that people continue to pay for during a crisis are the ones which grow in the long run.”
51:02 - His first principle of being an Investor -“You are not the Hero of the story, the founder is!” - Just be founder friendly
53:01 - His second principle of being an Investor - ”You make your money with the success, but you make your reputation with the failures.” - Being with founders during their bad times
54:30 - His third principle of being an Investor - Not to exit from a company, as soon as it breaks-out
56:10 - In India would it make sense for Angel investors to Exit-early at a good valuation? -
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 retail, fintech, healthTech, edTech and D2C brands.
Some popular startups in its portfolio - PharmEasy, Zostel, MoneyOnClick, CountryDelight, Gully Network, BeatO 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 -
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 - Visa fler