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Founder investor dynamics

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Founder investor dynamics

  1. 1. Founder/Investor Dynamics Anurag Ramdasan
  2. 2. About me • Computer Engineer • Founding Member, Code For India • Silicon Valley/India based Not For Profit • Employee #1 at Edcast • Silicon Valley based Enterprise Ed-Tech Startup • Menlo Ventures, GE Ventures, Softbank as investors • USD 180mn company • Principal, Investments – 3one4 Capital • 50+ company portfolio • Over 2000+ companies each year • Other ecosystem work with various start focused entities
  3. 3. Early Stage High Reserve Ratio Force-Multiplier Effects Fund II (2017) Seed, Pre-Series A and Series A $250K to $2M Target Portfolio of 20-25 companies Back Winners New Investments over 3 + 1 years Follow-on funding over 3 + 2 years Deep involvement in Product, Tech, Financials, & Roadmaps. Inorganic growth via BD and CD. INR 250 Cr USD $40M
  4. 4. Focus Areas Enterprise Intelligence & Automation New frameworks and automated workflows that drive better decision-making and improve productivity across multiple focus areas. Education Technologies Platforms and technology-enabled services to prepare us all for the jobs of the future by mapping education to outcomes. Ambient Intelligence Leveling-up conventional practice in agriculture, supply chains, construction, and manufacturing through data-driven routines and technology-laced playbooks. Health Core innovation to augment research and development of products and services that can elongate health spans and solve species-level challenges. Financial Technologies Helping a new generation earn, spend, save, and multiply smarter with highly accessible and multi-modal services. Media & Content Development Multi-format & multi-lingual content that can exploit new distribution strategies to serve rapidly evolving consumption behaviours.
  5. 5. India is a Top Startup Destination 100K Startups By 2025 5,000 new startups in the last 12m 3rd largest startup base in the world $95B Value Created Mature ecosystem of funds Strategic participation increases M&A market ramping up $10-14B Funding Every Year India is the 3rd largest global exit destination Growth and Late Stage activity coupled with easing IPO regulations
  6. 6. Fund I (2016) INR 100 Cr Corpus ($16 Mil) INR 50Cr + INR 50Cr green-shoe 79% committed so far 34 Indian companies 6 US Inc. companies High reserve ratio for pro-rata value capture 20+ up-rounds participated 40 Portfolio Companies 70+ Rounds Participated
  7. 7. Government Entities Including startup initiatives, regulatory bodies and independent government supported organizations. Venture Capitalists The source of capital for the ecosystem. In tough with every other element of the ecosystem very often. Startups The most important aspect, ones that have to interact with all the above entities to successfully navigate the ecosystem. Accelerators Including incubators, coworking spaces etc. Most important touchpoint between VCs and Startups. Industry Partners Source of revenue for early stage startups through their pilot programs, partnerships programs etc. E.g. Banks, Insurance firms etc. Macro View
  8. 8. Demand and Supply 41,000 Startups in India 2000 new startups every year 300+ Funds in the ecosystem 820 deals in 2017
  9. 9. Demand and Supply Series E+ Investors(45+) Angel Investors(800+) Seed(+) Investors (370+) Series A Investors(280+) Series B Investors(185+) Series C Investors(133+) Series D Investors(76+)
  10. 10. THESIS POWER LAW PORTFOLIO LEARNINGS ECOSYSTEM SIGNALS What are VCs looking for? 20% of the portfolio delivers most of the returns Strong analysis and distribution of risk Spread metrics between big winners and low risk deals The worldview of the VC fund. The expertise of the team behind the fund. Challenges/Successes of each companies invested in What didn’t work in their previous investments? VCs learn a lot from their founders learnings What direction is the ecosystem taking off in? What signals are the different ecosystem entities giving out? Global trends that may affect the ecosystem
  11. 11. What kind of company are you? IP Driven? A strong IP at the core as a massive differentiator. Market Driven? Companies propelled into the next orbit by sheer market forces. Founder Driven? A strong founder at the core with an excellent track record. Value Driven? Companies with a strong value to its end users.
  12. 12. IP Driven? AlphaICS Hardware that enables real-time computing at the edge of the network Bugworks Drug discovery platform to combat Anti-Microbial Resistance Tonbo Imaging Designing and manufacturing advanced imaging and sensor systems
  13. 13. Founder Driven? ScoreData Enterprise Machine Learning platform for collaborative modeling & analytics Yulu Bikes Smart dockless bike sharing system Cure.Fit Cure.fit is a health & fitness company that empowers physical & mental well being.
  14. 14. Market Driven? Pocket Aces Mobile-first digital fiction content production and distribution Faircent India’s largest peer-to-peer lending exchange Flipkart India's biggest online store for Mobiles, Fashion (Clothes/Shoes), Electronics, Home Appliances, etc
  15. 15. Value Driven? DarwinBox Full-stack Human Resource Management Solution Licious Online platform for gourmet meat sourcing and delivery. Freshworks Feature packed product suite for businesses of all sizes
  16. 16. How to stand out? Leading with the strengths Know the kind of company you are and lead with that. Pick the right people Know how to pick your partners and advisors. Getting a direct referral Approx 30% deals via referrals from the network. Have outlier indicators Know what numbers/metrics sets your company apart
  17. 17. Thank You @3one4Capital | 3one4capital.com Anurag Ramdasan anurag@3one4capital.com @anuragwho

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