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Seed Capital
1Mby1M Virtual Accelerator AI Investor Forum: Lisa Chai, General Partner at Interwoven Ventures (Part 1)
Lisa Chai, Co-founder and General Partner at Interwoven Ventures, discusses her firm’s investment thesis.
>>>1Mby1M AI Investor Forum: Nicholas Fok, General Partner, Erez Capital (Part 3)
Sramana Mitra: Nick, let’s do another use case or another company that you’ve invested in.
>>>1Mby1M AI Investor Forum: Nicholas Fok, General Partner, Erez Capital (Part 2)
Sramana Mitra: For those of you who are listening, it’s actually not a bad business to do a wrapper. You can build a business by doing AI wrappers that are specific to a vertical or specific to a use case, and you would find customers. It’s better as a bootstrapped business. VCs are not going to invest in wrappers, because the VC funded company has to go from zero to a hundred million dollars in five to seven years. So, you need a defensible competitive advantage. You need an exit strategy and so forth, none of which are going to be viable with just a wrapper business.
>>>1Mby1M AI Investor Forum: Nicholas Fok, General Partner, Erez Capital (Part 1)
Nicholas Fok from Erez Capital discusses his firm’s investment thesis.
>>>1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 5)
Sramana Mitra: Okay. And what are you seeing in your deal flow? We’ve talked about what you’re investing in, what trends are you picking up from your deal flow, whether it’s Indian deal flow or US deal flow? What are you picking up?
>>>1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 4)
Sramana Mitra: And what is the AI angle in this? How are they using AI?
>>>1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 3)
Sramana Mitra: So, let’s talk about the type of AI companies that you are investing in. We could do some case studies first of what you have invested in, and if you could share with us in what stage and state you encountered these companies and what is it about them that made you write the checks?
>>>1Mby1M AI Investor Forum: Manu Rekhi, Managing Director at Inventus Capital Partners (Part 2)
Sramana Mitra: Let me ask you what you are seeing and how you’re processing this exception, which is usage-based pricing, right? SaaS became so popular because it was subscription pricing, and subscription business models are very attractive to investors, whether it’s public market investors or private market investors. It’s extremely popular because of its predictability and the fact that it’s recurring.
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