Sramana Mitra: You have a very interesting investment thesis. What stage do you come in?
Daniel Ibri: We normally invest early stage. It’s normally pre-A, A, or post-A. It’s normally around Series A and we normally co-invest with local funds. We try not to lead the rounds. We co-invest with local VC’s and angels. We try to join the rounds as a strategic investor.
Sramana Mitra: These are Israeli investors that you have relationships with. Israelis lead. You come in as a follow to bring them into Brazil.
>>>Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Taylor Greene was recorded in April 2019.
Taylor Greene, Managing Director at Collaborative Fund, shares his firms’ investment thesis.
Sramana Mitra: Let’s start by introducing our audience to you and to Collaborative Fund. Tell us about the fund. What is the fund size? What size checks do you like to write? Let’s get to know one another.
>>>Responding to a popular request, we are now sharing transcripts of our investor podcast interviews in this new series. The following interview with Daniel Ibri was recorded in April 2019.
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.
Sramana Mitra: Tell us about yourself and about Mindset Ventures. Let’s get you introduced to our entrepreneur audience.
>>>Francis Simisim is Partner at Original Pitch Venture Capital based in the Philippines. We had a very good discussion on how that ecosystem is developing.
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In case you missed it, you can listen to the recording of this roundtable here:
During this week’s roundtable, we had as our guest, Francis Simisim, Partner at Original Pitch Venture Capital based in the Philippines. We had a very good discussion on how that eco-system is developing.
Asets-Lux
As for the entrepreneur pitch session, we first had Ashwini Oke from Dalheim, Luxembourg, pitch Asets-Lux, an enterprise software solution focused on the Oil & Gas, Petrochemicals, and a few other segments.
Sukhi
Next we had Rahul Kulkarni from Washington, DC, pitch Sukhi, a mental health solution.
Sramana Mitra: If you look at your last 12 months of deal flow, what do you see as standout trends in the Indian market? What do you see as interesting?
Sateesh Andra: We look for B2B companies that are in cyber security, semiconductors, digital health, and medical devices. Our investment approach is about 15 investments in a fund over a three-year cycle. You’re looking at five investments in any year.
>>>Sramana Mitra: Abhishek, you wanted to talk about one of your companies that already had an exit.
Abhishek Srivastava: This is a company called Shield Square, a cyber security company. They had built a cloud-based, real-time bot intervention solution. All online digital asset, whether it’s e-commerce, travel site, or financial services, have been constantly facing issues around content scraping or some kind of form spamming.
>>>