When you invest early in a company’s life cycle, there is such a lack of information available, so much of an investment decision at this stage is based on the founding team and prior investing experience. The earlier you invest, the more experience you need.
There’s a belief globally that we have a burgeoning middle class in India – and we’re following in the footsteps of China’s massive change from immense poverty to a stable middle class. But that’s really not the case.
India doesn’t lack funding, at least in technology. We need people – smart people, educated people, motivated people. Let’s teach coding. Let’s teach innovation and creativity. Let’s teach leadership and teamwork. And let’s make it free for anyone and everyone in the Country.
Here’s a prediction: tech companies will raise more private money than IPOs. And a lot of that money will go towards (re)educating consumers, giving them access to debt for anything they want, and providing them a whole lot of video.
So much attention and funding is focused on B2C mobile payments, but payments for B2B commerce also contain multi-billion dollar opportunities for disruption. B2B payments have very real pain points critical to the day-to-day operations and growth of large and small businesses employing millions. Yet, innovation through technology has been limited.
Tech companies are nothing without growth. The real value creation will take place in companies that are able to demonstrate differentiated growth by taking advantage of the imminent technology boom (a result of the explosion in data & apps).
Real Time Bidding or RTB has dramatically changed the way the digital media industry buys and sells media.