Category: Capital

From a Rs 33 Cr investment to a Rs 300 Cr exit: Why India needs to celebrate Mettl’s acquisition

~ michael_msft ~ Leave a comment

All of the region needs more of this:

While we celebrate Flipkart’s $16-billion exit to Walmart, let’s also start looking at exits in the range of $40 million-50 million where the capital raised is almost next to nothing (compared to the …

— Read on yourstory.com/2018/10/rs-33-cr-investment-rs-300-cr-exit-india-needs-celebrate-mettls-acquisition/amp

U.S. share of global venture capital fell more than 20% in 5 years | VentureBeat

~ michael_msft ~ Leave a comment

This will be interesting to watch. Is it a speed bump or a real shift? With the shitshow that is American politics, my feeling is this is just the beginning. America may not be failing today but this is a leading indicator of some sorts but of course the growth abroad is just getting started.

My personal belief is that the current American administration is no longer planning for the future and that means America is in much more trouble decades from now.

In 2012, U.S. startups captured 71 percent of all global venture capital investment. Last year, they captured just 50 percent.

— Read on venturebeat.com/2018/10/05/u-s-share-of-global-venture-capital-fell-more-than-20-in-5-years/

China’s secret startup advantage: liquidity | TechCrunch

~ michael_msft ~ Leave a comment

China’s secret startup advantage: liquidity | TechCrunch:

Faster liquidity can push cycle of returns, fundraising, reinvestment

This is the struggle with the SEA ecosystem. Just not enough liquidity yet to create the magical cycle.

USA and China have it. India with some of their monster exits creating some secondary action to enrich employees is crawling towards it.

As some of the big unicorns in SEA start to make some employees rich – there will be some mini cycles around that.

One should not knock what SEA and Razor of done to help get this going as well.

 

Southeast Asia Could Hit $5 Trillion Growth Mark: McKinsey’s Lin – Bloomberg

~ michael_msft ~ Leave a comment

Looking forward to this:

Southeast Asia’s been home to almost half of the biggest growth drivers in the past half-century. To keep investors interested, it’ll have to make the right moves across technology, education and infrastructure, according to Diaan-Yi Lin, a senior partner at McKinsey & Co.

— Read on www.bloomberg.com/news/articles/2018-09-28/southeast-asia-could-hit-5-trillion-growth-mark-mckinsey-s-lin

Stripe in Singapore

~ michael_msft ~ Leave a comment

Wrote about this yesterday :: https://seedvc.blog/2018/09/27/stripe-to-open-singapore-hub-following-245m-fundraise/

Saw this on LinkedIn today :: https://www.linkedin.com/feed/update/urn:li:activity:6451084223817310208

1) Stripe’s fourth global engineering hub will be in Singapore

2) This hub will build completely new products, and further develop the underlying infrastructure powering Stripe

3) 200 million Southeast Asians will come online in the next two years

Gotta love those SEA stats but what really interests me is #2. New products.

People have been chatting about PayPal and Stripe competing but that has been going on for a while. What is more striking for me is where is Square when it comes to Asia? As of today – completely non-existent.

The Basecamp Way – Bryce Roberts – Medium

~ michael_msft ~ Leave a comment

A good read. Something founders should always consider.

The Basecamp guys usually bash VC’s as evil and the root of all startup problems but I don’t agree.

However I do agree with the premise that NOT all companies should raise money. It is not the only path.

Always find it funny when founders are surprised that a VC would say to a founder – don’t raise money. You don’t need to.

VC money should be used to make the outcome bigger by a huge factor than if you didn’t raise money.

Basecamp is a rarity in this day and age and some of the biggest exits for founders are when they don’t raise money.

Everyone has a different need or use case but founders should always think of all options.

The Basecamp Way – Bryce Roberts – Medium