SAIF Partners
fund on 1 show · 9 statements across 2 episodes · said 21 times in 6 episodes since 2019
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the Neon Show 21
2022 1 mention in 1 episode
2021 5 mentions in 1 episode
2020 1 mention in 1 episode
2019 14 mentions in 3 episodes 5 per episode
every mention on every show, scene by scene, with the transcript →
9 statements about SAIF Partners, every show
Sharma: Alok Goyal was the only VC at the 2016 UPI launch
“And on, on, on February 11th or February 13th, I forget the date, ah, of 2016, was in, in Taj Vivanthal, ah, the sandbox that was launched. And 321 people came for that. I remember that because, you know, everybody had to register. There was only one VC amongs…”
Paytm executed a phenomenal pivot from a mobile value-added services business
“Paytm was a mobile VAS company back in the day. I don't know whether to call it a pivot or a natural sort of evolution, but Vijay and Paytm have done this phenomenal, never heard of kind of job of taking a business, which was mobile VAS and getting it ready Fo…”
Investors miss massive outcomes by judging startups purely on current market size
“As a, as an investor, you always keep telling yourself, relax the boundary on current market size. If it's a strong need, yes, market will open later. But I still find myself sometimes struggling with that question and saying, ah, it doesn't sound like a big m…”
SAIF fully exited MakeMyTrip and secured secondary liquidity in Paytm and Swiggy
“So we exited all our stake in make my trip some time back. We had some secondary exit in Paytm. We had some in Swiggy.”
Most consumer digital markets, including budget hospitality, are not winner-take-all
“Frankly, a lot of these markets are not winner take all markets. And you have to continuously believe that it is not a winner take all market. And there is space for multiple brands to exit. For example, if you think about hotels, do you see only one hotel bra…”
SAIF backed ShareChat at seed for its vision of a horizontal platform
“When we had invested at the seed stage what had attracted us to ShareChat was the vision of the founders to build a much larger horizontal platform where entertainment and this entertaining content was a hook to get people started.”
A $10M-$15M startup return doesn't move the needle for a $350M fund
“I think for a fund like ours which is a three fifty million dollar fund we need to make bets on companies that are likely to be very large outcomes because getting Let's say I invest a million dollars in, in a company and get 10, fifteen million dollars out of…”
SAIF backed an early Indian TV streaming startup in 2011 that failed
“One of the investments that didn't work well for us in the content space we had invested in a company which was into video streaming of content which was on TV. So it was, You could say a very early version of Hulu, but for Indian content. We had invested in t…”