Anup Jain

Everything Anup Jain said on any show that made the record, most notable first. Each card names its show and opens the statement there.

NEON SHOW Assertion Not publicly verifiable

Gully Network reached 22 stores in Bangalore and achieved product-market fit

“They already have 22 stores in Bangalore. I would say they've achieved product market fit.”

Anup Jain May 24, 2020 ▶ 11:29 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands

NEON SHOW Disclosure

Some Orios portfolio companies moved 30% of their workforce permanently remote

“Some of the companies have even taken calls of reducing their office space and moving 20 to 30% of their employees permanently on a work from home basis.”

Anup Jain May 24, 2020 ▶ 15:28 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands

NEON SHOW Assertion Supported

Indian medicine margins exceed 65% with value captured by unorganized middlemen

“The actual cost or the margins of the product, which is a medicine was extremely high upwards of, you know, 75, 65, 75%. And a large part of that value was being cornered by the unorganized players of stock is distributors and various middlemen.”

Anup Jain May 24, 2020 ▶ 23:08 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands

NEON SHOW Disclosure

Orios Venture Partners avoided SaaS investments due to overseas due diligence challenges

“We have tended to sort of stay away from SaaS businesses in the past because we couldn't you know do due diligence on customers overseas. And therefore we kind of stayed away from that. We felt that it was too early in that space.”

Anup Jain May 24, 2020 ▶ 30:11 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands

NEON SHOW Prediction Not checkable as stated

Indian enterprises will become increasingly willing to pay SaaS subscription fees

“So I think in the coming years businesses of all types will be very amenable in India to paying a SAS company subscription fee for using their product.”

Anup Jain May 24, 2020 ▶ 31:10 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands

NEON SHOW Assertion Supported

Indian grocery retail is a market worth nearly $500 billion

“Grocery retail is one of the largest segments of retail in the country almost five hundred billion dollars.”

Anup Jain May 24, 2020 ▶ 9:53 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands

NEON SHOW Disclosure

MoneyOnClick immediately halted loan disbursements during COVID-19 to evaluate portfolio risk

“So what they especially started to do was stop the dispersals immediately and started taking a very careful look at their existing portfolio of borrowers and stayed in touch with them to work out and figure out as to what was the risk on that portfolio for fut…”

Anup Jain May 24, 2020 ▶ 14:14 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands

NEON SHOW Disclosure

Nearly all Orios Venture Partners founders took salary cuts during COVID-19

“Nearly all our companies, the founders have taken salary cuts. They have also asked their teams to take cuts wherever necessary. You know, non-essential expenditure has been completely curbed.”

Anup Jain May 24, 2020 ▶ 14:47 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands

One line per show, most statements first. The link opens Anup's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
NEON SHOWLEDGER	Partner, Orios Venture Partners	1	8	100% 2/2	full record on the Neon Show →