Karthik Sridharan

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

20VC Insight

Marketplace liquidity is a necessary precursor to GMV

“Do we have good liquidity? And that is a necessary But not sufficient precursor to GMV and a whole bunch of other engagement metrics for a marketplace. So that's kind of what I always look at as first principles rather than just focusing on GMV.”

Karthik Sridharan Oct 7, 2016 ▶ 11:33 20VC: What Makes A Great marketplace Founder, The Key Metrics Marketplace Success Is Centred On & 3 Ways To Prove To Investors You Are A Domain Expert with Karthik Sridharan, Founder & CEO @ Kinnek

20VC Opinion

Alibaba is structurally relegated to acting as a glorified trade directory

“They're mostly focused on an East Asian supplier base, and mainly in mainland China. So most of Alibaba's buyer base is in Europe and America, and they're connecting with suppliers in East Asia. What that ends up meaning is that The currency issues, tariff iss…”

Karthik Sridharan Oct 7, 2016 ▶ 12:56 20VC: What Makes A Great marketplace Founder, The Key Metrics Marketplace Success Is Centred On & 3 Ways To Prove To Investors You Are A Domain Expert with Karthik Sridharan, Founder & CEO @ Kinnek

20VC Insight

SMBs cannot use consumer platforms like Amazon for custom procurement

“Small businesses are kind of stuck in this awkward no man's land where they can't really go to Amazon or eBay or use consumer sites like that. Like say me and you could, because they're usually buying pretty custom things. They're buying custom equipment, they…”

Karthik Sridharan Oct 7, 2016 ▶ 4:36 20VC: What Makes A Great marketplace Founder, The Key Metrics Marketplace Success Is Centred On & 3 Ways To Prove To Investors You Are A Domain Expert with Karthik Sridharan, Founder & CEO @ Kinnek

20VC Insight

SMB procurement is inherently localized rather than global

“There aren't a lot of small businesses and medium-sized businesses that are dealing with factories and suppliers that are thousands of miles away, so the SMB market tends to be a lot more regionalized, nationalized, and kind of localized.”

Karthik Sridharan Oct 7, 2016 ▶ 14:46 20VC: What Makes A Great marketplace Founder, The Key Metrics Marketplace Success Is Centred On & 3 Ways To Prove To Investors You Are A Domain Expert with Karthik Sridharan, Founder & CEO @ Kinnek

20VC Insight

Investors should pass on founders who cannot fluently explain marketplace dynamics

“Make sure that the founder can speak ad nauseum about marketplace dynamics. They don't, if they can't, then it's not worth it, because marketplaces are difficult enough as it is to execute. They have to be thinking about those issues from the very beginning.”

Karthik Sridharan Oct 7, 2016 ▶ 22:49 20VC: What Makes A Great marketplace Founder, The Key Metrics Marketplace Success Is Centred On & 3 Ways To Prove To Investors You Are A Domain Expert with Karthik Sridharan, Founder & CEO @ Kinnek

20VC Insight

Growth-stage VCs expect metric fluency two to three layers deep

“Especially as you go into later rounds, investors really expect you to have a solid understanding of your business, two, three layers deep with your metrics, not just what's GMV, but acceleration of GMV in certain product categories.”

Karthik Sridharan Oct 7, 2016 ▶ 17:41 20VC: What Makes A Great marketplace Founder, The Key Metrics Marketplace Success Is Centred On & 3 Ways To Prove To Investors You Are A Domain Expert with Karthik Sridharan, Founder & CEO @ Kinnek

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

Show	Role there	Eps	Statements	Record
20VCLEDGER	Founder & CEO, Kinnek	1	6	—	full record on 20VC →