Ankur Capital

4 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement May 18, 2020 by Ritu Verma · said 13 times in 2 episodes since 2020 · across every show →

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brought up most by Siddhartha Ahluwalia (10), Ritu Verma (2), Dr. Geetha Manjunath (1)

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Everything said about Ankur Capital, oldest first

May 18, 2020 neutral
Disclosure
Verma: Ankur Capital is sector-agnostic but strictly targets mass-market Indian consumers
“So we are sector agnostic Siddharth We are, but we are market, not market agnostic necessarily. We're looking for solutions that can actually unlock these larger markets, as I said earlier.”
Ritu Verma May 18, 2020 ▶ 10:21 Ritu Verma on why Ankur Capital is betting big on Agritech and Healthcare in India
May 18, 2020
Disclosure
Verma: Ankur Capital has expanded its check sizes up to $5 million
“We used to do about a million dollar checks. We can now go up to five million dollars.”
Ritu Verma May 18, 2020 ▶ 24:17 Ritu Verma on why Ankur Capital is betting big on Agritech and Healthcare in India
May 18, 2020 positive
Assertion Not checkable as stated
Verma: Cropin retained its earliest enterprise customers and expanded their contract sizes
“Their first customers are still customers. As a matter of fact, not at the same size, but at much larger sizes.”
Ritu Verma May 18, 2020 ▶ 20:21 Ritu Verma on why Ankur Capital is betting big on Agritech and Healthcare in India
May 18, 2020 positive
Insight
Verma: Physical-world tech adoption scales slower but creates far stronger defensive moats
“There is an intersection of these technologies with the physical world, which obviously slows things down, you know, versus something going viral in a year or two. Ah, but on the other hand, these are modes, right? So as you get those right, ah, dislodging you…”
Ritu Verma May 18, 2020 ▶ 19:17 Ritu Verma on why Ankur Capital is betting big on Agritech and Healthcare in India
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