Arun Venkatachalam

11 statements across 1 episodes · 8 bullish · 1 bearish · 1 people on the record · first statement Mar 9, 2021 by Arun Venkatachalam · across every show →

On the record as a speaker too: Arun Venkatachalam's record, appearances and statements → this page counts the times other people say the name.

Everything said about Arun Venkatachalam, oldest first

Mar 9, 2021 neutral
Insight
Venkatachalam: Angel investors should not expect winners in their first 4-5 years
“One Kind of thumb rule that's patient is don't expect to have a winner if you plan to do this consistently for the first four to five years, right?”
Arun Venkatachalam Mar 9, 2021 ▶ 39:27 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 positive
Assertion Not checkable as stated
Venkatachalam: Investors ignored B2B medical supplies during Medikabazaar's raise
“So for example, in Medica Bazaar, everybody went to the B to C pharmaceutical delivery guy. No one wanted to spend time on the B to B, you know, medical supplies.”
Arun Venkatachalam Mar 9, 2021 ▶ 35:07 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 negative
Disclosure
Venkatachalam: Backs Sauce VC rather than investing directly in consumer brands
“In consumer brands, I won't do it on my own. It's just too hard. You have to just do that one in, you know, one sector all day, every day. So I normally was not an LP. I used to do things direct, but for consumer brands, I said, okay, I will be an LP in sauce …”
Arun Venkatachalam Mar 9, 2021 ▶ 9:08 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 positive
Disclosure
Arun Venkatachalam: Only two of 24 portfolio companies shut down
“So out of the 24 two.”
Arun Venkatachalam Mar 9, 2021 ▶ 32:35 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 positive
Disclosure
Venkatachalam: Shifting angel strategy to concentrated bets like a micro VC
“To be meaningful on the cap table and, you know, to be You know, important to a founder that, you know, I'm really putting my money where my mouth is do fewer, but do deeper and almost behave like a micro VC. This is just my changes as the industry does change…”
Arun Venkatachalam Mar 9, 2021 ▶ 15:54 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 positive
Disclosure
Venkatachalam: Angel investing de-risks family's brick-and-mortar conglomerate holdings
“My family is not going to promote any technology businesses. Our business model is to, you know, brick and mortar. We will do, you know, value added manufacturing. We will buy a competitor who is, you know, on the ropes. We'll turn that business around. And we…”
Arun Venkatachalam Mar 9, 2021 ▶ 39:58 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 positive
Insight
Venkatachalam: Investing small amounts in new sectors drives learning
“For learning, sometimes it's okay to allocate a little bit of capital into exciting new areas. So obviously I may not be an expert, but I will ask if I can be a part of it.”
Arun Venkatachalam Mar 9, 2021 ▶ 8:31 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 positive
Insight
Venkatachalam: Sourcing alpha requires deep sector focus and non-transactional networking
“If you really want to alpha in sourcing spend time in a specific sector that Irrespective of whether it's hot or not. You like it. You spend time. Go speak to people where there's no live deal. And build relationships with people. Nothing will come in the firs…”
Arun Venkatachalam Mar 9, 2021 ▶ 37:38 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021
Disclosure
Venkatachalam: Portfolio exits have returned nearly all invested principal capital
“Yeah, pretty much. Yeah, for the most part. If I net off what I just did in the last six months, yeah.”
Arun Venkatachalam Mar 9, 2021 ▶ 12:42 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 positive
Assertion Supported
Venkatachalam: Posist hasn't diluted equity since 2014, growing purely on cash flows
“Since 2014, he's not diluted me even once, right? And he's built this entire business just on his own cash flows, right?”
Arun Venkatachalam Mar 9, 2021 ▶ 16:51 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
Mar 9, 2021 bullish
Disclosure
Venkatachalam: Investing in Bajaj Auto Finance in 2009 was extremely lucky
“I happened to be lucky enough to invest in a company called Bajaj Auto Finance in 2009, which became Bajaj Finance. You know, it could have been the greatest investment of all time, but you know, it went up, it just constantly kept going up. I sold it 33 times…”
Arun Venkatachalam Mar 9, 2021 ▶ 5:37 Starting angel investing, understanding spaces & sourcing deals with Arun Venkatachalam
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