Orios Venture Partners

8 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Aug 17, 2019 by Rehan Yar Khan · said 25 times in 4 episodes since 2019 · across every show →

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brought up most by Siddhartha Ahluwalia (19), Anup Jain (4), Rajul Garg (1), Anand Lunia (1)

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Everything said about Orios Venture Partners, oldest first

Aug 17, 2019
Disclosure
Khan: Orios reviewed 4,083 pitch decks in 2016 to make four investments
“We looked in 2016, we looked at 4083 power points. We met over a thousand of them to invest in Ford.”
Rehan Yar Khan Aug 17, 2019 ▶ 33:30 100xEntrepreneur | Episode 7 | Rehan Yar Khan, Managing Partner, Orios Venture Partners
Aug 17, 2019 negative
Disclosure
Khan: Orios avoids second-time founders due to their high valuation demands
“No, no, we prefer only first time entrepreneurs. We can't afford the valuation of the second time entrepreneurs. They're just too high.”
Rehan Yar Khan Aug 17, 2019 ▶ 35:45 100xEntrepreneur | Episode 7 | Rehan Yar Khan, Managing Partner, Orios Venture Partners
Feb 17, 2020 negative
Assertion Supported
Lunia: Indian seed funds haven't found unicorns in crowded hype sectors
“None of us, you know seed funds have discovered a unicorn. Ever in these spaces, right? So if you look at you know, our good friends Karthik at Bloom, Orias, Rehan, none of us have so far got a unicorn, right?”
Anand Lunia Feb 17, 2020 ▶ 41:07 Episode 52 | Anand Lunia, General Partner, IndiaQuotient
May 24, 2020 neutral
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
May 24, 2020
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
May 24, 2020 neutral
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
May 24, 2020 neutral
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
May 24, 2020 neutral
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
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