SAIF Partners
9 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Aug 20, 2019 by Mayank Khanduja · said 21 times in 6 episodes since 2019 · across every show →
Mentions by year
brought up most by Siddhartha Ahluwalia (11), Amit Agarwal (5), Mayank Khanduja (2), Girish Shivani (1), Gaurav Munjal (1), Akhil Gupta (1)
tap a year for its mentions
2022 1 mention in 1 episode
2021 5 mentions in 1 episode
2020 1 mention in 1 episode
2019 14 mentions in 3 episodes 5 per episode
Everything said about SAIF Partners, oldest first
Aug 20, 2019 neutral
SAIF backed an early Indian TV streaming startup in 2011 that failed
“One of the investments that didn't work well for us in the content space we had invested in a company which was into video streaming of content which was on TV. So it was, You could say a very early version of Hulu, but for Indian content. We had invested in t…”
Aug 20, 2019
A $10M-$15M startup return doesn't move the needle for a $350M fund
“I think for a fund like ours which is a three fifty million dollar fund we need to make bets on companies that are likely to be very large outcomes because getting Let's say I invest a million dollars in, in a company and get 10, fifteen million dollars out of…”
Aug 20, 2019
Investors miss massive outcomes by judging startups purely on current market size
“As a, as an investor, you always keep telling yourself, relax the boundary on current market size. If it's a strong need, yes, market will open later. But I still find myself sometimes struggling with that question and saying, ah, it doesn't sound like a big m…”
Aug 20, 2019 positive
Paytm executed a phenomenal pivot from a mobile value-added services business
“Paytm was a mobile VAS company back in the day. I don't know whether to call it a pivot or a natural sort of evolution, but Vijay and Paytm have done this phenomenal, never heard of kind of job of taking a business, which was mobile VAS and getting it ready Fo…”
Aug 20, 2019 positive
Most consumer digital markets, including budget hospitality, are not winner-take-all
“Frankly, a lot of these markets are not winner take all markets. And you have to continuously believe that it is not a winner take all market. And there is space for multiple brands to exit. For example, if you think about hotels, do you see only one hotel bra…”
Aug 20, 2019 neutral
Aug 20, 2019 bullish
Aug 20, 2019 positive
SAIF backed ShareChat at seed for its vision of a horizontal platform
“When we had invested at the seed stage what had attracted us to ShareChat was the vision of the founders to build a much larger horizontal platform where entertainment and this entertaining content was a hook to get people started.”
Nov 10, 2023 neutral
Sharma: Alok Goyal was the only VC at the 2016 UPI launch
“And on, on, on February 11th or February 13th, I forget the date, ah, of 2016, was in, in Taj Vivanthal, ah, the sandbox that was launched. And 321 people came for that. I remember that because, you know, everybody had to register. There was only one VC amongs…”