Anup Jain

Partner, Orios Venture Partners · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

8statements → 4claims → 2claims resolved → 3.75/5average certainty → 1.62/5average debate potential → ≈4.5/5argument clarity, estimated →

2 supported 0 partly supported 0 contradicted 1 not yet assessed 1 not checkable as stated how the 4 claims stand · each chip opens the sources

1 prediction · 3 assertions · 4 disclosures · every statement was checked. The prediction and assertions are the 4 claims: statements the public record can support or contradict. 2 are resolved, 1 is not yet assessed, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Anup argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

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

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Anup Jain on measured tape to publish a rate. This says nothing about how they speak.

Everything Anup Jain said on the Neon Show that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Not publicly verifiable
Gully Network reached 22 stores in Bangalore and achieved product-market fit
“They already have 22 stores in Bangalore. I would say they've achieved product market fit.”
Anup Jain May 24, 2020 ▶ 11:29 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands
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
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
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
Prediction Not checkable as stated
Indian enterprises will become increasingly willing to pay SaaS subscription fees
“So I think in the coming years businesses of all types will be very amenable in India to paying a SAS company subscription fee for using their product.”
Anup Jain May 24, 2020 ▶ 31:10 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands
Assertion Supported
Indian grocery retail is a market worth nearly $500 billion
“Grocery retail is one of the largest segments of retail in the country almost five hundred billion dollars.”
Anup Jain May 24, 2020 ▶ 9:53 Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consumer Brands
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
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

Appearances (1)

EpisodeDateSpeaking time
Anup Jain, Orios Venture Partners, on identifying the best founders & investing in Consume May 24, 2020 37m
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