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Tej Kapoor

Partner, Bay Capital Partners · 1 appearance on the record.

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investorexecutivebaycapital.com ↗

Tej Kapoor is a venture investor with over two decades of experience leading growth and tech investments across India, the US, and Southeast Asia. He previously served as Global Partner and Head of Fosun RZ Capital India, Head of Strategy at Naspers India, and Country Head for DMGT.

15statements → 7claims → 7claims resolved → 71%fully supported → 3.73/5average certainty → 1.93/5average debate potential → ≈4.0/5argument clarity, estimated → 1said about them ↓

5 supported 1 partly supported 1 contradicted how the 7 claims stand · each chip opens the sources

1 prediction · 6 assertions · 4 opinions · 1 insight · 3 disclosures · every statement was checked. The prediction and assertions are the 7 claims: statements the public record can support or contradict. 7 are resolved. 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 Tej 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

Prediction Held up
Kapoor: India can produce 10 to 15 billion-dollar fintech companies
“So I think there can be at least 10 to fifteen billion dollar companies in India in the payment, in the fintech space in different, you know, categories”
Tej Kapoor Jan 7, 2020 ▶ 39:28 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital

Their most notable contradicted claim

Assertion Contradicted
Kapoor: Ixigo is operating at an almost $30M run rate
“And the answer is yes, they are now, you know, at a, almost thirty million dollar run rate.”
Tej Kapoor Jan 7, 2020 ▶ 21:27 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
75% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

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 Tej Kapoor on measured tape to publish a rate. This says nothing about how they speak.

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

Opinion
Kapoor: India has leapfrogged China in payments infrastructure through UPI
“Actually, we have leapfrogged China in one area that's in UPI because we were able to get all the 21 banks together to work with each other and make all payments, you know, almost frictionless and also the cheapest way possible.”
Tej Kapoor Jan 7, 2020 ▶ 39:10 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Opinion
Kapoor: Delhivery's closest competitor will be half to one-fourth its size
“Where they have become one of the, you know, unicorn in logistics space, and is growing phenomenally, and I think the next the next company which would compete with delivery will be at least half or one fourth of their size.”
Tej Kapoor Jan 7, 2020 ▶ 6:38 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Disclosure
Kapoor: Fosun RZ Capital avoids investing in single-founder startups
“We don't typically invest in a one founder one founder, you know, company, because I think it takes a lot of effort to build the company.”
Tej Kapoor Jan 7, 2020 ▶ 11:28 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Opinion
Kapoor: Indian tech follows Chinese business models more than US models
“India is is following I think more closely the Chinese market than the US market, you know in terms of business models for sure.”
Tej Kapoor Jan 7, 2020 ▶ 12:10 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Opinion
Kapoor: Africa's tech ecosystem is roughly 15 years behind India
“Africa is probably 15 years behind us, you know.”
Tej Kapoor Jan 7, 2020 ▶ 31:56 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Prediction Held up
Kapoor: India can produce 10 to 15 billion-dollar fintech companies
“So I think there can be at least 10 to fifteen billion dollar companies in India in the payment, in the fintech space in different, you know, categories”
Tej Kapoor Jan 7, 2020 ▶ 39:28 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Disclosure
Kapoor: Fosun RZ skips Series D and E rounds in India
“One is seed investments, which are which are minimum check size of 500 K to a million dollars. And then we do Series B onwards, which is about, you know, close to five million to ten million dollars. And then we do large ticket transactions. So we don't typica…”
Tej Kapoor Jan 7, 2020 ▶ 5:52 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Assertion Supported
Kapoor: India's e-commerce market is $24B-$30B vs. Pinduoduo's $64B GMV
“If you look at the size of e-commerce is only 24 to thirty billion in India. And if you look at just one company in China, ah, called PDD, it does sixty four billion of GMV.”
Tej Kapoor Jan 7, 2020 ▶ 9:21 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Insight
Kapoor: Storytelling only works through Series B before diligence takes over
“The storytelling is important in earlier, you know, when you're doing C, A, even B, but post that, you know, people start, especially the private equity firms, when they come in they start looking at numbers much, much deeper. They do far, far more diligence a…”
Tej Kapoor Jan 7, 2020 ▶ 16:11 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Assertion Supported
Kapoor: Ixigo has reached 30M MAUs with near-zero marketing burn
“They are doing about thirty million And we use and three million D use with a marketing burn, which is next to nothing.”
Tej Kapoor Jan 7, 2020 ▶ 20:37 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Assertion Contradicted
Kapoor: Ixigo is operating at an almost $30M run rate
“And the answer is yes, they are now, you know, at a, almost thirty million dollar run rate.”
Tej Kapoor Jan 7, 2020 ▶ 21:27 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Disclosure
Kapoor: Fosun RZ manages 10 Indian startups, targeting 20 to 30
“In India over the last two and a half years to three years, we have built a portfolio of about 10 companies so far, and we look to further build this portfolio into 20 to 30 companies and in, in China, RZ has more than 60 companies that are invested in, in US …”
Tej Kapoor Jan 7, 2020 ▶ 4:48 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Assertion Supported
Kapoor: Delhivery continues to grow 40% to 50% year-on-year
“I mean, delivery is another example of a great company, which keeps growing, you know, 40, 50% year on year on large base.”
Tej Kapoor Jan 7, 2020 ▶ 21:39 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Assertion Partly supported
Kapoor: China has 400M e-commerce buyers versus 80M in India
“There are, you know, four hundred million people who buy products in, in China compared to, like, maybe eighty million in India now.”
Tej Kapoor Jan 7, 2020 ▶ 29:47 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital
Assertion Supported
Kapoor: Travel Boutique Online Is the Largest Offline Travel Network
“Travel Boutique Online, which is largest even today, the offline network for travel business.”
Tej Kapoor Jan 7, 2020 ▶ 2:35 100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital

The other half of the tape: Tej Kapoor's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on the Neon Show. every mention, with the transcript →

Who brings them up most Nikhil Kapur 1

Every mention by year

tap a year for its mentions
0011112020episodesmentions
0112020episodes it came up in
000.50.5112020episodesmentions per episode
2020 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
100x Entrepreneur | Episode 46 | Tej Kapoor, Fosun RZ Capital Jan 7, 2020 40m
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