Rohit recently presented in http://www.investinghub.in on how we view and invest in Saas companies. You can access the presentation at investinghub.in/?ref=e06c4b by using “AiravatCap” as a code to gain access for a month.
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We recently wrote about the emergence of global Saas companies from India – and its evolution from targeting SMBs to Enterprises and breaking new ground in open source solutions and the consumerization of enterprise technology. Read our piece in The Financial Express: https://www.financialexpress.com/opinion/from-services-to-products-saas-could-be-the-panacea-for-indian-its-future-growth/2100376/
This is the second part of our piece on the possible social and economic changes from Covid. The remote working experiment seems to be working well for many firms over the last few months, which might catalyze the emergence of a Work from Anywhere culture. This could lead to a more distributed company architecture and the urban renewal of Tier 2 and 3 cities. Read our article in the Financial Express here: https://www.financialexpress.com/opinion/work-from-anywhere-the-post-pandemic-knowledge-worker/2028829/
The below piece captures how we are thinking about Covid scenarios, including for our investment decisions. A lot seems to ride on the effectiveness of a vaccine, something which we will know definitively about only in the coming months. Based on what we know today, there is a non-trivial probability that we might be in for a protracted Covid – one which lasts much more than a few months. It would be prudent for companies to have a plan B in their back pocket. Read our article in the Financial Express here: https://www.financialexpress.com/opinion/coronavirus-crisis-when-will-the-pandemic-end/2026635/