Trends, Views and perspective on companies presented at Y Combinator demo day summer 2019

1. S19 Demo Day
Trends
26th Aug, 2019
Vinod

2. @vinod_shankar
YC Summer 2019 Stats
174 Companies
27 Countries
38% Outside US
27.5% Companies with Female Founders
5.7% India based companies
!2

3. @vinod_shankar
Trends in S19 - ISA has
gone mainstream now
• Micro-verse
• ISA - Lambda School for software developers in emerging countries
• Peer-to-Peer learning model
• No teachers, 90% margin
• Juno
• Offline Lambda School but 9 weeks
• $3Million in revenues, bootstrapped
• Bought a large 12 acre campus
• Blair
• Finance college education through ISA
• Tuition to cost of living
• Funds - Invested by external investors
• Invested $250k in 20 student, raising second fund for $250k
• Expected IRR ~14%
!3

4. @vinod_shankar
X for Latin America,
Indonesia, India
• As the next frontier market for well proven/funded models from US/
India/China
• Kuarti - Oyo for Latin America
• Trade ID - Robinhood for Indonesia
• GreenTiger - Robinhood for India
• Mela - PDD for India
• Groupshopping, 750 orders
• Tranqui - Sofi for Latin America
• Payroll linked loans. Sofi started with Student loans
• Move to wealth management like Sofi
!4
Trade in the US stocks

5. @vinod_shankar
Collaboration/Remote
Working tools
• Tandem
• virtual office for remote teams that lets people see who is online, what
they’re working on and who is available to talk
• Rumoured seed - $7.5M @ $30M by a16z leading
• Tasked
• Collaboration tool for remote teams
• Create lists, outlines and mind maps
• PopSQL
• Collaborative SQL Query editing, grouped
• Shared across teams
!5

6. @vinod_shankar
No Code visual tools
• Intersect labs
• No code machine learning in 3 clicks
• Data scientists are expensive
• Use past data of customers, target SME
• ActionDesk
• Build internal apps using spreadsheet skills
• Import data dynamically and push to slack/dashboard
• DraftBit
• Build apps visually
• No templates, custom built, collaborate development ( developers and non-developers)
• Production ready source code
!6

7. @vinod_shankar
YC S19 -Interesting one’s
• Talar
• Last meter delivery into your
refrigerator/pantry
• Trust based logistics, 90 customers
• 4 Stanford grads including one Indian
• Globe
• Airbnb by the hour for work
• Mostly for working professional
• Gmelius
• Similar to Hiver
• Support/helpdesk inside Gmail
!7
• Shiru
• Creating protein ingredients to replace
dairy and eggs
• The next impossible food, beyond meat
• 7 protein candidates, 3 LOI from food
companies
• Rejuvenation Technologies
• Turning back the aging clock - Telomere
• Telomere extension drug
• Extending lifespan and health span
• Cloosiv
• Perpule’s Digital cafeteria feature
• Order ahead from local coffee shops

8. @vinod_shankar
YC S19 -Interesting one’s
• MightyApp
• Faster google chrome browser
• Mixpanel Founder
• Targeting 1% of chrome
• Luxury apps - like SuperHuman, Cred
• Monaru, Drex
• Personnel CRM
• Help maintain you networks/relationships
• Stoic
• Emotion tracking app
• Make people feel better
• Node, Rent The backyard
• Housing shortage in valley
• Cottage in 10 days
!8
• Prenda
• Micro-schools in your neighbourhood upto K8
• 8-10 students in a micro-school
• Tool, training and curriculum provided by
Prenda
• Funding provided by Prenda to set-up micro-
schools
• Compound
• Wealth managements for employees with
ESOPS with startups
• Employees not aware of ESOPS
• Nomad rides
• Uber, Ola killers
• Commission free Rideshare
• Charge subscription to drivers

9. @vinod_shankar
Indian Start-ups at YC
!9

10. @vinod_shankar
YC Comes home
• 50% increase in applications from Indian start-ups
• 12 Indian start-ups, 10 public, 2 under wraps
• Adora Cheung, lived in India for month to
understand India context and followed with 140
interviews at Meesho’s office, Bengaluru
• In a first for YC, interviews conducted outside
Valley
• W19 interviews are being held in Israel
!10

11. @vinod_shankar
S18 YC India Track
!11
Company Description
1 MyPetrolPump B2B fuel delivery in India
2 Vahan Helping on-demand companies hire workers using WhatsApp
3 Lokal Local news for 900m non-English speaking INdian
4 Khabri Podcasts in 100 Indian languages
5 Wingman (String.ai)
Real-time SaaS coach that listens in on sales calls (SAAS for SAAS)
6 Digiprex Online pharmacy in India for Chronic diseases
7 Mela Pinduoduo for India
8 Nonu Hims for India
9 GreenTiger Robinhood for India
11 Binks Tailor made clothing for Indian women

12. Thank You
@vinod_shankar