Cloud innovation has been a global endeavor for more than two decades, transforming entire industries—now, India is an emerging global leader driving technological innovation and noteworthy entrepreneurship.
How to define and position your VC brand to attract funding and dealflow.
* note: more recent updated version below:
https://www.slideshare.net/dmc500hats/branding-strategies-for-better-dealflow-and-fundraising-aka-the-helpful-vc
Cloud innovation has been a global endeavor for more than two decades, transforming entire industries—now, India is an emerging global leader driving technological innovation and noteworthy entrepreneurship.
How to define and position your VC brand to attract funding and dealflow.
* note: more recent updated version below:
https://www.slideshare.net/dmc500hats/branding-strategies-for-better-dealflow-and-fundraising-aka-the-helpful-vc
Mastermind Masterclass: The SaaS Org Chart with David Sackssaastr
You’re the founder of a nicely growing SaaS startup which has just raised a Series A, Series B, or Series C funding round. You need to hire rapidly to seize the opportunity. But how much should you hire, what roles should you hire, and what should the org chart look like when you’re done?
In State of the Cloud 2021, we explore the major milestones and changes within the cloud economy and original analysis on what’s driving today’s private cloud valuations. In addition, we share new frameworks and emerging strategies to help founders measure growth endurance and drive go-to-market momentum. Plus, we dive into our seven predictions for 2021.
Top takeaways
Cloud companies have not just reset in the New Normal, but have thrived with a record-breaking market capitalization of more than $2 trillion.
There’s been a changing of the guard afoot: MT SAAS has overtaken FAANG.
Cloud multiples are rising to new heights, with both public and private cloud trading over 20x.
Cloud growth rates and access to capital are at all-time highs, with the average Cloud 100 company growing 80% YoY and $186 billion going into private cloud companies in 2020 alone.
Good-better-best of growth endurance is 70%-75%-80%.
GTM strategies have adapted in the New Normal; best practices include product-led growth, usage-based pricing, and the adoption of cloud marketplaces.
Transparency is one of our core values at Seedcamp and we are no strangers to how tough the fundraising process can be. In a continued spirit of openness and to show how - like with startups - our own story and proposition moves on, we're sharing the deck we used to raise our heavily-oversubscribed Seedcamp Fund V.
Read more about our plans to invest in and support the next generation of exceptional European talent on our blog: https://seedcamp.com/news/
Business Strategy Presentation Template 2023 - By ex-Mckinsey and BCG consult...Slideworks
A comprehensive, end-to-end strategy presentation template based on proven frameworks created by ex-McKinsey and BCG consultants.
277 PowerPoint slides organized in a complete storyline with best-practice slide-layouts, titles, and graphics
4 real-life full-length examples from Fortune500 companies so you can see how a strategy is presented in other organizations
Helpful checklist used in top-tier consulting firms
Excel model to support your strategy document.
Access full powerpoint at www.slideworks.io.
McKinsey Global Institute's latest report shows how soaring flows of data and information now generate more economic value than the global goods trade. Here are the key charts and graphs that tell the story. For the full report, visit http://bit.ly/digiflows.
If we thought the pandemic years were an era of dramatic cultural and digital transformation, think again. 2023 is the year of the “multiverse,” where technological and macro changes continue accelerating at stunning rates leaving SaaS builders, founders, and investors breathless.
On one side of the cloud economy, founders and CEOs are weathering some of the most challenging storms since 2000 and the ‘08 Recession. Rising interest rates have evaporated the cheap equity of recent years forcing startups to reduce burn and drive towards efficient growth. The Silicon Valley Bank crisis drove even more uncertainty into an already fragile environment. But amidst the anxiety and turmoil, the tech ecosystem has witnessed something potentially as world-changing as electricity: a string of AI advancements that may prove to define technology and society for generations to come.
The Large Language Model revolution is one of the most significant developments in computing history. We believe artificial intelligence will not only multiply software and human capabilities, but also completely transform and expand the cloud economy in the process.
In The State of the Cloud, Bessemer provides a founder’s guide on navigating the financing ecosystem for what will likely be the next 18-24 months. We also explore Bessemer’s view on the cloud economy and the AI imperatives that SaaS leaders must enact today or else be left behind.
Read the full report: https://www.bvp.com/atlas/state-of-the-cloud-2023
New trends have moved marketing the cusp of a new golden age. To deliver on the promise, marketing needs to execute on the 5S approach: science, simplicity, substance, speed, and story. This presentation walks through what marketers and business leaders need to get right to execute all of them. This presentation is based on a public webinar given by McKinsey partners Jonathan Gordon and Jesko Perrey.
Find out more from our Marketing and Sales practice: http://www.mckinsey.com/client_service/marketing_and_sales
The cloud economy has entered the multiverse as a gloomy financing climate welcomes the biggest tech platform shift of our lifetimes. We share insights for SaaS founders as they navigate today’s difficult macro climate and seek new horizons in the dawn of the AI era.
https://www.bvp.com/atlas/state-of-the-cloud-2023
How to make an investor pitch deck that really worksDeck Rooster
In sales, a well established principle is, before one starts pitching to a customer, one should listen to what the customer has to say. That is because if you listen carefully he will lay out his needs in front of you, letting you present your solution in a way that fits into his needs perfectly.
The principle should be equally useful while pitching to an investor while raising funds. I can’t see a reason why it won’t be. But no one seems to be suggesting “you should listen more and talk less during an investor pitch”. Probably it is assumed that we already know what investors look for in a business. Is it a rockstar team; or may be a huge market size or is it traction or a break-through technology? Or may be different investors look for different combination of those things.
Actually all of those are means towards an end. They help investors figure out something more specific and quantitative that all investors look for in a startup before investing. But what is it?
A 10x return on their investment. That is it.
That number may vary from an early stage investor to a growth stage one, but you get the point, right? Not everyone says it out loud, because it makes them look money hungry, but that is what an investor business is all about.
But, now with that knowledge, how do you tweak your pitch and your pitch deck to make an investor feel that you are offering him an investment opportunity that could deliver a 10x return? And more importantly, can your business even deliver 10x return?
The above presentation by Deck Rooster answers those questions and offers a structure (not a template) for an investor pitch deck for startups. Check it out.
The Future Of Work & The Work Of The FutureArturo Pelayo
What Happens When Robots And Machines Learn On Their Own?
This slide deck is an introduction to exponential technologies for an audience of designers and developers of workforce training materials.
The Blended Learning And Technologies Forum (BLAT Forum) is a quarterly event in Auckland, New Zealand that welcomes practitioners, designers and developers of blended learning instructional deliverables across different industries of the New Zealand economy.
Presentation from Marc Phillips, Managing Partner of Arafura Ventures, and author of "Inside Silicon Valley: How the deals get done," with a slide-by-slide approach to developing your pitch deck -- using examples from real-life winning pitch decks.
Check out sample essential pitch deck slides for: .
- Mission/Vision
- Problem/Solution
- Market size
- IP
- Financial projections
- Management team
- and more!
Sponsored by Early Growth Financial Services and Cooley.
(Pitch Deck): How FTX raised over $1 billionPitch Decks
FTX was arguably the market-leading cryptocurrency exchange before it's highly-publicized liquidity crisis and ensuing bankruptcy filing in late 2022.
FTX (once valued over $32 billion) collapsed in a matter of days in November 2022 after it was revelaed that founder Bankman-Fried had secretly shifted $10 billion of FTX customer deposits to Alameda.
Despite their recent failures, one cannot overlook that FTX was incredibly successful in fundraising in a challenging environment:
They raised their first seed round in 2018 in the midst of the crypto-winter, and raised over $1.8 billion since.
FTX raised multiple rounds led by Sequoia, with participation from notable VC funds like Tiger Global, Softbank, Lightspeed Venture Partners, ICONIQ Growth, and more.
Here's an inside look at an FTX pitch deck from May 2021, presumably used to raise their $1B Series B round announced in June of the same year:
With this study, we distill and prescribe characteristics, practices and best-in-class methods associated with "fast growers,“ which we define as companies with GAAP revenue growth rates of 30% or higher. As discovered in previous years and validated again this year, the central driving force for fast growers is the appropriate, aligned go-to-market model executed with excellence and coupled with financial discipline and investment.
Use this report to compare your business to like companies in the Edison portfolio, as well as industry guidance. These benchmarks and advice will enable you to map your own plan and journey to becoming a fast grower, or accelerate even faster to a $100M company.
Mastermind Masterclass: The SaaS Org Chart with David Sackssaastr
You’re the founder of a nicely growing SaaS startup which has just raised a Series A, Series B, or Series C funding round. You need to hire rapidly to seize the opportunity. But how much should you hire, what roles should you hire, and what should the org chart look like when you’re done?
In State of the Cloud 2021, we explore the major milestones and changes within the cloud economy and original analysis on what’s driving today’s private cloud valuations. In addition, we share new frameworks and emerging strategies to help founders measure growth endurance and drive go-to-market momentum. Plus, we dive into our seven predictions for 2021.
Top takeaways
Cloud companies have not just reset in the New Normal, but have thrived with a record-breaking market capitalization of more than $2 trillion.
There’s been a changing of the guard afoot: MT SAAS has overtaken FAANG.
Cloud multiples are rising to new heights, with both public and private cloud trading over 20x.
Cloud growth rates and access to capital are at all-time highs, with the average Cloud 100 company growing 80% YoY and $186 billion going into private cloud companies in 2020 alone.
Good-better-best of growth endurance is 70%-75%-80%.
GTM strategies have adapted in the New Normal; best practices include product-led growth, usage-based pricing, and the adoption of cloud marketplaces.
Transparency is one of our core values at Seedcamp and we are no strangers to how tough the fundraising process can be. In a continued spirit of openness and to show how - like with startups - our own story and proposition moves on, we're sharing the deck we used to raise our heavily-oversubscribed Seedcamp Fund V.
Read more about our plans to invest in and support the next generation of exceptional European talent on our blog: https://seedcamp.com/news/
Business Strategy Presentation Template 2023 - By ex-Mckinsey and BCG consult...Slideworks
A comprehensive, end-to-end strategy presentation template based on proven frameworks created by ex-McKinsey and BCG consultants.
277 PowerPoint slides organized in a complete storyline with best-practice slide-layouts, titles, and graphics
4 real-life full-length examples from Fortune500 companies so you can see how a strategy is presented in other organizations
Helpful checklist used in top-tier consulting firms
Excel model to support your strategy document.
Access full powerpoint at www.slideworks.io.
McKinsey Global Institute's latest report shows how soaring flows of data and information now generate more economic value than the global goods trade. Here are the key charts and graphs that tell the story. For the full report, visit http://bit.ly/digiflows.
If we thought the pandemic years were an era of dramatic cultural and digital transformation, think again. 2023 is the year of the “multiverse,” where technological and macro changes continue accelerating at stunning rates leaving SaaS builders, founders, and investors breathless.
On one side of the cloud economy, founders and CEOs are weathering some of the most challenging storms since 2000 and the ‘08 Recession. Rising interest rates have evaporated the cheap equity of recent years forcing startups to reduce burn and drive towards efficient growth. The Silicon Valley Bank crisis drove even more uncertainty into an already fragile environment. But amidst the anxiety and turmoil, the tech ecosystem has witnessed something potentially as world-changing as electricity: a string of AI advancements that may prove to define technology and society for generations to come.
The Large Language Model revolution is one of the most significant developments in computing history. We believe artificial intelligence will not only multiply software and human capabilities, but also completely transform and expand the cloud economy in the process.
In The State of the Cloud, Bessemer provides a founder’s guide on navigating the financing ecosystem for what will likely be the next 18-24 months. We also explore Bessemer’s view on the cloud economy and the AI imperatives that SaaS leaders must enact today or else be left behind.
Read the full report: https://www.bvp.com/atlas/state-of-the-cloud-2023
New trends have moved marketing the cusp of a new golden age. To deliver on the promise, marketing needs to execute on the 5S approach: science, simplicity, substance, speed, and story. This presentation walks through what marketers and business leaders need to get right to execute all of them. This presentation is based on a public webinar given by McKinsey partners Jonathan Gordon and Jesko Perrey.
Find out more from our Marketing and Sales practice: http://www.mckinsey.com/client_service/marketing_and_sales
The cloud economy has entered the multiverse as a gloomy financing climate welcomes the biggest tech platform shift of our lifetimes. We share insights for SaaS founders as they navigate today’s difficult macro climate and seek new horizons in the dawn of the AI era.
https://www.bvp.com/atlas/state-of-the-cloud-2023
How to make an investor pitch deck that really worksDeck Rooster
In sales, a well established principle is, before one starts pitching to a customer, one should listen to what the customer has to say. That is because if you listen carefully he will lay out his needs in front of you, letting you present your solution in a way that fits into his needs perfectly.
The principle should be equally useful while pitching to an investor while raising funds. I can’t see a reason why it won’t be. But no one seems to be suggesting “you should listen more and talk less during an investor pitch”. Probably it is assumed that we already know what investors look for in a business. Is it a rockstar team; or may be a huge market size or is it traction or a break-through technology? Or may be different investors look for different combination of those things.
Actually all of those are means towards an end. They help investors figure out something more specific and quantitative that all investors look for in a startup before investing. But what is it?
A 10x return on their investment. That is it.
That number may vary from an early stage investor to a growth stage one, but you get the point, right? Not everyone says it out loud, because it makes them look money hungry, but that is what an investor business is all about.
But, now with that knowledge, how do you tweak your pitch and your pitch deck to make an investor feel that you are offering him an investment opportunity that could deliver a 10x return? And more importantly, can your business even deliver 10x return?
The above presentation by Deck Rooster answers those questions and offers a structure (not a template) for an investor pitch deck for startups. Check it out.
The Future Of Work & The Work Of The FutureArturo Pelayo
What Happens When Robots And Machines Learn On Their Own?
This slide deck is an introduction to exponential technologies for an audience of designers and developers of workforce training materials.
The Blended Learning And Technologies Forum (BLAT Forum) is a quarterly event in Auckland, New Zealand that welcomes practitioners, designers and developers of blended learning instructional deliverables across different industries of the New Zealand economy.
Presentation from Marc Phillips, Managing Partner of Arafura Ventures, and author of "Inside Silicon Valley: How the deals get done," with a slide-by-slide approach to developing your pitch deck -- using examples from real-life winning pitch decks.
Check out sample essential pitch deck slides for: .
- Mission/Vision
- Problem/Solution
- Market size
- IP
- Financial projections
- Management team
- and more!
Sponsored by Early Growth Financial Services and Cooley.
(Pitch Deck): How FTX raised over $1 billionPitch Decks
FTX was arguably the market-leading cryptocurrency exchange before it's highly-publicized liquidity crisis and ensuing bankruptcy filing in late 2022.
FTX (once valued over $32 billion) collapsed in a matter of days in November 2022 after it was revelaed that founder Bankman-Fried had secretly shifted $10 billion of FTX customer deposits to Alameda.
Despite their recent failures, one cannot overlook that FTX was incredibly successful in fundraising in a challenging environment:
They raised their first seed round in 2018 in the midst of the crypto-winter, and raised over $1.8 billion since.
FTX raised multiple rounds led by Sequoia, with participation from notable VC funds like Tiger Global, Softbank, Lightspeed Venture Partners, ICONIQ Growth, and more.
Here's an inside look at an FTX pitch deck from May 2021, presumably used to raise their $1B Series B round announced in June of the same year:
With this study, we distill and prescribe characteristics, practices and best-in-class methods associated with "fast growers,“ which we define as companies with GAAP revenue growth rates of 30% or higher. As discovered in previous years and validated again this year, the central driving force for fast growers is the appropriate, aligned go-to-market model executed with excellence and coupled with financial discipline and investment.
Use this report to compare your business to like companies in the Edison portfolio, as well as industry guidance. These benchmarks and advice will enable you to map your own plan and journey to becoming a fast grower, or accelerate even faster to a $100M company.
DSS Inc. (NYSE American: DSS) is a multinational company operating business segments in blockchain security, direct marketing, healthcare, consumer packaging, real estate, renewable energy, and securitized digital assets. Its business model is based on a distribution sharing system in which shareholders will receive shares in its subsidiaries as DSS strategically spins them out into IPOs. DSS is led by its seasoned leaders with decades of industry experience.
Team Finomenal || CFA Institute Research Challenge 2018 Bangladesh Finale || ...Kausar Ahmed Pranto
This presentation was created by Team Finomenal from University of Dhaka (consisting of Kausar Ahmed Pranto, Arif Abdullah, Md. Abdul Mukit, Taj-E-Nur, Fahmid Chowdhury) for the grand finale of the CFA Institute Research Challenge 2018 Bangladesh. First, we prepared a equity note with a buy recommendation and this presentation was created by us as a sell side analyst.
We issued a buy recommendation on Brac Bank with an upside potential of 11.03%.
Disclaimer:
This presentation is created solely for the purpose of participating in the CFA Institute Research Challenge 2018 Bangladesh Round. We analyzed the industry and company for that purpose only. We won’t be held liable for any investment decision made based on the recommendation in this presentation.
Management Buyout MBO As Exit Option Powerpoint Presentation SlidesSlideTeam
Explain the benefits of management buyout as an exit strategy for both the buyer and seller by employing this business strategy PowerPoint Presentation Slides. Showcase your company’s background, vision, and mission along with the financial highlights through these company acquisition PPT templates. Exhibit the entire organizational structure, including the top management and team members, via this corporate finance transaction PPT slideshow. Create a roadmap displaying the milestones achieved and expected to attain by taking the aid of this business buyout PPT presentation. Illustrate the ownership pattern of shareholders using these leveraged buyout PPT layouts. You can utilize these invigorating PPT designs to display the current value of the company. Build confidence of the potential buyer by highlighting your balance sheet and cash flow projections with the help of these asset acquisition PowerPoint slides. Click the download button and put forward your objectives and aims in a well-organized format with this organizational revival PowerPoint deck. Distinctive additional slides provided at the end offer you the opportunity to create a winning presentation. https://bit.ly/3maMJo2
How to Create a Billion$ Category - Mark Organ's Dreamforce 2013 keynoteMark Organ
Why just a build a company when you can create an entire new category? Category creators grow revenue 4x faster and grow market cap 6x faster than category entrants.
In this Dreamforce keynote talk, serial entrepreneur discusses how he created the cloud marketing automation category with Eloqua, his new advocate marketing category creator Influitive, and some other great category creators like Salesforce.com, Tesla and Keurig. A new framework for category creation is proposed, featuring a transformational experience and revolutionary business model underpinned by disruptive technological change.
How to create value for your organization? Why TSR is the best metric for value creation? Why is it difficult to create sustainable value? How to build sustainable value creation strategy & create value for a longer period of time? Why CSR & brand value change not consider as a part of TSR? Why multiple compressions are so difficult to beat? Why investors & analyst discounts valuation multiple? How to transit majority investors without eroding TSR? How to create value in low growth economy? How to play your strategy with sustainable TSR matrix as per investors eye? Why investors communication is so important for value creation? Which strategy you should use for value creation? How to use value creation scenarios? Why cash strategy is so important in low growth economy?
If all these question bothers you before developing your company’s corporate strategy/value creation strategy then you must see your New Year’s
complimentary gift presentation
“A handy e-book on how to create sustainable shareholders value”
Bessemer uncovers the year’s top trends and insights in the global cloud economy, including how the model is only getting better, and why being a Centaur is the new milestone to celebrate.
Read the full report: https://www.bvp.com/atlas/state-of-the-cloud-2022
Economics project on start ups in India (1)Dipti Chauhan
It is a secondary research on the startups in India.we analysed the startup industry in India. We contacted many new startups about their experience in the industry.
101 guide to building your communication strategy_VF_BessemerVenturePartners_...Bessemer Venture Partners
Four key exercises Alex Constantinople leverages when coaching leaders to develop a company narrative that resonates with investors, customers, and employees.
Read the full guide on Atlas: https://www.bvp.com/atlas/how-to-build-your-brand-communications-strategy
At Bessemer, we surveyed 405 cloud companies as a status check for the private cloud computing industry, tracking their financial performance, artificial intelligence (AI) adoption, leadership priorities, and biggest challenges.
We aimed to answer the question: Where does the cloud industry stand in 2023, the year where pressures to drive profitable growth intensified and AI eclipsed every business conversation and captivated the world?
According to Bessemer Partner Byron Deeter, the global cloud industry is stronger than ever. “How do you think AI is delivered? Tens of thousands of GPUs working together in the cloud,” said Byron. “Our 2023 Cloud 100 applicants have never been stronger — proof that AI is the next horizon of cloud.”
While our Cloud 100 Benchmarks act as an industry yardstick for best-in-class private cloud performance, this survey widens the aperture by more than 4x to assess performance of private cloud companies of every stage and scale.
In 35 charts, we visualize the quantitative and qualitative trends moving the private cloud industry across 23 countries and 114 cities.
Five cloud industry insights for 2023
The top five cloud companies voted most likely to IPO next are Stripe, Databricks, Canva, Klavyio, and Snyk.
San Francisco is the cloud industry epicenter in terms of headquarters and hiring: 52% of cloud companies reside in California, with 21% of companies headquartered in San Francisco.
AI has already taken over SaaS: By the end of the year, 86% of cloud companies surveyed will have an AI-driven feature.
Cloud leaders ranked setting competitive differentiation in the product and go-to-market strategy as the biggest challenge facing their companies. Driving profitable growth was ranked as the leading objective whereas fundraising was ranked one of the lowest priorities for 2023.
Cloud companies are still well funded: A majority of surveyed cloud companies have raised over $100 million or more in total funding. More than half of the surveyed companies have less than $50 million on the balance sheet, whereas almost a third have $100 million or more. Of the cloud companies that have raised $1 billion or more, over 70% have more than $300 million on the balance sheet.
Read the full report: https://www.bvp.com/atlas/data-trends-visualizing-the-global-cloud-industry-in-2023
After studying over 100 venture-backed healthcare companies, we present the definitive benchmarks for what growing a health tech business should look like at every stage.
Read the full article here: https://www.bvp.com/atlas/how-to-scale-a-health-tech-business-to-100-million-arr-and-beyond
Generative artificial intelligence (AI) models are reinventing communication, content creation, and information access. In this roadmap, presented at Bessemer's annual Seed Summit, Partner Talia Goldberg explores the technological advancements driving AI solutions and how these changes are opening up new promising area of investment.
Learn more about Generative AI:
https://www.bvp.com/atlas/is-ai-gener...
https://www.bvp.com/atlas/roadmap-the...
https://www.bvp.com/atlas/entering-th...
Subscribe for venture insights: https://bessemervp.team/subscribe
About Bessemer Venture Partners —
We help entrepreneurs lay strong foundations to build and forge long-standing companies. With more than 135 IPOs and 200 portfolio companies in the enterprise, consumer and healthcare spaces, Bessemer supports founders and CEOs from their early days through every stage of growth. Our global portfolio includes Pinterest, Shopify, Twilio, Yelp, LinkedIn, PagerDuty, DocuSign, Wix, Fiverr and Toast, and has more than $20 billion of assets under management.
Connect with us —
Subscribe to our channel: https://bit.ly/3oVeW4k
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Find Bessemer on LinkedIn: https://bit.ly/3zZpGoS
Find Bessemer on Twitter: https://bit.ly/3JsVJAF
Find Bessemer on Instagram: https://bit.ly/3BH8but
As internet and mobile access become ubiquitous in India, the country’s eCommerce market is on the cusp of a trillion dollar digital opportunity.
Read the full article here: https://www.bvp.com/atlas/internet-marketplaces-in-india
After studying the performance of 50 top healthcare technology businesses, Bessemer Venture Partners reveals the fundamental trends and benchmarks leaders need to know about healthcare SaaS and tech-enabled services.
Read the full article here: https://www.bvp.com/atlas/benchmarks-for-growing-health-tech-businesses
Definitions for the seven performance indicators you should use to measure the strength of your health tech business.
Read the full article here: https://www.bvp.com/atlas/the-abcs-of-health-tech-key-metrics-to-know-and-grow-your-business/
Founders may wonder why Bessemer’s growth-stage investors are penning an early-stage playbook. Well, while we typically start looking at companies when they hit $10 milion of ARR, or thereabouts, we know that becoming a strong Series B+ company begins during the earliest innings of finding product-market fit and building go-to-market strategy.
As part of the Scaling Series in our Startup Growth Guide, we’ll break down the steps required for a company to go from $1 to $10 million of annual recurring revenue (ARR)—and what these cloud businesses’ operational metrics look like.
Read more here: https://www.bvp.com/atlas/scaling-from-1-to-10-million-arr
In 2008, LinkedIn grew into the industry’s very first cloud unicorn, and after a little more than a decade, we’ve seen the unicorn birthrate accelerate beyond our wildest dreams. Of the 800+ private companies in the world that are now valued at more than $1 billion, we hit a new milestone this year: 150 of today’s unicorns are part of the cloud economy.
At SaaStr Annual 2021, Byron Deeter, Mary D’Onofrio, and Elliott Robinson share a state of the cloud economy, tactical lessons and case studies for early-stage founders, private market analysis, alongside key predictions and trends driving innovation around the globe.
From Bessemer Venture Partners, Partner Mary D'Onofrio releases the definitive benchmarking report on how cloud companies grow operationally efficient businesses and scale to $100 million in ARR (and beyond).
As Bessemer officially launches its presence in London, Alex Ferrara and Dhruv Jain are releasing this report to reaffirm that Silicon Valley doesn’t have a monopoly on innovation and entrepreneurship is a borderless endeavor. In this report, they share the signals giving us confidence in Europe as a new technology leader, the macro trends driving the rise of the European cloud ecosystem, and the predictions we believe will be a driving force for our investments. To read the full report go to: https://www.bvp.com/atlas/the-rise-of-cloud-in-europe
In Bessemer’s State of the Cloud 2020 Report, we distill twenty years of data on the private and public cloud market trends, dive into the time tested tenets that early-stage cloud founders need to prioritize for growth, and of course, share our predictions that explain the emerging categories we’re eyeing to spot promising new companies.
Since the early 2000s, the industry has seen exponential growth, both in private and public spheres. Many companies have cloud strategies in place, but they are amidst their digital transformations. We believe the future of technology is forged in the cloud, and after two decades of growth it’s just the beginning.
In a time when founders and investors are faced with unprecedented market volatility, it is especially timely to step back and look at the long arc of technology, and the cloud computing revolution in particular.
Source: bvp.com/cloud
Bessemer Venture Partners (Byron Deeter, Elliott Robinson, Hansae Catlett, Mary D'Onofrio)
In Bessemer’s 2018 State of the Cloud, leading SaaS and cloud investors Byron Deeter, Kristina Shen, and Anna Khan explain the ups-and-downs of the cloud market, a new valuation framework for startups, and emerging predictions for 2018.
In this report, you’ll also learn:
- Cloud market trends and factors that led to a 4x growth in venture funding
- A framework for valuation across Series A and B financing
Bessemer’s annual recurring revenue to growth multiple (ARRG)
- Eight new predictions for 2018
In 2015, cloud markets outperformed NASDAQ by 2x demonstrating how cloud computing continues to be an influential technology sector. In Bessemer’s 2016 State of the Cloud, leading SaaS and cloud investors Byron Deeter and Kristina Shen highlight market trends, metrics and benchmarks every SaaS founder should track, and the top predictions for 2016.
In this report, you’ll also learn:
- Key trends of the Cloud Index from 2015
- The five metrics of cloud finance
- Predictions for 2016
About Bessemer Venture Partners:
Bessemer Venture Partners was born from innovations in steel that literally forged modern building and manufacturing. Today, we work with people who want to create revolutions of their own. We've been fortunate to be a part of over 120 IPOs in the last 50 years, including Shopify, Yelp, LinkedIn, Skype, LifeLock, Twilio, SendGrid, DocuSign, Wix, Box, and MindBody.
What goes into building an enduring cloud business? Bessemer investors Byron Deeter, Kristina Sheen, and Anna Khan reveal the G.R.I.T. framework and ways for cloud founders to develop new levels of operational rigor. In this presentation, Bessemer unveils insights into the cloud industry, Good, Better, Best frameworks for SaaS startups, and the 2019 technology trends and predictions Bessemer is most excited about.
Follow the Bessemer Cloud Team on Twitter:
@bdeeter
@kshenster
@annarchyy
About Bessemer Venture Partners:
Bessemer Venture Partners was born from innovations in steel that literally forged modern building and manufacturing. Today, we work with people who want to create revolutions of their own. We've been fortunate to be a part of over 120 IPOs in the last 50 years, including Shopify, Yelp, LinkedIn, Skype, LifeLock, Twilio, SendGrid, DocuSign, Wix, Box, and MindBody.
www.bvp.com
@BessemerVP
Quarkus Hidden and Forbidden ExtensionsMax Andersen
Quarkus has a vast extension ecosystem and is known for its subsonic and subatomic feature set. Some of these features are not as well known, and some extensions are less talked about, but that does not make them less interesting - quite the opposite.
Come join this talk to see some tips and tricks for using Quarkus and some of the lesser known features, extensions and development techniques.
SOCRadar Research Team: Latest Activities of IntelBrokerSOCRadar
The European Union Agency for Law Enforcement Cooperation (Europol) has suffered an alleged data breach after a notorious threat actor claimed to have exfiltrated data from its systems. Infamous data leaker IntelBroker posted on the even more infamous BreachForums hacking forum, saying that Europol suffered a data breach this month.
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The Rise of SaaS in India 2023
1. Rise of SaaS
in India 2023
Anant Vidur Puri Anurag Begwani Moksha
2. INDIA SAAS MARKET SIZE
Source: Venture Intelligence, Industry Reports, BVP analysis
India’s SaaS market continues to inflect
1 2 2
5
8
11
13
25
35
0
10
20
30
40
50
2016 2017 2018 2019 2020 2021 2022 2025F 2027F 2030F
50
By 2030,
India’s SaaS market size
is forecasted to reach
$50B
in ARR
ARR, $B
3. India SaaS continues to go from strength to strength
Source: BVP Analysis
TWO KINDS OF BUSINESSES:
INDIA-FIRST AND GLOBAL-FIRST
Indian founders, targeting global customers from
day 1; team split globally with majority in India
Indian founders, start selling in India, expand to
SEA/MENA; opportunistic global expansion
India-first
Bessemer
investment
CUSTOMERS
TEAM
EXAMPLES
Global-first
4. India SaaS centaurs and unicorns are set
to bring in $20 to $25 billion in revenue by 2030
Source: Private Circle, BVP analysis
India-first Global-first
ARR, $B
0.6
1.5
2.4
3.0 3.8
17.0
CY10 CY19 CY20 CY21 CY22F CY30F
0.0
0.4
0.6
0.9 1.1
5.0
CY10 CY19 CY20 CY21 CY22F CY30F
5. >$100M ~2 ~9 ~11
$50-100M 1-2 ~12 ~16
$20-50M 2-4 ~20 ~25
$10-20M 8-10 ~30 ~35
$5-10M 15+ 50+ 60+
$1-5M 15+ 100+ 150+
2015 2021
NO. OF COMPANIES AT DIFFERENT
REVENUE RANGES
Source: Tracxn, Venture Intelligence, Pitchbook, Industry Reports, BVP analysis
India SaaS companies are becoming
mature and reaching scale
2022
7. -60.00%
-50.00%
-40.00%
-30.00%
-20.00%
-10.00%
0.00%
Jan 03, 2022 Apr 29, 2022 Sep 20, 2022 Feb 02, 2023
Net Change
The SaaSacre of 2021 and 2022, seems to be stabilizing
-38.4%
EMCLOUD
-14.2%
NASDAQ
-8.3%
S&P 500
-6.7%
Dow Jones
Source: BVP Cloud Index (as of 6.30.23)
Jan-2022 June-2022 Jan-2023. June-2023
8. Over the long term, cloud markets have consistently
outperformed broader market indices
+588.5%
EMCLOUD
+277.2%
NASDAQ
+165.5%
S&P 500
+126.3%
Dow Jones
-200%
0%
200%
400%
600%
800%
1000%
1200%
1400%
Aug
16,
2013
Jan
09,
2014
Jun
04,
2014
Oct
24,
2014
Mar
20,
2015
Aug
12,
2015
Jan
05,
2016
May
27,
2016
Oct
19,
2016
Mar
15,
2017
Aug
07,
2017
Dec
28,
2017
May
23,
2018
Oct
15,
2018
Mar
12,
2019
Aug
02,
2019
Dec
24,
2019
May
19,
2020
Oct
09,
2020
Mar
05,
2021
Jul
30,
2021
Dec
21,
2021
Apr
20,
2022
Sep
16,
2022
Jan
24,
2023
Index Performance
Net Change
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Source:
BVP Cloud Index
(as of 6.30.23)
9. India unicorn creation continued in 2022,
but no new unicorns in 2023
Unicorn year 2022
9
There are no new Unicorns in 2023 as of March 31, 2023
#New unicorns
2018
2
2019
2
2020
6
2021
6
2023
0
11. A RARE BREED
$100M ARR
with ARR defined as annual
recurring or subscription
revenue
Centaurs are unaffected
and continue to grow!
Getting to
$100M ARR is
the aspirational
standard for
SaaS companies
Revenue is an internal metric and remains
unaffected by market externalities
Source: BVP analysis – centaur list may not be exhaustive as several companies do not publicly reveal centaur status
13. If US Interest Rates increase
from 3% to 6%, a perpetuity
growth model with 2% terminal
growth (~ US GDP growth) could
reduce the future terminal value
(TV) of the business by 75%.
Most of the intrinsic value of the
business usually lies in the TV
and hence value of the business
has fallen to 1/4th.
In this example the effective
multiple becomes 1/4th with a 3%
hike in interest rates.
Indicative calculations to demonstrate a concept
INTEREST RATES INVERSELY
CORRELATED TO VALUATIONS
UNDERSTANDING WHY:
Interest Rates
Cash flows ($ M)
Year 1 100
Year 2 120
Year 3 140
Year 4 160
Year 5 180
Scenario 1 Scenario 2
Growth rate (g) 2% 2%
Interest Rate
(r)
3% 6%
Terminal Value
($ M)
18,360 4,590
14. Today, investors are looking,
more than ever, to maximize
their equity returns; boards all
over the world are looking to
maximize shareholder value.
Shareholder value usually
increases with growth in the
business’s free cash flows or
growth in revenue (which would
usually mean future growth in
cashflows).
TLDR:
Everyone is looking for
businesses with high cash flows
or high growth.
Indicative calculations to demonstrate a concept
Expected return from investments
increases in a high interest rate environment
Higher Interest
Rates
=
Higher Return
Expectations
15. WAIT, WHERE HAVE WE HEARD
THAT LAST LINE BEFORE?
Efficiency
=
Growth + FCF%
16. Higher steady stage growth or
cashflows, both mean more
shareholder value and better
returns for Founders, Investors
and Shareholders
Higher efficiency companies will
generate higher shareholder
returns and will be more sought
after than lower efficiency
companies
Shareholder returns correlated
with higher efficiency as it
represents a better sustainable
business outlook
Efficiency is a proxy for sustainable
growth or cash flow
SUSTAINABLE FREE CASH FLOW
How much cash flow will you
generate if you stop increasing
investments in growth?
SUSTAINABLE RATE
OF GROWTH
How much will you continue to
grow if you decrease
investments to become CF+ve?
17. *Linear correlation, tested for statistical significance (using correlation test https://www.statology.org/correlation-test-in-excel/)
for 66 constituents of the EMCloud Index i.e. https://cloudindex.bvp.com/. Data as of 23rd June 2023
Efficiency makes the EMCloud revenue
multiples tick
0.0x
5.0x
10.0x
15.0x
20.0x
25.0x
-40.0% -20.0% 0.0% 20.0% 40.0% 60.0% 80.0%
The median EMCloud company
has ~30% efficiency –
theoretically, these companies
can generate a 30% sustainable
growth rate or 30% stream of
cashflows at steady state.
EMCloud revenue multiples are
strongly correlated with
efficiency (~60% corr coeff*).
Median multiples by different
range of efficiencies
• <10%:
2X ARR (range 1x to 4.5x)
• 0-20%:
4.2X ARR (range is 2.1x to 13x)
• 20-40%:
6.2X ARR (range is 2.3x to 18.1x)
• >40%:
11X ARR (range is 7x to 21x)
If your revenue is <$25M, focus
instead on Net New ARR/ Net Burn
• Aim to be at least at 0.7,
ideally >1
EFFICIENCY V/S FORWARD
REVENUE MULTIPLE*
18. GROWTH FCF EFFICIENCY
36.8% 5.1% 41.8%
27.8% 14.1% 41.9%
4.2% 37.6% 41.8%
Efficiency balances for different
company profiles – if you’re a
100% grower, you’re ok to lose
50% but if you’re a 10% grower,
you should be generating
substantial profits.
Intuitively – adding 100%
revenue by burning 50% of
revenue means there is
sustainable multi-year path to
cash flows and continued
growth.
Intuitively – adding only 10%
revenue without generating 20-
30% cash flow means this
business is not sustainable over
the years.
Every “rule of 40” is not the same
Efficiency comes in many forms
Source: BVP cloud index i.e. EMCloud Index i.e. https://cloudindex.bvp.com/. Data as of 23rd June 2023
20. Faster payback cycles and ability to
get to $100M+ARR with <$100M
equity capital
30%
72%
140%
100%
70%
0%
20%
40%
60%
80%
100%
120%
140%
160%
Global SaaS (Cloud
Index)
Global SaaS India SaaS India SaaS India SaaS
MEDIAN EFFICIENCY SCORE
~10-30M ARR ~10 M ARR ~25 M ARR
(BVP Portfolio)
Data (N = 30) for Indian
companies growing >70% YoY.
Source: BVP research; for
companies with >30M ARR,
efficiency = growth + FCF%; for
companies with <30M ARR
efficiency = Net New ARR/Net
Burn. BVP Portfolio data is
historical and indicative.
Indian SaaS companies at an advantage
due to efficient growth across stages
50-100M ARR
22. Bootstrapping and selling by engineering
Source: https://www.paddle.com/studios/shows/protect-the-hustle/freshworks-girish-
mathrubootham-on-building-a-multi-product
Shailesh Davey, Co-founder and CTO, Zoho
A multi-product approach is core to Zoho’s business strategy. Having
multiple products enables us to sell vertically integrated solutions to our
customers and expand horizontally into adjacent departments with the same
customers. This creates the conditions for exponential revenue growth and
for us to solve more of our customers’ pain points. While we may not be able
to address every need of every customer, we can meet a broad set of needs
for most customers. At Zoho, we call this strategy, “Selling by Engineering.
This approach has been critical in our journey of having bootstrapped the
business.
“
Highly efficient businesses
can bootstrap their way to
over $1 billion of revenue.
23. “
D Venkatesh, Founder
Ability to go to market with an efficiently built,
near-final version of the product
Source: BVP Interviews
“
Domain expertise
cultivates trust, propels
partnerships, and fuels
product depth.
We brought a nearly finished product to the market and collaborated with a
prominent private bank, focusing on their requirements, enhancing our product's
capabilities. By demonstrating a 10x ROI with one loan product, we secured
additional product opportunities with the bank and gained multiple new bank
customers. We raised capital only after we demonstrated the ROI to our first
few customers.
24. Surjendu Kuila (Co-founder & CEO) and Mayank Gupta (Co-founder & COO)
Rapid, nimble iterations towards
continual product-market fit
Source: BVP Interviews
“
Enterprise customers
expect the capability to
consistently address and
resolve their pain points.
In our embedded insurance journey, we listened, engaged, and iterated over
15 times in 12 months. By engaging and learning from experiences of
insurance providers, businesses, and users, we gained invaluable insights.
These insights shaped our refined product, meeting the unique demands of
our customers.
25. During the initial years, as we honed our product and expanded our
customer base, our growth closely mirrored industry averages. However, as
trust from banking and insurance customers and product adoption surged,
our annual growth rate soared to an astounding 80%+ CAGR for five
consecutive years, solidifying our market position.
V.R. Govindarajan, Co-Founder
Compounding growth through
high expansion revenue
“
The fusion of product
depth, customer trust, and
strategic expansion leads to
significant compounding.
Source: BVP Interviews
29. Connected
Mobiles
1.2B
Aadhar Pay
1.3B
UPI
$182B
TRANSACTION VALUE
PER MONTH
GST
$19B
GROSS COLLECTION
PER MONTH
Connected
bank accounts
1.2B
eKYC
325M
PER MONTH
India’s financial services digital
stack continues to compound
Source: BVP Desk research, MPCI, GST Council, RBI, UIDAI
Fully inter-connected
and inter-operable digital infrastructure
INDIA
STACK
30. The monolithic banking stack is going
through a “lightening” transformation
UNBUNDLING LEADING TO
LIGHTENING OF THE CORE
Source: BVP Desk Research, indicative and illustrative graphic to explain a concept
PRESENTATION
LAYER
Client Application
Browser
G.U.I.
APPLICATION
LAYER
Load balancer
NodeJS
application
Cluster parent
User
Thread
s
Posts
Libreries &
dependencies
APPLICATION
LAYER
31. DISTRIBUTORS
Source: BVP Analysis and Research
Opportunity to build new, modern, cloud
infrastructure for financial services
MANUFACTURERS
• Capital is a raw material:
lowest cost of capital drives success
• Brand and physical distribution
are biggest moats
• Multiple players co-exist,
not a winner take all
• Large institutions have advantage on cost
of capital, brand, and distribution but lack
technology
• Enablers are bridging the technology gap
for incumbents
• Reach, brand, and technology integrations
drive success
• Extremely capital-intensive
• Margins for distributors are low and
compressing
• Distributors are trying to manufacture to
increase margins
• Enablers are emerging such that every
company can now be a distributor
ENABLING MANUFACTURERS DEMOCRATIZING DISTRIBUTION
BANKS
INSURERS
AMCS
WEALTH
MANAGERS
RESELLERS
BROKERS
DSAS
COMPARISON
PLATFORMS
33. ENABLING MANUFACTURERS DEMOCRATIZING DISTRIBUTION
New cloud infrastructure will emerge to power
traditional financial services
Source: BVP Desk Research
PREDICTION 2
34. UPI fueling Indian payments
to a $1 trillion market
Digital P2M market growing 34%
annually, primarily off UPI
Source: CLSA P2M: Peer to merchant
$120
$450
$1,200
2018 2022 2026F
34%
44%
62%
98%
56%
38%
2018 2022 2026F
UPI share Non UPI share
SHARE OF UPI IN DIGITAL
P2M PAYMENTS
INDIA'S DIGITAL
P2M MARKET ($B)
35. UPI will create SaaS
and infrastructure opportunities
across a wide spectrum
PREDICTION 3
36. UPI INFRASTRUCTURE CREDIT ON UPI
UPI will create SaaS and infrastructure
opportunities across a wide spectrum
PREDICTION 3
UPI in a box:
Ready to use technology stack to accept
UPI payments
Observability Platforms:
API monitoring technologies to drive
enhanced performance
UPI switch:
Technology layer consuming & exposing APIs for
successful UPI transactions
Loyalty & Rewards:
Technology companies building loyalty
stacks for credit card issuers
Fraud Management:
Advanced solutions for proactive fraud
prevention and detection
Card issuance as a service:
Technology
stack to issue physical/virtual cards
1.
2.
3
.
1.
2.
3
.
37. REGULATORY CHANGES
IN INDIAN PHARMA
Section 194R for pharma
Free samples, event attendance and other
benefits provided to doctors by pharma will be
taxed at 10%, as per updated regulation in 2022
Increased income-tax scrutiny
Large Indian pharma players have faced actions
from Income Tax department over the past few
months
“The claim of any expense incurred in providing benefits
that are in violation of the Indian Medical Council
(Professional Conduct, Etiquette and Ethics) Regulations,
2002, shall be inadmissible as a deduction as it is an
expense prohibited by law”’
INCOME TAX DEPARTMENT, INDIA
IMPLICATIONS ON PHARMA
SALES & MARKETING
Rise of innovative marketing channels
Drug promotion to doctors will be redefined in
the coming years; shift towards omnichannel
marketing expected
Shift in doctor’s mindset
Doctors will welcome digital interactions with
pharma companies over physical interactions
“Due to the current situation and changing business
dynamics, pharma entities need to focus on high-end
innovation and that too within a short span of time.
Therefore, pharma players must invest in the best of
technologies and employ top experts to stay ahead on the
innovation curve.”
GRANT THORNTON, CIPLA
Regulatory tailwinds will accelerate
technology adoption in Indian pharma
Source: Interactions with industry experts, BVP research
38. Indian Pharma will move
forward on the wheels of
cloud software
PREDICTION 4
39. Indian Pharma will move forward
on the wheels of cloud software
SALES AND MARKETING
Doctor engagement
Advertising
Patient
Engagement
Data insights for field force productivity
Digital detailing
R&D AND PHARMA [CO-VIGILANCE] SOFTWARE
MANUFACTURING INSIGHTS
Laboratory Management
tools
“We have made a targeted methodical vision to make a difference to business trajectory through digital interventions …..
Digital is embedded in business planning and executions. For instance, we have a target of moving the entire field force
to a digital detailing platform in the next 12 to 15 months.”
JOINT PRESIDENT AND GLOBAL CFO, CIPLA
Clinic
Management
Procurement
INDUSTRY OUTLOOK ON TECHNOLOGY ADOPTION
PREDICTION 4
41. chatGPT
Instagram
Spotify
Facebook
Twitter
Netflix
0 500 1000 1500 2000 2500 3000 3500
100
102
104
106
108
Number
of
Users
Days Source: UBS Research
AI will transform
how we live,
work, and
interface with
machines
Even if you’re living in a cave, you’ve seen the side
project that became the fastest growing app in history
43. CONTRIBUTION TO AI
PROJECTS BY COUNTRY
Source: OECD.AI (2023), visualisations powered by JSI using data from Github, accessed on 20/6/2023, www.oecd.ai
35%
30%
25%
20%
15%
10%
5%
0%
35%
30%
25%
20%
15%
10%
5%
0%
2011
2012
2013
2014
2015
2016
2017
2018
2019
20
2021
2022 Date
% of total AI projects
India is the leading hub of open-source AI projects
United States
EU (27)
India
United Kingdom
Germany
China
Canada
Brazil
Japan
France
44. 23%
15%
7%
31%
24% Greater Efficiency
Improve accuracy in coding
Improve collaboration
Increase productivity
Speed up learning
Source: https://stackoverflow.co/labs/developer-sentiment-ai-ml/
Indian developers see greatest
benefits in productivity and
efficiency
Indian developers are seeing value
from AI across multiple dimensions
BENEFITS OF AI AS PERCEIVED
BY INDIAN DEVELOPERS
45. 1. Building proprietary LMs
Mayank Goyal (Co-founder COO), Adit Jain (Co-founder CEO),
Anand Prajapati (Co-founder CTO) Source: BVP Interviews
At Leena.ai, we have harnessed the power of AI and large language models,
including our proprietary language model called WorkLM. WorkLM is specifically
trained for workplace scenarios, enabling our platform to understand employee
queries, provide accurate responses, and perform the requisite actions on their
behalf. It continuously learns and improves, adapting to user interactions.
AI-native companies have
to evolve to seize the
opportunity that large
language models and
generative AI have created.
46. 2. Scaling an AI-native use case to
productize a service industry
Ankur Edkie (Co-founder CEO), Sneha Roy (Co-founder COO) and Divyanshu Pandey (Co-founder CBO)
Source: BVP Interviews
At Murf, we believe that the key to staying ahead in this fast evolving AI space is
to be constantly innovating. In this way, we can be at the forefront of speech
technology and keep our efforts rooted in solving real customer problems. That is
why our engineering, product and research goals are all backed by direct
customer asks and problems.
“
AI-native companies need
to continuously evolve
and adapt to maintain
superior performance.
47. Initially, with our product Affect Lab, we enabled powerful insights for CMOs,
but soon realized the demand for these insights extended to CPOs as well,
leading us to develop Affect UX. Recognizing the importance of a unified
platform, we further expanded our offerings with Decode and Catalyst,
providing a comprehensive solution for user research and interviews.
3. Analytics and insights businesses
can use AI to deliver a full-stack experience
for their customers
Ranjan Kumar (Co-founder CEO), Lava Kumar (Co-founder CPO),
Bharat Shekhawat (Co-founder Head of Engineering)
Source: BVP Interviews
Meet full-stack
customer needs by using
AI to go beyond just
insights and data.
“
48. 4. Creative businesses can strengthen PMF
by adding AI-native workflows
and empowering creators
Rishabh Shekhar (Co-founder COO) and Anirudh Singla (Co-founder CEO)
Source: BVP Interviews
With the power of AI,
we are re-imagining
possibilities of what
customers want and how
we can serve them.
At Pepper Content, we are a content company that firmly believes in the
transformative power of AI. We’ve combined AI and content expertise to
redefine how businesses connect with their audience. Our platform, powered by
Peppertype.ai, streamlines content management from strategy to analytics, all in
one tool.
49. 5. Application software businesses
can reinvent the core product through AI
Atul Poharkar (Founder CEO)
“
Reinventing mobile
e-commerce through the
power of AI.
At Plobal Apps, we use AI to speed up the app creation process, allowing us
to build customized mobile apps for e-commerce brands in minutes. Our AI
not only automates the app building but also powers our full-stack service,
helping to promote the app and optimize its performance. By analyzing user
behavior and market trends, our AI enhances revenue, conversions, and
retention rates for our clients, driving 3X better conversions and 5X better
retention.
50. AI ENABLED SERVICES
India is well-positioned with its
services-heavy economy and depth
of AI talent
AI + Humans is the future
LLMs are just the beginning; this
is the AWS moment for AI.
Best-in-class companies will use a
combination of humans + AI to
automate, speed up, and increase
the accuracy of services.
Workflow, process automation,
and long-term specialization will
be new moats.
Every service will be automated
through AI + Software +
Workflow.
AI enabled content marketing platform
to improve productivity of content team
Emotion AI platform for
user/customer research
AI powered underwriting platform for
banks to improve credit productivity
and throughput
AI powered HR service delivery platform
to improve productivity of HR teams
52. AI-first companies from India will lead the
productization of services locally and globally
SALES, MARKETING, AND
CUSTOMER SUPPORT
HR AND IT CONTENT
OTHERS
PREDICTION 5
53. Five predictions for India SaaS
1.
Indian companies’
efficiency advantage will
aid them on their path
to global leadership
2.
New cloud infrastructure
will emerge to power
traditional financial services
3.
UPI will create SaaS and
infrastructure
opportunities across a
wide spectrum
4.
Indian Pharma will move
forward on the wheels of
cloud software
5.
AI-first companies from
India will lead
productization of services
locally and globally
54. Resources for India SaaS
founders and builders
Entrepreneurs building this
new frontier, email us:
indiasaas@bvp.com
BUILDER COMMUNITY
FOR BVP PORTFOLIO
ADVISOR NETWORK OF
RESEARCHERS AND
EXPERTS
COMMUNITY & TALENT
PLATFORM
55. Rise of India SaaS 2023
ANANT VIDUR PURI
RAJ SABHLOK
MOKSHA
ANURAG BEGWANI
VISHAL GUPTA
APARNA CHAGANTY