On the one hand, we at PrivateCircle Markets enable investors to get a better understanding of companies that are coming their way. On the other, we also enable companies to get a better understanding of investors that they should be talking to before they decide to take a call.
In a way we are on a mission to reduce information asymmetry in private market investing in India. The matchmaking that happens at our end considers features on both sides (demand and supply side of capital).
Thus conversations coming through us, will be relevant and enriching to both the investor and the company. Unfortunately, it is not always possible to be able to provide all the necessary data needed without consent and allow for counterparties to make up their own story of the other side.
Also the conversation itself is only a start to the long process of fundraising, all the way from the exploratory call to investment committee decision stages to due diligence.
But our approach clearly saves time on both ends, and to do this deeper intelligence on companies and investors, makes room for specific questions that remain unanswered. Where the origin stories and the attack lines to a market are to be explained.
I don’t think this can be easily replaced by investment platforms.
Recently, Vaibhav from Better Capital posted on how the SaaS opportunity will remain a mirage for India if specific areas are not tackled head on. This made me think specifically on potential data points, for example from the post, data points that are potentially possible to source from public sources (even with a lag) could be useful.
- Time taken to get to the first $1M ARR (Annual Recurring Revenue) since incorporation
- Pricing comparisons against competition and the reasons for divergence on models or buckets or features
- Investing into growth from $1M to $10M and the nature of these spends. Particularly builds in works. If achieved then the time taken for this growth
- Proportion of revenues from global markets
- Revenue growth in proportion to talent addition
I am sure investors will have heuristics on particular sectors that they track and have hunches on what is a reasonable expectation to have.
I am very curious to hear from investors who follow us here on their preferred set of metrics for specific sub-sectors beyond the usual LTV/CAC (Loan-To-Value/Customer Acquisition Cost) to cohorts.
Similarly, what do companies want to see as investor metrics before making a choice to connect with them.
Will be glad to add those to our data pipelines if available reliable in public domain, true to our mission in letting companies and investors find each other intelligently.
Meanwhile, I encourage you to give PrivateCircle Markets a try and see the world of possibilities yourself. Gain comprehensive 360° private market intelligence on Indian investors and startups instantly.
