SaaS startups in India have seen significant growth in recent years. The country's SaaS market is expected to grow at a compound annual growth rate of 22.5% from 2020 to 2025, reaching a value of $6.3 billion.
A few of the factors driving this growth are:
- Increasing adoption of cloud computing
- Availability of advanced tech infrastructure in India
- Support from the Government of India for funding, mentorship, and other resources to entrepreneurs.
In India, there are Investors and founders who have witnessed the evolution of SaaS in India. With his notable investments like Whatfix, LimeChat, GTM Buddy, Alok has built his own thesis for SaaS over the years.
Tune in to hear Alok sharing about the top SaaS companies in India, what all has changed in his investing thesis, the categories he’s most bullish on, and why SaaS sector is only going to rise in the coming years.
Notes -
01:53 - How Alok got into investing
02:44 - Evolution of SaaS in India
08:16 - Definition of global category leaders in SaaS
10:02 - Is there a known pattern in the US for his portfolio companies in India?
13:23 - SaaS investments in 2022
14:02 - Next 3-4 years for SaaS in India
19:03 - Building a GTM engine in the US with a seed round in India
23:00 - Focus on reducing burn
24:51 - Growth in more & more $100Mn ARR companies in India
29:14 - The Edge India has in creating successful SaaS startups
31:28 - Major shift in his thesis in the past years
38:21 - His focus on AI automation startups
43:55 - Thesis on Developer-Centric Softwares
48:50 - Backing founders at Idea Stage
58:34 - What he looks for in founders?
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