The Different Types of SaaS Businesses

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SaaS businesses have some characteristics which really justify those assumptions. One is all revenue is recurring, right? So you have predictability around it. The second is the gross margin profile software is really attractive,. These businesses are 60, 70, 80% gross margin. And so at scale, recurring revenue points towards stability and predictability.

Romeen Sheth joins the NIA boys to discuss Investing in India, VC vs. Bootstrap, Immigrant Hustle and much more

Timestamps:

(00:00:00) - Intro
(00:03:16) - Romeen’s Backstory
(00:10:34) - India Deep Dive
(00:20:58) - How to think about India
(00:25:31) - Framework for Investing in India
(00:35:14) - The Indian Consumer
(00:45:13) - India and Crypto
(00:50:52) - Return on India Breakdown
(01:09:04) - VC vs. Bootstrap
(01:15:37) - AI Proof Businesses

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