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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EP170 - ThredUp President Anthony Marino