The Neon Show Dilipkumar Khandelwal on building a strong portfolio of B2B SaaS companies as an Angel Investor
In this episode, we chat with Dilipkumar Khandelwal, Limited Partner with Stellaris Venture Partners & Fireside Ventures, and an active Angel Investor in 25+ companies.
He’s Ex-President at SAP HANA Enterprise Cloud business and came closer to the startup community in late 2016.
He has keen interest in D2C, Consumer-Tech and B2B SaaS. Some of his portfolio companies include Whatfix, Signzy, Moglix, Yellow Messenger, Credgenics, and Pepper Content among others.
During the podcast, he shares how he initially got introduced to investing in startups and began building his portfolio.
For anyone looking to begin investing in startups either by their own-self as an Angel Investor or as an LP with a VC firm, this conversation can be of great value. From building your own thesis to curating an exit strategy, this podcast will really help you through it.
Notes -
00:59 - From a Traditional Rajasthani business family to Investor in Early stage
04:28 - First interaction to Startups via Alok Goyal - Stellaris Venture Partners
07:12 - Change in perspective; investing in startups
08:51 - Thesis: Solving small but focused & specific problem statements
11:15 - Scaling can only work with the overall fundamental mechanism of the Org
15:09 - Making a product scalable is different vs adding more features
18:11 - Exit strategy as an Angel Investor
27:30 - Importance of deeper understanding with a sectoral perspective
28:14 - Upcoming trends over the next decade