ET carries an article today on potential accounting and legal risks in the Indian ecommerce space. I doubt if entrepreneurs and investors would allow such subversions. People know well that this road doesn’t lead to heaven. Read on On a business level, the lifetime value notion is well understood and used – and in my […]
Organic Entrepreneurship – Article in Inc
Latest issue of Inc carries an article on Organic Entrepreneurship – the opportunities and challenges of supporting entrepreneurship beyond metros in India. Read on. Inc – organic entrepreneurship View more documents from Alok Mittal.
How iYogi Got Its First Funding
Vishal from iYogi shares his perspective on what worked for them while raising their first round of financing from Canaan. Read on…
Recent interview with TheDeal.com
I spoke recently to George White at TheDeal.com regarding the investment opportunities and exit expectations in the Indian market. See here. Indian tech companies head to public markets from The Deal on Vimeo.
What makes a valuable company?
Great article on what creates a valuable company – while the article is rooted in a discussion around “revenue multiples”, the key characteristics it outlines seem generally true for valuable companies. Summary: 1. Sustainable competitive advantage 2. Network effects 3. Revenue visibility 4. Customer lock-in 5. Gross Margins 6. Marginal profitability/ Profit scalability 7. Customer […]
Pioneering Spirit – Call for entries
Canaan is pleased to partner with Lufthansa in this year’s edition of Pioneering Spirit. Apply now!
McKinsey report – Impact of Internet
McKinsey has come out with an interesting report on impact of internet on GDP of countries. As per this, Internet contributes to 3.4% of GDP in these countries, and 21% of GDP growth in mature countries. For India, the numbers are 3.2% and 5% respectively. Policy makers – get it right! Internet matters: The Net’s […]
Canaan backed ABH acquired by Shire for $750M
Pleased to share the acquisition of Advanced Biohealing, a Canaan backed company, earlier this week. An extremely positive exit for the Company and for Canaan Partners, ABH’s largest shareholder. Congratulations to Kevin Rakin and the team! More details here.
Quigley Report – Predicting a Venture Capital Revival
An interesting report predicting that venture capital asset class will make a strong revival over next 10 years. Key reasons: public markets are finally rewarding value like never before (interesting information on IPO valuations and multiples of some iconic tech companies), the demand-supply equation within venture asset class has swung to being favorable with only […]
Canaan partners in “Pioneering Spirit”
Canaan is pleased to partner with Lufthansa in bringing the next edition of “Pioneering Spirit” – a unique television series around entrepreneurship. Apart from our involvement in the selection process, we will be extending a stay for winners at our offices, in order to have close range brainstorming on their business. We will also sponsor […]
Late stage investments from US VC firms
Interesting article around growing appetite from US VC firms in late stage companies, at valuations that seem rocket high, but who knows! The dynamics of the shift are interesting – from some firms that missed the early bus, to others that are building a strategy around mixed stage investments. Will Indian ecommerce segment see a […]
Interesting payment opportunity – international transactions COD
Interesting note here – India should have a parallel opportunity, perhaps including delivery logistics.