Unicorn markdowns widely misunderstood

November 20, 2015 / 0 comments

Likely to precipitate bursting of the bubble rather than presage it [First published on Medium] Over the past few days there has been much discussion of large investors like Fidelity Investments marking down their holdings in “unicorn” startups like Snapchat, Dropbox, Zenefits and Blue Bottle. Widely followed tech publications [Techcrunch] have been forecasting the popping…

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Kindling financial aptitude in our children

November 4, 2015 / 0 comments

[First published on Medium] Kids have a natural curiosity about how the world works and I have found economic and financial theory to be a great framework to explain all kinds of phenomena to them. On our substantial car drives to and from after-school activities, there is an almost constant discussion of current events and…

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Hacking slightly safer e-mail for my kids

August 16, 2014 / 0 comments

As the father of pre-teen kids, I have had to grapple with questions about how much online freedom to allow them.   Over the past few years, as we traveled the world and they made friends everywhere, our girls have increasingly found a need to communicate electronically.  By the time they turned seven, I decided it…

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India’s Internet – the second gold rush

August 3, 2014 / 0 comments

Last week, on one of the hottest afternoons in New York City this summer, I found myself cooling off in a swanky Midtown bar with an  investment banker.  Within minutes our conversation turned to reports of frenzied interest among large institutional investors in India’s growing online businesses.    I cracked a smile as I had just heard the same…

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What is a “recap” in the context of venture capital?

July 18, 2014 / 0 comments

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How do I get hired as a partner with a VC firm?

July 17, 2014 / 0 comments

Answer by Shyam Kamadolli: I usually do not respond to anonymous A2A requests – but I believe this is of more pervasive interest so it may be worth sparking a discussion here. (Ended up TL;DR)  There are usually three tracks to get to be a partner in a VC firm. One is based on impeccable…

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DCFs and early stage investing

May 20, 2014 / 0 comments

Answer by Shyam Kamadolli: I am paraphrasing my own answer to another question:  Early stage investing is rarely based on fundamentals and more on willing buyer/seller dynamics and the buyers view of long term growth opportunities and/or returns. Traditional valuation methods (comparable transactions, discounted cash flows, and LBO simulations) don't work for early stage companies…

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Zomato: focus on core

May 20, 2014 / 0 comments

Testing Answer by Shyam Kamadolli: I'm not privy to their strategy and hence cannot comment about specifics. But I am guessing the key stakeholders there have asked them to focus and do one thing really well across more markets.  Because:1) they could lose their way if diversifying across both services and geographies.  They are now…

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Finding the right VC

May 20, 2014 / 0 comments

Answer by Shyam Kamadolli: In my experience there are three kinds of startup businesses: those that are not viable businesses for any VC investor, those that are not viable investments for a particular set of investors, and those that are doing so well that VCs are beating down their doors to give them money. I…

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Everything is negotiable

May 20, 2014 / 0 comments

Answer by Shyam Kamadolli: Everything is up for negotiation – it depends on the leverage you have.  Every good VC knows it when he sees a good deal and will under the right circumstances be open to a conversation.   It is all about how desirable your deal is    In any case, there may be…

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