Akash Bajwa - AI + Software Investing in 2024

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Cloud Returns | A SaaS Investing Podcast

Cloud Ratings

9 episodes

2 months ago

Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets. Our target audience: SaaS investors AND operators raising capital that listen to SaaStr, Twenty Minute VC (20VC), The Logan Bartlett Show, or Thoma Bravo’s Behind the Deal and still want to learn even more.

All content for Cloud Returns | A SaaS Investing Podcast is the property of Cloud Ratings and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business,

Entrepreneurship

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Akash Bajwa - AI + Software Investing in 2024

Cloud Returns | A SaaS Investing Podcast

46 minutes

1 year ago

Akash Bajwa - AI + Software Investing in 2024

Our Guest: Akash Bajwa is an investor in fintech and B2B SaaS at Earlybird Venture Capital, a European venture capital firm with 2 billion Euros in assets under management (AUM).

Episode Topics:

Akash and Earlybird’s investment criteria
Areas in early-stage native AI that Akash and Earlybird are excited about
Akash discusses the unique skill sets needed for native AI founders.
Is building an AI-focused business similar to the well-established SaaS playbook?
Akash’s views on investor returns if gross margins decrease to 50% in AI-driven software.
How are software pricing models going to evolve in an AI world?
Methods for assessing a founder's execution ability during early-stage fundraising.
Akash’s views on vertical software and implications of AI lowering barriers to software creation.
Akash's view on AI's capital intensity + its implications of this for investors.

Resources:
https://substack.com/@akashbajwa

https://www.earlybird.com/

About Cloud Returns by Cloud Ratings:

Cloud Returns covers ALL types of software investing, whether seed, venture capital, growth equity, private equity, debt, and the public markets.

Our host - Matt Harney - is active on Twitter @saasletter and writes "SaaSletter", an investing-oriented SaaS newsletter on Substack.

https://cloudradio.cloudratings.com/

https://twitter.com/SaaSletter

https://www.saasletter.com/

About Cloud Ratings:

Cloud Ratings is a customer outcomes-focused, data-driven software research analyst firm. We exist to allow organizations to make more confident, lower-risk software purchasing decisions.

Our Cloud Ratings Category Reports combine user reviews with verified vendor data to impartially identify leading software products. Recent report examples include: Board Management Software, Account-Based Marketing Software, Cap Table + Equity Management Software, Lead Routing Software, and Sales Training + Onboarding Software.

Built upon investigative customer interviews, our True ROI Reports quantify and provide 3rd party validation of a software product’s business value.

https://cloudratings.com/