VC10X - Top Decile Fund in Emerging-Tech - Jatin Desai, Managing Partner, Inflexor Ventures

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VC10X - Startups, GTM, Investing, Venture Capital, Asset Management, Private Equity, Family Office

Prashant Choubey

238 episodes

3 days ago

On VC10X you will hear from world's top startup founders, venture capitalists, investors, asset managers, and family offices talk about their investing thesis, asset allocation, due diligence, risk management, valuations, diversification, return expectations, exits, and more. If you're interested in the investment world, you're in for a treat! Hosted by Prashant Choubey (@ChoubeySahab on Twitter)

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VC10X - Top Decile Fund in Emerging-Tech - Jatin Desai, Managing Partner, Inflexor Ventures

VC10X - Startups, GTM, Investing, Venture Capital, Asset Management, Private Equity, Family Office

41 minutes 4 seconds

3 weeks ago

VC10X - Top Decile Fund in Emerging-Tech - Jatin Desai, Managing Partner, Inflexor Ventures

Jatin Desai is a Co-founder & Managing Partner at Inflexor Ventures. He is a seasoned operator turned venture capitalist who has successfully built and exited businesses in both the US and India.

In this episode, Jatin shares his playbook on investing in deep tech, the future of AI in India, and the single biggest challenge facing Indian startups.

⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com

Inflexor Ventures - inflexor.vc

Jatin Desai on Linkedin - https://www.linkedin.com/in/jatin-desai-b47b183/

🎙️ Hosted by Prashant Choubey

Follow Prashant on LinkedIn - https://www.linkedin.com/in/choubeysahab

We talk about -

- Journey from Wall Street to building Inflection Ventures and achieving top decile fund performance globally

- Investment thesis across three buckets: India for India, India for the world, and emerging tech

- Cap table construction mistakes and why Indian founders dilute equity too early

- GTM as the single biggest challenge for Indian startups at different revenue stages

- Operator VC model and how real entrepreneurial experience helps portfolio companies

& lots more

Timestamps:

(00:00) Introduction

(02:53) Jatin Desai's background and story of starting Inflexor Ventures

(06:37) Inflexor Ventures' investment thesis

(08:00) Three investment buckets: India for India, India for the World, and Emerging/Deep Tech

(13:48) Different evaluation approaches for different investment categories

(15:57) HDFC AMC's commitment to their opportunities fund

(18:58) Differences between Indian, Silicon Valley, and European tech innovation approaches

(22:14) Discussion on AI innovations in India

(25:44) Exciting sectors in India for investment

(28:18) How Inflexor Ventures works with portfolio companies

(32:16) Navigating uncertainty with global tariffs and policies

(35:00) Biggest learnings from years of venture investing

(38:19) Rapid-fire round of questions about Inflexor Ventures' investment strategy

For sponsorship or guest appearance requests, write to prashantchoubey3@gmail.com

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