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How Top Indian VCs Make Investment Decisions: Neon Fund X Stellaris Venture Partners

In this episode we have Alok Goyal and Ritesh Banglani, Partners at Stellaris Venture Partners, one of India’s top VC firms. We go into details on running a VC firm in India. We discuss the ambition of Indian founders, what are the next B2B SaaS billion-dollar outcomes, market-first vs. founder-first investments, decision-making process at Stellaris and why DPI (Distributed to Paid-in Capital) is the ultimate measure of success. If you’re curious about how top VCs invest, what makes a great fund, and what advantages Indian startups have in the AI race then this episode is for you. 0:00 - Highlights 2:00 - How big is Stellaris Fund? 2:50 - How Stellaris Measures Success 5:16 - Deal Sourcing in Venture Capital 7:40 - Coverage Ratio in Venture Capital 9:39 - Contrarian Bets: Mamaearth and Whatfix 11:34 - Independent Conviction in Venture Capital 14:03 - Trust in Venture Partnerships 17:12 - The War Stories Behind Stellaris’ First Fundraise 20:10 - Fundraising during COVID 24:30 - How Stellaris Raised Its Third Fund 28:31 - Stellaris’ Investment Strategy 32:08 - Founder-First Vs. Market-first Investments 38:32 - Strengths of Stellaris’ Four Partners 43:07 - Culture of Open Disagreement in Decision-Making 50:08 - The Ambition Levels of Indian Founders 52:08 - Next Billion-Dollar SaaS Companies From India 58:17 - How Venture Investing in India Has Changed 59:38 - Decision-Making in Stellaris vs. Other VC firms 1:09:43 - Global AI Trends and Stellaris’ Investment Thesis 1:13:31 - Opportunity For Indian AI Startups 1:18:17 - How Stellaris is Evolving with Time 1:19:24 - The Need for Bigger Outcomes in Fund Three ------------- Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes. We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings. ------------- Check us out on: Website: https://neon.fund/ Instagram:   / theneonshoww   LinkedIn:   / beneon   Twitter: https://x.com/TheNeonShoww Connect with Siddhartha on: LinkedIn:   / siddharthaahluwalia   Twitter: https://x.com/siddharthaa7 ------------- This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.