Manav

seeker/ forager | Investor at @nexusVP

[Manav @manavbs]

For the first time in a really long time the $250B Indian IT services & business outsourcing market can be disrupted

Let’s dive into where we see large opportunities for new entrants, and how founders should be thinking about this space as a whole

🧵

[Manav @manavbs]

@pHequals7 @adijayaprakash

[Manav @manavbs]

0.5 year of getting things done

[faff @usefaff]

1 year of helping people get things done :)

[Manav @manavbs]

@khushhhi_ @NewAgeRetroNerd God bless Rick Rubin

[Manav @manavbs]

98 of the 100 largest companies in the world are @SAP
customers

Thats just mad.

Can't think of a single B2B company with that level of domination

[Aadit Palicha @aadit_palicha]

One of the best parts about this fundraise is the fact that @NexusVP - the investment firm that led our Series A - is co-leading our Series F as well!

@suvirsujan and the team have been pivotal in Zepto's journey since practically Day 1 (even being involved in naming the company 😁 ). I genuinely don't think we would have achieved this milestone without them.

If you're an entrepreneur building in Indian consumer internet and you're looking for long-term partners who understand what it takes to build a world-class company, Nexus is the firm for you.

[Manav @manavbs]

@bhuvan_beejawat Watching it on CNBC?

[Navaneeth Padanna Kalathil @navaneeth_pk]

ToolJet's been named a G2 High Performer for low-code and rapid application development categories 🚀

[Manav @manavbs]

@webaficionado 😉

[Manav @manavbs]

For the first time in a really long time the $250B Indian IT services & business outsourcing market can be disrupted

Let’s dive into where we see large opportunities for new entrants, and how founders should be thinking about this space as a whole

🧵

[Manav @manavbs]

@SienamAhuja @sajithpai @ku1deep @SeekingN0rth I agree with Salesforce being a powerhouse, yet the next best is probably doing 1/10th if not lesser.

Freshworks have dedicated SIs & a custom market-place function, would they ever scale to Salesforce level revenues from India?

I highly doubt it

[Manav @manavbs]

@ku1deep @RoamResearch +1

[Manav @manavbs]

@ponnappa $ACN

They are at $230B of market cap

[Sidu Ponnappa @ponnappa]

"what is the difference between a product company and a services company?"

[Manav @manavbs]

And in the coming weeks, I will be double clicking on each of these spaces & cover opportunities within that we feel have maximum potential for a new entrant

So tag along and stay tuned & if you are building anything exciting around new gen IT services, please reach out to me at manav at nexusvp dot com or DM @manavbs

[Manav @manavbs]

As amazing as that is, what has been a question on top of my mind is, with the evolution of generative AI, are we at a point in our present where we could actually create a large new player in this category, one for the future

And if so, what does the opportunity set look like?

[Manav @manavbs]

AI implementation services

I think this could be a SI first play, identifying key technologies that could be at a point of inflection; and becoming the SI partner of choice is massive play