In the third episode of this new series, "Decoding, VC Funding", we have RJ Balmater, from Saison Capital.
Saison Capital is the venture arm of Credit Saison, one of Japan’s largest consumer credit companies. They are agnostic investors in early-stage tech companies with a focus on B2B, Fintech, and Web3. Headquartered in Singapore, they have team members in Indonesia and India.
Some of their notable SEA investments include: Koinworks, Segari, OY!, Pickup Coffee, Growsari, and Helicap.
About Bipin: / mishrabipin
About RJ : / rjbalmater
If you are an early stage founder, do not miss out this episode.
0:00 - Introduction
2:16 - Quick Commerce and its problems
7:40 - VC bullishness cycle
10:20 - Why is Saison Capital different?
17:50 - 2021 and Capital Chaos!
23:50 - PMF & Pivots
26:30 - Saison’s investment thesis
31:30 - Serial Entrepreneurs.
34:00 - What should be a founders salary?
39:50 - What happen’s when a start-up shuts down?
45:20 - Mismanagement of funds
48:00 - VC, Founders conflicts
52:10 - Due Diligence!
55:55 - Everyone has realized their mistakes in overvaluing companies.
58:06 - How to valuation work at Series A
1:00:30 - If funding environment getting better?
1:05:00 - AI AI AI & Deep Tech
1:07:30 - Thoughts on different verticals