Messages

931

Smart Connected Devices / What to Expect from new iPad 2014 ?

« on: October 15, 2014, 02:36:19 PM »

Apple at the forthcoming October 16th event could announce thinner and lighter versions of iPad Air and iPad mini with updated processors, updated iOS, Touch ID, better camera and video recording features as well as additional color options.

On the Mac side, we expect Apple to update their operating systems (OS X Yosemite) as well as update the display resolution in their desktops and potentially announce a 12? MacBook Air (currently AAPL sells 11? and 13? flash based MacBook Airs and 13? and 15?
MacBook Pros).

We expect these products announced to be available prior to Black Friday/Christmas holiday shopping season unlike Apple Watch.

932

Smart Connected Devices / Evolution of iPad from 2010 to ipad Air 2013

« on: October 15, 2014, 02:31:39 PM »

The following Table Shows the Evolution of First Generation iPad from 2010 to iPad Air and iPad Mini in 2013 with complete specification of the Devices.

933

Web 2.0 / Is Capital Constraint for Internet Companies ?

« on: October 15, 2014, 02:15:26 PM »

Capital is the key constraint for any start-up, as they do not have traditional sources of funding (public markets, banks). This becomes more relevant as some Internet companies do not have a robust monetization model.

Our study shows that capital is not really a constraint for the Indian Internet sector. We estimate that investors (angle, VC, PE) have invested ~US$6bn in the sector in the last three years. The pace of investment has only increased with ~US$3bn announced in the last three months alone (US$1bn investment in Flipkart, US$2bn to be invested by Amazon in its India business).

Key requirements for funding include acquiring customers either through discounts or marketing campaigns, warehousing and building a logistics network, scaling up the business (read headcount) as the business expands, acquisitions and some companies have difficulty with monetization at an early stage.

A major portion of the funding is focused on building warehouses and logistical facilities, which are critical for a good customer experience; this would become a key competitive differentiator longer term and help gain sustainable market share. Some companies are also rolling out offline stores, which can be used to educate users, increasing their comfort level.

Media reports indicate that Jabong has launched offline stores in areas central to a group of villages where people can understand and adapt to eshopping. These pilot programs have been done in cities such as Amritsar, Jalandhar and Patna. Myntra also plans to open physical stores in Bangalore, Delhi and Mumbai over the next 18 months.

However, it is not as if all companies are able to raise funds ? media reports indicate that Yebhi, a five-yearold online retailer, has been scaling down its employees. It started as an online footwear store in 2009 but changed in 2011 to fashion and apparel and then became a marketplace for competitors.

934

Web 2.0 / Venture Capital Fundng Raised by Indian Internet Companies

« on: October 15, 2014, 02:10:38 PM »

Date Investee company Amount raised (US$ m) Investor
Sep-14 Bigbasket 3 Helion, Zodius Fund, Avendus, Ascent Capital, LionRock
Aug-14 Snapdeal Not disclosed Mr. Ratan Tata
Aug-14 Food Panda 60 Falcon Edge and other existing investor
Aug-14 HelpingDoC.com 2 Senior Marketing Systems (health information service based in Malaysia)
Aug-14 Frilp 1 Individual investors
Aug-14 GOQii Not disclosed Individual investors
Jul-14 Flipkart 1,000 GIC, Tiger Global, Naspers, Accel Partners, Morgan Stanley
Jul-14 Amazon India 2,000 Parent
Jul-14 Urban ladder 20 Steadview, SAIF, Kalaari
Jul-14 OLA Cabs 41 Steadview Capital, Sequoia Capital
Jul-14 WeAreHolidays Not disclosed Matrix Partners, Blume Ventures, GSF Superangels
Jul-14 Fashionara.com 8 Helion Venture Partners, Lightspeed Venture
Jul-14 Secret 25
Jul-14 Reviews42 5 Tiger Global, Blume Ventures, Nirvana Ventures
Jul-14 Hungama digital 40 Besemer venture, Intel
Jul-14 Freshdesk 31 Google Capital
Jul-14 iyogi 28 Axon Partners, Madison India
Jul-14 BookMyShow 25 SAIF
Jul-14 Yatra 23 IDG Ventures, Vertex Ventures
Jun-14 TripHobo 4 Kalaari
Jun-14 Housing 19 Helion Venture, Nexus Ventures, Qualcomm Ventures
Jun-14 Cleartax.in Not disclosed Y Combinator
Jun-14 MeraEvents 1 OMICS international
Jun-14 IndiaHomes 25 New Enterprise Associates, Helion Ventures, Foundation capital
Jun-14 Freshdesk 31 Google Capital
Jun-14 fashionandyou 10 Sequoia, Smile Group, Norwest Venture, Intel Capital, Nokia Growth Partners
Jun-14 TouchTalent.com 1 MMYT & Flipkart founders, online fund raising platform letsventure
Jun-14 Bombay Shirt Company Not disclosed Patni computer founders
May-14 Flipkart 210 DST, Tiger Global, Naspers, Iconiq Capital
May-14 Snapdeal 100 Premji Invest, Temasek, Blackrock
May-14 Pepperfry.com 16 Bertelsmann India, Norwest Venture
May-14 LimeRoad 15 Tiger, Lightspeed venture, matrix partners
May-14 Toppr.com 2 Helion venture, SAIF
May-14 Embibe.com 4 Kalaari, Lightbox
May-14 PolicyBazaar 20 Tiger Global
May-14 Taxiforsure 10 Bessemer Venture, Accel Partners, Helion Venture, Blume Ventures
Mar-14 Quickr 90 Warburg Pincus, Ebay, Omidyar Network, Matrix Partners, Nokia Growth partners, Norwest Venture
Mar-14 Canvera 2 Info Edge
Feb-14 Myntra 50 Premji Invest, existing & new investors
Feb-14 Snapdeal 135 eBay, Intel Capital, Bessemer Venure, Norwest Venture, Kalaari, Saama
Feb-14 Jabong 28 CDC Group
Feb-14 Food Panda 20 Phenomenon investors
Feb-14 iYogi Not disclosed Madison India
Feb-14 Citruspay 6 Netprice.com, Ecotext Asia
Jan-14 Hopscotch 2 Lion capital, individual investors
Jan-14 CommonFloor 10 Tiger Global, Accel Partners
Jan-14 First-Cry.com 15 Vertex Venture, IDG Ventures and SAIF
Jan-14 BankBazaar.com 13 Sequoia Capital, Walden International
Jan-14 Chargebee 1 Accel Partners
Jan-14 MobStac 2 Accel Partners
Dec-13 IndaProperty.com 12 Bertelsmann India, Canaan Partners, MayField Fund
Nov-13 Urban ladder 5 SAIF
Nov-13 Urban ladder 5 SAIF, Kalaari
Nov-13 Zomato 38 Sequoia, Info Edge
Oct-13 Food Panda 8 iMENA Holdings
Oct-13 Flipkart 160 Dragoneer investment, MS, Sofina and Vulcan, Tiger Global
Oct-13 Ticketgoose.com 3 Indventure
Oct-13 Komli Media 30 Peepul Capital, Norwest Venture, Nexus Venture, Helion Value, Draper Fisher Jurvetson
Oct-13 Stitch fix 12 Benchmark
Oct-13 Flipkart 160 Tiger Global, Morgan Stanley, Sofina, Vulcan Capital
Oct-13 Unbxd 2 IDG venture, Inventus Capital
Sep-13 Delhivery 6 Nexus Venture
Jul-13 Flipkart 200 Naspers, Tiger Global, Accel, Iconiq
Jul-13 CommonFloor 8 Tiger Global, Accel Partners
Jul-13 Flipkart 200 Tiger, Accel Partners, Iconiq capital, Naspers
Jun-13 Food Panda 20 Phenomen Ventures and others
Jun-13 Housing 3 Nexus Ventures
May-13 India Property 7 Canaan partners, Mayfield fund
Apr-13 PolicyBazaar 5 Inventus Capital, Info Edge, Intel Capital
Apr-13 Pepperfry.com 8 Norwest Venture
Mar-13 ShopClues.com 10 Nexus Venture Partners, Helion Venture Partners, Netprice.com
Mar-13 Healthkart 14 Intel Capital, Sequoia
Oct-12 LimeRoad 5 Matrix partners
Aug-12 Urban ladder 1 Kalaari
Aug-12 Flipkart 150 Tiger Global, Naspers
Jun-12 Just Dial 57 Sequoia, SAP Venture
Jun-12 Greendust 40 Vertex Venture, Kleiner Perkins Caufield Byers, Sherpalo Ventures
Feb-12 Myntra 20 Tiger Global, IDG Venture, Indi-US Venture
Oct-11 Naaptol 25 New Enterprise Associates, Cannan Partners, Silicon valley Bank
Jul-11 Snapdeal 40 Bessemer Venture, Nexus Venture, Indo US Venture
Apr-11 Yatra 45 Valiant Capital, Norwest Venture, Intel Capital
Jun-10 Flipkart 10 Tiger Global