5 years ago in Sequoia SD, we realized the structural inefficiencies in Private company-Investor discovery. Led to us mapping our own datasets and relationships. As portfolio companies mature and head to IPO, finding similar scale problem in IPO and public markets...
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Piyush Gupta
@GuptPiy
MD_Strategic Dev . Corporate finance in the venture world. M&A, private co financings and IPOs. ex Asia TMT MD at Deutsche Bank
SingaporeJoined September 2010
Piyush Gupta’s Tweets
"If something goes well I say ‘great’, but if something doesn’t go well, I say, ‘how fascinating’, let’s figure a way out here." Watch #SheBuilds S2 EP2 on how ’s ’s approach to embracing problems is helping businesses access capital. #SequoiaSpark
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#MeeshoMegaBlockbuster sale set new records in terms of orders, users & seller participation, with Bharat at the centre stage — validating our mission to democratise internet commerce 🇮🇳
Gratitude to the team, which hit it out of the park with its tremendous ability & attitude.
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With ~2.8 lakh orders per hour, #MeeshoMegaBlockbuster has been a mega hit. 
Bharat 
has chosen its favourite shopping destination!
#ecommerce
Bharat has chosen its favourite shopping destination!
#ecommerce
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Solar panels printed like newspaper..vast number of new areas where solar can be deployed shd emerge..
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Solar panels can now be printed like newspapers
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Domestic SIP inflows into equity markets have increased an amazing 3x from $0.5BN per month to $1.5BN in last 5yrs. With NPS and Insurance its $2BN+. This consistent demand has supported Indian stock prices despite the FII selling #indiancapitalmarkets #deepening
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Felt like a fitting parting shot for the end of ’s #PitStop evening. It was a pleasure hosting our amazing portfolio founders and some of the best global private company investors
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Ending day 2 of #SequoiaPitStop 2022 on a high note. It’s been incredible to see some of our region’s innovators and builders come together over the past 48 hours. We are honoured to play host.
Thank you to everyone who came together to make the event a success 
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Competing options for global savings $$$ are leading Founders to navigate faster towards self-sustaining models
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We’re hearing frm #founders, that less capital is already leading to a focus on earlier & better monetization frm their customers. Discounts are coming down & there’s a more disciplined mindset. This is the time that founders can really focus on building.
@GuptPiy #SequoiaPitStop
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And it's a wrap for Day1 at #SequoiaPitStop!
A day full of great conversation, presentations, 1-1 meetings & more.
Grateful to be able to catch up with the incredible founders & startups we've partnered with, along with global leading investors & corporates from the ecosystem. 🙏🏼
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#Founders, #investors & our team are ready to kick off 2 action packed days of #PitStop!
In addition to > 1000, 1-1 meetings, we'll be talking through:
➡️Why NOW is the time to build
➡️ Navigating a world in transition
➡️ Building for scale
More to come...
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This year, we celebrate 5 years of #SequoiaPitStop – our annual growth equity conference. We’re excited to welcome global investment firms to meet our portfolio #founders in Singapore on 13 & 14 Sept as we reignite connections in person! @GuptPiy @singh_sequoia @gohdikun
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We’re getting closer to #PitStop 2022 which kicks off on Tues, Sept 13 in Singapore!
Here’s a snapshot of more cos that will be there 👇🏼
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Privileged to host PitStop 2022 for our 5th year + IRL again in SG after 2 yrs online!
Having a space where our #Founders can connect with > 83 investment firms in a series of 1,000 1-1 meetings is incredible!
This week, we'll be showcasing some of the cos & sectors here
More👇🏼🧵
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Reason for this dismal low Tech IPO count is that investors simply lost too much money - 24 of the last 26 US Tech IPOs are underwater. Some recovery in these prices / new well priced IPOs that leave money on the table will drive recovery (slowly). Data courtesy GS, MS
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Its darkest before dawn. 20221H has seen the lowest number of US Tech IPOs going back to 2008. The down cycle is working its way through..public tech companies are improving margin profiles, interest rates shd stop rising next year and good private business are getting built...
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Post-IPO shareholding management is a big task for start ups and is doing great in transitioning from early private shareholders to public market holders. Kudos
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A placing just took place and I would like to thank Atomico for their great support during these 8 years. Also, I would like to welcome our new long-only shareholders, and existing shareholders who took over their shares. Let's go! 
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This year, we celebrate 5 years of #SequoiaPitStop – Asia’s largest growth equity conference. We’re excited to welcome global #investment firms to meet our portfolio #founders in #Singapore on 13 & 14 Sept as we reignite connections in person!
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👌🏾👏🏽👏🏽Start of many
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Come and join Truecaller in this exciting role! Mergers & Acquisition Manager:
- strategize on synergies ✨
- analyze companies and markets 🔭
- meet founders and investors ✈️
- invest/acquire for the future 💸
- activate/integrate and plan 🧩
🚀🚀🚀
truecaller.com/careers/jobs/4
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AI SaaS - Appier $4180.JP - Blowout might be a mild word!
- Rev +47% yoy
- US/EMEMA +9-fold
- EBITDA% up 6ppt
- LTM NRR +127%
- Customers +30%
- Churn 0.62% New Low!
- Expect OP+ve 2H
- Guidance 
EBITDA: 1.07b v 0.8b Rev: 18.5b v 17.8b
- Insanely cheap at major inflexion
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EBITDA: 1.07b v 0.8b Rev: 18.5b v 17.8b
- Insanely cheap at major inflexion
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Dharma=>When Nation has given our Judges complete independence, Nation has every right to hold them accountable. So, BUCK STOPS WITH JUDICIARY for India to be top 25% in enforcement of contracts, not shameful bottom 15% currently. My Oped in
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Timely piece by @bibekdebroy. Morality=>independence & accountability r 2-sides of the same coin. When Nation has given our Judges complete independence, Nation has EVERY RIGHT TO HOLD THEM ACCOUNTABLE. Time to stop the "Free lunch", where privilege is enjoyed w/o accountability!
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Its amazing how a modest increase in the cost of money has led to immediate discipline in how investors allocate their money…points to how distortive the Central Banks policies of negative / zero interest rates is
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This week we were fortunate to get 2 major licences - Account Aggregator & Payment Agg/Gateway.
There are many companies which have patents/licences, however the winners are ones who innovate & deliver value to customer. Our acceleration starts now 🙏
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Surge is about solving for as many variables as we can to increase the Founders’ probability of success
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The Surge team got on an onboarding call yesterday w/ a #Surge07 co that starts in Aug. 1st thing we heard was they had no idea how many ppl frm the team are dedicated to only 1 thing: helping them succeed.
Here are a few things beyond our program that you may not know about 
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Few VCs follow what they preach - focus on right to win, and not just right to play. The best counter to YC across the world is in India and from the Sequoia Surge team. The level of aggression and dynamism with which they respond and one up to focus on winning is an art! Kudos!!
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We are doubling down! @_surgeahead launched 3 years ago and we are incredibly grateful to our 246 amazing founders from 112 startups in our #Surge family. We are expanding the range to invest upto $3m per company #GetReadyToSurge @singh_sequoia @SequoiaIndiaSEA twitter.com/_surgeahead/st…
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Surging!
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We’re raising the ceiling and removing the floor on Surge. No longer $1-2M.
If you’re looking to raise up to $3M, we want to hear from you!
surgeahead.com/surge-extends-
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Proud and elated to be supported by @Sequoia_India.
Our investor partners in truest sense, thanks to their strong mission and leadership. We will be cheering from the stands as they continue to help start-ups across India.
Here's to unlocking much more together!🚀
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1/ Today, we are announcing that Sequoia India & Sequoia Southeast Asia have collectively raised $2.85B across a new set of funds, including India venture, growth funds and an $850M SEA fund - our first dedicated fund for the region.
sequoiacap.com/india/article/
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It has been an absolute pleasure working with @Sequoia_India and for the past 15 years over 2 very different startups! what has been common has been the uninhibited support, foundation of trust and transparent intent. Good luck team Sequoia!
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A new set of funds India and Southeast Asia across Seed, Venture and Growth to partner the best builders out there..
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1/ Today, we are announcing that Sequoia India & Sequoia Southeast Asia have collectively raised $2.85B across a new set of funds, including India venture, growth funds and an $850M SEA fund - our first dedicated fund for the region.
sequoiacap.com/india/article/
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Bang up job once again to expand the market for us. Both for investment and business partnerships.
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Some more highlights from day 1 of the Middle East Tech Investment Forum at @ADGlobalMarket.
In pics - @ixigo's @alokebajpai & @rajnishkumar. @BankBazaar's @adhilshetty @oneassist_in's Gagan Maini & @FreoMoney's @anujkacker.
Excited for day 2 
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Thanks for having us @Sequoia_India! Great to see the energy and interest in India and excited to engage more with the MENA region
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Glad to host @CapitalFloat & co-founders @sashankr @gdhinduja at @ADGlobalMarket on day 2!
#conference #abudhabi
#conference #abudhabi
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Thanks and @Sequoia_India for setting up the platform, this will be the catalyst for MENA and the startup ecosystem
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Debt marketplace, @credavenueapp is revolutionising the debt market globally through tech & innovation. Founder &CEO, @gaurav_irma joins us at @ADGlobalMarket today!
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Frank public CEO communication: “siesmic shift in the market” “hiring is a privilege” “the size of the market is irrelevant if a company can’t turn a profit”….This market sentiment can last a few years so valuable lessons to absorb for start up leaders as they build
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I interviewed 's at Startup Grind last week. He's been in the Valley for 40 years and run Sequoia for a large part of that. He said some pretty incredible things. Here are some of my biggest takeaways...🧵
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(2/2)
...1. Financial attractiveness - revenue scale, growth, margin profile
2. Business maturity (predictability in the business)
3. Financial reporting and systems robustness (quick, accurate closes. ERP is critical)
4. Board and Key mgmt roles fill (long lead time)
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(1/2) After a bullish 18months in public markets, US IPO volumes fell off the cliff in 1Q2022. Of this only ONE was a tech IPO! Same tough story in India too. But, markets can bounce back quickly too so companies shd be working on their readiness i.e 4 key factors while we wait..
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Big day. Goosebumps. This one is important at a company level, ecosystem level and nation level. Huge congratulations to team GoTo and and everyone ! #GoFarGoTogether
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Huge congrats @liamtanu, @kaluwi, @AndreSoelistyo & team! @gojekindonesia & @tokopedia put Indo on the startup ecosystem map & today GoTo is a tech powerhouse & public co. @singh_sequoia & team @sequoia_india are privileged to have been part of the journey from #IdeaToIPO! 1/
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DIGITAL COMING OF AGE, Day Two of our virtual 18th Annual CITIC CLSA ASEAN Forum dives into the digital boom, discovering how new-economy companies are leveraging government support and tech opportunities to develop and innovate. #CLSA #CITICCLSAForums #CLSAASEANForum
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and I weren't sure if our story so early would interest people, if it will speak to their hearts.@Sequoia_India folks convinced us to put it out nvrthless (Mayb, they were sure)
- you captured the essence of our vision in 15 mins. So grateful!
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“Agar gaay-bhains ka hi kaam karna tha toh IIT jaane ki kya zaroorat thi?” (If you really wanted to work with cattle, why did you study at IIT?)
Learn how @KirtiAnimall & @nyAnimall are revolutionising India’s cattle market on #SheBuilds bit.ly/3p8bowd
#SequoiaSpark
Learn how @KirtiAnimall & @nyAnimall are revolutionising India’s cattle market on #SheBuilds bit.ly/3p8bowd
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100%+ YoY growth, 50% EBITDA margin! Powerful combination of Growth AND Profitability…congrats and team
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Incredible finish to a special year @Truecaller @AlanMamedi @Zarringhalam @rishj @GuptPiy @bl_zhang @Sequoia_India twitter.com/AlanMamedi/sta…
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