Table is set for the IPO

Riding with Nutanix from Day Zero

What I learned from angel investing I am the luckiest guy in the world. I met Dheeraj (CEO) during my years at Oracle more than 10 years ago, and Bipul (Board Member) during my years at IIT more than 20 years ago. When Bipul reached out and told me that Dheeraj was building a company, […]

"New Owner's Manual for Twitter Buyers"

“New Owner’s Manual for Twitter Buyers”

Facebook is the most natural buyer. Google is the most strategic buyer. The problem with any company acquiring Twitter is that it must invest resources in managing a company that’s proven near impossible to manage so far. When you apply the lens of management overhead and risk of things falling apart after acquisition, you realize the […]

When do SaaS Startups get M&A Offers?

When do SaaS Startups get M&A Offers?

There are many points along the SaaS startup journey where its ripe for M&A from acquirer perspective: Is their a right time to be eaten? Product Market Fit (<$5M in ARR): Your startup is in a new or adjacent area for us (the acquirer) and you have proven product market fit. At this point, we can […]