Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing
Podcast Image

SaaS Interviews with CEOs, Startups, Founders

1256 How Array.VC Raised First $15m, Why They Like Art19 Investment

01 Jan 2019

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 19.069 Nathan Latka

biggest return on paper so far in terms of investments is simility and ai and ml fraud management kind of solution uh made couple dozen investments uh most importantly though she decided to get into this vc world about three years ago with call it a 15 to 20 million ish dollar fund currently jumping in and uh you know and getting more capital essentially to invest uh

0

19.049 - 36.607 Nathan Latka

Loves spaces like Voice, right, with her own podcast. Check that out. But made a big investment in Art19 in the podcasting space as well. Again, looking at big enterprise data place. More importantly, though, people with big visions and underlying it all, you know, doing some kind of world good. Agriculture, food, ocean tech, she's looking for you. If you're in that space, reach out.

0

37.788 - 57.884 Nathan Latka

This is the Top Entrepreneurs Podcast, where founders share how they started their companies and got filthy rich or crash and burn. Each episode features revenue numbers, customer counts, and other insider information that creates business news headlines.

0

Chapter 2: How did Shruti transition from engineering to venture capital?

58.065 - 80.374 Nathan Latka

We went from a couple hundred thousand dollars to 2.7 million. I had no money when I started the company. It was $160 million, which is the size of many IPOs. We're a bit strapped. We have like 22,000 customers. With over 5 million downloads in a very short amount of time, major outlets like Inc. are calling us the fastest growing business show on iTunes.

0

80.815 - 88.096 Nathan Latka

I'm your host, Nathan Latka, and here's today's episode. Hello, everyone. My guest today is Shruti Gandhi.

0

Chapter 3: What investment strategies does Array Ventures focus on?

88.376 - 108.743 Nathan Latka

She is the currently active at Array Ventures, where she's managing, obviously, a fund participating in many different companies, specifically B2B SaaS, some health and tech as well. She has a strong mix of operating and investing experience. Before this, she was an investor at True, Samsung, LightBank, High Bar Partners, and the I2A Fund. All right, Shruti, are you ready to take us to the top?

0

109.043 - 110.849 Shruti Gandhi

That sounds amazing. Thanks for having me.

0

110.869 - 117.45 Nathan Latka

You bet. So tell us quickly kind of where you are today. And then I want to capture more of your story. So what does Array focus on and what's the fun size today?

0

Chapter 4: Why did Array Ventures invest in Art19?

118.088 - 140.733 Shruti Gandhi

Our focus is on enterprise deep tech companies. So founders that want to go solve big industries that are old, but need reviving with data, analytics, machine learning, any strong tech. And then we love pairing that with other founders who have sold to that industry before they know how to hustle, they know how to sell. We started about three years ago, and we're in our second fund now.

0

140.953 - 146.239 Nathan Latka

That's great. Are you married to any specific business model? Do you like SaaS more than pay as you go or more than an API model?

0

147.248 - 164.349 Shruti Gandhi

Not really. We believe in just revenue acceleration as fast as we can. So a lot of the programming we focus on when we invest in our companies is how to get from zero to one in ARR and then from one to 10 million as fast as we can.

0

Chapter 5: What challenges do founders face when starting a company?

164.429 - 177.884 Shruti Gandhi

So we have workshops that we put together for our founders once a quarter. Around this programming, we get some of the top CEOs to talk to our founders on how their playbook worked. And that's what we do, but not really any particular business models.

0

178.064 - 181.948 Nathan Latka

Got it. Yeah, you said on the site, I believe that people should think of you as their first business development hire.

0

182.008 - 182.949 Shruti Gandhi

Exactly.

0

183.029 - 184.31 Nathan Latka

And why is that positioning work for you?

0

185.391 - 203.004 Shruti Gandhi

Frankly speaking, there are a lot of engineers who are looking to solve problems, but they've never sold before. And when you're starting out your teams, if you don't have that sales mindset, hire, which a lot of times people don't, you know, you're not building a business, you're building a feature.

Chapter 6: How does Array Ventures support its portfolio companies?

203.686 - 210.632 Shruti Gandhi

And I've been in that position myself before, as I was starting a company out as an engineer for in my previous life for 11 years.

0

211.133 - 228.488 Shruti Gandhi

And so when I saw that need in the market, which is smart people solving big problems, if you could just add a business perspective in the company at that stage, the company, the size of the market that you're trying to address at that stage becomes suddenly very large because now you're not just

0

228.822 - 242.375 Shruti Gandhi

adding a little feature for this company here or there, where you're going after something very different. Again, we help these companies think through what that large market looks like and where the customers sit within those large markets.

0

242.915 - 256.888 Shruti Gandhi

We say your first business development hire, and then we also use this term of your second wave of customers, which is your first few friends might be your initial customers, but then how do you go find that fourth, fifth, tenth customer? That's how we help these companies.

0

256.868 - 259.011 Nathan Latka

And Fund One three years ago, how big was that?

259.872 - 276.874 Shruti Gandhi

Fund One, we don't really share our numbers because they're through multiple mediums, but generally in the stage in size of 15 to 20 million. And then Fund Two will be, for some reasons I can't share because we're still fundraising, but it's going to be larger than that.

Chapter 7: What industries is Shruti looking to invest in next?

276.894 - 278.556 Nathan Latka

What do you mean through different mediums?

0

279.38 - 300.551 Shruti Gandhi

You know, we actually didn't start out as a core fund. So we were... The idea was I was actually going to go start another company. But I was... through my current founders at that time who had exits to companies like Apple, McGraw-Hill, and so forth, they basically said that, hey, we love working with you, and you went too bad for us.

0

301.332 - 321.353 Shruti Gandhi

We think there's a need for an investor like you in the market who is really on the side of the founders and also helping them think through as their third, fourth co-founder. So we think that there's a need for that in the enterprise market. And so I didn't really... I knew I wanted to start a fund, but I didn't know that was right at the moment.

0

322.055 - 324.501 Shruti Gandhi

So I thought I was going to go... Why did you want to do that, by the way?

0

324.641 - 326.185 Nathan Latka

Why did you know you wanted to launch a fund?

Chapter 8: What advice does Shruti have for aspiring entrepreneurs?

327.108 - 349.546 Shruti Gandhi

You know, starting a fund actually... for someone like me, is investing in other people like me. There's a lot of pattern matching people talk about in venture. And that pattern usually is in people like themselves, right? So when I was starting the company out, people who didn't look like me, I was not comfortable approaching them. I was not comfortable going and asking for advice.

0

350.067 - 371.823 Shruti Gandhi

And it felt more intimidating to go talk to someone who is not like me, frankly. And so that was at that time, I didn't know that it was because the top is very different and it should change. But when I started thinking more and more about it, as I got into venture after that, to learn more about it, I realized that the top needs to change.

0

371.863 - 391.724 Shruti Gandhi

And I just knew that I was a person to make that happen because I had the right background as an engineer, as a founder, and then as an investor at the time to make this happen. But I just thought it was like a very much of a later in the stage, retire into the job kind of a game. I was wrong. We need people like me, more people like me in the market today.

0

392.104 - 398.413 Shruti Gandhi

But that's why I'm glad I did it at the time. But I thought I would have been doing this maybe like in my, I don't know, late 40s or something.

0

398.653 - 405.122 Nathan Latka

Shruti, why go like the VC route though? Why not stick with the same thesis, invest in people like yourself, invest in great founders, but do it in a private equity capacity?

406.484 - 407.605 Shruti Gandhi

I don't understand the question.

407.745 - 412.311 Nathan Latka

Why decide to set it up as a VC fund instead of setting up as a private equity fund or a different investment vehicle?

412.952 - 439.825 Shruti Gandhi

I mean... Private equity funds by nature come later. You're starting out a company at this stage, which is two people in a garage and you know, just hustling at it and trying to figure out if this is a large problem, if we want to go talk to customers. I mean, that's like building things from ground up. It's like the same thing as why invest in Uber at the early stages versus at the... Got it.

439.885 - 445.416 Nathan Latka

So this is a timing thing for you. You like to be on there at ground zero, right when everything's getting going, right at the beginning.

Comments

There are no comments yet.

Please log in to write the first comment.