Apr 26, 2022 • 30M

The difference building consumer tech in emerging markets vs. the U.S. // Sumi Das, Partner at CapitalG

The Consumer VC episode 208 with Sumi Das, Partner at CapitalG

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Mike Gelb
The Consumer VC takes a look into early-stage consumer investing and venture capital. If you are interested in learning about consumer trends, have a b2c business and interested in learning about the fundraising process at the early stage, you have come to the right place. Mike interviews some of the top venture capitalists in the world that focus on B2C and consumer type companies or have a deep track record investing in these categories such as marketplaces, SaaS, social, CPG and non-tech subscription. Mike also interviews founders that are building some of the most disruptive consumer facing companies in the world. The conversation usually includes the insight the founder discovered, fundraising strategy, and the pitch. This podcast also includes bonus episodes. Each bonus episode dives into a particular subject that might not have to due with the fundraise or venture capital, but still would be helpful to founders. For example, a bonus episode on brand strategy or how to construct a board of directors. All bonus episodes will be clearly labeled. For all episodes, please visit www.theconsumervc.com. For updates, you can follow @mikegelb on Twitter.
Episode details

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Hey Friends,

Our guest today is Sumi Das, who is a Partner at CapitalG. CapitalG is Alphabet’s independent growth fund. Some of their investments include Airbnb, Lyft, and Duolingo.

We discuss:

  • CapitalG’s relationship to Google, Google Ventures, and the advantages of a single LP structure

  • Differences when investing in companies serving emerging markets vs. United States

  • The two big consumer opportunities within consumer tech

  • When growth investing begins

  • What technology is transferable to different markets

I hope you enjoy.