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Shomik Ghosh is a principal at Boldstart VC by day and resident Enterprise Software savant by night. Shomik's job at Boldstart VC is to find and become Day One partners with passionate, technical Enterprise Founders. This means Shomik spends all his time thinking, analyzing, and valuing enterprise software businesses.
Our conversation dives deep into the world of Enterprise Software. More importantly, Shomik takes us on a journey through his slide deck "Framework For Evaluating Enterprise Software Companies". This is one of those podcasts you'll want to listen to twice. Shomik breaks down competitive advantages, favorite stacks within Enterprise Software, as well as rebuking common myths investors believe about the space.
Here are the show-notes:
[0:00] Who is Shomik?
[6:00] The Importance of Founders
[10:00] Differences between Investing in the Private Markets and Public Markets
[16:00] 6 Steps for Evaluating Enterprise Software Companies.
[20:00] What is Alignment of Cost Structures?
[27:00] The Importance of Switching Costs
[45:00] Distribution in Software Companies
[53:00] Security as Enterprise Software
[1:03:00] Exciting Areas in the Enterprise Software Industry
[1:13:00] More from Shomik and Closing Questions
If you like what you heard from Shomik, check him out on Twitter @shomikghosh21
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