In today’s Billion Dollar Moves Breakdown, we bust some myths on the emerging markets and venture capital with THE emerging markets analyst, Mikal Khoso, VC at Wavemaker Partners, a cross border venture capital firm dual headquartered in Los Angeles and Singapore and has raised over $580M across multiple funds.
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👊🏻 5 THINGS YOU’LL LEARN:
– GoTo, Grab, Shopee – who will win in this multi-billion e-commerce showdown?
– Primetime Emerging Markets: the opportunity for digitization, leapfrogging
– The secret sauce of emerging markets
– Byjus, the best kept secret in edtech?
– SPACs: Real deal or a cover for the lack of fundamentals
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⏳ TIMESTAMPS
00:00 – Intro: what’s on tap this week?
01:25 – Why emerging markets, why now?
03:34 – Exploding population
05:39 – Leapfrogging
08:35 – Political uncertainty? What’s the risk premium here?
10:55 – Golden era of startups – analyst top picks
23:00 – GoTo: marriage of convenience?
29:16 – The exit story for emerging markets
More about Mikal (@mikalkhoso):
Mikal is based in LA with Wavemaker, focused on sourcing new deals, collaborating with partners on diligence and further iterating on the investment process and tech stack. He writes a popular weekly newsletter Emergent on the fastest-growing businesses in emerging markets. (reademergent.com)
Prior to joining Wavemaker Mikal was a partner at First Round’s Dorm Room Fund, a student-led venture firm that invests exclusively in student-founded companies. In his time at Dorm Room Fund he led two investments that have collectively raised $45 million in follow on funding. Prior to that he was an Associate at Underscore VC in 2017 where he led two investments as well that collectively have raised $40 million in funding.
Prior to that he worked at the New Ventures Team at Northeastern University, a corporate innovation team tasked with building Edtech companies for the university. Mikal graduated with a B.S. in Economics and Philosophy from Northeastern University.
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Billion Dollar Moves is THE show for the audacious; featuring the top US-Asia founders, funders and execs. From the growing pains of a unicorn journey to IPO, scaling a venture capital firm, we cover it all in the world of venture & business. Learn from the crème de la crème so YOU too, can make #billiondollarmoves — in venture, in business, in life.
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