1 episode

Welcome to the Coral Capital podcast, where we discuss startups, technology, and the future through the lens of Japan and Asia broadly. This is your typical VC podcast, with an atypical cross-cultural and multilingual flair. よろしくお願いします!

The Coral Capital Podcast Coral Capital

    • Business
    • 5.0 • 1 Rating

Welcome to the Coral Capital podcast, where we discuss startups, technology, and the future through the lens of Japan and Asia broadly. This is your typical VC podcast, with an atypical cross-cultural and multilingual flair. よろしくお願いします!

    #01: Light Street Capital's Gaurav Gupta On Why He Is Bullish On Startups In Japan

    #01: Light Street Capital's Gaurav Gupta On Why He Is Bullish On Startups In Japan

    More and more global investors are starting to invest in Japanese tech. In this episode we interview Gaurav Gupta, Partner at Light Street Capital, a firm that has invested in Japanese tech companies since 2011. Their track record includes investments in Start Today (ZOZO), Monotaro, BASE, and Freee on the public side, as well as SmartHR's most recent Series D on the private side.

    This episode covers:


    How he became a Partner at Light Street Capital
    How Japan's E-Commerce and SaaS penetration is behind other developed countries (and why there's opportunity)
    Why studying trends in other markets can help you identify opportunities elsewhere
    The unique dynamics of the Japanese tech industry
    Perspectives on SmartHR and why Light Street wrote a check  

    *Note that the introduction is in Japanese, but the conversation with Gaurav is in English.

    日本のスタートアップに海外投資家からの注目と投資が集まり始めています。2011年と早い時期からスタートトゥデイ(現ZOZO)やモノタロウに出資し、最近ではBASE、freee、SmartHRへのシリーズDでの出資などでも知られるLight Street CapitalパートナーのGaurav Guputa氏をゲストに、Coral Capitalではインタビューを行いました。

    【ハイライト】

    投資銀行のゴールドマンから投資ファームのLight Streetへ/EC・SaaS普及率から見て、日本にはまだ数十年にわたって追い風が吹く/特定地域のトレンドパターンを他地域に当てはめる/ECと統合したFintechでは物販より決済のほうが儲かる/地域個別の事情を知ること/「iPhoneは流行らない」と言われた日本も変化が起こると速い/創業メンバーの英語力は投資には関係がない/まず少額出資して信頼を築いたSmartHR経営チームとの関係性/数千億円のイグジットが海外投資家の目に留まり始めた/セールス・マーケへの投資をケチらないほうがいい


    ゲスト:Light Street Capitalパートナー Gaurav Gupta氏
    聞き手:Coral Capital創業パートナーCEO James Riney、同パートナー兼編集長 西村賢
    言語:英語

    • 40 min

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