u/Outrageous-Cicada704

This is actually an important topic to talk about

This is actually an important topic to talk about

​

Whether people support RSS or not, I genuinely feel this is an important topic to learn about instead of just judging from social media opinions. Very few people actually know its history, influence, and why it’s still such a huge part of Indian politics and society.

Films like this can at least make people curious enough to read, discuss, and understand different perspectives. That itself makes it worth watching

youtu.be
u/Outrageous-Cicada704 — 3 days ago

We backed a B2B SaaS company two years ago. A competitor made an aggressive pricing move six months in. We found out four months later. By then the damage was done. ( I will not promote )

We invested in a solid B2B SaaS company a couple years ago. Strong founder, healthy growth, good retention, clear category opportunity. About six months after we invested, their closest competitor quietly reworked pricing.

They introduced a cheaper entry plan, bundled features that had previously been paid add-ons, and started positioning heavily toward the same mid-market buyer our company was targeting. Nobody fully connected it at first.

Our portfolio company lost three deals over the next couple months. Sales feedback was inconsistent. Prospects kept saying they were “still evaluating options.”

It took nearly four months before the full picture became obvious. By then, pipeline had already taken a hit and the company had to rework packaging, pricing conversations, and sales messaging under pressure.

It was a clear lesson for me: pre-investment diligence gets a lot of attention, post-investment monitoring often doesn’t.

How are other investors staying close to competitive shifts after writing the check?

reddit.com
u/Outrageous-Cicada704 — 5 days ago