📄 Article
✓ Link checked
India
Free
Intermediate
Why we picked it
Bessemer's report is the most grounded, data-backed look at how Indian SaaS companies actually split between selling to India first and going global from day one. It names both camps (Perfios, Lentra, DarwinBox on the India side; Freshworks, Zoho, Gainsight on the global side) and notes that many still begin at home and expand outward. That real spread of outcomes is more useful for your decision than any single opinion.
From
Bessemer Venture Partners (Atlas)
by Bessemer Venture Partners
Long report, roughly 20 to 30 minutes
- Both paths produce real winners: some Indian SaaS firms sell to India first, others go global from day one, and the report names companies in each camp.
- A common pattern is starting with Indian customers and expanding into adjacent regions once the product and motion are proven.
- Virtual selling lets Indian teams reach global customers from India, so the choice is less about geography and more about where your buyers are.
Open
bvp.com →
✍️ Essay
✓ Link checked
Free
Intermediate
Why we picked it
Janz's animals framework (mice, rabbits, deer, elephants, whales) reframes the whole niche question around one thing: what does one customer pay you, and can you build a repeatable, referenceable path to a hundred more like them. That reference-customer logic is the real driver behind winning India first or a global niche, since it forces you to ask where your believable early references actually live. It is the cleanest mental model we know for choosing which beachhead to own before you expand.
From
The Angel VC (Christoph Janz, Point Nine Capital)
by Christoph Janz
Long essay, roughly 15 to 20 minutes
- Which market to win first is really a question of average revenue per customer and whether you can reach enough of them profitably.
- Early reference customers who talk to each other are what let a niche compound into a bigger market.
- Pick the beachhead where your first believable references sit, then have a concrete plan for expanding out of it.
Open
christophjanz.blogspot.com →