COVID-19 has rapidly accelerated the move to online commerce and digital business models. Large enterprises and SMBs are ramping up their digital capabilities not just to survive, but also to thrive. Companies are specifically scaling their technology investments in customer service and supply chain, as part of their digital transformation roadmaps.
Gaia Fund is looking to invest in software companies with around $10 Million in annual recurring revenues (ARR) in the customer service and supply chain markets. We look to partner with the management team to help them drive their growth agenda leveraging our deep expertise and value creation playbook.
As demand for online customer service skyrockets, businesses are increasingly looking to improve self-service and automation in the service desks. Gartner estimates the market size for customer service software to be over $50 billion, growing at 15% annually. If you are a SaaS company in the service management space and interested in working with us, please contact us.
Companies are increasingly investing in supply chain resiliency across their entire value chain. By gaining transparency across their entire supply chain and logistics networks, businesses can better manage demand/supply shocks. Gartner estimates the market size for supply chain software to be over $15 billion, growing at 9% annually. If you are an innovative company in the supply chain space interested in working with us, please get in touch with us.
Before Gaia, Deepak was at SAP for a decade, where he architected the company’s cloud transformation and M&A strategy that resulted in a nearly 3X increase in top line, a 4X increase in market cap, and over $100 billion increase in shareholder value. Qualtrics, his most investment at SAP, went public recently at $27 Billion valuation, representing an 80% IRR return for thecompany. Deepak has worked on all sides of software growth from executive to investor, board member, and acquirer.
If you think your business is not currently a perfect match but you are still interested in working with us, please contact us anyway. We'll take a look and get back to you in a couple days.