Shomik Ghosh
PARTNER
Shomik Ghosh is a Partner at Sierra Ventures. He previously was a Partner at Boldstart Ventures, where he focused on investing at inception into technical founders building products to solve enterprise pain points, such as Cloudquery, Kiln AI, and Noded AI. Prior to that, he was a growth stage investor at Top Tier Capital, investing from Series B through pre-IPO, such as CircleCI, Anaplan, and Shape Security.
He previously has experience in tech M&A, fixed income trading, venture debt, and at a failed startup.
He's an avid fan of hiking and enjoys spending time with his young son when he has free time. He is known as the cautionary tale of playing pickleball for fun, not stretching, and ending up with a torn Achilles.
Focus
- Applied AI
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Vertical AI
- Infrastructure
- Frontier Tech
Ask Shomik
What should founders focus on when thinking about early market strategy?
Don’t worry first about a massive total addressable market. Focus on a niche where you can build network density—a tight group of users who love what you do and spread it by word of mouth. From there, expansion becomes easier and capital more efficient.
Why does network density matter more than broad market coverage early on?
A dense network of engaged users lowers acquisition costs and accelerates product-market fit. If your early users are connected and vocal, your product spreads faster and you don’t have to fight a crowded market head-on.
What’s a key metric founders and investors should watch in enterprise products?
Product attach rates are foundational. They indicate how many additional products existing customers adopt. High attach rates signal strong distribution and customer trust, and they drive higher lifetime value and better growth potential.
How should founders and investors think about TAM (total addressable market)?
It’s not just the TAM you enter with, but the TAM you exit with that matters. Successful enterprise companies often start in a niche, then expand into adjacent markets through execution and deeper customer penetration, not by chasing a large TAM from day one