Investing in Early Stage Companies in India

Recently I ordered take out from a restaurant in Mumbai.  I was passing by the restaurant and stopped to place an order.  On my way out, I asked the restaurant manager which food delivery app shall I use the next time I wanted

The Housing and PropTiger merger could be a potential game changer for Real Estate in the country.  Here's why -  The Indian Residential Real Estate market is gigantic- over a $100b market. Real Estate is the single biggest expense that a consumer makes

"Good Company, Bad Investment" is an often used phrase when discussing some of the follow on financing rounds for many of the funded start-ups in India.  Over the past several years, start-ups were aggressively funded by Hedge Funds, Venture Capital Firms and Strategics.  Many of

Surprising, few companies in the Indian start up space are thinking about adding Independent Directors to the boards early on. The popular perception is that when a company is thinking of going public, that is the time to bring on Independent directors. My suggestion is to start building

The last few years Startup India has seen an abundance of cash. We had Hedge Funds doing Seed and Series A deals and various Strategic and other investors investing large monies at the growth stage. Many entrepreneurs were flush with funds early and were spending the

Quick recap of recent M&A - Yahoo sold for broadly 1/10th the price that Microsoft offered  several years ago,   Jabong sold for broadly 1/10th  the price that was being discussed with global ecommerce majors a few years ago. Given the recent M&A activity both globally and close to

I was speaking to an entrepreneur in our portfolio who was going through a major pivot and asked him how he was feeling given the last few months of dealing with the business model change, jittery investors, confused employees, etc. We believe in the