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Why we invested in Meesho

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In August 2016, we were fortunate to have led the seed round in Meesho.

Today, Meesho announced a $300MN fundraise led by SoftBank with participation from some of it’s existing investors including Facebook and Prosus (previously Naspers). This round values the company at $2.1BN.

Here is an article that we wrote in 2017 on why we invested in Meesho

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B2B food & grocery retail in India

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Modern retail isn’t about converting offline users to online, or the common interpretation of omni-channel (O2O) offering, but instead creating a tech-enabled retail ecosystem with a consumer-centric approach that combines digitalization, merchandising and supply chain to redefine key retail elements.

Conversations

Demystifying lending infrastructure for SMEs with Ankit Singh (iSpirt)

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Arjun Malhotra (GP, Good Capital) and Ankit Singh (iSpirt) dive into breaking down the future of the lending infrastructure in India. Starting the conversation with the on-ground reality for the credit need for SMEs, Ankit shares details on how Open Credit Enablement Network (OCEN) plans to address the massive problem of access to credit.

View Episode Notes or Listen on Spotify

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FamPay investment thesis

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Why is “neo-banking” for kids an underserved market and a long-term opportunity FamPay is building a neobank for teenagers — having initially launched an app-based smart prepaid card They make it incredibly easy for parents, from anywhere in the world to send pocket money to their kids, without opening a bank account for them, giving […]

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Dunzo investment thesis

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After misplaced optimism (which led to first wave of hyperlocal startups shutting down), the space is picking up steam again with even likes of Amazon, Jio, Flipkart joining in.

But unit economics still remain a challenge in these models.

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F&B investment thesis

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A top-down analysis of the opportunities in the Food & Beverages space (excluding the food service and delivery businesses), covering how big is the opportunity, what are new consumer behaviors, products, business models, startups, and innovations in this space.

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Breaking down the Indian gaming industry

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I stayed up last night playing LudoKing and collecting coins on it, which helped me buy various themes. I’ve been chasing the Egyptian theme for a while now, for which I need 200,000 coins. I earn 1000 coins each time I win, earn 200 points if I volunteer to view an ad while watching TV as it plays out. Of course, I can buy coins too but who the hell pays for fake coins for a theme on an online gaming app.

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Conversations

The one where I joined CRED – Miten Sampat, CRED

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In this episode, Arjun Malhotra (Founding – Partner Good Capital) speaks to Miten Sampat about his journey before and after CRED.
Miten shares his view on the Indian startup ecosystem, his investment thesis as an angel investor, his work at Times Internet, and what led him to join CRED.
Miten dives deep to explain the opportunity CRED is tapping on, and his role in building CRED.

View Episode Notes or Listen on Spotify

Conversations

The one where we built a startup out of a community – Sonal Singh

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In this episode, Sonal, Co-Founder of Sequoia-backed startup Fittr, shares her transformational journey from growing up in Canada, moving to London to work for Deloitte, joining a community in India as a customer to then becoming its co-founder. Sonal walks us through her thoughts on pursuing one’s passions, her experience transitioning from corporate culture to startup culture, and most interestingly, the values and insights on building an efficient community.

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Conversations

The one where 2020 was hell until YC – Tanmaya Jain

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In my recent conversation with Tanmaya, founder of recently YC-backed startup inFeedo, we spoke about his journey and how persistence and resilience were key to inFeedo’s success. Tanmaya shares it all: from a point where he translated his mental health battles into a product, and then his journey to making inFeedo become one of the most sought after startups… this is a phenomenal story… This podcast is not only just for founders or people in the startup ecosystem, but for anyone and everyone who might feel a bit bummed at times!

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Conversations

The one where I documented my journey – Aditi Sinha, Co-Founder Locale.ai

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Tune into the first episode of Crosstalk Conversations with Aditi, Co-Founder Locale.ai to learn more about her journey on building a location intelligence platform. Aditi shares her story on why she started Locale.ai and how she hustled her way up to building a team that came together to solve the same problem on the basis of which Locale was started.

View Episode Notes or Listen on Spotify