What I learned running a D2C brand
Posted on
Here’s what I learnt running Akiva Love for the last 5 years. We are still on our journey but here are a few things I wish I knew on Day Zero.
Why we invested in Meesho
Posted on
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
B2B food & grocery retail in India
Posted onModern 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.
Demystifying lending infrastructure for SMEs with Ankit Singh (iSpirt)
Posted on
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
FamPay investment thesis
Posted on
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 […]
Dunzo investment thesis
Posted on
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.
Emb.F[x] and what’s coming next
Posted onProduct, Place, Price and Promotion have been the go-to framework for many Brand Managers for decades.
When it comes to software products, however, what frameworks do Product Managers (a role inspired by the Brand Manager role) refer to?
Deepak Abbot on growth: intuition vs. data, CAC benchmarks, cultural contexts, and product-driven distribution
Posted on
In this episode, Arjun Malhotra (Founding – Partner Good Capital) speaks to Deepak Abbot about his operator journey at PayTM and his entrepreneurial journey with Indiagold.
View Episode Notes or Listen on Spotify
F&B investment thesis
Posted onA 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.
Fintechs vs Banks
Posted on
Will Fintechs become better banks?
Will Jio dominate the Indian tech industry for the years to come?
Posted on
While Jio has managed to become debt-free on paper, there is still a long arduous task at hand of delivering on the promised vision with less than net ~$10 billion in hand. What are some hurdles that Jio faces?
Short-form video apps: taking the social media world by storm
Posted on
Breaking down the Indian gaming industry
Posted on
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.
Read More
The one where I joined CRED – Miten Sampat, CRED
Posted on
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
The one where we built a startup out of a community – Sonal Singh
Posted on
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.
View Episode Notes or Listen on Spotify
Are ad-based business models practical in India?
Posted on
The one where 2020 was hell until YC – Tanmaya Jain
Posted on
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!
View Episode Notes or Listen on Spotify
Solving the employability problem in India
Posted on
The one where I documented my journey – Aditi Sinha, Co-Founder Locale.ai
Posted on
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