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Why we invested in YellowClass

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Late last year, my colleague Maanav mentioned that he had met this amazing team at YellowClass who were doing interactive online hobby classes for kids, had an overwhelmingly positive response, and that I might want to check that out.

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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.

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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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Transforming India’s primary healthcare system

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In the last decade, India has made gains in controlling diseases, such as polio, and improving access to maternal (maternal mortality ratio or MMR has dropped from 556 deaths per 100,000 live births to below 130), child health, and family planning services. On aggregate, however, India’s health system has achieved limited impact on population health outcomes, compared with its peers, and is unable to control high out of pocket payments that comprise 65-70% of total health expenditure.

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