Views

Why we invested in YellowClass

Posted on

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.

Views

Why did we invest in BlissClub?

Posted on

Much like the west, we’re increasingly moving towards apparel that’s comfortable and multifunctional. As athletic wear becomes part of the mainstream wardrobe (the “athleisure-wear” culture), we believe the aspirational segment of women in fact represents a large emerging opportunity.

Views

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

Views

B2B food & grocery retail in India

Posted on

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.

Views

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 […]

Views

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.