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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.

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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.