Visa KannaninSaison Thinking“Kya karé kya na karé”…thoughts from two years of investingI wrote this last year after completing a year in venture investing. The learnings were rich after 7+ years spent building businesses at…Jun 16, 20232Jun 16, 20232
Visa KannaninSaison ThinkingWorking Capital Considerations in B2B CommerceIn India and SEA, ~USD3.5B of capital has been invested in B2B Commerce platforms over the last 4 years. The thesis for these investments…May 11, 2023May 11, 2023
Visa KannaninSaison ThinkingThe Many Promises of Unified Commerce and Challenges that RemainWhen Shopify laid off 10% of its employees in July 2022, CEO Tobi Lutke emphasised the continued dominance of offline as a channel: “We bet…Apr 25, 2023Apr 25, 2023
Visa KannaninSaison ThinkingThe Case for Choosing a Rooftop Solar Plant over a Fixed Deposit InvestmentThere’s no better time to broach this topic than on the side of COP27: United Nations Climate Conference. As part of its Net Zero…Nov 16, 2022Nov 16, 2022
Visa KannaninSaison ThinkingMeesho’s “Job To Be Done”Businesses have to constantly grow and part of this growth usually comes from expanding into new geographies or offering new products and…Oct 26, 2022Oct 26, 2022
Visa KannaninSaison ThinkingWho’s Afraid of Lending?If, like me, you come from a commercial background, where you are used to looking at businesses that buy goods at a cost, sell them for a…Oct 10, 20221Oct 10, 20221
Visa KannanInvesting, Bollywood and the “Women Problem” they have in commonInvesting and producing movies have a lot in common. You deploy capital to make an idea (or story) come alive. A big determinant of whether…Sep 5, 2022Sep 5, 2022
Visa KannaninSaison ThinkingThe Story of Swiggy v. Zomato in Value CurvesIn April-2015, Swiggy, the category-creator in the Indian food delivery segment, raised a Series A round. In June-2015, Zomato started…Aug 30, 20223Aug 30, 20223
Visa KannaninSaison ThinkingPoints to Ponder for Quick Comm Startups from Dmart’s FY22 resultsOne of India’s largest retailers, Dmart has swung back with strong growth in the April-May-June (AMJ-2023) quarter, growing 70% over the…Jul 13, 2022Jul 13, 2022
Visa KannaninSaison ThinkingKarmanye vadhikaraste… Learnings from a year as a VCI joined Saison Capital exactly a year ago today. When we moved back to Singapore in early 2021, I wasn’t quite sure what I wanted to do…Jun 20, 2022Jun 20, 2022
