Piggybacking, Acquisition Arbitrage, and Platform Risk

Long Live Consumer VC

Many following venture capital trends, and just as importantly the mood and psyche of venture investors, will tell you…

Why Cash (flow) is King for a startup.

The importance of a well sorted working capital structure for a D2C company is immeasurable.

Our Investment in Bling

We are proud to announce our investment in Bling!

Our Investment in Powder — the Camera of the Metaverse

Our Founders Make the Firm

Recognizing the multiplier effect of startup founders on a VC firm

Consumer VC as Anthropology

Last week, I explained that as a consumer investor I focus on ventures built on emerging cultural phenomena…

Why foreign startups often suffer in India

Localization matters for cultural acceptance and long term…