Estimating market size for startups
VCs love big opportunities. They invest in startups with big TAMs or rapidly growing TAMs.
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- Oct 18, 2021
- 2 min
ESOPs for early employees
Most startups give ESOPs (shares) to employees because they can't pay market salaries and cover the risk of joining a startup.
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- Oct 1, 2021
- 2 min
What is a good EBITDA for a D2C company?
Most buyers (Thrasio clones) look for D2C companies with 15% – 25% EBITDA.
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- Sep 15, 2021
- 2 min
How do you value startups that are mere ideas?
DCF is the most scientific way to value early-stage startups when there is no market data for comparison.
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- Sep 10, 2021
- 2 min
Venture Capital vs Thrasio model for D2C brands
Online D2C brands have captured the VC imagination in India. Now we are seeing many Thrasio clones entering the market.
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- Sep 1, 2021
- 2 min
Selling your D2C Brand
Three things you should always consider while selling your D2C brand
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- Aug 23, 2021
- 1 min
Why startups fail?
38% of startups fail because they run out of cash. Most smart founders know this. Hence, they are always raising capital.
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- Aug 7, 2021
- 2 min
Big global startup IPOs in Q2 2021
Nine big startups came up with IPOs in Q2 2021. All are technology companies except Oatley (Oat milk maker) and Didi (Ride haling company).
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- Jul 18, 2021
- 2 min
How hedge funds are disrupting venture capital?
PE and hedge funds are disrupting the venture capital industry. Out of the 10 biggest investors in H1 2021, 9 are PE/Growth funds.
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- Jul 5, 2021
- 2 min
When should startups hire advisors or bankers for capital raising?
Seed rounds don't need advisors or bankers. Investors prefer to speak to founders directly rather than going through a banker.
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- Jun 29, 2021
- 2 min
How much money do you need to be rich in India?
You need $60,000 net wealth (Assets – Liabilities) to be in the top 1 % of India which is 32 times the GDP/Capita in India.
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- Jun 14, 2021
- 2 min
The evolution of early-stage startup investments in India
An angel syndicate is a collection of individuals who invest together in early-stage startups. Now they dominate early-stage investing.
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- Jun 1, 2021
- 3 min
India strategy for the world's highest-valued startups
Startups start by solving local problems and then expand to neighbouring countries. Most (99%) stay confined to their home geographies.
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- May 22, 2021
- 2 min
Angel Syndicates vs Angel Investors
There are 3 ways to raise seed capital – friends & family, seed VCs, and angel investors or syndicates.
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- May 17, 2021
- 2 min
Are we in midst of a startup bubble?
In the first 4 months of 2021, more Indian companies became unicorns (startups with at least $1 Bn valuations) than the entire 2020.
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- May 4, 2021
- 8 min
How to raise seed capital?
Ideas are cheap. In fact, they have zero value because there is no market for selling ideas. Investors want founders who can execute ideas.
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- Apr 15, 2021
- 2 min
30-year economic boom for big economies
In this 29-year period between 1991 and 2019, India's GDP/capita grew by an average of 6.9% every year, and the country became 7x richer.
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- Mar 17, 2021
- 3 min
How have Indian VC funds performed?
VC investments are illiquid with 5 to 8 years lock-in depending upon the fund. Thus, it requires a higher return than most investments.
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- Feb 10, 2021
- 2 min
How have the richest countries fared in the last 40 years?
The inability of oil-rich states to diversify their economy has hurt them. They are as dependent on oil in 2021 as they were in 1978.
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- Jan 12, 2021
- 7 min
Product Market Fit – An Investor's Perspective
Many startups try to scale up by burning marketing dollars before testing whether their product value. That is something you should avoid.
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