Insights
What we're reading, and what our companies are building.
Press coverage of our portfolio, and original notes from the team.
Latest
Accenture's Acquisitive Strategy: Insights and Implications
Analysis of Accenture's M&A pattern and what it signals for IT services.
From Traditional to Digital: The Evolution of B2B Marketplaces
Sector note on the digitisation of Indian B2B trade.
Opportunity for Institutional Investors: A Brokerage 2.0 That Solves for Success in the Market
Investment thesis on next-generation brokerage platforms.
Digital Chronic Disease Management: Fast Growing Opportunity in India
Sector note on digital chronic-care platforms in India's healthcare system.
Enterprise Tech & Services: Driving 2023 with 6 Key Trends
Six trends shaping enterprise technology and services in 2023.
Addressing the Challenges in EV Financing
Sector note on financing gaps in India's EV transition.
The Intersection of Fintech and the Gig Economy
Sector note on fintech products serving India's 15 million gig workers.
Decoding Growth & Investments in the Footwear Industry
Sector note on India's INR 960bn footwear market and its investment activity.
Advancing Analytics with Generative AI: The Next Phase
Sector note on generative AI reshaping the analytics stack.
Gig Economy in India: Trends and Implications for Workers and Startups
Sector note on the growth of gig work and what it means for startups.
From Fossil Fuels to Green Hydrogen: Funding the Shift Towards Clean Energy
Sector note on capital flows into clean energy and green hydrogen.
Revolutionizing Grooming: How New-Age Brands Are Transforming the Men's Grooming Landscape in India
Sector note on India's men's grooming market and the new-age brands reshaping it.
Indian Luggage Industry: An Overview
Sector note on the post-2022 rebound in India's luggage market.