of 2018 or the entire last decade 2008–2018 Is Undoubtedly Lee Fixel of Tiger Global. Every founder attempts to create value. It is not that hard. If money is handed out for a purchase, it is bound to create a consumer surplus. As Bill Gurley, legendary VC at Benchmark Capital says To turn it into … Continue reading Best Indian Founder
Can he become a Super Mario? Everything about the future is so clearly visible when looked through the rearview mirror. Wish I knew what influenced outcomes for a tech startup founder in India. When you look back decade-long to sketch the picture from 2007 till now, leaving out the frenzy of funding peaks & disappointment … Continue reading When Mario plays Soccer
Many months ago I had read this wonderful tweet by Kanyi Maqubela, a young VC from Colloborative fund on 10,000 hours of his being a VC and I thought to myself that is good way to document one’s learning. Last 18 months my stint was as a Fellow-In-Residence (M&A) at iSPIRT (startup think tank), I … Continue reading My 10000 hours in M&A and Indian startups
I was meeting a classmate from college after many years who is now a senior engineer at the Mountainview office of Google. We were toasting his 10 year anniversary at Google and our conversation shifted to Indian startups. Pretty soon his exasperated question to me was - “Where are the big startups that we have … Continue reading We wanted ‘Google from India’ instead we got …
[posted on 8 Jan 2017, migrated from ubedge.com] I get to meet and hangout with many product entrepreneurs in India across a wide variety of spectrum (wannabe, early stage all the way up to category leader). I have been one and have crossed a few early stages myself, based on my experience I see 3 … Continue reading Story of three Indian product entrepreneurs on a beach
[original post 3 Apr 2017, migrated from Ubedge.com] Recently was having a conversation with a Private Equity friend and was trying to explain the challenge that has captured my imagination and full attention, ie exits for software product startups in India. He felt that the data about the exit structural deficit that I was trying … Continue reading Liquidity of Indian startups compared to US & Israel
[original posted date on 20 Mar 2017, migrated from Ubedge.com] Answering following 10 questions that can withstand a silicon valley product teardown ? Use this a framework if you are building a world class product. Who is the one user or customer ? also called the unit of one. Name him or her. What is the job … Continue reading Will your product survive a silicon valley product teardown ?
[Original post date 2 Apr 2017, migrated from ubedge.com] If CBInsights were to do a market map of software product startups in India it will look something like below. For Indian startups that map should be done based on broad markets available to an Indian founder and not slicing of sectors that CBInsights normally does … Continue reading If CBInsights did a proper market map of Indian startups
[posted on 28 Mar 2017, migrated from ubedge.com] “Startups are bought never sold” Like many others I have used this aphorism in every M&A Connect conversation in last 8 months. It sounds intelligent, pithy making some one saying that look very smart however I was stumped when my 7 year old nephew asked me what … Continue reading M&A is the story of when fear meets greed on a treasure hunt voyage.
[Original Post date 6 Oct 2014, migrated from WordPress post on Ubedge.com] Innovation Accounting for startups was introduced by Eric Ries in his famous book ‘The Lean Startup’, however is as case with many thing written about in the book it is poorly understood even if it is acknowledged as an important and useful thing … Continue reading Are we there yet ? Innovation Accounting