Library

Nov 2026

Oct 2026

  • Cent blog cover

    Why we invested in Cent

    When we checked in today, this is how the numbers stacked up:▪️ 10000+ scans, 90% capacity utilisation ▪️12 TB of multimodal health data captured of asymptomatic healthy individuals ▪️ 1.3B data points captured per…
    Authors
    Karthik Reddy, Apurva Dixit
  • Slide front pic

    Why energy storage is as much a policy problem as a physics problem

    India has deployed solar faster than almost anyone predicted. Energy storage, the piece that makes that solar useful after sunset, is moving far more slowly. This BluPrint looks at how storage will actually get deployed in India: who buys it, why…
    Authors
    Yash Jain, Kinjal Shah
  • Blog cover sample 1 4

    Why we invested in Rotoris

    Blume Ventures leads ₹70 Cr Series A roundIndia’s luxury watch market is ready for its next orbit shift. In 2024, Swiss watch sales to India grew over 25%, faster than in any other major market. The momentum continued into 2025, making India one…
    Authors
    Karthik Reddy, Jatin Madhra
  • One of one logo

    The Blume Podcast is now One of One

    For 4 seasons now, the Blume podcast has brought together some of India’s best minds. Season 1 focused on the rise of the X‑Unicorns, season 2 on the Power of Compounding, season 3 on Winning beyond Boundaries, and season 4, the last season, was…
    Authors
    Karthik Reddy
  • Blog cover sample 1 2

    Why We Invested in Hunar

    India is building some of the world’s most sophisticated frontline businesses. Quick commerce, logistics, at-home services and battery swapping are creating new ways to deliver goods and services, with operations spanning thousands of locations and a workforce that speaks…
    Authors
    Arpit Agarwal, Yash Jain
  • Blod cover 4

    How to get from an AI demo to an enterprise customer: The 95% Problem

    There is broad agreement that AI will change how enterprises work. The cost of building has fallen, and a small team can now put together something that would once have taken months. And yet our conversations with early teams have often swung between euphoria and deep…
    Authors
    Arpit Agarwal, Yash Jain
  • Blog cover sample 1 1

    Why we invested in Lumio

    Lumio has raised their Series A of $12M led by us at Blume Ventures (Fund V).  We’re backing Raghu Reddy and Kailash Sankaranarayan as they build India’s next big consumer electronics brand. India has lived with…
    Authors
    Marmik Mankodi
  • Whats App Image 2026 10 01 at 13 54 48

    How Procol Took Procurement From WhatsApp to AI Agents

    A designer from Jaipur saw grocery buyers awarding crores over WhatsApp, and realised that this could be solved via software. Eight years and a couple of iterations later, Procol runs procurement for 250+ enterprises in more than 10 countries. This is their…
    Authors
    Sairam Krishnan, Rinushree Senthilkumar

Aug 2026

  • Credit Series Chapter 1: MSME Secured Credit (LAP)

    In our introduction to the Blume Credit Series, we laid out how India’s credit landscape is being reshaped; read the entire piece here — link. This chapter throws light on Loan Against Property (LAP)…
    Authors
    Udayan Pandey, Charulika Raman

Jun 2026

Apr 2026

  • Fantastic early customers and where to find them

    Fantastic Early Customers and Where to Find Them

    In 1942, four friends rented a garage in Girgaon, Mumbai, for 75 rupees a month and started making paint. The equipment was coal furnaces and their own hands. Resin cooked over open flame, pigment ground and stirred until it held. They called it The Asian Oil &…
    Authors
    Rohit Kaul
    Topics
    • #GTM

Mar 2026

  • Rohit Field Notes Cover Image 10

    India's Micro VC Landscape: Who's Writing the First Cheque in 2026?

    India’s micro VC ecosystem has scaled rapidly since 2022, growing from ~100 funds to 200 – 250+ by 2026, with larger fund sizes ($25 – 30M vs $10 – 12M earlier). The market is maturing: weaker funds have dropped off, while strong ones are raising subsequent funds.The landscape is…
    Authors
    Sarita Raichura, Yashesswin YVRS
  • Clean Shot 2026 03 23 at 16 27 41

    Why We Invested in BIDSO

    We are thrilled to announce our $4m investment in BIDSO, an Original Design Manufacturer (ODM) for outdoor toys and baby hardlines. This is part of a larger $5.5m equity round. BIDSO previously raised a $1.5m round led by Peer Capital, supported by Sadev Ventures, both…
    Sectors
    Commerce & Consumer Brands
    Authors
    Sajith Pai, Anurag Pagaria

Feb 2026

  • Slide showing a cart stacked with a large volume of flattened cardboard tied together and transported on a street

    AI in Commerce: Where the Real Moats Get Built

    The piece argues that most marketplaces are structurally trapped at ~10% CM1 and turn to private labels/​ads to compensate — both of which hurt retention. AI is currently being deployed in research (already commoditized), coordination (genuine near-term value, especially in…
    Authors
    Marmik Mankodi
  • Untitled design 76

    The Orbits, They’re a Shiftin’ | Blume Day 2026

    The piece uses the metaphor of quantum orbit shifts to describe Blume Ventures’ evolution alongside India’s startup ecosystem. As ambition scales from $100M outcomes to billion- and even $100B-scale visions, orbit shifts are enabled by aligned forces — founder ambition, customer…
    Authors
    Karthik Reddy

Jan 2026

  • Navigating the Silicon Frontier Blog Banner

    The Turing Moment: How SquadStack Built AI That Outsells Humans

    SquadStack’s journey traces how a crowdsourced task marketplace evolved, through multiple pivots and crises, into a voice AI leader. Years of operating distributed contact centres helped them quietly accumulate massive, real-world call data. When the AI wave hit, that data…
    Authors
    Rohit Kaul, Elton Coelho
  • Slide showing a futuristic illustration of defense technologies including drones, ships, aircraft, satellites, and tanks connected via digital networks with a central shield icon

    Blume Perspectives 2026 | The DefenseTech Awakening: How Crisis Became Catalyst

    2025 began with bets on DefenseTech, green hydrogen and semiconductors, but border conflict shifted focus. Gaps in drones and electronic warfare sparked rapid startup activity, backed by emergency procurement. Momentum should last 2 – 3 years, with spillovers into aviation…
    Sectors
    DeepTech
    Authors
    Arpit Agarwal
  • Slide showing a female using a mobile device with icons above representing commerce and logistics such as shopping cart, payments, delivery, and location tracking

    Blume 2026 Perspectives | The Case for Atoms, Structural Shifts, and Young Founders

    The piece outlines continuity in focus for 2025 – 26: India’s structural shift toward formalisation, AI as a lever for Indian founders to disrupt global verticals, and large opportunities in physical, under-innovated ​“atoms” businesses. It notes VCs going global, Blume’s…
    Authors
    Sajith Pai
  • Slide showing a futuristic illustration of an AI-driven network with multiple human figures connected via glowing lines, representing an agentic or collaborative digital workforce

    Blume 2026 Perspectives | From the Year of Agents to the Year of Agentic Workforce

    AI is transitioning from individual agents to a collaborative ​“agentic workforce.” While 2025 delivered solid progress on AI benchmarks through reasoning models and RLVR, the real story is behavioral: agentic inference is the fastest-growing usage pattern, with models executing…
    Sectors
    Artificial Intelligence
    Authors
    Sanjay Nath