Library
Nov 2026
How an IIT professor built one of India's deeptech successes: The Sedemac story
Back in 2004, Shashikanth Suryanarayanan’s cabin at IIT Bombay didn’t have closed walls. It faced the department office, and he shared it with two senior professors. So when he called in three of his students around 2007 and told them they should start a company, his…- Authors
- Karthik Reddy
Oct 2026
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
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
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
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
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
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
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
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
The age of building trust: Understanding the fundamental faultline of the Indian economy
Here’s the DocSend link to the full thesis As a VC for a few years now, I have had a vantage point from which to observe a number of sectors in the Indian economy. Of late though, I am starting to feel…- Authors
- Joseph Sebastian
Apr 2026
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
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
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
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
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
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
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
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
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