Blume
Blume Podcast Season 4

Library

Feb 2016

  • The Portfolio Chronicles (part 5, of 5)

    The first four parts of the series highlighted our thoughts around Portfolio construction and selection and how founders should think of relevance of an institutional venture capital fund in their lives. Here they are:
    Authors
    Karthik Reddy

Jan 2016

  • The Portfolio Chronicles (part 4B)

    Assuming that you’ve internalized some parts of the framework in part 4A below, and now that you want to maximize your chances of…
    Authors
    Karthik Reddy
    Topics
    • #VentureCapital

  • The Portfolio Chronicles (part 4A)

    We remind a lot of folks that India survived with no venture capital industry for decades. It was friends, family, community funding and debt. Was that healthy? In one sense, yes – though it was designed for a tiny, less-than-ambitious regulated economy, business models…
    Authors
    Karthik Reddy
    Topics
    • #VentureCapital

  • Runnr: local logistics redefined

    Chapter 2, The Portfolio Chronicles (RoadRunnr was rebranded as Runnr in 2016) How does a local merchant compete and collaborate with his bigger competitors in such a hyper funded consumer internet space. With the consumer being spoilt on…

  • The Portfolio Chronicles (part 3)

    Pipeline counter: 50 – 60 a week. 15 – 20 of them referred from VCs, angels, LPs, Blume founders, non-Blume founders et al and that’s suddenly a job by itself for a small army of analysts. Some big VCs have small teams dedicated to sift through this overload. Companies like…
    Authors
    Karthik Reddy

  • B2C log, zaraa baaju ho jayo boss, B2B wale bhi aa rahen hain

    (Translates to: B2C folks, please step aside, here come the B2B dudes) I marked this tweet from Dev in 2013. At that point in time, we had already made a bunch of B2B / SaaS bets and unknown to us then, more were to be made through the entire…
    Authors
    Karthik Reddy

  • The Portfolio Chronicles (part 2)

    What does the application of Conviction Criteria mean for the way Blume evaluates pipeline? I used a very general ​“efficiency” example to illustrate the point (in
    Authors
    Karthik Reddy

  • The Portfolio Chronicles (part 1)

    I’ve always maintained that the ​“job” of an early stage investor is to have a view of where the world is headed. Yes, perhaps great teams are predestined for success and yes, the ever-important ​“size of market” question becomes primordial in the quest for what will eventually…
    Authors
    Karthik Reddy
    Topics
    • #portfolio