Library
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, Sumangal Vinjamuri