Library
Mar 2016
dunzo - task management
Chapter 5a, The Portfolio Chronicles The evolution of online commerce ( and services) which started with JustDial (JD) in 1996 and progressed with Bookmyshow (BMS), Indiaplaza and Makemytrip (MMT) starting in 1998, 1999 and 2000 initially focussed on the…- Sectors
- Artificial Intelligence
- Topics
- #ArtificialIntelligence
Rise of the Resilient Entrepreneur
Circa March 2016, we’ve come to be frequently posed with questions such as: Many of these questions are rhetorical, yet valid. Its good to note though, there have been enough entrepreneurs busy building real businesses from the get go. The…
Feb 2016
SlicePay - Student Lending
Chapter 4, The Portfolio Chronicles (originally, this post appeared as “Buddy”, prior to the rebranding to “SlicePay” Its a spiral in motion — with the advent of eCommerce and more rapid channels to reach a…The Force Awakens [Part 2]
[This is Part 2 of a two part series reflecting on a slice of 2015 and celebrating the beginnings of a new chapter at Blume, as we turn 5 this month]- Authors
- Karthik Reddy
The Force Awakens [Part 1]
[This is a two part series reflecting on a slice of 2015 and celebrating the beginnings of a new chapter at Blume, as we turn 5 this month] 2015 will be etched in my memory. While all spatial and metaphysical possibilities and explanations of human existence…- Authors
- Karthik Reddy
Turtlemint - Insurance redefined
Chapter 3, The Portfolio Chronicles Insurance has always been a opaque and complex necessity. Its not surprising then that only 3.9% of Indians are insured, despite the “necessity” element. With an unprecedented increase in…Belong!
Chapter 1, The Portfolio Chronicles I knew Vijay was leaving Exotel. I also knew @webaficionado from Twitter, not in person back then, and that he had interned at a couple of Blume startups when he was still at BITS Pilani. And now, they were plotting…- Authors
- Karthik Reddy
- Topics
- #Hiring
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
Sep 2015
Blume Ventures' Investment Strategy for Fund II
[The following is a cross-post from Karthik’s interview to VC Circle about Blume’s Fund II investment strategy. The original post can be
Apr 2015
How does Blume help a startup grow?
While in a public forum, investors are generally put on a pedestal (not that I agree with that treatment, but more on that later), in private very few investors get the same respect. Because, let’s face it, many indeed don’t deserve it. They may have cut the cheque,…- Authors
- Arpit Agarwal
- Topics
- #VentureCapital
An appy new way to ride trains
Like most Indians I travel on a train for most of my personal travel. This long-weekend trip to Varanasi was my 6th holiday that used a train in past 12 months. Normally I use a variety of online services during the trip, but it was different this time. This occasion was…- Authors
- Arpit Agarwal
Feb 2015
Introducing Madzzle | Madrat Commercial Jan 2015
The time you spend together as a family should be memorable, fun and a learning experience for your child. Madzzle from Madrat Games is an effective tool that helps you to build a stronger bond with your family and makes childhood memorable for your kid.
Jan 2015
‘Missed call’ startup ZipDial gets acquired by Twitter
To add to the startup acquisition string by global tech giants, Bangalore based ‘missed call’ marketing platform ZipDial has been acquired by Twitter. ZipDial becomes the first Indian technology product startup to be bought by Twitter at a cost of an approximate $34-$35…- Topics
- #Technology