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Dear Reader,

It was a cold, stormy April Monday in New York when Sanjay and Chetan met for the first time.

Updates from our portfolio companies

Dear Reader,

Dear Reader,

Dear Reader,

Dear Reader,

Updates from our portfolio companies

Lessons from founders who’ve actually built ₹400 crore+ brands

Updates from our portfolio companies

When auto drivers in Bangalore discovered Yatri, a local mobility app from Kochi, they tracked down the creators of the app (Mags and Shan who were then part of the Juspay team) with an urgent request: build something similar for their city.

We are delighted to announce our investment into OZi, a Quick Commerce play in the Baby Care space, led by Amit Sah (ex Oyo, Ola, Pristyn Care), one of the top ops minds we have met.

Dear reader,

Building India’s Electronics ODM Champion

We spent 2024 deeply evaluating the jewellery space, and Lab Grown Diamonds (LGD) in particular, asking the core question: can this category produce a ₹1000 Cr outcome in the next decade?

Updates from our portfolio companies

Dear Reader,

Dear Reader,

Updates from our portfolio companies

We shine the Spotlight on Battery Smart (Fund IV)!