· 11 min
Brace for (Private) Impact
Why easy money isn't coming back, why venture capital is expensive in a market without depth, and what founders need to do next.
Essays & Writing
Notes on private markets, startup unit economics, and building enduring businesses in India.
2026
· 4 min
What I learnt from a visit to Amaravati
Reflections from meeting entrepreneurs, incubators, and policymakers in Andhra Pradesh—and why early-stage investing is ultimately a bet on people and time.
· 3 min
I am a nobody
A personal reflection on imposter syndrome, communication, and the power of luck.
2025
· 7 min
Timing and Capital - What your spreadsheets can't tell you
Why market timing, patience, and founder endurance matter more than financial projections in early-stage investing.
· 4 min
Thank you, Mr. Trump
Why global trade friction is a wake-up call for India to double down on domestic digital and physical infrastructure.
2024
· 9 min
Venture Capital demands from budget 2024
Key policy, tax, and regulatory asks from the Indian startup and venture ecosystem ahead of the Union Budget.
· 18 min
Venture Capital for 2024 and beyond
How private market valuations, capital discipline, and founder-investor alignment are resetting across India.
2023
· 11 min
Lessons, learnings and gratitude - 2023
Year-end reflections on operating, investing, and personal lessons from 2023.
· 14 min
Musings on the venture world for 2024
Examining the cash-flow conundrum in venture-backed startups and why sustainable unit economics matter from day one.
· 10 min
Bootstrapping in vogue
On the discipline, leverage, and freedom of building self-funded, profitable businesses before raising institutional capital.
· 4 min
The cricket world cup is back in town
Memories of the 2011 World Cup in college and notes on how the business of Indian cricket has evolved.
· 16 min
Moving on from the funding winter narrative
Learnings from the past couple of years for venture investing
· 26 min
Indian financial services in numbers
A data-driven summary of Indian banking, credit, insurance, and capital markets compared to global peers.
· 18 min
Venture Capital: 2023 and beyond
The state of venture capital in 2023 in India and what lies ahead.