Limiting angel investors’ upside

I am speaking from personal experience here, so please read this note with that caveat. Over the past 3–4 months, I’ve encountered a disappointing trend among a few tech entrepreneurs (in India) towards their early stage angel investors. The argument goes, hey, i need to clean up my cap table as I want to raise … Continue reading Limiting angel investors’ upside →

How to think about Corporate VC investors

Couple of friends asked me this question recently, so I thought it may be useful for a wider audience. Often during a fundraise process at startups, you come across the investment arm of an Operating Company (unlike VC’s who only invest and don’t run companies). Let’s call them OpCo’s. OpCo’s typically invest from their balance … Continue reading How to think about Corporate VC investors →

BSE Sensex validates that Food Tech revolution in India is no bubble

Consumers have more choice, and Pizza is no longer the only preferred home delivery option I read this article in the Economic Times yesterday, and realized that the food-tech sector has just demonstrated its real impact and latent demand on two public stocks (Jubilant Foodworks & Speciality Restaurants) Performance of Jubilant Foodworks & Speciality Foods … Continue reading BSE Sensex validates that Food Tech revolution in India is no bubble →