In my pursuit of sharing simple frameworks for founders and owners, I have come up with an equation around execution, since in a startup it is all about executing the idea. Here is how I would like to elaborate on rigour and speed. Rigour, there is a need to have a rigour around: Pursuing the […]
After startups have done a deep dive in evaluating the business on the attractiveness of opportunity, ability to compete, evaluated the risk and synergies, and have a strategy to execute the plan, it is important to focus on the business principles and operating framework. I have tried to put together some business principles that may […]
I have now been engaged with almost 30 portfolio companies in the start-up domain and have interacted with over 300 Founders. This view is based on the fact that companies which have a virtual presence and have the internet as the backbone must explore leveraging Platform as a Service (PaaS) to scale faster, enhance value […]
I heard Mr. Ambani at the 2019 AGM wherein he said that Reliance will target to get to zero net debt by 2021. Few people interpreted this statement to mean that Mr. Ambani was becoming risk-averse and the Reliance investment cycle was coming to an end. I had shared my thoughts on this issue on a […]
It is my belief that fundraises will always be relatively easier for good companies with great founders and management teams, that have built a sustainable and differentiated value proposition and are agile to adapt to the situation. I believe that such franchises will always be in demand both in public and private markets. Approximately half […]
After having spent a fair amount of time over the last decade during my corporate journey in evaluating businesses for investments, raising funds from investors for some businesses and having made over 25 angel investments in my recent avatar as an angel investor, I thought of sharing a construct with the founders which they can […]
Conceptual Framework to evaluate Angel Investments- My thoughts and Perspectives I have invested in 25 start-ups so far. Yesterday one of my friends called to ask me if I would explore to invest in another great opportunity. While typically one would require a few hours to evaluate a prospective investment, I only had an hour’s […]
There has been a debate in the recent past on what is driving the stock markets i.e. flows or fundamentals. In the last two months, most of the global market recovery has been driven by flows from central banks and not on fundamentals. Here are some facts to reflect upon: Flows: 1. There is a […]
Before I share my thoughts on the above topics, it is important to understand my experience and depth of engagement with some of the large business families. While my experience has been limited to North Indian families, but I do believe at a philosophical level there may not be much difference in the construct of […]
I am sharing a short and crisp summary based on my journey as an angel investor and engagement with family managed businesses and family offices. Define the Soul i.e. “Purpose” for which Business exists. While this may not have been important in the past, but the people and ecosystem partners are much more conscious in […]