Lessons from our Previous Investments
Solve for Access
to the Best Deals
- Access to the best startups is a disproportionate driver of outcomes.
- Key to get the best deal flow, and then get meaningful allocations.
- At seed stage, founder trumps everything else. The right founders will build, learn,
pivot and
do what’s needed to target the biggest addressable market with the right product.
- Value-add is key at seed stage – with the right support, you can catalyse growth; less
valuable to startups post Series A, as institutional investors take the mantle.
-
Our best outcomes have been where we supported the founders deeply – leveraging our LP
base, making sales connects, sharpening sales pitch, capital-raising (both equity,
debt), etc.
Generate real
cash (not paper)
returns
- Focus on generating real (not notional) returns. Don’t wait for the moonshot / unicorn.
-
Our DPI is in the 90th+ percentile among seed funds in India due to our readiness to exit when we stop adding value (i.e., in Series B or C).