The Pathway to 1B Indian Consumers: Shiprocket’s E-commerce Revolution
When LPs, entrepreneurs, and investors ask us if N-of-1 companies can rise from other ecosystems, we say yes and point to one of our own Indian portfolio companies, Shiprocket.
Essays
A selection of our musings on company building and data science.
$1 trillion in equity: How Carta is set to unlock the private markets
A few of our thoughts on the incoming changes to equity, and its importance for entrepreneurship.
The Identity Graph: MetaMap’s path towards unlocking access to 80% of the world through trust
Our thoughts on MetaMap’s journey towards unlocking emerging markets through trust.
Crossing the Desert
Global venture ecosystems are deep in the fundraising desert. Let’s take a look at the supply and demand of VC funding. In the second half…
A Record Shortage of Venture Capital
We’re seeing a record shortage of venture capital right now. We have quantified this shortage and are sharing our findings.
Unit Economics and The Pursuit of Scale Invariance
In this article we will present our high-level framework for understanding and visualizing unit economics (UE) for a variety of different businesses as well as show several hopefully illustrative and interesting examples.
Bolt, perfecting the checkout experience
Today, we are excited to announce that Bolt has taken two big steps towards realizing this vision. Bolt has closed a Series C led by Westcap and it has launched its second-act product.
Fast Money / Slow Money in VC during a financial crisis
Today we are sharing additional research on the impact historical downturns have had on VC behavior. The report — originally shared within our investment team then sent to all our partners and founders — is included within.
Some perspectives on startup financing in a downturn
This email was originally shared within our investment team then sent to all our partners and founders. Given the rapidly evolving situation facing many entrepreneurs,…
A Quantitative Approach to Seed Investors
When investors underwrite seed-stage companies, the new company’s team and product, and even market, might have not yet materialized. Even with so much uncertainty, investors still develop confidence, but how?