The SaaS Revolution: India's Product Playbook
Sep 12, 2023How Indian founders are rewriting the global SaaS playbook from Chennai to San Francisco.
Journal
What we're thinking, studying, and learning — shared openly.
What we're thinking, studying, and learning — shared openly.
It is not a marketing tool. It's a reflection of the work we do every day.
We write to clarify our own thinking. If it's useful to others, even better.
Short-form observations on market structure, flows, and sentiment.
Deeper write-ups on specific companies, sectors, or investment themes.
Quarterly letters, portfolio updates, and firm-level communication.
Long-form thinking on investing, decision-making, and institutional behaviour.
How Indian founders are rewriting the global SaaS playbook from Chennai to San Francisco.
The next wave of innovation in credit and insurance as UPI matures.
Our philosophy on navigating the crossover stage in high-growth companies.
Why UPI, Aadhaar, and ONDC are creating a new foundation for commerce.
A summary of portfolio positioning and market observations from the quarter.
Why long holding periods aren't just a strategy — they're a competitive advantage.
We are always looking to partner with founders who are building for the long term.
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