Founder Playbook
How We Evaluate Early-Stage Startups
The exact mental models we use in the first 30 minutes of a founder meeting.
Feb 2026·8 min
Insights
Notes from the field.
Market reports, founder playbooks, and investment theses — written by partners who still meet ten founders a week.
Featured · Investment Thesis
India's AI Opportunity: The Picks and Shovels Decade
Why we believe the next $100B of AI value in India will be created in infrastructure, not models.
Mar 2026·12 min
Market Report
Indian Healthcare Innovation Report 2026
A 70-page deep dive on genomics, hospital-at-home, and the next wave of clinical AI.
Feb 2026·Download
Founder Playbook
Fundraising Mistakes Early Founders Make
Twelve patterns we see in pitch decks that quietly kill rounds.
Jan 2026·10 min
Industry Deep Dive
The Drone Economy: Inside India's Air Corridor
Mapping the regulatory unlock, infrastructure layer, and unit economics of commercial drone delivery.
Dec 2025·15 min
Founder Playbook
What Makes a Great Founder?
Five traits we have seen consistently across our highest-conviction backings.
Nov 2025·6 min
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