Time to become a Unicorn startup:
- PayTM & Flipkart: 5 years
- Ola: 4 years
- Udaan: 2 years
⇒ Mensa Brands: 6 MONTHS!
Best part ⇒ It is NOT an "original" idea — just great timing & execution!
Why are VCs going gaga about Mensa Brands? Let's uncover 🧵
Outline: 1. What are Thrasio-style startups? 2. Is the space heating up in India? 3. What's Mensa really about? 4. How did they raise such a big round? 5. Where does the money go? 6. Future for this space
PayTM's IPO is the biggest ever in India — INR 18,300 Cr!
A huge moment for the Indian startup ecosystem!
But, do you really understand all that's being said?
- What these numbers mean?
- Where the money goes?
- What PayTM's future looks like?
Let's uncover the PayTM IPO 🧵
Structure of the analysis: 1) Understanding the IPO 2) Is PayTM that big? Is it profitable? 3) Is this exciting? What's the future? 4) OK, I'm happy - but, is it worth it?