1️⃣ Helping founders raising Series A/B/C articulate compelling investment memos @ https://t.co/3l2rOBA6a9
2️⃣ ELI5-ing tech biz @ https://t.co/XuthrnXHfB (paused)
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Jun 26, 2022 • 22 tweets • 4 min read
After almost a year, another startups/biz quiz (10 Qs) on Sunday night to squash your Monday blues. DM answers (avoid answering publicly for 24 hrs). Let's see who are the 3 top scorers. No prizes again like last time.
Try your best not to google. Takes out the fun. Here we go!
Q1. X, an insur-tech company, was started in 2017 by Varun Dua raising a seed round of $30M - the largest seed round in India at that time.
Jun 6, 2022 • 12 tweets • 2 min read
Let me tell you a kutti story about the very valid point Chandra is making.
A few weeks ago, Dad gets call from Aditya Birla Finance one day asking him to pay his due amount.
This goes on for 3-4 days with them calling multiple times a day, even during office hours.
Dad assumes they are a scam and tells them sternly not to call. But they continue
Jan 12, 2022 • 8 tweets • 2 min read
Read @_aamnakhan's memo. I really hope more founders write about the problem they are solving with this much depth.
Takes a lot of effort to do this. No denying that. Pretty sure Aamna would have spent months on this. And countless iterations.
But I feel it's worth it.
1/@_aamnakhan, would love to have your inputs here.
I feel an in-depth memo like this
1 Raises chance of convincing investors
2 Can convince larger pool of investors, not just those pre-educated about the sector
3 Just the journey of writing this gives more clarity to founder
2/
Nov 7, 2021 • 28 tweets • 5 min read
7 of my favourite movies on hope, niceness & underdogs that I revisit often (no particular order)
Note: Not an exhaustive list. There are obviously great movies I haven't seen yet. Plus the list is filtered to my taste which will be different from another's taste
1/n1. The Martian
Great adaptation of the book by Andy Weir. Don't get fooled by posters, etc and think it is your typical space movie. It's a movie about hope & shit tons of positivity. And how a man stranded alone on a different planet uses this positivity...
Sep 30, 2021 • 4 tweets • 1 min read
🧵👇
1
Jun 29, 2021 • 22 tweets • 4 min read
I had an out of body experience (OBE) yesterday.
One moment, I was sleeping and the next moment, I was looking at myself sleeping. I know I should have been shocked but it didn't feel weird at that moment. I don't know, it felt natural. Like this was normal.
I then felt a tug upwards and started floating in that direction. Totally out of my control. Nothing I could do.
Mar 31, 2021 • 9 tweets • 2 min read
There are few good suggestions in the replies but also quite some incorrect advice (unintentional).
But the problem, as with most things on the internet, which are the good ones? Few good rules to keep in mind while sorting through pitch deck advice...
Stay away from this kind of advice
a) "very simple, use this 10 slide template & your pitch is done" - a template doesn't capture your story. It's also very tempting since it allows you to skip the hard process of asking yourself hard questions while making the deck
2/
Jan 24, 2021 • 18 tweets • 3 min read
A little-known OTT app that is only 10 months old and with content only in one language has raked up 5M+ downloads on Play Store with a rating of 4.5 (1.9 lakh ratings).
1/
AHA is an OTT service officially launched in March 2020 (soft launch in Jan 2020) with only Telugu web-series and movies. What's interesting though it is not a venture by a millennial aged tech or media hipster.
2/
Jan 23, 2021 • 7 tweets • 2 min read
Strive to remove as much unnecessary detail as possible. Outside eyes help. Whatever remains, make copy crisp/make it visual. As a founder, easy to get into mode of thinking every point is imp.
PS: It takes time & iterarions. Don't start working on a pitch a week before a meeting
But this step 2. Step 1 is to spend time & get feedback on the articulation of the company (2-3 lines that describe what you do). Through what lens you want someone to look at the biz. In what Bucket they slot you. Lot of this is decided by end vision, competition and sector.
Nov 10, 2020 • 9 tweets • 3 min read
Was looking at copywriting examples and ended up visiting login pages of a few sites we rarely visit anymore since auto-login.
For most, the copy is simple and to the point (how it should be). They tell you what's in it for you and that's it. No cute stuff.
1/
Facebook - Facebook helps you connect and share with the people in your life
Answers the Q in your mind about what you can do with FB. They obvi do a lot more but they stick to their essence (connecting & sharing) without complicating matters (like they did with the product)
2/
Jul 26, 2020 • 7 tweets • 3 min read
A thread of startups attempting to do some really outlandish stuff - rethinking solutions ground-up or challenging industries/ideas that haven't changed for decades.
Thinking of calling them 'Musk-Type Startups' (better name suggestions welcome)
Examples...
1/
Spinlaunch (spinlaunch.com), USA
Their thesis is that rockets are an inefficient way to send things into space (burning fuel, high cost etc). Using centrifugal force is a better way. So spin stuff at a fast enough pace to reach escape velocity & launch into space
2/
Jun 4, 2020 • 14 tweets • 3 min read
1/ Why are tech giants (FB/Amazon/Google/MS) buying stakes in Indian telecom?
Thread...
Few initial thoughts from bouncing off ideas with @manchandarohit2/ It's essentially a distribution ploy. But all these giants are demand aggregators (barring MS) who already own customers. So why?
Apr 21, 2020 • 21 tweets • 4 min read
Used to track oil prices everyday while at Goldman Sachs (way back in 2016-17). Will use some of the gyaan I picked up to explain why crude oil prices fell below $0 yesterday in simple terms and also cover few other points around crude prices
1/
First, oil prices didn't fall below $0 globally. It happened only in US. Although it might touch zero globally based on few factors I will explain later
There are 2 indices that are used as benchmarks to price oil worldwide - WTI and Brent.
2/
Jan 4, 2020 • 8 tweets • 2 min read
Manyavar has been an under-discussed success story
It is is the most profitable apparel brand in the country, more than even Zara and Levi's
22% net income on Rs 820 cr in FY19
1/
Positioned themselves as celebration wear, not just ethnic wear allowing them to buck the trend during economic slowdown. Growth numbers prove that.
20% CAGR in last 5 years
600 stores opened in last 10 years across India, US, Canada, UAE
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