Published in WaterBridge·May 21, 2021The Hypnosis of Power and what can we learn from itFootball fan or not, you probably had to be hiding under a rock or hibernating in a cave if you haven’t heard about the European Super League. About a month ago, 6 elite clubs in the UK along with the likes of Barcelona, Real Madrid and Atletico Madrid from Spain…Tech Startups5 min read
Published in WaterBridge·Apr 1, 2021Bharat’s Creators — Of the janta, by the janta and definitely for the jantaThere has been a lot of noise on the creator/passion economy that has been brewing for a while and post the pandemic, it has positively exploded. While new terms such as “Techceleration” are being increasingly adopted as the goto term for tech adoption during and post the pandemic, the creator…Creators7 min read
Published in WaterBridge·Jan 18, 2021Honey, I shrunk the BankGlobally, Open Banking was first initiated by The European Parliament which implemented a Revised Payment Services Directive (PSD2) in October 2015. This move enabled a new type of banking service that uses innovative online and mobile payments. …Fintech8 min read
Published in WaterBridge·Jan 6, 2021CoVID-19 will separate the men from the boys in Indian FintechIndia is fast emerging as one of the leading global hotspots for Fintech and while Covid-19 was a brief interlude, we expect that India is ripe for an explosion in fintech over the next 5 years. Since 2015, India has attracted over $12.5B in fintech funding, compare this to $71B…Fintech8 min read
Published in WaterBridge·Oct 12, 2020The Unbundling of Zoom and our investment in Bitclass.LiveZoom today is a household name, thanks to the #Covid-19 induced pandemic which has crippled our lives and turned it upside down. The company has become the de-facto online video conferencing solution for every imaginable use case and this clearly reflects in the meteoric rise in the market cap and…VC6 min read
Published in WaterBridge·Sep 4, 2020Yeh eloelo kya hai, yeh eloelo?The Indian Beauty and Personal Care (BPC) is estimated to be ~$20Bn in market size and growing at a 9% CAGR to touch ~$23 Bn by 2022. Specialised categories like cosmetics, fragrance, men’s grooming and skin care are set to outpace the growth of generic categories and are expected to…5 min read
Published in WaterBridge·Feb 10, 2020The Art of Scale — A VC’s perspective#podcast #ArtofScale #WaterBridge Ventures As a Venture Capitalist, after every single company meeting I always ask myself the same 2 questions over and over again — Will this scale and Is this the right team to do this? The nice folks at Transfin invited me for a podcast to talk…VC2 min read
Apr 4, 2019Where does the buck stop?I have been contemplating about vernacular platforms and the proliferation of, lets say, sleazy and entertaining content and as an investor, the thought occurred to me if I would risk my reputation by investing and associating with a company that has this type of content and believes this to be…Venture Capital4 min read
Published in WaterBridge·Oct 22, 2018Healthcare financing and our investment in LetsMDWhen we first met Nivesh, the founder of LetsMD, the stand out thing about him was his hard to match energy levels and his passion on making healthcare affordable. …Healthcare4 min read
Published in WaterBridge·Jul 20, 2018India’s vernacular opportunity and why it could be tough to beat the ChineseThere has been a lot that has been written about the Indian vernacular opportunity. While the intention of this post is not to state or elaborate on the same facts, I do would like to lay out a few numbers that are quite striking: • More than 50% of online…India4 min read