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If you need an investor that can put on their big boy pants and lead your round, call me.
Arjun Malhotra
3,142 posts
Arjun Malhotra
@BadCapitalVC
Investing in companies that don't make money @GoodCapitalVC
- every company either dies a hero or lives long enough to have a B2B SaaS verticalToday, we announced the launch of Zepto Atom - an advanced data insights subscription for Consumer Brands in India. The Zepto Atom subscription is a top-up to the already existing Zepto Brand Portal (which gives brands listed on the Zepto platform basic day-to-day data on their
00:00 - Rajesh runs a textile factory in Surat. By 9 AM, he's already handled 3 issues: delayed fabric delivery, missing worker, angry customer complaint. He does what millions of other MSME owners do everyday - everything. This is the reality for 63mn Indian MSMEs employing 500mn+
- Totally besharam company with besharam product managers.
- Our entire team now swears by Claude for portfolio analysis. It's genuinely changed how we work with founders and make decisions internally. How we're using AI to augment (not replace) our investment decisions:
- We've officially closed @GoodCapitalVC's Fund II! Our thesis has always been straightforward: India runs on intermediaries, and that's our superpower. When Indians make big decisions, they go to people they trust, not faceless platforms. We rent flats through trusted society
- India's election has thrown up a curveball, esp for global investors bullish on India. We sent a note to our LPs yesterday on what this means – excerpts below 🧵
- Over 5 million Indian MSMEs run their entire business on WhatsApp, and Meta will never build the tools they need. Meta won't optimise for MSME productivity ($100M opportunity) when they can turn WhatsApp into an ads platform ($10B opportunity). While dozens of startups haveWhatsApp owns India! India’s most used business software isn’t chosen - it’s tolerated. Over the past 18 months, I poured lakhs of rupees and time into building automation tools on top of WhatsApp - and failed. That failure opened up something bigger: a look into the tangled
- We've been calling vedic astrologers to understand the astrology market. One astrologer told a team member that he made a horrible career choice joining us. This is not going well.
- On a call today, a founder said "Ruk jao, deck se better cheze dikhata hun" before pulling out the product 😂 Please do this more!!
- NRI founders when they realise their american accent alone will get them through their seed round
- The strongest founders I meet always operate on two levels at the same time. The first is with top-down thinking to identify market gaps - understanding macro trends & where India's economy is headed. But when it comes to building, they're always bottom-up - talking to users
- A mailing list is not a "community".
