Discriminating the real from the unreal.

We produce high-signal analysis and strategy for the next generation of Indian founders.

9 February 2026

Reliance’s 'Goodness' Play: Why Acquisition is the New R&D for Indian FMCG Giants

9 February 2026

Pandorum’s $18M Series B: Why India is Finally Betting on the 'Hard' Sciences

9 February 2026

Elevate Now’s ₹18 Crore Round: Why Clinical Wellness is Eating the 'Fitness' Industry

9 February 2026

The 18% Tariff Reset: How the India-US Trade Deal Decouples Startups from Domestic Saturation

9 February 2026

The Industrialization of Carbon: How Varaha is Turning Agricultural Waste into a Global Currency

9 February 2026

The Eternal Transition: Albinder Dhindsa’s Ascent and the 'Blinkit-fication' of Zomato

9 February 2026

India's Deep Tech 2026: The 20-Year 'Startup' Lifeline and the ₹3 Billion Pivot

9 February 2026

AI and Electric Energy: The Sustainable Foundation for India's 2026 AI Boom

9 February 2026

From JEE to Japa: Why PhysicsWallah is Betting on the 'Burnout' Economy

8 February 2026

Material Depot’s $10M Round: Why the Boring 'Building Materials' Sector is Sexy Again

8 February 2026

The Carbon Arbitrage: How Varaha is Turning Indian Farms into Global Carbon

8 February 2026

The 'Bharat' English Wave: Why Edtech’s New Frontier is Skill-Based Mobility

8 February 2026

Defence Tech’s VC Problem: NITI Aayog Calls for a Capital Pivot

8 February 2026

The Whole Truth: Is $51M Enough to Fix India''s Label Crisis?

8 February 2026

1.5 Degree: The B2B Gambit to Decarbonize India’s Institutional Food

8 February 2026

The Clean-Label Discipline: Why The Whole Truth is Redefining Indian FMCG

8 February 2026

Aye Finance IPO: The High-Stakes Bet on India’s ''Un-bankable'' MSMEs

8 February 2026

The SAMRIDH Multiplier: 373 Startups and the Government’s ₹93 Crore Bet

8 February 2026

Dreamfly Innovations: Powering India\u2019s Drone Ambitions with High-Density\

7 February 2026

WestBridge Capital’s First Climate Bet: Varaha Secures $20M for Carbon Removal

7 February 2026

The SaaSpocalypse: Anthropic’s New Agents Are a Threat to ‘Seat-Based’ SaaS

7 February 2026

Fractal’s AI IPO: A 224,000% Masterclass in Patient Capital

7 February 2026

PhysicsWallah’s ₹102 Cr Profit: The Edtech Survivor’s Guide to Reality

7 February 2026

The Clean-Label IPO: Why The Whole Truth is India’s New Consumer Benchmark

7 February 2026

Deeptech 2.0: India’s 20-Year Bet on 'Sovereign' Innovation

7 February 2026

The Great SaaS Home-Coming: MoEngage Joins the 'Reverse Flip' Wave

7 February 2026

Aye Finance Nets ₹455 Cr: Why 'Boring' Fintech is the New Sexy

7 February 2026

The Silent Watchers: EyeROV and India’s Deep-Tech Sovereignty in the Oceans

6 February 2026

IIT Madras & Unicorn India Ventures: The ₹600 Cr Bet on Academic Spin-offs

6 February 2026

Fractal Analytics Slashing IPO Size: The End of the AI Hype Cycle?