Perspective

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Deep insights, inspiration, founder stories, and comprehensive reports.

Pricing The Planet: India's Carbon Markets Go Live

In this edition, we unpack the two levers India has for cutting its carbon emissions while still growing as an economy, and the opportunity for startups as the country opens up its carbon market
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Editions

SaaS from Scratch: Anish Reddy of Capillary Technologies on Scaling SaaS from India to Global

16 years, $75M ARR, 15 Fortune 200 clients and Anish Rai will tell you the biggest mistakes were the ones he saw coming and ignored anyway.

Saas from Scratch: Ashutosh Garg on Building Eightfold AI: The Outsider Mindset That Created a Unicorn

Ashutosh Garg walked into HR tech knowing nothing about HR and used that as the edge. In this episode of SaaS from Scratch, Vani Kola sits down with the co-founder of Eightfold AI to unpack how a Google engineer's outsider lens built two unicorns and a new category.

SaaS from Scratch: Dheeraj Pandey of Nutanix and DevRev on Building Category-Defining SaaS from India

Nutanix co-founder Dheeraj Pandey joins Vani Kola to unpack how he built a $20 billion company by betting on distributed systems and what he'd do differently if he were starting today.

SaaS from Scratch: Founder Playbook | 2025 Edition

What separates category-defining SaaS companies from the rest? As Indian SaaS grows from $2B in 2018 to $17B in ARR now to become the world’s second-largest SaaS ecosystem, this question matters more than ever.

SaaS From Scratch: From Zero to Category: How Fareye Built a Market That Didn't Exist

Kushal Nahata built Fareye in a category no one had defined and had to convince buyers, investors, and an entire industry that a better way was possible. Here's the playbook for building something the market doesn't know it needs yet.

SaaS From Scratch: How Darwinbox's Rohit Chennamaneni Built an HR Tech Unicorn to Take On SAP and Workday from Hyderabad

Rohit Chennamaneni left McKinsey not with a grand plan, but with a frustration consulting advice never stuck, and a product could fix that. Nine years later, that frustration became Darwinbox, India's homegrown HR tech unicorn competing with SAP, Oracle, and Workday on their own turf.

Saas From Scratch: RateGain's Bhanu Chopra on TAM Expansion and Building Category-Defining SaaS

RateGain founder Bhanu Chopra joins Vani Kola to unpack how he built a $90 billion TAM travel tech company by entering a niche no investor would have bet on and expanding it into a category no one saw coming.

Why We Invested?

Why we invested in HireBound

Across enterprises, staffing firms, and high-growth startups, hiring remains one of the most manual and time-sensitive workflows. Most organizations have digitized tracking (ATS, spreadsheets, portals). The actual work still happens outside the system: interpreting requirements, chasing candidates, running screening loops, and coordinating interviews across multiple stakeholdersThe workflow is full of drop-offs and coordination debt. Candidates don’t complete applications, or they drop because communication is slow or unclear. Recruiters spend hours on searches and repetitive screening, and then lose days in scheduling ping-pong. The result is predictable: qualified candidates exit the funnel, hiring managers see low-quality shortlists, and offers fail at the joining stage.
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PERSPECTIVE

Why We Invested in Hyperbots

Over the last two decades, automation technologies have transformed most business functions for large enterprises across the globe.
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Why We Invested in JB Air

JB Air is building a consumer-electronics brand for Indian homes, and we believe it is uniquely positioned to define this category for the next generation of Indian consumers.
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PERSPECTIVE

Why We Invested in kindlife

kindlife captures a rapidly expanding clean beauty and wellness market driven by conscious, millennial consumers seeking sustainable, ethically sourced products.
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Why We Invested in LXME

Today, Indian women not only mean business – they are also good business. Helping 560M women achieve financial independence is GREAT business.
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Why We Invested in Matters.AI

When Data Became the New Perimeter In the last decade, data stopped being a byproduct—it became the business itself.
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Why we Invested in Maximize Money

Maximize Money is building India's universal savings and loyalty infrastructure, replacing fragmented discount channels with an automated "SaveMax" engine that stacks coupons, gift cards, and rewards into a single click.
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KALAARI PESPECTIVE

Why We Invested in MeshDefend

The Market Shift: From fragmented systems to intelligent operations, enterprises face growing pressure to ensure data resilience and operational efficiency.
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