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
NEWSLETTERS
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 Resilience AI

2023: A Year of Unprecedented Climate Disasters The past year has underscored the escalating urgency of addressing climate resilience.
BLOGS

Why we invested in Resolve360

A digital-first physiotherapy platform addressing the $17 billion rehabilitation market by shifting from session-based temporary relief to outcome-focused, long-term pain recovery.
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PERSPECTIVE

Why We Invested in Samosa Party

Samosa Party scales India’s massive, unorganized $40B street food market by establishing a capital-efficient, delivery-first QSR brand backed by predictable cloud kitchen unit economics.
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Why we invested in SimpliContract

Kalaari Capital explains its thesis for leading a $1.8M seed round in SimpliContract, an enterprise Contract Lifecycle Management (CLM) startup tackling a market growing from $1.5B to $5.2B by 2027.
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PERSPECTIVE

Why We Invested in Studio Sirah

Studio Sirah targets an under-penetrated whitespace in India by building culturally resonant, high-quality midcore and hardcore gaming IPs inspired by Indian mythology.
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Why We Invested in SuperBryn

Voice AI has advanced by leaps and bounds in recent years. The potential of voice AI has been evident ever since Siri, Alexa and the likes became the go-to interface for millions of people around the world.

Why We Invested in Swift

Swift is building the infrastructure layer for India's D2C commerce ecosystem, simplifying fulfilment and enabling one-click checkout to reduce cart abandonment and improve conversion rates.
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KALAARI PESPECTIVE

Why We Invested in Tring

Tring capitalizes on India’s deeply rooted celebrity culture by providing an execution-heavy platform that democratizes access to underserved, long-tail creators and regional stars
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Unpacking our latest investments, portfolio updates and trends that are changing India's startup ecosystem.