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 Triple Tap Games

You might remember games like Temple Run (2011) and Subway Surfers (2012)—two instantly recognizable endless runner games. Then came Flappy Bird (2013), which skyrocketed to over 50 million downloads in less than a year.
BLOGS

Why we invested in Zluri

Zluri is an enterprise SaaS Management Platform (SMP). Its main function is to help organizations discover, manage, and optimize their third-party subscription software applications from a single dashboard.
BLOGS

Why We Invested in Zocket

Zocket allows users without marketing expertise to create social media content and launch digital ad campaigns across platforms like Facebook, Instagram, and Google in less than 30 seconds.
BLOGS

Wired for Impact: Women in Ind(AI) Report

AI will define the future. But who defines AI? As India races ahead in building its AI ecosystem, Wired for Impact: Women in (Ind)AI — a CXXO and Kalaari Capital report explores how women are participating, leading, and reshaping India’s AI journey, and where the biggest gaps remain.
REPORTS

Zero Hour Conversation with A R Unnikrishnan

As AI models scale from millions to trillions of parameters, it is vital to have the right access to capital and compute to nurture a fast-growing AI ecosystem.
EVENTS

Zero Hour Conversation with Arvind Thakur

Arvind Thakur shared leadership lessons from decades in India’s IT industry — crisis reveals capability, values matter most in tough moments, differentiation comes from playing to your strengths and AI is fundamentally reshaping how businesses operate and create value.
EVENTS

Zero Hour Conversation with Karthik Sankaran

Kalaari Capital’s recap of a talk with chip veteran Dr. Karthik Sankaran: semiconductors are becoming foundational as AI, EVs, and edge computing scale, and India’s design talent gives it a real shot in deep-tech—if it gets patient capital and a full ecosystem
EVENTS

Zero Hour Conversation with Kirthiga Reddy

The session focused on leadership, reinvention, and India’s tech ecosystem.-
EVENTS

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