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?

Zero Hour Conversation with Narayan Manepally

Manepally spoke about how his started in Portland, when he brewed his first perfect batch of beer. Returning to India and finding only Kingfisher available everywhere convinced him that India deserved better craft beer, and he decided to make that happen himself.
EVENTS

Zero Hour Conversation with Roma Datta Chobey

Consumer AI adoption in India is moving faster than almost anyone in the ecosystem predicted, including the platforms building for it.
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Zero Hour Conversation with Sarbvir Singh

Policybazaar CEO Sarbvir Singh says leadership is about team buy-in, not perfect decisions—even a flawed call works when people believe in it. He adds that networks shape careers and real growth comes from owning outcomes.
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Editions

Zero Hour Conversation with Shalini Govil Pai

Kalaari’s Zero Hour session with Google’s Shalini Govil-Pai and Raj Pai explored how AI is reshaping storytelling. The takeaway: tech can’t fix a weak story—audience resonance, curiosity, and relationships matter most.
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