Due Diligence9 min read
Why most due diligence misses the real risk in Indian businesses.
Checklists catch covenants. They miss culture, concentration, and the founder's quiet succession problem.
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Insights · Thinking That Moves Markets
Perspectives from our Mumbai studio.
Regular thought pieces, webinars, and founder roundtables — written by the people doing the work.
Capital Markets12 min read
The new rules of fundraising in 2026–27.
What's changed in investor expectations, deal structures, and timelines — and how to position accordingly.
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Strategy7 min read
Building moats in a copycat economy.
Distribution, data, and operating rituals — the three durable defenses in an Indian market with low entry barriers.
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Governance10 min read
How family businesses can think like venture-backed companies.
Adopting board hygiene, capital discipline, and talent density — without losing the long-term lens.
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Sense Letter