Delighted to be partnering with FinBox as they build the credit infrastructure/embedded finance layer for India. A91 Partners

With the benefit of hindsight, we’ll remember 2021 as the year when comedians were providing investment advice and investors were doing comedy

Asked a founder why he moved from consumer internet to IT services. Response: In consumer internet, I was paying US level salaries to get India revenue. Thought I’m better off paying India salaries to get US revenues.

After reading a bunch of threads/articles on FTX, the insight seems to be the obvious: in a ponzi scheme, liquidity is important

Last year, companies in many sectors suffixed a tech to their category to raise capital at high prices. This need to look like a tech company has resulted in companies which should have zero engineers having hundreds of engineers instead.

Been in Mumbai for 6 years now and still feel surprised every time the auto/taxi drivers return change

Contracted ARR is the GMV equivalent for SaaS companies

We completed 4 years and launched our revamped website (a91partners.com). Our missions of “Partnering with exceptional founders to build enduring businesses for tomorrow’s India” continues steadily with 👇 that we are proud of. a91partners.com/partnerships

~$9B of revenues (thanks to B2B commerce) and ~$4B of losses.....and these are some of the best we have. We have collectively massively oversold the India promise and lost focus on real metrics and value. Time to 'Get Real'!

In the clearest sign of startups moving to profitability, VC/banker events to meet them seem to be moving to Mumbai from Bangalore.

Two messages separated by 4 years - 37cr/annum to 100cr/month. These are most satisfying moments as an investor. Congratulations ⁦Atomberg⁩ ⁦shibam (Sibabrata) das⁩ Manoj Meena

Watching 5 hrs of rain with no mobile connectivity in a stadium is strangely therapeutic

Digital transformation startup KaarTech raises $30 million in first external #funding As a part of the transaction, Gautam Mago & Kaushik Anand from A91 Partners will join the KaarTech board. Read more at: economictimes.indiatimes.com/tech/funding/d… By Tarush Bhalla

MSME Lending firm Aye Finance raises Rs 310 crore led by British International Investment moneycontrol.com/news/technolog… Bhavya Dilipkumar reports

Congratulations to the Go Digit team! First of hopefully many IPOs for us at A91 Partners

Last few years have taught us that anything is possible in ed tech but the villain of a Rajnikanth/Amitabh film being modelled on an edtech founder was not on my bingo card!

Discover what's next for the red-hot MSME lending space? Join industry stalwarts Anup Agarwal, Utpal Isser, Deepak Jain, Sayali Karanjkar and Kaushik Anand as they deep-dive into challenges and opportunities in MSME lending at #MCFintechConclave 2024. Mark your calendars:

Typical Chennai way to start IPO prep