Marqeta: Twillio of Modern Card Issuing

Reading Time: 10 minutes Card issuing industry has seen little innovation, if any. Legacy solutions are built on mainframes. They run isolated solutions with multiple code bases so anytime, anything needs to be done for a customer, it was done at issuers terms without any flexibility. Card issuing is incredibly complex, highly regulated, and resource intensive. With gig (and …

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Startup Pitch Deck

Reading Time: 6 minutes Fundraising is an important part of any startup’s journey. I come across hundreds of startup pitches each year. A bunch of them really stand out, many more not so, and I felt it would be helpful to have a framework for creating a good pitch deck. This is not to say that this is the …

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TReDS platforms: new B2B payment supply chain frontier

Reading Time: 4 minutes MSME constitute around 1/3rd of Indian GDP, around 40% of overall exports, 45% of manufacturing output, generating around 70M employment opportunities in India. They are important partners in the value chain of large enterprises and MNCs. In a 2014 Firstbiz-Greyhound knowledge survey (sample size 540), biggest headwind faced by MSME is dearth of easy finance and …

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Airbnb: $100B+ brand in making

Reading Time: 3 minutes This article is just a high level summary about Airbnb ahead of IPO. Since it is just compilation of data / thoughts, it may lack flow. Airbnb is coming public soon with a truly remarkable journey especially in 2020. It all started in 2007 with 2 hosts and now it has 4M hosts in 100k …

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LogisticTech Overview in Indian Startup Ecosystem

Reading Time: 7 minutes It is November and the biggest Indian retail festival – ‘The Great Indian Sale’ and ‘The Big Billion Day Sale’ are round the corner. With over $3 Billion GMV sales expectation in just three days this year, substantial demand arising from tier 2 and tier 3 cities, & expedited fulfillment expectations, the E-commerce giants are …

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UPI – a Decacorn by 2025?

Reading Time: 7 minutes Few weeks ago, Whitehat Jr. in a landmark event for the Indian startup ecosystem got acquired by Byju’s for an all cash valuation of $300M. The Indian startup system is coming of age & we expect a lot more success stories coming in especially from Technology and related segments.  Any enterprise needs to be supported …

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Servify CEO Interview

Reading Time: 12 minutes Servify is a BEENEXT portfolio company and has raised Series C funding in latest round. Mumbai, India headquartered company was founded in 2015 by Sreevathsa Prabhakar (Sree). FT partners recently interviewed Sree about Servify journey. I am reproducing that whole interview here for broader audience with key parts highlighted. I hope you will enjoy it. …

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Caution Needed in Stock Market

Reading Time: 3 minutes When stock market was in free fall in March 2020, I wrote a post on Linkedin on March 21st. After launching this website, same post can be found here. I used all the available information at that time to screen for potential investments. Most of the stocks mentioned in the post have done very well. …

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Takeaway grabs Grubhub – now what?

Reading Time: 2 minutes Reference material – please refer to previous article on food delivery space consolidation in USA for background. It is official – Grubhub is getting sold (not final yet). From Grubhub’s IR page Just Eat Takeaway.com N.V. (AMS: TKWY, LSE: JET), (the “Company” or “Just Eat Takeaway.com”), and Grubhub Inc. (NYSE: GRUB) (“Grubhub”) have entered into a definitive …

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Shift4: another acquirer coming public?

Reading Time: 3 minutes Shift4 is an integrated payment processing and technology solution provider in USA. It will trade as a public stock tomorrow. In this post, I am sharing some basic stats on the business, what I like and what I think is worth watching in coming years. Key data points: Founded in 1999 by Jared Isaacman at age 16 (biggest …

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Uber Eats + Grubhub is equivalent to 1+1 = 3

Reading Time: 6 minutes From WSJ earlier this week  Uber Technologies Inc. is seeking to acquire Grubhub Inc. in a deal that would unite two of the biggest players in the cutthroat meal-delivery business at a time when the coronavirus pandemic has sparked a surge in demand for their services. Uber, which in addition to its flagship ride business operates a …

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Market tanked, now what?

Reading Time: 6 minutes Markets around the world are down anywhere from 20% to 40% YTD causing massive losses for many investors. In past few days, many investors and friends have pinged me so I am writing my thoughts in this post.  Source: Bloomberg I will breakdown post into two segments (1) What is happening and why? (2) Is it time …

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