The Manifesto
The 'Bloomberg Moment' for Private Markets.
In 1984, transparency transformed the bond market. Today, it’s coming for Indian venture capital.
Read the EssayMARKET STRUCTURE
The Liquidity Illusion
Why the next decade of venture capital will be defined not by who can deploy capital, but by who can return it.
THESIS
India's 'SaaS' Moment is Over. What's Next?
Deep tech, defense, and industrial automation are replacing software as the primary drivers of alpha.
OBSERVATION
The Rise of the 'Operator-Investor'
Founders are no longer looking for board members. They are looking for co-pilots who have flown the jet before.
DATA
Private Markets are Pricing in a Perfect Landing
Valuations in late-stage private equity have decoupled from public market realities. Here is the data.