INTELLIGENCE IS INFRASTRUCTURE
India stands at a defining moment in its economic journey. The nation’s growth story is increasingly being shaped by the convergence of entrepreneurship, innovation, and long-term capital. As businesses embrace technology, expand into new markets, and develop solutions to complex challenges, access to finance has improved significantly. Yet, the true measure of sustainable progress will […]
Capital, Power & Talent
June 2026 was not defined by a single headline. Capital, policy, platform leadership and sports economics moved in the same direction at the same time. Capital is concentrating. Wealthtech funding rose 84% year-on-year, but the market has not broadly reopened. Average cheque size hit a five-quarter high, and capital is moving toward businesses that resemble […]
India’s Hard-Tech Moment Has Arrived
Three Unicorns. One Month. ₹10,373 Crore. The Market Has Started Voting With Capital In a 30-day window between April 22 and May 21, 2026, twenty transactions totalling ₹10,373 Crore were tracked across India and global markets. Mobility led with India’s single largest round of the period. Food & Beverage returned as an institutional asset class. […]
War, Oil & Capital: How Geopolitics is Reshaping Capital Flows
What the Iran Crisis Means for Founders and Investors in India The Iran crisis is not just a geopolitical flashpoint, it is a macro shock reshaping capital flows, cost structures, and risk appetite globally. For India, the impact is immediate: elevated oil prices, currency pressure, and tighter liquidity are driving volatility across both public and […]
The Great Capital Recalibration: The Capital Dispatch (FY 2025–26)
The Reckoning Has Begun India’s startup story in FY 2025–26 did not unfold the way the optimists scripted it and yet it was more consequential than they imagined. The year forced a long-overdue reckoning. Deal volumes contracted sharply. Valuations came under the scanner. The era of growth-at-any-cost is, finally, over. What replaced it is something […]