Amit's Blog

Info Edge: The Architect of India's Internet Landscape Info Edge (India) Ltd. stands as a unique and pioneering force in the Indian digital ecosystem, operating not just as a venture capital investor but also as a builder of its own successful internet businesses, notably Naukri.com and 99acres.com. For over two decades, Info Edge has leveraged its deep market understanding and internal resources to back early-stage, disruptive Indian startups. Its strategic investment in Zomato, transforming it from a nascent idea into a publicly listed food tech giant, exemplifies its visionary approach and significant impact. With a focus on long-term value creation across diverse sectors like food tech, insurance, and fintech, Info Edge has consistently identified and nurtured companies that have become cornerstones of India's digital transformation, solidifying its reputation as a strategic and patient capital provider. I. Investment Activity & Scale 1.      Funds Raised...

Tiger Global Management: The High-Octane Architect of Indian Unicorns Tiger Global Management, while a global investment firm, has profoundly impacted the Indian startup ecosystem over the last two decades with its distinctive, often aggressive, investment strategy. Known for its rapid deployment of capital at growth stages and its willingness to pay higher valuations, Tiger Global has played a crucial role in the creation of numerous Indian unicorns. Its portfolio includes industry giants like Flipkart, Ola, Zomato, and PhonePe. Despite recent global market corrections and a more cautious approach in 2023-2024, the firm's strategic exits, such as from Flipkart and the anticipated Ather Energy IPO, demonstrate significant returns. Tiger Global's influence extends to shaping competitive landscapes, attracting follow-on investments, and accelerating the growth trajectories of Indian tech companies, cementing its reputation as a formidable player in the region's venture capita...

Lightspeed Venture Partners India: Global Vision, Local Impact Lightspeed Venture Partners India has cemented its position as a significant early-stage investor in India, demonstrating a keen eye for disruptive opportunities since its inception in 2007. With a dedicated focus on India and Southeast Asia, the firm recently raised its largest fund for the regions, a $500 million vehicle for India and Southeast Asia in July 2023 , bringing its total managed capital globally to over $18 billion. Lightspeed's portfolio boasts prominent unicorns like BYJU'S, Udaan, ShareChat, and Razorpay, showcasing its ability to back companies that achieve massive scale. The firm's strategic focus on emerging sectors such as AI, climate tech, and electric mobility, coupled with its commitment to a "highly selective" and founder-first approach, positions it as a crucial player in nurturing India's next generation of innovative enterprises. I. Investment Activity & Scale 1....