PinnedGemba Capital 2022 Year in ReviewIndia’s GDP in 2022 stands at USD 3.5Tn with 850Mn Internet users (up 6x from 140Mn users in 2012). Online retail spend has jumped 35x from USD 2.1Bn in 2012 to USD 70Bn in 2022. Total online advertising spend in India in 2022 was USD 6.5Bn (up 20x from 2012). …Micro Vc5 min readMicro Vc5 min read
PinnedGemba Capital 2021 Year in ReviewWhat a year 2021 has been! As I reflect on the year gone by, I just feel an immense sense of gratitude to every one in the Indian startup ecosystem, who has played a role in making 2021 as one of the best years for the Indian startup ecosystem. It…Micro Vc7 min readMicro Vc7 min read
PinnedGemba Capital 2020 Year In ReviewHappy New Year to all! 2020 was a peculiar year. It gave us hardships but also taught many things. It showed us how fragile our lives can be and at the same time how resilient we as a civilization are. 2020 was a roller-coaster ride for me, both personally and professionally. The highs were higher…Year In Review4 min readYear In Review4 min read
Jul 28, 2022Why we invested in Threado?We at Gemba Capital first interacted with Pramod, Co-Founder of Threado in mid-2021. We were impressed with his clarity of thought and product first thinking. During that period, we also saw rise of online communities in India such as Product Folks and abroad. Community led growth (CLG) was the buzzword. …Community3 min readCommunity3 min read
Jul 26, 2021Sniper or machine gun?I like Sniper movies. I feel it is more about the person behind the gun rather than the gun itself. Whereas if someone was firing from a machine gun, the gun overshadows the person. I was drawing a corollary to investing styles. Are you a sniper or a machine gun…Investing4 min readInvesting4 min read
May 31, 2021Why we invested and continue to back PlumWe at Gemba Capital met Abhishek and Saurabh at our office on 9th October 2019. It was a long meeting, but one of those where you appreciate the clarity of thought, the founders had on Day 0. …Insurtech3 min readInsurtech3 min read
Aug 6, 2020How to assess Founder Market Fit — A frameworkHow do you find Founder Market Fit (FMF)? Why is it important? Can we build a framework around it? Let’s dig deeper. — Founder-market fit is an innate, unfair advantage that sets founders apart from their competitors. There have been many blogs written on FMF and each have opposing viewpoints. I thought to myself, does the world need one more blog on FMF? Isn’t FMF overestimated? As an early stage investor, I am…Founder Market Fit8 min readFounder Market Fit8 min read
Jul 22, 2020Edtech in India — what lies ahead?My reflections on how Edtech will evolve in India and how we need a fundamental shift to look at education from a “skills” perspective. “The problem is not people being uneducated. The problem is that people are educated just enough to believe what they have been taught, and not educated…Education9 min readEducation9 min read
Feb 4, 2020Are you a good Storyteller?Every entrepreneur has a story to tell, but how you tell that story is equally important. The art of storytelling has become a must-have skill for any entrepreneur to retain the attention of the listener, more so in today’s world where attention spans are shrinking. As an entrepreneur, you have…Storytelling5 min readStorytelling5 min read
Jan 2, 2020Gemba Capital 2019 Year In ReviewHappy New Year to all! One word to best describe 2019 for us was ‘Growth’ We grew as we added more founders in 2019 to our family. We moved our HQ from Mumbai to Bangalore. We felt it is best to be based where all the action. We sourced more…Venture Capital6 min readVenture Capital6 min read
