Rahil

Micro-PE investments @MalpaniVentures | Business, Startups, Tech, F1, Books and more :)

[Rahil @TheRahilShah]

🔱

[Lewis Hamilton @LewisHamilton]

It’s not over!!

[Lewis Hamilton @LewisHamilton]

REMEMBER WHO YOU ARE

[Rahil @TheRahilShah]

@Siddurp2 Nothing comes close to ON Double rich chocolate

[Rahil @TheRahilShah]

@yashpanditrao @karansehgal47 Reading this while sipping on my Filter Coffee:
- Why no mention of Filter Coffee?
- Does this open up an opportunity for a Coffee marketplace?
- How do you see coffee makers and machines industry growing?

More importantly when are you bringing all this good coffee to office

[Rahil @TheRahilShah]

The real measure of success won't be the amount deployed.

It will be whether India can create globally competitive deep-tech companies, unlock large-scale private R&D investment, and build technologies that matter to the world.

The RDI Scheme could be a major step in that direction.

[Rahil @TheRahilShah]

🇮🇳🇮🇳🇮🇳India is making one of its biggest bets on deep-tech innovation yet.

The Research, Development & Innovation (RDI) Scheme has a ₹1 lakh crore outlay designed to catalyse private-sector R&D and help Indian companies build globally competitive technologies.

[Rahil @TheRahilShah]

Some of the companies receiving support include:

Astrome
Dhruva Space
Agnikul Cosmos
GalaxEye
ideaForge
QuNu Labs
Ather Energy
Eyestem
Peptris
Noccarc

A strong mix of space-tech, biotech, AI and advanced manufacturing players.

[Yash Panditrao @yashpanditrao]

We’ve all seen people nerd out on fancy coffee tasting notes and bright acidity.
@karansehgal47 and I spent the last month digging past the flavor talk. We decoded the numbers: farmgate prices, the harvest-to-cup chain, and where value moves and costs land for founders in India.

[Malpani Ventures @MalpaniVentures]

Hyderabad, we’re coming! ☕️

We will be in town on 11th & 12th June meeting founders, swapping ideas and drinking way too much coffee

If you're building something solid, we'd love to chat. Coffee on us, chaos on you

DMs are open🙌

@malpani @SaneDhruv @TheRahilShah @IPendse

[Dhruv Sane @SaneDhruv]

At @MalpaniVentures we are bullish on adjacent opportunities for Q-commerce - cold chain being a trend

[Rahil @TheRahilShah]

https://t.co/uJgoxm2dC0

[Rahil @TheRahilShah]

Why are we paying taxes. What is going on in the country😓

[Hindutva Don @HindutvaDon_]

In Mumbai muslims brought goats in residential society for sacrificing

In return local Hindu activists brought a Pig 😂🔥

[Malpani Ventures @MalpaniVentures]

Term sheets can be intimidating for first-time founders.
Small lines buried inside legal language can quietly change exit outcomes, founder control, dilution, future fundraising and more.

Doing our bit to break down the key clauses

@malpani @SaneDhruv

https://t.co/c8Ao0maVn1

[Rahil @TheRahilShah]

Went back to watching some of @nikhilkamathcio's podcasts. In almost every podcast, he tends to dig in a the person's childhood experiences or trauma (very candidly found it unnecessary back when I first watched because we are here to understand business, growth strategies etc.)

I seem to now have understood the reason for his style of questioning - trying to assess the founder's ability to bear pain. I don't think that the founder succeeded because they had a childhood trauma and they diverted their energy towards it. I think it was because they could withstand pains of starting up relatively easier as they had gone through far worse.

Startups are difficult - you're constantly worried about losing customers, rejections, in self-doubt, opportunity cost, whether you are justifying your time but nothing compares to personal tragic experiences.

When someone has already gone through situations far more painful than business volatility, startup stress almost starts looking survivable or like a "bliss" for some.

[Rahil @TheRahilShah]

Lmao ChatGPT has already accepted defeat @sama

[Rahil @TheRahilShah]

@Darshan_IITH Paid INR 972 for these insights 😂😂😂

[Rahil @TheRahilShah]

My car got towed and I paid the fine. The challan mentioned INR 400 goes to Vidarbha Infotech.

Did some research and I am convinced the game is rigged.

Vidarbha is an IT firm apparently but also does towing (and many other things). Infact, a 7-year contract awarded to Vidarbha Infotech in 2016 had been deemed invalid by state law and judiciary department (multiple news coverage on this) - no details of how they got the contract back and are still operating towing services.

Financials look great too. The growth in FY24 was primarily driven by revenue from the sale of commercial units in its real estate project, which VIPL developed and sold, contributing Rs.48.59 crore (~37% of total revenue), followed by IT - Sales & Services Charges (33%), Vehicles Towing – Services (14%), Lease Rental Income (10%), and Other Segments (6%).

Should we consider investing @malpani ?😋