Author Archives

from Pulkit Diwan

Enterprise SaaS platform illustration showing digital inspection, compliance management, and workflow automation for QHSE processes.

Streamlining QHSE Inspections: Oditly

The investment thesis for our investment in Oditly, an enterprise-ready SaaS platform that monitors and manages inspection workflows. Overview Compliance is a growing burden with serious consequences going beyond mere fines. A recent study, for instance, revealed that the average cost of non-compliance for US organizations has surged over 40% in a decade, reaching around $15 million1.  As ...
Investment thesis illustration for Fabrik showcasing digital twin technology, industrial IoT, and enterprise automation opportunities.

Investment Thesis for Fabrik.Space

What is a Digital Twin? This is a virtual digital double of a physical object, system or process which helps companies to focus their human experts’ time on more valuable areas. Digital Twins are built using Augmented Reality and Industrial IoT. Summary: Digital Twin is a virtual digital double of a physical object, system or process which helps ...

Revolutionizing Connectivity: Tusker

The investment thesis for our investment in Tusker, a start-up that is set to revolutionize regional connectivity in South India. Overview Leading global brands face a logistical challenge as they endeavor to expand their customer base to Tier III and Tier IV cities, heavily relying on intra-region logistics that make up ~18% of the country's logistics GDP1 ...

Our Research

Quantamental Investing - Notes on Mixing the Mindsets of Men and Machines
The Affluent Investor - Tools and Frameworks for People with Money.
The Modulus VC - Assessing Absolutes in a World of Relatives.
What My MBA Did Not Teach Me About Money - Book on Personal Finance.