Fundamentum Partnership

also referred to as: fundamentum

7 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Jul 13, 2019 by T. N. Hari · said 21 times in 3 episodes since 2019 · across every show →

Mentions by year

brought up most by Siddhartha Ahluwalia (17), Sanjeev Aggarwal (3), Dev Khare (1)

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Everything said about Fundamentum Partnership, oldest first

Jul 13, 2019 bullish
Assertion Supported
Fundamentum's investment in PharmEasy doubled in value in under 18 months
“So FarmEasy, in fact, our investment is already more than doubled in less than a year and a half.”
T. N. Hari Jul 13, 2019 ▶ 27:11 How did TaxiForSure get acquired for $200 million? | T. N. Hari, Advisor, Fundamentum
Feb 19, 2020 neutral
Insight
Aggarwal: Operators transitioning to VC struggle with delayed gratification
“Because a lot of folks who come from operating background are very relevant in that they are able to help the company post investment. But they may also have a shorter time horizon in which they want to see the impact. So to be able to do something without any…”
Sanjeev Aggarwal Feb 19, 2020 ▶ 38:04 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC
Feb 19, 2020
Disclosure
Aggarwal: Fundamentum intentionally limits investments to one or two per year
“Our model is to take concentrated bets, and we really want to do one or two investments in a year, but we want to expose large part of our capital. Because our business model is not only about providing money, but also about investing time. And if we were to d…”
Sanjeev Aggarwal Feb 19, 2020 ▶ 18:09 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC
Feb 19, 2020 positive
Assertion Supported
Aggarwal: PharmEasy has grown 3x since Fundamentum's entry
“So I think ever since we entered, company has grown three X.”
Sanjeev Aggarwal Feb 19, 2020 ▶ 11:42 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC
Feb 19, 2020 neutral
Disclosure
Aggarwal: Fundamentum has focused investments on distribution over D2C brands
“Direct to consumer brands we haven't yet made too many investments because the question is that is it better to invest in distribution or is it better to invest in brand? So far we have invested more in distribution.”
Sanjeev Aggarwal Feb 19, 2020 ▶ 34:05 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC
Feb 19, 2020 positive
Insight
Aggarwal: The Biggest Ecosystem Gap Is Scaling Up, Not Starting Up
“And then we found that as the world of tech investing and entrepreneurship had evolved, the big void was not in starting up. Ah, but in, ah, scaling up.”
Sanjeev Aggarwal Feb 19, 2020 ▶ 4:06 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC
Feb 19, 2020 positive
Insight
Aggarwal: Early-Stage and Growth-Stage VC Require Distinct Fund Vehicles
“Yes, because I think the DNA of an early stage firm is very different from a DNA of a growth stage firm. One is about making lots of bets, other is about doing concentrated bets. So I think, to me, they look like two very different businesses, and it's best to…”
Sanjeev Aggarwal Feb 19, 2020 ▶ 5:35 Sanjeev Aggarwal on 700 Crore IBM Exit and founding Helion & Fundamentum VC
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