Rajan Anandan

Managing Director, Peak XV Partners · 1 appearance on the record.

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investorexecutiveoperator@RajanAnandan ↗LinkedIn ↗peakxv.com ↗

Rajan Anandan advises early-stage investments and mentors founders across India and Southeast Asia through Peak XV Partners and its Surge scale-up program. Before venture capital, he expanded Google's regional internet business as VP of India and Southeast Asia and became one of the country's most prolific angel investors.

18statements → 11claims → 10claims resolved → 60%fully supported → 3.89/5average certainty → 1.94/5average debate potential → 1said about them ↓

6 supported 4 partly supported 0 contradicted 1 not checkable as stated how the 11 claims stand · each chip opens the sources

1 prediction · 10 assertions · 2 opinions · 5 insights · every statement was checked. The prediction and assertions are the 11 claims: statements the public record can support or contradict. 10 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Rajan argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Rajan Anandan: Peak XV manages $9B with $2.5B in dry powder
“So, so Peak 15 has about nine billion under management. Of that two and a half billion is dry powder.”
Rajan Anandan Sep 2, 2023 ▶ 20:09 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
81% certainty 4
50% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Rajan Anandan on measured tape to publish a rate. This says nothing about how they speak.

Everything Rajan Anandan said on WTF is with Nikhil Kamath that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight
Rajan Anandan: Angels should exit if a startup cannot 5x further
“Around 2012 or 13, I learned this simple thing as an angel, which is every time there's a round, you ask yourself a simple question. Can it five X from here or not? So if it can't, as an angel, the good thing is, You can exit.”
Rajan Anandan Sep 2, 2023 ▶ 29:25 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Opinion
Rajan Anandan: Governance failures are a global VC issue, not unique
“FTX, okay, is like 10 times. You look at FTX, you look at, this doesn't happen only in India, right? I mean, I know it's happened to us, and obviously we should collectively do a lot more to make sure that we mature the ecosystem that we used to be. But if you…”
Rajan Anandan Sep 2, 2023 ▶ 33:47 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Insight
Rajan Anandan: Angel investing solely for returns is a bad idea
“If your objective is to make returns, being an angel investor, unless you really know what you're doing, and you're deeply networked, and you can add tremendous value, is not a good idea.”
Rajan Anandan Sep 2, 2023 ▶ 42:14 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Insight
Rajan Anandan: Indian consumer brands must go offline after 50-100 crore revenue
“Three years ago, you could get to 300 crores offline, online, and then you went offline. Today, that number is more like 50 to a hundred crores for two reasons. One, online has gotten more expensive as the more and more brands have come up online, so cost of a…”
Rajan Anandan Sep 2, 2023 ▶ 1:05:22 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Insight
Rajan Anandan: Founders from humble backgrounds show the greatest drive
“Because I think hunger, you can't teach hunger. You know the drive, the hunger, the, I think people who come from nothing, who have a point to prove, I think they generally tend to be the ones that.”
Rajan Anandan Sep 2, 2023 ▶ 17:50 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Prediction Not checkable as stated
Rajan Anandan: ONDC will disrupt the mobility sector first
“I do think over the next, maybe not in the near term, but over the medium term, ONDC will have a significant impact, but it's going to start with mobility.”
Rajan Anandan Sep 2, 2023 ▶ 1:09:50 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Opinion
Rajan Anandan: boAt beat Chinese competitors in India on product quality
“Boat went up against all the Chinese accessories companies and one in India, not because of patriotism, not because of price, because they had better product.”
Rajan Anandan Sep 2, 2023 ▶ 1:17:41 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Supported
Rajan Anandan: Peak XV manages $9B with $2.5B in dry powder
“So, so Peak 15 has about nine billion under management. Of that two and a half billion is dry powder.”
Rajan Anandan Sep 2, 2023 ▶ 20:09 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Supported
Rajan Anandan: India has roughly 6,000 active angel investors
“About 6000 of them. 6000 active angel investors.”
Rajan Anandan Sep 2, 2023 ▶ 44:52 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Partly supported
Rajan Anandan: Only China and India have 100 cities over 1M population
“Only two by the way, China and India.”
Rajan Anandan Sep 2, 2023 ▶ 1:01:47 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Partly supported
Rajan Anandan: Mamaearth hit 2,000 crore revenue and profitability in seven years
“Mama Earth from launch to a thousand crores took five years and in seven years is 2000 crores and profitable.”
Rajan Anandan Sep 2, 2023 ▶ 1:05:06 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Partly supported
Rajan Anandan: Domestic assembly of consumer electronics in India exceeds 70%
“Less than five percent of electronics sold in India were assembled here. Okay. So you should, you know, you start with assembly, then you have to make components and so on and so forth, right? That number is now, I don't know what the latest number is, but it'…”
Rajan Anandan Sep 2, 2023 ▶ 1:14:29 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Supported
Rajan Anandan: 40% of Indian seed-funded startups build for global markets
“40% of all Indian startups that raised seed funding last year, in that definition, were building for the world from day zero.”
Rajan Anandan Sep 2, 2023 ▶ 1:26:43 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Insight
Rajan Anandan: Pitches fail instantly if they lack a wow insight
“I would say, look, basically if I don't say wow even once because of lack of insight.”
Rajan Anandan Sep 2, 2023 ▶ 2:01:49 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Supported
Rajan Anandan: Peak XV has over 400 active portfolio companies
“Peak 15 has 400 plus active companies.”
Rajan Anandan Sep 2, 2023 ▶ 20:35 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Supported
Rajan Anandan: Peak XV has produced 19 portfolio company IPOs
“As peak 15, we've had 19 IPOs, right?”
Rajan Anandan Sep 2, 2023 ▶ 38:10 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Partly supported
Rajan Anandan: The Ayurveda Experience crossed $50M in US direct sales
“There's this company, we're not investors in it. It's called Ayurveda Experience in Delhi. They make Ayurveda products and sell them in the US. They don't even sell on marketplaces, just cross fifty million dollars of revenue.”
Rajan Anandan Sep 2, 2023 ▶ 1:27:26 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath
Assertion Supported
Rajan Anandan: Indian startup funding reached over $40B in 2021
“The total funding into Indian startups was over forty billion dollars. That was up from ten billion in twenty-twenty, and 20, I mean, this depends on like which data, but twenty-nineteen was fourteen billion, right?”
Rajan Anandan Sep 2, 2023 ▶ 2:03:56 Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Nikhil Kamath

The other half of the tape: Rajan Anandan's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on WTF is with Nikhil Kamath. every mention, with the transcript →

Who brings them up most Aadit Palicha 1

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Appearances (1)

EpisodeDateSpeaking time
Ep #9 | WTF is Venture Capital? Ft. Nikhil, Nithin, Rajan A., Prashanth P. & Karthik R. · Sep 2, 2023 27m
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