The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 18 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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: 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: 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: 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: 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: 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: 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: 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: India has roughly 6,000 active angel investors
“About 6000 of them. 6000 active angel investors.”
Rajan Anandan: Only China and India have 100 cities over 1M population
“Only two by the way, China and India.”
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: 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: 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: 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: Peak XV has over 400 active portfolio companies
“Peak 15 has 400 plus active companies.”
Rajan Anandan: Peak XV has produced 19 portfolio company IPOs
“As peak 15, we've had 19 IPOs, right?”