Company : Tiger Global

Filter FILTERS
Stories
Newsletters
Podcasts
Article Image

Should Phonepe be worth more than Paytm’s $7.9B?

The Walmart-backed company commands nearly half of India’s digital-payments landscape. But its financials trail its smaller, listed rival

Article Link
Article Image

Ather is everything Ola isn’t. So why aren’t investors lapping it up?

The EV maker’s IPO couldn’t have come at a worse time, caught between the Blusmart scandal and Trump-induced headwinds

Article Link
Article Image

Groyyo rewrote the rules of apparel-making. The very ones that put Fashinza out of business

As global fashion giants move towards smaller order sizes and quicker turnaround times, the Tiger Global-backed B2B startup may have found a way to avoid its peers’ pitfalls

Article Link
Article Image

Exit, but without big cheques: VCs warn India’s startup founders

To prioritise corporate governance and financial management, VCs like Peak XV, Matrix, and Accel are exercising a lot more oversight, introspection, and prudence while signing deals with Indian startup founders

Article Link
Article Image

Tiger Global’s downturn hits Bain India. One in every five consultants loses job

In early June, the smallest of the Big Three cut 15–20% of consulting jobs, as a crisis boiling since 2022 spilled over

Article Link
Article Image

In Titan’s Caratlane shadow, Bluestone found its stride. Now, it has to step out of it

Both fine-jewellery companies started around the same time over a decade ago, drew big-name investors, and grew fast. But a key difference made one a star while the other is trying to catch up

Article Link
Article Image

Nobroker wanted to eat Mygate’s lunch. But housing societies had other ideas

To win market share, the two community management apps pulled out all stops to woo apartments. And now these apartments have all the power

Article Link
Article Image

What the turn in Tiger Global’s fortunes means for Indian startups

Though younger startups are set to gain from Tiger Global’s smaller cheques and early-stage bets in India, they are wary of working with the investment giant

Article Link
Article Image

Counterthesis: Bhumi Varta’s Martyn Terpilowski on why venture capital has hindered Indonesian entrepreneurship

“Venture capital is now holding back transformation in Indonesia because it isn’t fostering new tech.”

Article Link
Article Image

Why Tiger Global is taking smaller bets but is still passing on board seats

The world’s most active startup backer has been putting money in early-stage companies, but it still does not want to be a nosy investor. Other VCs are keeping a close eye amid a funding winter

Article Link
Article Image

Out of options, Unacademy forces teachers to sell courses

With slowing growth and a funding crunch, edtechs like Unacademy and Vedantu have made tutors their new sales force. But the pressure to create viral videos and the fear of not meeting targets are too much to handle for many

Article Link
Article Image

Tiger Global-backed Battery Smart needs to get smarter about swapping

Battery Smart’s franchise-led model of battery swapping, catering mostly to Delhi-NCR, has allowed it to scale fast, pass on risks, and raise big bucks. But for the next leg of growth, it needs more than e-rickshaws and small franchises that risk safety

Article Link
Article Image

The $500mn enigma that is Sequoia-backed agritech Absolute

With its recent $100mn fundraise from Sequoia, Alpha Wave, and Tiger Global, little-known Absolute looks all set to build its trading muscle. But its claims of being a plant-biotech company raise questions

Article Link
Article Image

Why Chinese learning edtech LingoAce put its eggs in the English basket

China's ban on for-profit after-school tutoring has edtechs seeking opportunities in Southeast Asia. But before the market can crowd any further, LingoAce is choosing to diversify into the tough-to-crack English language market

Article Link
Article Image

Market research to consultancy, Redseer bounces around to gain respect

When it comes to putting together industry overviews in IPO prospectuses, Redseer is getting commissioned by most IPO-bound internet companies across India and SE Asia—the latest being GoTo. While this brings it international recognition, Redseer continues to court sceptics

Article Link
Article Image

$1bn lender Oxyzo’s long stride out of $5bn parent OfBusiness’ shadow

Being birthed in OfBusiness’ B2B ecosystem got the SME financier to a $1bn valuation. But now, Oxyzo wants to diversify its product range and borrower base, only to wade into a chaotic lending landscape

Article Link
Article Image

Polygon needs it, investors love it, but blockchain games underwhelm users

Blockchain firm Polygon is betting big on blockchain-based games, or GameFi. It earmarked $200 million to develop the space, and has hired a host of gaming industry veterans like Electronic Arts and YouTube. Users, however, say that beyond the potential to earn, blockchain-based gaming is both cumbersome and dull

Article Link
Article Image

The new rules of engagement for India’s angels

Angel investing has never been so prevalent in India, with Rs 746 crore—a record amount—pouring into early-stage deals in 2021. The surfeit of capital masks how the space is changing—from who’s investing to how much they’re investing and who is welcome (or no longer welcome) on cap tables

Article Link
Article Image

How Tiger Global is changing the VC game in Southeast Asia

The New York-based investment firm's pawprints are suddenly all over Southeast Asia. Of its 17 bets in the region, nine were placed in the last three months. This is sending ripple effects across the venture capital ecosystem

Article Link
Article Image

In a Rush: Hike pins its survival on real money gaming

It's been a miserable few years for Hike. Once harbouring ambitions to rival WhatsApp, it has spent the last few years in the wilderness, experimenting with different avatars to rediscover its magic. With Rush, its real money gaming app, it finally has a monetisation strategy and a new lease on life. But is this enough to finally arrest Hike's slide into irrelevance?

Article Link
Article Image

Fresh off the SaaS boat: tracing Girish Mathrubootham’s journey from initial public appearance to initial public offering

When Freshworks goes public in the US later this month, it’ll be the first Indian SaaS company to do so. Girish Mathrubootham set sail on this decade-long journey by “dreaming in instalments”, and in doing so, shaped India’s SaaS ecosystem

Article Link
Article Image

Neutral payment gateway to soonicorn, the stakes keep rising for Xendit

Xendit’s riding on the coattails of Indonesia’s digital economy boom, clocking a 146% growth in transaction value in the first half of the year. While it’s catching the eye of global VCs now—potentially Tiger Global—its stance against the local tribal tech ecosystem will no longer be enough

Article Link
Article Image

Will Zomato bring “less sense, more sex” to the Sensex?

Zomato’s IPO brings the inflationary forces of the startup world to public markets in India—it’s not a question of what public markets can do for Zomato, but what Zomato can do for public markets

Article Link
Article Image

The return of the dragon—SoftBank’s role in a new India

Three years after exiting Flipkart, SoftBank is back in India with a bang. Just in 2021, it has created four unicorns. While this sounds like business as usual for the mammoth VC, this is a new SoftBank and a new India

Article Link
Article Image

Inshorts’ bumpy Public road to crowdsourced video news greatness

A user base of over 50 million and a regional language market that’s ripe for the picking has netted Rs 300 crore in investor money for Public. The ad-driven short video app could be parent Inshorts’ winning horse, but rivals with more diversified revenue streams are closing in

Article Link
Article Image

The cracks in ShareChat, Moj’s content moderation machine

Despite scoring a US$2.1 billion valuation, the content moderation of Mohalla Tech—the parent firm of ShareChat and Moj—is still a work-in-progress. Heavily reliant on third-party contractors to monitor its 280 million users, Mohalla Tech’s approach to screening posts falls below global standards on both the tech and transparency fronts

Article Link
Article Image

Infra.Market’s billion-dollar building blocks

For the first two years of its life, Infra.Market was bootstrapped and profitable. Now flush with funding and with unicorn status to boot, it's pushing the accelerator on both its B2B construction goods business and a B2C private label retail play

Article Link
Article Image

Piecing together SoftBank’s US$300M social commerce bet on Meesho

Unicorn status in six years and a 3X jump in valuation in two—there’s something about Meesho and social commerce that has gotten SoftBank to hang its hat on. Meesho’s numbers, however, tell a different tale

Article Link
Article Image

Do we need a Tiger Global to back India’s deep-tech race, not just the horse?

Inflexor Ventures has closed its US$67 million Fund-II, in half the time it took to close its first fund. There’s more Indian money for deep tech today than ever but is that enough to back all horses—from spacetech to semiconductor, electric vehicles to augmented reality—or do we need the likes of Tiger Global to shake up the game?

Article Link
Article Image

The method to Tiger Global’s madness

The playbook behind Tiger Global’s recent spate of investments is both familiar and different from its initial foray in India when it backed now-iconic companies such as Flipkart and Freshworks. But where it pioneered a change in India's VC landscape last time, it is evoking fear, panic and greed in the startup ecosystem this time around.

Article Link
Article Image

Flipkart’s winding path back on the straight and narrow

Ahead of a $10 billion IPO, Flipkart’s changing how it does business. Its wholesale arm—which earned over Rs 31,000 crore in FY20—is planning to no longer sell to vendors on its platform. Instead, it will merely connect them to brands. Industry insiders, though, aren’t convinced much will change, while brands are uncomfortable with the new arrangement

Article Link
Article Image

Decacorn dreams—The bull case for CRED

With credit card payments startup CRED verging on a US$2 billion valuation, investors are banking on the business growing to at least 5X that. Can CRED get there? The answer may have more to do with VC calculus than its current business metrics

Article Link
Article Image

In Zerodha’s shadow, Upstox chases an elusive Robinhood dream

The Tiger Global-backed stockbroker has become the second-largest in India. But for a venture-funded business, stockbroking alone won't cut it. Upstox now wants to pull off a jack-of-all-trades Robinhood, but India is no ideal setting

Article Link
Article Image

Why Tiger Global is (once again) India’s most important VC

Tiger Global once changed the funding landscape in India by “breaking the mould”—resetting expectations about amounts, valuations, and ambitions. With India’s relationship with China eroding and SoftBank’s influence waning, can it repeat its exploits?

Article Link
Article Image

Ninjacart’s jujutsu moves

While supply chains across India have been disrupted by the nationwide lockdown, agritech startup Ninjacart’s well-oiled machine ensured it hardly felt the bumps

Article Link
Article Image

The Interview: Hari Menon on bucking trends & BigBasket’s bigger plans

How did a bunch of 1999-vintage retail veterans become the largest players in India’s most lucrative e-commerce space, groceries?

Article Link
Article Image

After an Annus Mirabilis, what does 2020 hold for Indian SaaS?

India’s SaaS companies had a breakout year in 2019, with multiple companies breaching the hallowed $100 million ARR mark. Will 2020 be another banner year?

Article Link
Article Image

The charge of India’s unicorn brigade

From none in 2010 to 28 as we enter 2020, India's stable of unicorns has grown to become the third largest in the world—beaten only by China and the US

Article Link
Article Image

Show me the money: 5 data points reveal what attracts VCs in India

Venture capitalists often let their investments do the talking. And talk they do. From $100-million Series A rounds to $500+ million funding rounds, India has had enough and more investor interest and shifting investment patterns of late. We decided to map that interest with data from the last three years

Article Link
Article Image

Will Tiger Global 2.0 herald a new dawn for Indian SaaS startups?

Tiger Global’s first coming irrevocably changed B2C investing in India. Its second coming looks just as promising for B2B startups

Article Link
Page 1 of 2