‘The Deception of Growth’​ – Hyper-growth rendering Competitive Advantage meaningless?

Hyper-growth is hiding flaws in business strategy and clouding the entrepreneur's ability to invest behind sustainable competitive advantage. The idea if the blog is to bring to forefront core tenets of good strategy and also, present an easy framework to communicate the same.

Entrepreneur’s Guide to Private Company Valuations

Private company valuation is arguably one of the most important and often, opaque term in a private market transaction. Especially in early stage private market transactions wherein performance data is limited, the valuation can be a lot big function of the investment climate - it could be ‘entrepreneur wish’ (bull run) or the ‘investor wish’ (bear … Continue reading Entrepreneur’s Guide to Private Company Valuations

Unit Economics matter, Scalability of the Unit Economics matters more…

I like entrepreneurs who think hard about the unit economics (UE) of their business from very early on in the post 'product - market fit' phase. Having said that, I love entrepreneurs who think not only about UE but also, the 'scalability of their unit economics'. Eliminating the jargon here, what I mean is that … Continue reading Unit Economics matter, Scalability of the Unit Economics matters more…