Simran Kodesia
2.5K posts
Simran Kodesia
@SimranKodesia
Head of Communications @PeakxvPartners, ex @doordash, @airbnb alum. Shiva’s child, Naturalist, Believer. Views are personal
Pace of value creation is compounding but not all growth is equal. From Mohit Bhatnagar (@mobhat), MD, Peak XV, in a recent chat with @FortuneIndia: A decade ago, it took ~10 years for companies to reach $100M in revenue. Today, the best companies are getting there in ~5. Metrics that matter → Repeat organic traffic that indicates real PMF. Low quality metrics → Paying for users who don't engage. Free users driving spikes. Full conversation below👇
Introducing Dimension. The AI coworker that never sleeps. Set it up in 2 minutes and it gets to work. Morning briefings, meeting prep, email drafts, action items, and more. Get started at dimension.dev
First time founders are seduced by a firm’s “brand”, sometimes at the exclusion of everything else. Those that have gone through the fire before and have seen firsthand what really matters, are experienced enough to look beyond the veneer of the brand and evaluate the substance of what the firm and partner offer. Perhaps not a coincidence that a large % of our founders at @MarathonMP are repeat founders.
🔥 🎬 Our first drop of the talks from our Peak XV & @_surgeahead Immersion is live now - featuring Sequoia Capital, Vanta, and Linear. Here's a snippet of Alfred Lin (@Alfred_Lin), Partner at @sequoia, on what makes for outlier founders and why you can’t pattern-match them. Our founders came back from these three days recharged, with new ideas, sharper thinking, and a higher bar for what great looks like. We hope these do the same for you. 👉 Check out the playlist: youtube.com/playlist?list=…
Data from Peak XV’s fundraise announcement shows how venture maths has started to work. The firm said it has already returned $7.5 billion in gross proceeds till now. In addition, it holds over $4 billion in liquid stock in companies such as Groww and Meesho. Total AUM for Peak XV is about $10 billion with its latest funds. As a result, total returns plus liquidity ($11.5 billion) exceed total AUM ($10 billion). Ultimately, venture capital is judged on fund-level returns like any investment business. But this shows that, net-net, venture has started to pay off in India, even for the largest firms.
Three New Funds for Exceptional Founders in India, APAC and beyond 🚀 We are pleased to announce the closing of $1.3 billion in new capital commitments across our India Seed, India Venture, and APAC funds. Along with significant uninvested capital in our existing Growth fund, we are excited about our ability to back outlier founders building category defining companies, across multiple stages, as we have done for two decades. We are immensely grateful for the steadfast commitment from our Limited Partners (LPs) for our inaugural Peak XV funds. Many of our LPs are leading non-profit endowments and foundations, and serving them adds a special meaning to our work. We understand every fundraise is a responsibility to the founder ecosystem and to our LPs, and we are relentlessly committed to serving them. This is the most exciting time we have witnessed in our lifetimes. AI is transforming the world at an unprecedented pace, and while the initial breakthroughs were concentrated in Silicon Valley, AI opportunities are now abundant in India and APAC. The size, scale and sophistication of technology startups is deeply inspiring across both India and APAC. India’s FinTech ecosystem is already one of the most advanced in the world and the Consumer opportunity has decades of compounding ahead. The combination of technical innovation, deepening markets, quality of talent and increasing global ambition makes this an amazing time to be investing in the region. For those special founders who have a vision to change how something works and who combine ambition with execution, hustle with resilience and who wish to serve the world ahead of themselves, we are here to partner with you. 🙌 @sjs_day1 @mobhat @gvravishankar @RajanAnandan @i_sakshichopra @rohitagar_wal @abhishek_mohan
🚨 Peak XV Partners has raised over $1.3 billion for its new funds for India and the Asia Pacific.
Three New Funds for Exceptional Founders in India, APAC and beyond 🚀 We are pleased to announce the closing of $1.3 billion in new capital commitments across our India Seed, India Venture, and APAC funds. Along with significant uninvested capital in our existing Growth fund, we are excited about our ability to back outlier founders building category defining companies, across multiple stages, as we have done for two decades. We are immensely grateful for the steadfast commitment from our Limited Partners (LPs) for our inaugural Peak XV funds. Many of our LPs are leading non-profit endowments and foundations, and serving them adds a special meaning to our work. We understand every fundraise is a responsibility to the founder ecosystem and to our LPs, and we are relentlessly committed to serving them. This is the most exciting time we have witnessed in our lifetimes. AI is transforming the world at an unprecedented pace, and while the initial breakthroughs were concentrated in Silicon Valley, AI opportunities are now abundant in India and APAC. The size, scale and sophistication of technology startups is deeply inspiring across both India and APAC. India’s FinTech ecosystem is already one of the most advanced in the world and the Consumer opportunity has decades of compounding ahead. The combination of technical innovation, deepening markets, quality of talent and increasing global ambition makes this an amazing time to be investing in the region. For those special founders who have a vision to change how something works and who combine ambition with execution, hustle with resilience and who wish to serve the world ahead of themselves, we are here to partner with you. 🙌 @sjs_day1 @mobhat @gvravishankar @RajanAnandan @i_sakshichopra @rohitagar_wal @abhishek_mohan
