Nachu

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Nachu

Nachu

@llnachull

ex-VC @BlumeVentures | IE University

Katılım Nisan 2015
942 Takip Edilen780 Takipçiler
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Radhika Agarwal
Radhika Agarwal@radhika_agar·
Help needed! Used @rapidobikeapp this morning to get an important parcel delivered within BLR. 4+ hours later: - Parcel not delivered - Driver not answering phone - Rapido support team not responding Obviously not using Rapido again, but trying to get an update on my parcel / get the contents back. Can someone from @rapidobikeapp please help 🙏
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Nachu@llnachull·
Great insights on the LGD and jewellery market by the consumer team at Blume! Played a very small, early role in the making of this thesis and in awe of all the work the team has put into this. Kudos to @apurvavc and @muskan9gupta on this detailed analysis!
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Blume Ventures@BlumeVentures

Are lab-grown diamonds (LGD) here to replace natural diamonds? That’s the tension at the heart of the LGD debate. While they are chemically identical to mined diamonds, they serve a different purpose. The LGD story is one of changing behaviour — of how diamonds are moving from rare, milestone purchases to everyday, self-expressive, repeatable ones. @apurvavc (Apurva) and @muskan9gupta (Muskan) from Blume’s investment team have spent months tracking this trend, speaking to growers, cutters, retailers, brands, and end-consumers. Their latest Bluprint breaks down the what, why now, and where the opportunity lies across the LGD stack. Here are some of the ideas that stood out: 💎 This isn’t “cheap diamonds.” It’s a new purchase behaviour. LGDs are enabling optionality, not just affordability. A 1-carat stone is no longer reserved for engagement , it’s now birthday-worthy, boardroom-ready, and self-giftable. The shift is from “once-in-a-lifetime” to “why not now.” 🛍️ India is shifting from store-of-value to style-within-budget. Today’s buyer is mixing 9k/14k/18k gold, silver, fashion jewellery and LGDs. Jewellery is becoming a way to reflect identity and mood; its something you wear for *yourself*, not for future liquidity. Jewellery is evolving from a long-term store of value to a short-cycle style statement. 🧠 The real barrier isn’t awareness. It’s perception. In a survey of India1 consumers, 90% had heard of lab-grown diamonds, but only 40% were open to considering a purchase, primarily due to concerns around prestige. But once the prestige hurdle is crossed, repeat behaviour kicks in. The narrative around LGDs should change to make it acceptable for everyday wear to increase conversion. Natural diamonds will always have emotional equity. But LGDs are expanding the pie — and reshaping the definition of what a diamond means in everyday life. 📖 Read the full Bluprint by Apurva and Muskan here → #slide=id.g624c135c21f4a868_53" target="_blank" rel="nofollow noopener">docs.google.com/presentation/d… @BKartRed @AshishFafadia @sajithpai @sanjaynath @arpiit @riashroff @saritaraichu @mehtaalok @mitul_am @SeekingN0rth @DeepikaDakuda @gauthamsiv @ray_elton99 @vikramg05 @llnachull

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Akshita
Akshita@keylimepie2000·
Every girl needs older female frens to listen to all their mistakes patiently and give them advice. Super grateful to have @llnachull and @divz_i_am in my life. They listen to all my BS and say it’s ok Akshita it’s a phase. So grateful for them.
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djcows
djcows@djcows·
the market crash looks so much nicer in ghibli
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Blume Ventures
Blume Ventures@BlumeVentures·
🎥 A Sneak Peek into the Indus Valley Report 2025! At Blume Day 2025, we got a front-row seat as @sajithpai, @llnachull, and @anurag_pagaria walked us through some of the most fascinating insights from the Indus Valley Report 2025. We captured a video where they break down the key slides from the report—what the data reveals, the underlying trends, and the bigger picture shaping India’s startup ecosystem. 🔍 Curious about what’s inside? Watch this video to get a taste of the insights—and stay tuned for the full Indus Valley Report Explainer Video, where we decode India’s shifting venture landscape in depth. Releasing soon! @Bkartred @AshishFafadia @sajithpai @sanjaynath @arpiit @riashroff @saritaraichu @mehtaalok @mitul_am @SeekingN0rth @DeepikaDakuda @gauthamsiv
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Paavan Gami
Paavan Gami@hiro_sugimoto_·
Blume’s State of India report was an insightful read, as always. The section on q-comm, and this particular analysis, stood out. The common narrative—framing q-comm as an "India 1" product—misses the big picture in my view. (1/n)
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Sajith Pai@sajithpai

Delighted to release the 4th edition of the Indus Valley Report to the interwebs! Hope you all have fun (and learning) reading & reviewing this! @anurag_pagaria @llnachull @dhruvtrehan9 and I spend a lot of hours on this report, and learnt a lot about India and Indus Valley through this. We are grateful to the founders who gave us time and info on their companies, as well as the analysts + research houses whose work we built on! Also grateful to our colleagues at @blumeventures whose feedback and support was incredibly helpful to get this report out! Feel free to give us your feedback - comments, criticism, compliments all welcome! (if you see an error or more, pls do let us know!)

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Sanjay Nath
Sanjay Nath@sanjaynath·
It's that time of the year - our Indus Valley Annual Report "(IVAR) weekend"! Kudos and heartiest congrats to the IVAR trio — @sajithpai Partner @BlumeVentures with @anurag_pagaria and @llnachull from our Investment Team, for painstakingly preparing and putting their 2025 edition out there in the startup/venture ecosystem ether! Amongst the many unique data points & insights, highlighting a few that stand out .... * There are 14 helpful 'viewing lenses' * There is not just "one India" but rather India 1, 2 and 3 * While “🇮🇳 remains the world's fastest-growing major economy (6.5% for 2025) and is ranked #4 in market cap at $4.5T... on a per capita level, India ranks 149th” (would love to see this wide disparity / economic paradox corrected,and this gap being tremendously reduced over the next decade!!) Seeing Sajith with Anurag & Nachu consistently pushing the envelope on industry thought leadership make all of us at Blume proud! Take a bow, folks 🤛🏻🙌🏻 @BlumeVentures @BKartRed @sajithpai @AshishFafadia @arpiit @saritaraichu @dhruvtrehan9 @SeekingN0rth
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Anurag Pagaria@anurag_pagaria

The Indus Valley Report 2025 - 4th edition is here!! 🎉 This report is our take on India and the Indian startup ecosystem, through different lenses to sensemake what we call as “Indus Valley” - a catch-all moniker for the Indian startup ecosystem. Here are 14 lenses or frames for you all to munch on @sajithpai @llnachull @blumeventures @dhruvtrehan9

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Vir Das
Vir Das@thevirdas·
Phew! I’m off the hook. Thanks #Blume 👍
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Arindam Paul
Arindam Paul@arindam___paul·
Unreal that the brand with the one of the best content led marketing in India is a venture capital firm Hats off
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Sajith Pai
Sajith Pai@sajithpai·
Delighted to release the 4th edition of the Indus Valley Report to the interwebs! Hope you all have fun (and learning) reading & reviewing this! @anurag_pagaria @llnachull @dhruvtrehan9 and I spend a lot of hours on this report, and learnt a lot about India and Indus Valley through this. We are grateful to the founders who gave us time and info on their companies, as well as the analysts + research houses whose work we built on! Also grateful to our colleagues at @blumeventures whose feedback and support was incredibly helpful to get this report out! Feel free to give us your feedback - comments, criticism, compliments all welcome! (if you see an error or more, pls do let us know!)
Anurag Pagaria@anurag_pagaria

The Indus Valley Report 2025 - 4th edition is here!! 🎉 This report is our take on India and the Indian startup ecosystem, through different lenses to sensemake what we call as “Indus Valley” - a catch-all moniker for the Indian startup ecosystem. Here are 14 lenses or frames for you all to munch on @sajithpai @llnachull @blumeventures @dhruvtrehan9

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Rahul Sanghi
Rahul Sanghi@RahulSanghi1·
*Indian tech downloading its opinions for 2025-26* Unsurprisingly another phenomenal piece of work from @sajithpai @llnachull @dhruvtrehan9 @anurag_pagaria & the @blumeventures team👏
Sajith Pai@sajithpai

Delighted to release the 4th edition of the Indus Valley Report to the interwebs! Hope you all have fun (and learning) reading & reviewing this! @anurag_pagaria @llnachull @dhruvtrehan9 and I spend a lot of hours on this report, and learnt a lot about India and Indus Valley through this. We are grateful to the founders who gave us time and info on their companies, as well as the analysts + research houses whose work we built on! Also grateful to our colleagues at @blumeventures whose feedback and support was incredibly helpful to get this report out! Feel free to give us your feedback - comments, criticism, compliments all welcome! (if you see an error or more, pls do let us know!)

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Blume Ventures
Blume Ventures@BlumeVentures·
Indus Valley Report coming up! @sajithpai @llnachull @anurag_pagaria Some highlights: People are getting deeper pockets but the volume of India 1 is not getting bigger India 1 charges the economy India 1 is helping spark a fast-growing equity market and the experience economy India1 is a high income country within a country! Fewer seed rounds, larger checks! Late stage remains lackluster Do we really have 117 unicorns? Through our analysis, the real figure might actually be 91 2024 was a record breaking year for Indian IPOs Quick commerce is India's fastest growing segment, unit economics has improved massively - Density is destiny by @AaditPalicha Quick commerce shifting buying behaviour away from kirana stores - not able to cater to sku spreads and brands that consumers want Indian diaspora is driving Indian startup growth in India
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Nachu@llnachull·
A question we get asked quite often is the process and timeline involved in putting together the Indus Valley Report. Our newest team member, @dhruvtrehan9 captures the BTS in his thread!
Dhruv Trehan@dhruvtrehan9

The 2025 edition of @BlumeVentures's Indus Valley Annual Report drops this week. There are seven sections in this report. I’ve been lucky to work on it for seven months with @sajithpai, @anurag_pagaria and @llnachull. And here are seven insights from behind the scenes of putting together this oracle of the Indian startup ecosystem (in four tweets 🙈) 🧵

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