Ujwal Sutaria

🌟 Thrilled to announce the launch of a new TDV Partners fund 🌟 1/n #VentureCapital #TDVPartners #FundLaunch #Startups #Entrepreneurship #Innovation #Investing entrepreneur.com/en-in/news-and…

1 extra kg of baggage and airline bills you exorbitantly. But 4 hours of flight delay and airline owes you nothing. Airlines track your baggage weight to the gram. Why don’t they value your time to the hour? If they can charge you by the gram, they must compensate you by the hour. Today in Parliament, I asked the Civil Aviation Minister whether they are working towards a compensation framework for passengers affected by significant flight delays!

Efficiency is for machines. Meaning is for us. Watching the Bangalore crowd walk out not looking at their phones, but talking to the strangers next to them that’s the real ROI. Huge win for the team tonight. We’re just getting started. ✨ #SoulSensei #Consciousness

I backed Soul Sensei because I believe the void in modern society isn’t a lack of info it’s a lack of consciousness. You can’t replicate the "aura" of 500 people breathing in sync or the collective exhale of a community realizing they aren't alone.

I just walked out of @SoulSensei’s first Bangalore event last sat. My "investor brain" went quiet the moment I stepped inside. The auditorium was packed to the rafters. The energy? Unlike anything you can find on a screen. 🧵

#IndiaWatch🇮🇳: For the THIRD consecutive year, Japanese investment in India EXCEEDS JAPANESE INVESTMENT in China. GOOD NEWS FOR INDIA.

Airbnb CEO @bchesky says more AI founders should be starting consumer businesses. "I'm on the board of Y Combinator. 87% of companies are enterprise companies per batch." "Enterprise is awesome... but the biggest prize is consumer. That is what's going to reach daily life for billions of people." "Think about all the little parts of daily life that are kind of annoying. Pay attention to whoever's in your life and ask: 'How could their daily life be a little bit easier?'" From his appearance on the show in January.

Private markets, just like public markets, reward patience. @AngelListIndia data (across 800 holdings) shows that IRR stabilizes and compounds meaningfully in the later years of the fund, typically beyond the 4/5 year mark. More insights coming over the next few days, with the full report to follow 👀

Corporate royalty, startup disruptors, and silver-screen icons, all under one roof. 🏆 The Forbes India Leadership Awards was a brilliant reminder of the sheer talent driving India’s growth story. From legacy builders to the "unicorns" of tomorrow, the energy was infectious. Summarizing the night in three words: Innovation. Impact. Inspiration. #FILA #ForbesIndia #LeadersOfTomorrow #Networking

@StephNass Maps

Google Maps for Venture Capital. Founders and VCs, this is for you: We built OpenMap. A visual directory of 16,000+ VCs, angels, and family offices worldwide. Think of it as Google Maps for Venture Capital. 👉 Comment "map" for free access Here's what's inside: → Visual map of investors actively looking for deals → Search "investors in Paris," "deeptech VCs," "family offices" → Find intros through LinkedIn + Gmail connections → Submit your deck directly to investors If you're a VC, you should be on this map. If you're a founder, you need to know this map. 👉 Comment "map" I'll DM you the link. Make sure to follow me to receive my DM.

@DrDatta_AIIMS TDV Partners invests at pre seed stage, most of the times without revenue and many a times without product as such. Rarely we invest in revenue generating startup stage. We believe in investing in amazing founders

Raising funding from VCs in India is significantly more difficult compared to raising funding in Silicon Valley. Do not let anyone tell you otherwise. If anyone tells you that it is not, they are lying! In India, apart from your "key unobvious insight", you need 1/3 things (depending on the VC): 1. Hockey Stick Growth 2. Significant Retention 3. Money in the Bank Been on both sides of the table (trying to raise and doing due diligence for VCs), so can assure you that no one, I repeat no one is going to take a bet on you at idea stage. Unless you are a rockstar in your field or have a rockstar founding team with people who have raised money before and successfully returned money to their previous investors!

Do you remember when you joined X? I do! #MyXAnniversary

I loved Dhurandhar-1, but The Revenge surpassed the original in both scale and soul. The writing, casting, technical execution, music, world design and direction are flawless…. But it’s the emotional stakes that really ground it. The writing manages to weave plot twists that create genuine tension charged with emotion. @AdityaDharFilms, you hit it out of the park. It takes guts to make and release a film 4 hours long. The audience is glued to the seat till the last frame. 🫡 @RanveerOfficial, what a performance man… The sequence with the sister in the shed is a masterclass in acting. From that beginning to the heart-wrenching climax, you mesmerized us both as Hamza and Jaskirat. @ActorMadhavan garu, you carried the helplessness and frustration of a nation so well that we felt your sucess as ours.. Congratulations to the entire team for the resounding success… 👏🏼👏🏼👏🏼

Dhurandhar 2: The Revenge, becomes the 1st Indian film in history to hit no.1 on the USA Box Office! Beating every Hollywood film. Hats of to @AdityaDharFilms and team. This is one of the greatest milestones ever for Indian cinema. Truly breaking cultural and geographical barriers. @AdityaRajKaul @rampalarjun @RanveerOfficial @bolbedibol @JioCinema779961 @shashwatology @ActorMadhavan

link to article - thehindubusinessline.com/markets/indias…

The "IPO-at-all-costs" era is officially dead. 🛑 I recently spoke with The Hindu businessline about the sudden "pause" in the Indian startup IPO rush. While the headlines point to global volatility, the reality under the hood is much more nuanced. At TDV Partners, we’re seeing a fundamental shift: We have moved from a "Growth-at-any-cost" market to a "Quality-at-a-Price" market. Here are 3 hard truths about why companies like PhonePe, Zepto, and boAt Lifestyle are recalibrating their timelines: 1️⃣ The "Valuation Reality Gap" is real: Founders who raised at 40x-50x revenue multiples in 2021 are hitting a wall. Public market investors aren't buying "potential" anymore they are benchmarking startups against profitable blue chips. If the private market says you're worth $15B but the public market says $8B, the IPO isn't delayed; it's being "right-priced." 2️⃣ Macro Volatility is the ultimate BS filter: With West Asia tensions and oil hovering near $100, FIIs are in "risk-off" mode. Being "Public Ready" is no longer just about SEBI filings; it’s about having a "bulletproof" balance sheet that can survive a 20% spike in energy costs or a global interest rate hike. 3️⃣ Secondary Liquidity is the new "Release Valve": We expect to see a surge in secondary sales to PE firms and family offices. Instead of a "broken IPO" (trading below issue price), smart founders are providing exit routes to early investors privately while they wait for a better market window in H2 2026. Check out the full story in The Hindu Business Line - link in comments What do you think? Is it better to delay and list at a realistic valuation, or should startups "test the waters" anyway? 👇

The "Last Man Standing" wins. 🏆 The @upGrad_edu and @unacademy merger isn't just another acquisition, it’s the definitive end of the EdTech "wild west" and the start of the IPO endgame. I recently spoke with @DeccanHerald and The Hindu @businessline about why this consolidation is a masterstroke for @RonnieScrewvala's upGrad: - The Cradle-to-Career Pipeline: By absorbing Unacademy’s K-12 and Test-Prep engine, upGrad is building a life-long ecosystem. They aren't just selling courses; they’re owning the learner’s journey from age 12 to the boardroom. - The "Bulk-Up" Strategy: In a tight funding market, scale is the best defense. This move creates a diversified powerhouse ready for a massive public listing. - The Efficiency Shift: The industry is moving from "vanity valuations" to "durable learning outcomes." AI is the new frontier, making 1:1 personalized coaching a reality at scale. EdTech isn't dying; it's maturing. The players with the strongest balance sheets are now picking up "reset assets" to build in months what would otherwise take decades. Check out the full coverage in the clippings below! 👇 Thanks Uma Kannan & Jyoti Banthia for the publishing my inputs. @tdv_partners #EdTech #UpGrad #Unacademy #VentureCapital #StartupsIndia #Consolidation #StartupNews #IPO

Sachee Trivedi ji on 🔥🔥🔥 Every Investor on my Timeline should Listen to This. Brilliantly Put. Share Widely. Bookmark. Stay the Course. Keep Investing in India 🇮🇳 #FI

Full article - constructionworld.in/energy-infrast…

Imagine cutting your monthly housing electricity bill in HALF without spending a single cent upfront. 💸 That’s exactly what QuantE Energy is doing. We are proud to be lead investors in a team that isn’t just talking about the energy transition, they are building the infrastructure to make it happen for everyone. The "Zero CAPEX" model is officially live and delivering 50% savings for residents. This model solves the two hardest problems in residential solar: Adoption friction and Capital accessibility. The future of residential power is decentralized, green, and affordable. 🌍☀️ This is just the beginning of the journey. Excited about what the future holds Akshat Khare & ANKUSH VASHISHT Full details on their latest milestone below! 👇