EPISODE · Sep 9, 2025 · 51 MIN
Micro VCs, Founders & New Capital: India’s Next Growth | Episode 4
from The Offline Network · host The Offline Network
𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟰 𝗼𝗳 𝗧𝗵𝗲 𝗢𝗳𝗳𝗹𝗶𝗻𝗲 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 — hosted by Utsav and Dhruv, explores how India’s capital stack is evolving beyond billion-dollar funds. Micro VCs, Solo GPs, operator-investors, and new models are seeding the next generation of founders, solving structural gaps in India’s startup ecosystem.This unfiltered conversation brings you insights straight from the frontlines — as capital evolves to meet the challenges of speed, conviction, and trust.📰 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸’𝘀 𝗡𝗲𝘄𝘀 𝗥𝘂𝗻𝗱𝗼𝘄𝗻OYO rebrands as Prism – Oravel Stays renamed Prism to unify stays, extended residences, and celebration venues under a single brand. Profitable two years running, aiming for IPO by 2026.Zomato & Swiggy raise platform fees – Ahead of festive season, Zomato hikes fee to ₹12, Swiggy to ₹15; new GST burden adds ₹2–2.6 per order cost.PhysicsWallah IPO – Edtech unicorn files ₹3,820 crore IPO, hybrid offline-online model thriving amid sector turmoil; raising funds for expansion.Gold prices surge – Global and RBI slow gold buying amid geopolitical risks. 24K gold at ~₹10,848/gram; strong seasonal demand continues.🎙️ 𝗗𝗲𝗲𝗽-𝗗𝗶𝘃𝗲 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀From conviction to opportunity – Vaibhav Domkundwar (Better Capital) explains India’s evolving founder quality, conviction-driven checks, and overlooked billion-dollar sectors.Operator first Investing – Kushal Bhagia (All In Capital) dives into operator-led support models, founder blind spots, regulation myths, and his view on India’s micro VC future.This episode was made possible by Smartworks, India’s largest managed office platform.𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝘂𝗻𝗳𝗶𝗹𝘁𝗲𝗿𝗲𝗱 𝘁𝗮𝗸𝗲𝘀:Twitter/X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonair/Website → theoffline.network
What this episode covers
𝗘𝗽𝗶𝘀𝗼𝗱𝗲 𝟰 𝗼𝗳 𝗧𝗵𝗲 𝗢𝗳𝗳𝗹𝗶𝗻𝗲 𝗡𝗲𝘁𝘄𝗼𝗿𝗸 — hosted by Utsav and Dhruv, explores how India’s capital stack is evolving beyond billion-dollar funds. Micro VCs, Solo GPs, operator-investors, and new models are seeding the next generation of founders, solving structural gaps in India’s startup ecosystem.This unfiltered conversation brings you insights straight from the frontlines — as capital evolves to meet the challenges of speed, conviction, and trust.📰 𝗧𝗵𝗶𝘀 𝗪𝗲𝗲𝗸’𝘀 𝗡𝗲𝘄𝘀 𝗥𝘂𝗻𝗱𝗼𝘄𝗻OYO rebrands as Prism – Oravel Stays renamed Prism to unify stays, extended residences, and celebration venues under a single brand. Profitable two years running, aiming for IPO by 2026.Zomato & Swiggy raise platform fees – Ahead of festive season, Zomato hikes fee to ₹12, Swiggy to ₹15; new GST burden adds ₹2–2.6 per order cost.PhysicsWallah IPO – Edtech unicorn files ₹3,820 crore IPO, hybrid offline-online model thriving amid sector turmoil; raising funds for expansion.Gold prices surge – Global and RBI slow gold buying amid geopolitical risks. 24K gold at ~₹10,848/gram; strong seasonal demand continues.🎙️ 𝗗𝗲𝗲𝗽-𝗗𝗶𝘃𝗲 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀From conviction to opportunity – Vaibhav Domkundwar (Better Capital) explains India’s evolving founder quality, conviction-driven checks, and overlooked billion-dollar sectors.Operator first Investing – Kushal Bhagia (All In Capital) dives into operator-led support models, founder blind spots, regulation myths, and his view on India’s micro VC future.This episode was made possible by Smartworks, India’s largest managed office platform.𝗙𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝘂𝗻𝗳𝗶𝗹𝘁𝗲𝗿𝗲𝗱 𝘁𝗮𝗸𝗲𝘀:Twitter/X → https://x.com/OfflineOnAirInstagram → https://www.instagram.com/theofflinenetworkLinkedIn → https://www.linkedin.com/company/offlineonair/Website → theoffline.network
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Micro VCs, Founders & New Capital: India’s Next Growth | Episode 4
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