Perspective

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Deep insights, inspiration, founder stories, and comprehensive reports.

The Rare-Earth Chokepoint: Designing Around Dependence

In this edition, we unravel rare-earth elements - what they are, their importance and the opportunity for startups as globally industries hunt alternatives for China’s control on rare-earths.
NEWSLETTERS
Editions

The Second-Order Effects of Indian Commerce

Why live commerce, agentic checkout, and loyalty look different once you examine the pre-purchase, purchase, and post-purchase layers
BLOGS
PERSPECTIVE

The State of AI and Cybersecurity in 2025

AI is rewriting cybersecurity faster than enterprises can respond. Our new Kalaari report captures what CISOs are actually struggling with, and where they believe the next wave of cybersecurity companies will be built
REPORTS
PERSPECTIVE

TiE Global Summit 2024

The Kalaari Lounge at TiE Global Summit 2024 was a hub of energy, insights, and collaboration, bringing together founders, investors, and ecosystem enablers to celebrate and advance India’s startup landscape. Over two action-packed days—December 10th and 11th—Kalaari Capital hosted engaging discussions, networking sessions, and ecosystem meetups, reinforcing its commitment to empowering founders and fostering innovation.
EVENTS

Vertical Quick Commerce - Unbundling of the Horizontal Play

Almost a decade ago, customers bought everything from Flipkart. Ranging from books to clothes to electronics – literally everything from one platform.

Vision Meets Venture: Stories Shaping India's Techade

From stock market ticker, satellites in space to SaaS in an AI-first world, this edition of Venture Forward brings you our insights on these topics and more.
NEWSLETTERS

Why We Invested in Aeria

Globally, the CRE tech sector has flourished, with the market potential of tech solutions in CRE across the US, Canada, EMEA, and APAC totaling approximately $52 billion.
BLOGS

Why We Invested in Agrim

Agrim is a B2B marketplace platform that digitalizes the fragmented $44B agri-inputs industry in India.
BLOGS
KALAARI PESPECTIVE

Why We Invested?

SaaS from Scratch: Dheeraj Pandey of Nutanix and DevRev on Building Category-Defining SaaS from India

Nutanix co-founder Dheeraj Pandey joins Vani Kola to unpack how he built a $20 billion company by betting on distributed systems and what he'd do differently if he were starting today.

SaaS from Scratch: Founder Playbook | 2025 Edition

What separates category-defining SaaS companies from the rest? As Indian SaaS grows from $2B in 2018 to $17B in ARR now to become the world’s second-largest SaaS ecosystem, this question matters more than ever.

SaaS From Scratch: From Zero to Category: How Fareye Built a Market That Didn't Exist

Kushal Nahata built Fareye in a category no one had defined and had to convince buyers, investors, and an entire industry that a better way was possible. Here's the playbook for building something the market doesn't know it needs yet.

SaaS From Scratch: How Darwinbox's Rohit Chennamaneni Built an HR Tech Unicorn to Take On SAP and Workday from Hyderabad

Rohit Chennamaneni left McKinsey not with a grand plan, but with a frustration consulting advice never stuck, and a product could fix that. Nine years later, that frustration became Darwinbox, India's homegrown HR tech unicorn competing with SAP, Oracle, and Workday on their own turf.

Saas From Scratch: RateGain's Bhanu Chopra on TAM Expansion and Building Category-Defining SaaS

RateGain founder Bhanu Chopra joins Vani Kola to unpack how he built a $90 billion TAM travel tech company by entering a niche no investor would have bet on and expanding it into a category no one saw coming.

SaaS from Scratch: Saahil Goel on Building Shiprocket: 7 Years of Pivots, ₹10L to India's Largest E-Commerce Enablement Platform

Every founding story has a pivot. Saahil Goel had seven years of them and built India's largest e-commerce enablement platform on the other side.

SaaS from Scratch: Sashi Narahari of HighRadius on Bootstrapping, Enterprise SaaS, and Why He Raised Too Late

Sashi Narahari built HighRadius to a $3B valuation without taking outside capital for years, then admitted it was a mistake. This is what he'd do differently, and why.

Smart Glasses: Unlocking the Next Frontier in AR

Imagine it’s 2030. You’re driving around and spot a house for sale. With a single glance, you instantly know its listing price, property taxes, and can even see a virtual tour of the interior—without reaching for your phone or asking a single question.
BLOGS

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