Author Archives: Dhruveshshahxx

Two of the favourite topics of entrepreneurs are business growth and scaling. The words are used around a lot, but the enthusiasm with which they are used often outweighs the precision. Many people use these words to mean the same thing: a company that is getting bigger, getting more market share, and making more money.Continue reading “What Is Scaling in Business and How Is It Different Than Business Growth?”

Total addressable market (TAM) slides are among the most frequently mis-executed. They are often included as a formality in an attempt to get VCs to check a mental box and continue on hearing about other important things: the product, the team, the progress, the go-to-market, etc. TAM is the size of the market a company isContinue reading “How to calculate your total addressable market and make a great TAM slide for investors”

About the authors: Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital. He is a CFA charter holder with a Bachelors and Masters in Economics from the London School of Economics.  Rakshit Ranjan launched Ambit’s Coffee Can PMS in Mar’17 andContinue reading “Key Takeaways from the book “Coffee Can Investing””

Sugar Bomb  Sugar Stocks Rally as Govt Advances Ethanol Blend Target From 2025 to 2023 the government advanced the deadline for 20% ethanol blending in petrol. The move can divert a sizeable amount of sugarcane to ethanol production and this should essentially bode well for sugar industry as the situation of a supply glut willContinue reading “Key Takeaways from News Articles for June 2021”

Every company tracks certain success metrics. This is a generally accepted criterion for the health of a business. But speaking of markets, these measures are often inaccurately defined or confused in interpretation. Of course, the benchmarks are also different as the markets differ significantly in product categories and customer bases. However, the following list shouldContinue reading “13 Metrics for Marketplace Companies”

Metrics are measures that are used to monitor and evaluate all the different parts of a business. Good metrics aren’t just about raising money from VCs … they’re about running the business in a way where founders can know how — and why — certain things are working (or not), and then address them accordingly. InContinue reading “Startup Metrics”

What is meant SAAS? – SAAS stands for Software as a service. SAAS companies are the companies that use software to provide service to their customers. There are two main Software as a Service (SaaS) metrics that can help pave the way to profitability. It is the customer acquisition cost (CAC) ratio and the customer lifetimeContinue reading “Key SaaS Metrics for Investors: Customer Acquisition Cost (CAC) & Customer Lifetime Value (CLTV)”

Disruption is a fundamental change to an existing industry or market by technological innovation leading to a path never explored until now. The four stages of disruption are: Disruption of the incumbent- A new product, technology, or service may be recognized as different and replace an existing widely used product, technology or service. Rapid and linearContinue reading “The Four Stages of Disruption”

Morgan Housel is a partner at Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal. He states that the gap between a great product and a great business can be ten miles wide.  We need to know what a Product and Business simply means: A product is something that canContinue reading “Great Products vs Great Businesses”

Fifty years ago, the answer to what a technology company was a simple question. IBM was a technology company and everyone else was a customer of IBM. It may have been a little exaggerated, but not by much. When asked today, what is a tech company, the answer will probably be that the company whoseContinue reading “What is a Tech Company?”