Yet again, we are at an all too familiar juncture where the one thing that gets very hazy is the future outlook.

Uncertainty is the norm nowadays, and investors grapple with more and more of it as each day passes. Investors across asset classes are bewildered at the massive changes in sentiment, rates, and prices that have unleashed themselves over the last few quarters.

We had the chance to sit down with Navin Pai, Co-Founder & CTO, of our portfolio company, Thinkly, and get a behind-the-scenes look.

"There are known knowns. There are things we know we know. We also know there are known unknowns. That is to say, we know there are some things we do not know. But there are also unknown unknowns, the ones we don't know we don't know." These words were spoken by Mr. Donald Rumsfeld in 2002 as the US Secretary of Defence on the limitations of intelligence reports and have eventually been deep pearls of wisdom that could be applied in different walks of life, such as for refining our investing-risk compass

Sticky inflation, geopolitical uncertainties, recession expectations among major economies, and rising rates are likely to ensure elevated levels of volatility across asset classes. Cash will remain king, and we, at Equanimity, continue to monitor cash situations at a portfolio level and at each of our holdings. India’s ceaseless performance in these uncertain times acknowledges that the economy is upwardly bound.

The last 24 months have been like no other time in recent history. Just as the world is opening up and we started seeing some semblance of normality, the Russia-Ukraine hotspot has us all in a bind. The topmost question on everyone's mind today is whether the war in Europe will cause a recession

Three waves, 43 million cases and 1.83 billion vaccine doses later, India seems to be on the road to recovering from the pandemic. From a high of 414K to approximately 2.5K daily cases, the country has undergone massive changes, and so has our beloved startup ecosystem. As we return to normalcy, we thought it would be a good idea to take a stroll down memory lane, and see the challenges we faced and milestones we crossed.

We had the chance to sit down with Deepak Bhuvneshwari Uniyal, Co-Founder and CEO of our portfolio company, Insurance Samadhan and take a peek behind the curtain.

With higher inflation being the consensus scenario, we prefer to focus on cash flows both at our portfolio companies as well as at the fund level. Technology adoption and disruption caused by it are two sticky phenomena that spur the overall technology investment space. The road ahead is paved with technology and we, at Equanimity, are at the forefront of this ongoing change.

A cryptocurrency, crypto for short, is a digital token designed to work as a medium of exchange through a network of computers that is not reliant on any central authority, such as a government or bank, to uphold or maintain it.

We had the chance to sit down with Ashutosh Valani, Co-Founder and CEO of our portfolio company, Renée Cosmetics and take a peek behind the curtain.

The global economy has been recovering rapidly from its COVID-induced lows. We must keep building towards pre-pandemic levels sustainably from current levels. The latest COVID version, Omicron, has spread more rapidly than earlier versions and is causing its own lockdowns and supply chain issues.

A whole new world has opened up with blockchain as the fulcrum and has given rise to the emergence of Web3, cryptocurrencies, NFTs, DeFi, DAO, and the likes. Other newer technologies like AR/VR and AI have spawned a new Metaverse and we have to fathom and exist in these alternative digital universes.

I sat beside a stream of water in complete tranquility wondering about life, its purpose, “who am I?” and such esoteric thoughts. Abruptly, my left brain kicked in and started wondering about well, more left-brain things, like how water finds its own level and how it flows along the path of least resistance.

 Two factors determine the ‘good’ days. I have found that building out my team and helping brands scale-up bring me sheer joy and satisfaction. The days I hire a new team member or sign a Letter of Intent (LOI) to partner/acquire a seller brings true joy. 

Markets and asset prices continue to be persistent at current elevated levels despite a plethora of risks on the horizon. We can think of two critical factors supporting prices

We understand our target audience really well, and in this domain, one size does not fit all. This understanding has given us the ability to personalise our offering to each student’s needs and even mentor them and help them land jobs.

The COVID-19 pandemic has disrupted our world in such a way that going back to things as they were, seems to be a losing strategy. Organisations and individuals have to re-invent themselves to make the most of this new world. Digital adoption has accelerated pace like no one ever thought it could. This throws open opportunities for smaller, agile, digital and technology-first players to lead and create newer markets, businesses and operational models. We are well-poised at the cusp of this change and are focused on finding entrepreneurs and business models that can truly lead the way.

Being an entrepreneur, you start loving your job. We call it our baby and look forward to seeing our baby grow each and every moment. Days when we are starting some new development, product or initiative are the best days. During this journey, we go through highs and lows. Some of the bad days are when we want to do a lot of things but have to work within the constraints of available capital.