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Thesis
Portfolio
Team
Blog
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Pitch to us
Good Capital
Subscribe to Arjun's Notes
Thesis
Portfolio
Team
Blog
Media
Pitch to us
Subscribe to Arjun's Notes
Agentic AI is reshaping tech and trust in India 
Views Rashi and Kopal 3/28/25 Views Rashi and Kopal 3/28/25

Agentic AI is reshaping tech and trust in India 

Amidst the excitement of everything AI, agentic AI systems offer perhaps the most tangible peak into the potential of this technology.

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How We Invest: Part 3 - Valuations and Pricing Discipline
Investments Radika 3/20/25 Investments Radika 3/20/25

How We Invest: Part 3 - Valuations and Pricing Discipline

 With 65% of typical VC portfolios returning zero, mediocre wins don’t move the needle. Entry price is a big factor in determining whether a successful exit delivers fund-level returns.

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How We Invest: Part 2 - Markets & Non-Linear Growth
Investments Radika 2/27/25 Investments Radika 2/27/25

How We Invest: Part 2 - Markets & Non-Linear Growth

It’s easy to get caught up in the details — unit economics, customer acquisition costs, retention rates. But sometimes, the most important perspective is the market itself. 

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The pediatric support system every new parent needs
Investments Amani Chowdhry 2/21/25 Investments Amani Chowdhry 2/21/25

The pediatric support system every new parent needs

Babynama is redefining pediatric care by providing 24/7 expert support and a strong parent community - addressing the emotional and practical challenges of modern parenting.

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10-Minute Deliveries in India: The Healthcare Hurdles No One Talks About
Views Amani Chowdhry 2/14/25 Views Amani Chowdhry 2/14/25

10-Minute Deliveries in India: The Healthcare Hurdles No One Talks About

To make quick commerce in healthcare a reality, we need to overcome the unique hurdles of managing inventories, handling prescriptions, and ensuring patient safety.

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How We Invest: Part 1 - Betting on Who, Not What
Investments Radika 2/7/25 Investments Radika 2/7/25

How We Invest: Part 1 - Betting on Who, Not What

In the unpredictable world of early-stage startups, the founder is the only constant. At the end of the day, it's not just about the idea, but the people driving it forward.

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The Anatomy of a VC Analyst Call: What to Really Expect
Playbooks Sharvi Dubey 1/31/25 Playbooks Sharvi Dubey 1/31/25

The Anatomy of a VC Analyst Call: What to Really Expect

What your analyst is assessing during your 30 minute calls, and how to make sure your pitch stands out

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An AI-Powered Revolution in Retail Construction
Investments Sharvi Dubey 1/17/25 Investments Sharvi Dubey 1/17/25

An AI-Powered Revolution in Retail Construction

An insight into how MyGenie is building an AI-powered platform to transform how retail stores are constructed, and what made us their early believers.

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Notes from a Venture Analyst
Views Shreyans Salecha 12/3/24 Views Shreyans Salecha 12/3/24

Notes from a Venture Analyst

My learnings from three years of being an Investment Analyst at Good Capital.

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Small Cities, Massive Real Estate Opportunity
Investments Sharvi Dubey 11/20/24 Investments Sharvi Dubey 11/20/24

Small Cities, Massive Real Estate Opportunity

As India's next real estate boom emerges from smaller cities, Propacity arms brokers and developers with technology to unlock unprecedented growth opportunities.

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Trump vs Kamala: What’s at stake for India?
Views Sharvi Dubey 11/5/24 Views Sharvi Dubey 11/5/24

Trump vs Kamala: What’s at stake for India?

The US Elections are happening today - what are the implications of the potential incoming Presidents and their policies on India’s future?

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How many Rupees is your Trust Worth?
Views Sharvi Dubey 9/27/24 Views Sharvi Dubey 9/27/24

How many Rupees is your Trust Worth?

Discover how trust forms the backbone of Indian commerce, from local kirana shops to tech startups, and explore how it drives business success in a vibrant, diverse marketplace.

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Hiring, by doing
Views Sharvi Dubey 9/20/24 Views Sharvi Dubey 9/20/24

Hiring, by doing

How Good Capital’s hiring process fosters collaboration, innovation, and team synergy.

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India's Chip in the AI Game
Views Sharvi Dubey 9/13/24 Views Sharvi Dubey 9/13/24

India's Chip in the AI Game

India is getting bullish on Semiconductors but does it even help the nation?

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Credit where it’s due
Views Sharvi Dubey 9/6/24 Views Sharvi Dubey 9/6/24

Credit where it’s due

ULI, OCEN, ONDC - lets break down what they and why they are planning to do the same thing...?

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Building Bridges of Trust
Views Sharvi Dubey 8/30/24 Views Sharvi Dubey 8/30/24

Building Bridges of Trust

How companies navigate India's low-trust economy

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The MSME Maze: Navigating India's Economic Backbone
Views Sharvi Dubey 8/23/24 Views Sharvi Dubey 8/23/24

The MSME Maze: Navigating India's Economic Backbone

Enabling MSMEs will be at the forefront of tech-shaping our economy.

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The Technology behind Good Capital (Part 4)
Views Sharvi Dubey 8/16/24 Views Sharvi Dubey 8/16/24

The Technology behind Good Capital (Part 4)

A detailed breakdown of the tech that helps us in accomplishing co-investments.

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The Technology Behind Good Capital (Part 3)
Views Sharvi Dubey 8/2/24 Views Sharvi Dubey 8/2/24

The Technology Behind Good Capital (Part 3)

Discover how we leverage technology to track and manage LP relationships, ensuring seamless communication and strategic investor engagement.

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Is AI cutting your costs or bringing in more revenue?
Views Sharvi Dubey 7/26/24 Views Sharvi Dubey 7/26/24

Is AI cutting your costs or bringing in more revenue?

Remember when everyone thought the internet would make travel agents obsolete? Well, it did...

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