There is a factory in the outskirts of Surabaya that runs 24 hours a day, seven days a week, burning natural gas to heat ceramic kilns to 1,200 degrees Celsius. It has been doing this since 1987. It will keep doing this until someone brings...
Seventy-nine years after independence, India stands at an inflection point that has no historical parallel: the world’s most populous country, with the world’s third-largest economy, is attempting to decarbonise at a speed and scale that no nation has previously attempted.The Viksit Bharat 2047 framework —...
The Phone Call Nobody Returns Mira had spent four years building a biochar carbon removal system for smallholder farms in Central Java. By 2025, her technology worked. Not in a lab — in the field, across 14 farming cooperatives, with independently verified carbon sequestration data...
The phrase “patient capital” gets used a lot in venture circles. Usually it’s positioning — a fund saying it won’t pressure founders to exit on a timeline that suits the fund life rather than the business. Most of the time it’s marketing copy. Sometimes it’s...
Getting to a term sheet is hard. Getting through due diligence is where most deals die — not because founders can’t answer the questions, but because they didn’t know the questions were coming. This isn’t a problem of competence. Most Southeast Asian founders who lose...
There’s a quiet reallocation happening in Southeast Asian venture capital right now, and most founders and fund watchers are missing it because they’re looking at the wrong data. The headline number — seed funding in SEA down roughly 50% from its 2022 peak — tells...
Most fund managers spend 80% of their time thinking about deals — sourcing, diligence, term sheets, portfolio support. LPs spend 80% of their evaluation time thinking about the fund manager. Not the portfolio. Not the thesis slide. The person and the team writing the checks....
Cap table management doesn’t get discussed nearly enough in Southeast Asia’s founder community — until it starts killing rounds. We’ve sat across the table from founders raising Series A and B who had done everything right in their business but had cap tables that made...
Most founders prepare a deck. Few prepare what matters before the deck opens. You spent three weeks on your pitch deck. You rehearsed the delivery. You got the intro. Here’s what we did before your calendar invite even landed: we Googled you. Then we looked...
The smartest LPs you’ve never heard of trimmed their China exposure in late 2024. They didn’t tell anyone. By Q2 2025, three Singapore family offices we work with had quietly re-weighted around 18% of their Asia VC allocation toward what we call the Singapore-India...
