Airavat Capital is a technology-focused public markets investment firm that manages and advises capital seeking long-term wealth creation. We adopt a rigorous and conservative research-oriented process across an India-only and a global technology strategy to discover great emerging businesses in listed equities.
Recent Posts
Investing in Saas companies
Rohit recently presented in http://www.investinghub.in on how we view and invest in Saas companies. You can access the presentation at investinghub.in/?ref=e06c4b by using “AiravatCap” as a code to gain access for a month. Image credit: Pixabay
Saas: Indian IT’s evolution from services to products
We recently wrote about the emergence of global Saas companies from India – and its evolution from targeting SMBs to Enterprises and breaking new ground in open source solutions and the consumerization of enterprise technology. Read our piece in The Financial Express: https://www.financialexpress.com/opinion/from-services-to-products-saas-could-be-the-panacea-for-indian-its-future-growth/2100376/
Work from Anywhere
This is the second part of our piece on the possible social and economic changes from Covid. The remote working experiment seems to be working well for many firms over the last few months, which might catalyze the emergence of a Work from Anywhere culture. This could lead to a more distributed company architecture and … Continue reading Work from Anywhere
How we are thinking about Covid Scenarios
The below piece captures how we are thinking about Covid scenarios, including for our investment decisions. A lot seems to ride on the effectiveness of a vaccine, something which we will know definitively about only in the coming months. Based on what we know today, there is a non-trivial probability that we might be in … Continue reading How we are thinking about Covid Scenarios