Blog | Tremis Capital

Jun 6, 20222 min read

Venture Capital vs Thrasio model for D2C brands

Raising capital is much more difficult than selling to D2C rollups. If can grow 10–20x with more capital, VC investment is the way forward.

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Apr 4, 20222 min read

Selling your D2C Brand

The competition to acquire great companies is immense. Many D2C rollups have raised big capital to acquire the best brands.

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Feb 15, 20222 min read

What is a good EBITDA for a D2C company?

Most Rollup (Thrasio clones) look for D2C companies with 15% – 25% EBITDA. They are not interested in companies with lower EBITDA.

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Dec 27, 20212 min read

How have the richest countries fared in the last 40 years?

The inability of oil-rich states to diversify their economy has hurt them. They are as dependent on oil in 2021 as they were in 1978.

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Oct 18, 20212 min read

The evolution of early-stage startup investments in India

Startup investing has become mainstream in India. More Indians will invest in early-stage startups once the ecosystem further matures.

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Sep 20, 20213 min read

How have Indian VC funds performed?

VC investments are illiquid with 5 to 8 years lock-in depending upon the fund. Thus, it requires a higher return than most investments.

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Aug 16, 20212 min read

Big global startup IPOs in Q2 2021

Nine big startups came up with IPOs in Q2 2021. All are technology companies except Oatley (Oat milk maker) and Didi (Ride hailing company).

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Jul 26, 20212 min read

How hedge funds are disrupting venture capital?

Out of the 10 biggest startup investors in H1 2021, 9 were traditional PE/Growth funds.

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Jun 7, 20212 min read

Are we in midst of a startup bubble?

In the first 4 months of 2021, more Indian companies became unicorns (startups with at least $1 Bn valuations) than in the entire of 2020.

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May 24, 20212 min read

How much money do you need to be rich in India?

You need $60,000 in net wealth (Assets – Liabilities) to be in the top 1 % of India which is 32 times the GDP/Capita in India.

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Apr 30, 20213 min read

India strategy for the world's highest-valued startups

The biggest startups will become more global with time. Then more global unicorns will come to India & Indian unicorns will expand outside.

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Mar 15, 20212 min read

30-year economic boom for big economies

Between 1991 and 2019, the GDP per Capita in India grew by 7x.

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Feb 1, 20211 min read

Why startups fail?

The top 3 reasons behind startup failures are running out of cash, building a product without any real demand and industry competition.

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Jan 11, 20213 min read

How build an excellent investor deck?

An investor deck is the marketing document of your startup. Invest time in building a deck if you want to raise capital.

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Nov 9, 20202 min read

When should startups hire advisors or bankers for capital raising?

Most startups hire a banker for Series C onwards because raising so much capital is a lot of work.

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Oct 11, 20204 min read

Estimating market size for startups

VCs love big opportunities. They invest in startups with big TAMs or rapidly growing TAMs.

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Sep 14, 20206 min read

Where is India headed?

India's GDP per capita could be US$ 8,000 or 9,000 in 2050, but it would be equivalent to 5,100 in 2020 US$.

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Aug 10, 20208 min read

India – punching above its weight?

India's Wealth per capita is the same as Iran's while Iran's per capita GDP is two and half times that of India. What explains this?

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Jun 15, 20203 min read

Where is the Venture Capital industry headed?

VCs are supposed to encourage innovation. But now they just pump money and want companies to grow at all costs.

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Apr 6, 20202 min read

How do you value startups that are mere ideas?

Paul Graham, the founder of Y Combinator, says ideas don't have any inherent value. If you think otherwise, try selling them.

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