Interesting Businesses - 1
Building a personal deal flow pipeline
September 2025
Welcome back to Consortium.
For the last three years, I have been obsessed with early-stage companies. Through two product manager stints and extensive reading and writing, that obsession has only grown. Over the summer, I spent a couple of months working for one of India’s best growth investors — Mirae Asset Venture Investments (MAVI). Now, my focus has shifted on building a career from identifying and backing promising companies. This live document is a database of investor memos I am writing that breaks down why some companies are more promising than others on a week by week basis. Instead of dumping these memos here, you can find each company’s IM below, here is Part 1:
VoiceOwl — voice agents to create superpowered AI call centres across India.
Spense — the fastest way for an enterprise of any scale to deploy a fintech product.
Dobra India — recreating nostalgic Indian memories with new flavours.
Elever — India’s first 100% factor and quantitative portfolio management service.
Edgehax — IoT prototyping and edge AI hardware platform company.
Here’s the entire table: Deals Analysed
Stay tuned for Part 2!