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Manav Bansal

Sep 7, 2026

11:57
So these don't sound like typical PE investments if you're investing in the idea stage pre PMF.
12:03
Yeah, so it's a yes and no.
12:04
So what we did is that being a risk, so it is partly VC and partly PE intersection of that.
12:15
The constant does not change, however.
12:18
So you asked me what is the thinking behind just not investing in great founders.
12:25
So there are essentially three or four things that really work.
12:29
The first one is obviously the team that you're backing in and that could be a founder or that could be a set of people.

24 MINS LATER

36:56
So you were saying, how are you different than SBI or Sriram, these NBFCs, which you were, I guess, going to talk about the AI and the data layer.

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