🇮🇳 Market · India

India Investment Memos

Deep-dive research on India's most interesting startups and growth-stage companies, written the way top VCs analyze them.

2Memos published
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#01Issue
AdTech · Listed · NSE: AFFLE
Affle 3i Limited
India's dominant mobile advertising platform riding the CPCU model — 3.9B devices reached, 70% international revenue, near debt-free.
Invest / Hold April 2026 Read memo →
#09Issue
Debt Tech · Credit Infrastructure · Unicorn
Yubi
India's credit infrastructure layer — Rs 1,40,000 crore in debt facilitated, 17,000+ enterprises, 6,200+ lenders. Structurally powered by Account Aggregator, OCEN, and UPI AutoPay.
Invest May 2026 Read memo →