Ideas in public
What’s being built
One idea a week, researched and published in public. The ones that find their co-founder become companies — and the ones that came before are here too.
- A market big enoughthat winning a slice of it is still a real company.
- A specific first wedgewith a thesis for why it’s the place to start.
- Exceptional founders— without them, the idea doesn’t happen.
Open now — looking for the person who should build it
- Thesis 01 · 2026
The advisor’s back office, automated
India still trusts a human with its money. Nest gives the mutual-fund distributor an AI back office, so they stay the trusted face and earn more.
Read the thesis → - In stealth
Six more in research
Not ready to publish yet. One lands each week.
- Yours
Got an idea?
Got an idea you’d like to share with us? We may be open to partner on that with you.
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Built — companies I worked inside
- AltergoCo-founderAI digital twins for battery intelligence.Still building
- MaxwellCo-founderBattery management, deployed across a quarter of a million units.$40M exit
- HaptikCore teamConversational AI. I ran product and growth — I was on the team, not a founder.$100M exit
- OneShopCo-founderA website of their own for Etsy sellers. Thousands waiting, then my visa fell through.Didn’t work
- ION EducationCo-founderTaught students to invest by sitting with them while they opened their first account.Didn’t work
Backed — invested in or advised, not founded
- WellX Health insurance in the UAE that pays you back for the healthy things you already do.
- Transak Fiat-to-crypto payment rails, built into 350+ apps including MetaMask.
- Perflo Lets AI agents hold and spend money safely, with limits enforced before a transaction settles.
- Truva Resale homes in Mumbai, handled end to end — finding one, the financing, the paperwork, the registration.
- Khyaal India’s app for over-55s: community, payments and fraud protection in one place.
- Grip Bonds, securitised debt and fixed deposits, opened up to retail investors in India.
- Hivel Engineering analytics: what is actually slowing a software team down.
- Oh Crepe! Street-food carts in Lombok, run with the people who work them.
Two words.
Reply with + me.
+ me