Good Capital

We're all in a committed relationship...with strangers on the internet 🤫

Parenting comes with joy, love… and a million questions. With shrinking support systems, parents today feel more isolated than ever. But not anymore. Babynama, founded by Ashish and Dr Sumitra, is tackling a challenge every new parent faces - reliable and expert-driven parenting support when they need it most. We wrote about what sets Babynama apart and why are we bullish on their vision! 👇 Because sometimes, the best way to care for a baby is to care for the parent.

Up until last year, I always thought needs can be created. People 50 years ago didn't need Instagram, or even the internet. But my marketing class at BSchool changed how I looked at startups and innovation completely. Every transformative product can be traced back to serving some deeply rooted human need. Let that sink in! Wrote about it here in my first newsletter!! (gasps)

One of our favourite moments this month was witnessing Skillbee's wall of fame! It celebrates workers who have secured a job abroad through their platform 💫 Each picture is proof that the right opportunities can change not just careers, but lives. Ujjawal Chauhan | Ravichandra Gautham V

30 days in at Good Capital and the best compliment I've heard the fund receive is - "you're not the kind of people who work on borrowed conviction" <3

Real estate buying & selling has always been a slow process — but what if data & AI could change that? 🤔 In this episode of Good Founders Only, Rahul Bansal, the cofounder of Propacity, shares how Propacity is building an intelligent ecosystem to help developers & brokers make smarter decisions. 🙌 Watch the video to see how it all comes together!

Every startup pitch deck presents TAM estimates as the end-all-be-all of potential. However, TAM as a metric is overrated and it makes no sense to obsess over it as much as we usually do. Some thoughts: 1️⃣ Many massive companies started in seemingly tiny markets. Nobody could have accurately estimated the TAM for social media in 2004 or smartphones in 2007. Their initial TAM was minuscule compared to today's because innovation often creates new markets that didn't exist before. Trying to size a non-existent market doesn’t make sense. 2️⃣ Great founders often pivot significantly from their initial idea because they break and iterate repeatedly. 3️⃣ Market sizing exercises often miss adjacent opportunities. Apple's expansion from computers to music players to phones to watches shows how brands can tap into new markets as and when they expand. 4️⃣ What may matter more is the loyalty of initial adopters. Small but enthusiastic adopters are more valuable than a huge lukewarm base. In winner-take-all scenarios, even a smaller TAM can be valuable if you can capture most of it. Discord built its empire by focusing intensely on loyal gamers before expanding. 5️⃣ Lastly, when you only rely on extrapolating from current data and assumptions, you tend to miss paradigm shifts. The rise of AI shows how new paradigms can unexpectedly create massive value.

Bold. Catchy. Unforgettable. This campaign is a winner from the start 🎯

As the new frontier, 10-minute medicine delivery is capturing the attention of investors, founders, and consumers alike 🤝 But healthcare can’t possibly be equated to groceries. To make quick commerce in healthcare a reality, companies need to overcome the unique hurdles that aren’t present in other sectors. This means rethinking how they manage inventories, handle prescriptions, and ensure patient safety — all while maintaining the lightning-fast speeds that have become so popular. ⏰ Dive into the full story 👇

Longevity today isn’t just about personal choices - it’s shaped by the cities we live in, the air we breathe, and the systems we depend on.