My Personal Exploration

War stories from an impact investor

My Recent Posts

  • From Impact First to 100% impact portfolio

    November 19, 2019 by

    Why don’t you have a 100% impact portfolio in which all your asset classes are deployed in impact investments? When I started investing I didn’t care a lot whether my investments had any positive impact or not; this was just an afterthought held somewhere in the back of my mind. I just was squarely driven… Read more

  • How to become an angel investor? the basics

    November 5, 2019 by

    Naval Ravikant and Babak Nivi, the founders of Angelist, have started a new podcast and a blog, on startup topics. In their first post, they mentioned that: “There are resources we can point you to for the cold start. Paul Graham wrote a piece called “How to be an Angel Investor.” There’s “How to be… Read more

  • Exactly what is social impact?

    October 21, 2019 by

    Social enterprise is the use of business to solve social problems. The companies in my impact portfolio provide some clear examples: Solaris Offgrid is in the business of selling solar home systems in Tanzania to provide access to energy to isolated villages and also supplies the software enabling kitchen stoves to become Pay as you… Read more

  • Portftolio approach

    October 7, 2019 by

    This is my current impact investment portfolio. I have invested several times in some of these companies, at different stages of their life cycle.  Similarly to any other risk allocation decision, I try to hedge against company-specific risks (i.e. non Beta) by diversifying, which may bring my returns closer to market returns, nevertheless, I am… Read more

  • Last mile delivery in India using E-bikes

    September 30, 2019 by

    Interview with Sameer Ranjan Jaiswal, co-founder and CTO FAE Bikes (*) Logistics/last-mile delivery: what is your competitive advantage? We are creating a niche for ourselves in the last mile logistics segment. Last-mile logistics using two-wheelers is a $10Bn+ market in India. Converting to electric offers a lot of economic and environmental benefits. Today, the demand… Read more

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