3one4 Capital

3one4 Capital is excited to present Emergent 2024 - Japan, our immersive portfolio engagement program that connects a select group of 3one4 portfolio companies with market-leading institutions. Building on the program’s successful 2023 debut in Mumbai, 3one4 Capital brought Emergent to Japan, the world's 4th largest economy, a global leader in technological innovation and a nation renowned for its commitment to excellence and forward-thinking solutions. Our attendees, partners, and well-wishers are the driving force behind our startups, while our dedicated and far-traveled founders are our greatest assets. This year, Emergent 2024 showcased the power of Indian entrepreneurship and our dedication to the Indo-Japan innovation corridor. The four-day event's flagship day was hosted on June 25 in collaboration with Mizuho Bank at its headquarters in Tokyo. Throughout the afternoon, we heard from founders who are setting new benchmarks for innovation, efficiency, and scalability. The event also captured a diverse array of opportunities, market shifts, and innovations poised to propel the Indian and Japanese economies to the forefront of the global stage. Mohandas Pai | Pranav Pai | Siddarth Pai | Anurag Ramdasan | Nruthya Madappa | Ida Boitlung | Ayushi Garg | Krithika Venkatesh | Mudit Dandwate | Xitij Kothi | Arun Vinayak | Sachin Santhosh | Salil Srivastava | Abhishek Nehru | Pramod Ghadge | Shailendra Tiwari | Ananda Verma | Subramani Ramachandrappa | Vivek Gupta | Abhay Hanjura | Dozee | VidyutTech | Exponent Energy | Scimplify | RIPPLR | Unbox Robotics | Fasal - Grow More, Grow Better™ | Fermbox Bio | Licious

Nitya Agarwal (VP) will be on the panel for Recur Club's event on "How to Hyper-Scale beyond PMF: Decoding Capital, Team, and Strategy." The panel will explore effective strategies for entering new markets, expanding product lines, operational scaling, and capital management during periods of rapid growth. The gathering is tailored for growth-stage founders seeking to elevate their startups and SMEs to new heights. Sign up here: https://lnkd.in/gaEjH7QZ

LOBB Logistics, India’s fastest-growing digital freight brokerage platform, has raised $2.9 million in funding from a host of prominent investors. Founded by industry veterans like Venu Kondur and Jayaram Raju K, Lobb addresses inefficiencies in traditional freight brokerage, such as opaque pricing, idle time, and unprofitable routes, through advanced technology that automates processes and provides real-time data. Using Lobb's platform, fleet owners see a 40% increase in truck utilisation, reduced halting hours, and a one-day reduction in delivery time per trip. Operating in 22 cities through an asset-light model and a multilingual app, Lobb is profitable and on track to reach 500 crores in revenue within two years. With 170 crores ARR, Lobb's growth aligns with India's digital economy and the Make in India movement. Lobb currently serves over 1,200 logistics companies and 5,000 fleet owners with 30,000+ trucks. The funds raised will help Lobb to: - Scale operations and expand its network to over 50 geographies in India 📈 - Grow its team across various functions to enhance the fulfilment ratio ⚡ - Strengthen their tech using GenAI, ML, and Big Data 💡 Lobb has steadily expanded its digital brokerage model and is poised for significant growth. We’re excited to see Venu and his team drive progress in this sector, helping India address inefficiencies in the transportation industry with a focus on data-driven solutions and improved working capital management. Hemanth G

India's economy is characterised by a strong volume-driven business model, particularly in consumer goods and services. This model has been successful for both domestic and multinational companies, allowing them to tap into the country's growing middle-income and rural markets. A prime example of this success is highlighted in our recent episode of The Record. K.V. Kamath discusses the introduction of single-use shampoo sachets in India 20-25 years ago. These sachets made shampoo affordable for a wider audience and relied on two key principles: reducing unit costs and capitalising on large sales volumes. Watch the full episode on our YouTube: https://lnkd.in/gy8SeQig

Over the past decade, India has seen transformative socio-economic advancements with widespread access to essential services like housing, electricity, water, food, education, and digital inclusion. However, income growth has been uneven, particularly for agricultural workers. To address this, Mohandas Pai and Nisha Holla suggest a direct benefit transfer (DBT) scheme for rural women to enhance their economic freedom. The article also proposes tax relief for the middle-income category, with a restructuring of income tax slabs. With expected higher economic growth and surplus dividends from the RBI and PSUs, these initiatives can be funded without additional borrowing. Read more: https://lnkd.in/gPYTrW3y

Anurag Ramdasan (Partner) anticipates that over 40% of growth-stage companies will achieve profitability within the next two to three years. He also underscores the importance of setting realistic expectations for early-stage companies, where the focus remains on achieving product-market fit and growth as the primary indicators of value creation. More on Financial Express (India): https://t.ly/WgQTn

Nitya Agarwal (VP) discusses the growing investment and innovation in India's healthcare sector, noting a significant increase in health expenditure and the rise of insurance penetration. Key initiatives like Ayushman Bharat PM-JAY improve patient outcomes through digital health interfaces and electronic health records. The article underscores India's potential in global healthcare innovation, driven by cost-efficient research and development, particularly in pharma and biotech. In-depth read on our blog: https://t.ly/hrzrH #healthcare

"The next wave of push for this economy is going to be infrastructure." K.V. Kamath remains bullish on India's growth, advocating for a 10% GDP growth, rooted in a robust banking sector, corporate efficiency, and the digital economy's burgeoning contribution to the GDP. Watch the full episode on our YouTube - https://lnkd.in/gy8SeQig

K.V. Kamath is a titan of the Indian banking and corporate industry, a visionary whose stewardship transformed ICICI Bank into a preeminent financial powerhouse. With an illustrious career spanning decades, his strategic brilliance extends far beyond national borders, playing a pivotal role in the formation of the New Development Bank (NDB). In the latest episode of The Record, K.V. Kamath reflects on the early challenges and innovations that shaped ICICI's tech-driven transformation. The discussion with Mohandas Pai extends to his current role as Chairman of NaBFID, where Mr Kamath outlines his vision for transforming infrastructure financing to support India's goal of becoming a $10 trillion economy. The episode is now live on our YouTube, watch here - https://lnkd.in/gN5U8pXT

We had the pleasure of hosting K.V. Kamath (Chairman of Jio Financial Services & NaBFID) for an exclusive closed-door conversation in March at our flagship annual investor meet, 3one4 Summit 2024. Gleaned from this conversation, in this episode of The Record, Mohandas Pai indulges K.V. Kamath in a captivating conversation that pays tribute to Mr. Kamath's illustrious career. Their insightful exchange unpacked the remarkable evolution of India's banking sector, highlighting its critical role in driving the nation toward its $10 trillion economic goal. The episode is out on our YouTube tomorrow. 📹 🔴 Subscribe here - https://lnkd.in/g_vEU6Ji