Road to IPO for VC-backed Startups with Kashyap Chanchani (Managing Partner, TRMG)
The ASYMMETRIC Crew today:
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
Kashyap Chanchani: Managing Partner, TRMG
0:00 Coming Up
1:15 Intro
3:10 Context for the report
7:30 Double Clicking on EBITDA
12:48 The Familiarity Factor
18:33 2021’s Cash Liquidity vs 2025’s Cash Crunch
25:53 Underwriting Past vs Future Performance
33:11 Family Owned vs VC Companies
41:51 IPOs and CapTables
49:50 Understanding VC Exits during IPOs
54:07 Size of Listing - Does it Matter?
01:09:51 The Importance of Being First in Market
01:10:11 Q-Comm and Ed-Tech
01:23:23 The Future of M&A in India
TRMG reports:
https://drive.google.com/file/d/1AwbdwYY_HvbxfPW0n5xwvRypgwtnd6Qo/view?usp=drive_link
https://drive.google.com/file/d/1Xx5NGzoa8IKIJTBABWLm5BDTSIhNOc5U/view?usp=drive_link
ASYMMETRIC
Welcome to ASYMMETRIC Podcast! :)
We are three friends who will every Friday discuss happenings during the week across startups, business, tech, social and political.
The episode will aim to double click on 2nd order insights and So-What's. We will also bring in the best experts in the fields to provide nuance and perspective.
If you're an entrepreneur, run a business or generally are curious about how to think about what's happening around you, do tune in :)
Revant: Founder, Mosaic Wellness
Shantanu: Founder, Bombay Shaving Company
Chirag: Founder, GoKwik
📺 A new episode every Friday at 7pm.
- No. of episodes: 29
- Latest episode: 2025-05-16
- Business Entrepreneurship Investing
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