Zero to Infinity

Between overprotective term sheets and oversimplified ones lies the real market. On this episode of #ZeroToInfinity, Avnish Bajaj and Tarun Davda, are joined by Archana Rajaram to weigh in on one of the most misunderstood parts of startup building: the term sheet. As the founder of River Law (formerly Rajaram Legal), Archana’s work has quietly shaped the “market standards” that nearly every Indian SHA now follows. In this episode, they break down the real-world changes in Indian term sheets post-2021: from liquidation preferences and reverse vesting to governance, exits, board control, and how AI is already reshaping negotiations. The way a founder negotiates a term sheet often foreshadows how they’ll build their company, handle conflict, and navigate hard decisions later. Tune in for a rare inside look at venture’s most misunderstood document 01:23 Introduction to the Z47 podcast 02:52 Handshake deals to hyper-detailed clauses: how India’s term sheets have evolved 05:55 Why written guardrails matter, even in trust-based relationships? 08:48 Between one-pagers and legal novels lies the real market standard 10:38 Founders lose leverage the moment they sign without counsel 12:42 What founders miss at incorporation, they pay for at IPO 16:20 You can’t switch from founder-led to board-led overnight 28:02 In India, governance runs through SHAs, not boards 34:07 Every founder’s dilemma: what terms really matter in your term sheet? 37:39 Event of Default: India’s most controversial term and why it exists 49:49 How you negotiate your first term sheet predicts how you’ll scale 59:57 AI may change diligence, but judgment still writes the rules For more insights, revisit the related Z47 episode:   • The Terms of Term Sheets    • Hard clauses in a term sheet    • From (Z)omato to (A)ther: India’s Tech IPO...  Article:   / calculating-liquidation-preference  Follow us on: Website: https://www.z47.com/ LinkedIn:   / z47-vc  X: https://x.com/z47_vc Instagram:   / z47.vc  

In this episode of Zero to Infinity, Rajat Agarwal and Chandrasekhar Venugopal sit down with Vivek Sinha, second-time founder and CEO of Emversity, to unpack one of India’s most urgent and least-discussed problems: 👉 Why are millions of young Indians still unemployable after 16 years of education? 👉 What will it take to build a truly job-ready workforce? 👉 And why might the biggest opportunity in education lie in the “grey-collar” economy, not tech or test prep? Vivek takes us deep into the realities of India’s higher education system, the failure of legacy institutes to prepare students for real-world roles, and the massive talent gaps in healthcare, hospitality, construction, and manufacturing. He also breaks down Emversity’s groundbreaking model: On-the-job learning (not online, not offline) Industry-backwards curriculum co-designed with employers Earn-while-you-learn degrees that effectively cost students ₹0 VR simulation labs and real-world skill training 50%+ organic student acquisition driven purely by outcomes If you care about India’s future workforce, social mobility, or building meaningful businesses at scale, this conversation is a must-watch. 01:47 - Introduction to the Z47 Podcast 02:52 - What really happened to India’s EdTech boom? 03:25 - The three faces of EdTech: daycare, test prep & higher education 06:24 - Intent and Outcomes:  the two pillars of real education 10:51 - From disruption to discipline: building an education business that lasts 15:47 - Emversity’s goal: make every student employable, not just enrolled 18:59 - Bridging academia and industry through tech + training 22:43 - Why Emversity bets on India’s grey-collar workforce 27:55 - Earn while you learn: the zero-cost degree model 31:24 - Tech-enabled, execution-driven: how Emversity scales smart 37:27 - The long road ahead: can Emversity educate a million students 40:30 - Changing lives, one job at a time 42:00 - Building India’s next-gen education infrastructure Follow us on: Website www.z47.com/ LinkedIn www.linkdin.com/company/z47-vc/ Twitter: https://x.com/z47_cv Instagram: www.instagram.com/z47.vc/

70% of enterprise AI projects never reach production. The solution: Forward Deployed Engineers (FDEs). In this episode, Vikram Vaidyanathan and Rocketlane CEO, Srikrishnan Ganesan unpack the rise of the FDE model, from Palantir’s origins to how AI companies use it today to bridge the gap between prototypes and production. They discuss why traditional SaaS orgs break in AI, the governance needed to scale FDE teams, and why India is emerging as the global engine room for AI deployment. A crisp breakdown of the role shaping the future of enterprise AI. Chapters  00:01:29 -  Introduction to the Z47 podcast  00:04:16 - The 70% problem: Why enterprise AI fails to scale 00:05:25 - The origin story: Inside Palantir, where it all began 00:12:43 - Evolving from deployment to GTM engine 00:14:23 - The Vision Selling era: from POCs to production ROI 00:17:09 - What does a great FDE motion look like? 00:18:59 - Building with FDE DNA: How Rocketlane practices what it preaches 00:24:06 - Product, success, or stand-alone: Where should FDEs sit? 00:26:22 - Scaling the FDE model: from speed to structured governance 00:33:38 - Pairing on-site FDEs with India’s 24×7 talent engine 00:34:21 - AI adoption as India’s next big export 00:37:49 - FDEs: The human bridge between AI promise and delivery  

From a small apartment in Bengaluru to powering over 2 billion users across 60+ countries, MoEngage is one of India’s most quietly global success stories. This is more than a startup story — it’s a story about India’s rise as a product nation, and the founders who are reimagining how the world engages with technology. Raviteja Dodda, Narasimha Reddy and Yashwanth Kumar built a world-class customer engagement platform out of India — long before “SaaS for the world” became a buzzword. We trace MoEngage’s journey through its toughest pivots, its cultural DNA, and the product decisions that made it indispensable to brands like Airtel, Ola, Nestlé, and Samsung. In this episode of #ZeroToInfinity, MoEngage co-founders Raviteja Dodda & Narasimha Reddy join Tarun Davda & Pranay Desai of Z47. In a wide-ranging chat, they discuss the MoEngage journey - from initial failures to serving over 2Bn users. 

756 of 1,009 rows displayed Submarine parts. Metro casings. Agricultural harvesters. Even bombshell casings for the defence sector. In this episode of the #ZeroToInfinity podcast, Ximkart founder explore how solving the “thinking loop” first makes it possible to deliver parts for any industry, anywhere. Once the right inputs hit the execution loop, size, sector, and material become irrelevant, it’s all just precision manufacturing at scale.

The US innovates. China industrializes. Can India deploy at scale and claim its right to win in AI? India’s edge has always been its people: engineers, data, and scale. But as LLMs automate language and logic, can that advantage still hold? In this episode of #ZeroToInfinity, Chandrashekhar Venugopal speaks with Avnish Bajaj and Vikram Vaidyanathan about India’s crossroads in the AI race and what will define the country’s next decade. The trio unpacks: The rise of Forward-Deployed Engineers (FDEs): India’s secret weapon in AI deployment How data, assurance, and governance could become India’s strongest moat Why AI might finally flip India from back office to frontline How voice and vernacular interfaces could erase the digital divide And what government, investors, and founders must do to spark India’s inference leap With Aadhaar, UPI, and consent layers powering population-scale systems, India has the infrastructure and now the opportunity to lead the world by deploying intelligence at scale.

In the near future, less than 10% of access will come from humans, the rest will be agents? What happens when your next user isn’t human? In this episode of the #ZeroToInfinity podcast, Pranay Desai sits down with Satya Devarakonda and Ravi Madabhushi, founders of ScaleKit, to decode a fundamental shift in software: the rise of agents as first-class users. Humans log in and out with predictable patterns. Agents are transient, transactional, and unpredictable, hitting systems hundreds of times a minute. ScaleKit’s modular approach is built for this new reality, where AI agents, not humans, dominate usage. Satya and Ravi bring rare scar tissue and foresight. From PipeMog in 2013, to FreshID at Freshworks, to now ScaleKit, they’ve spent a decade solving identity and access at scale, and are rethinking it for an agent-first world. The duo also shares what it means to build again as second-time founders: why distribution matters more than product, what they’ve unlearned from Freshworks, and how agents are evolving from assistants into colleagues who accelerate productivity.

Dive deep into the transformative power of AI in India’s consumer app landscape. In this episode of Zero to Infinity, Avnish Bajaj, Chandrasekhar Venugopal aka CV, and Kishan Kashyap break down:  ✅ Why ChatGPT is AI’s MS‑DOS moment and what comes after  ✅ How token costs dropped 1000x in a year (and why Sam Altman calls it the “new Moore’s Law”)  ✅ The Disruptor–Digitizer–Enabler framework for founders building in consumer tech  ✅ Why QuickCommerce for “X” (fashion, pharma, events & more) is the next frontier  ✅ And why India’s rails: UPI, Aadhaar, WhatsApp—mean everything is aligned for founders After tracing India’s growing consumer instinct in Part 1, this segment explores what happens when that intuition meets AI and what gets reimagined when UX, infra, and distribution evolve together, not sequentially. Whether you’re an early‑stage founder, an operator, or just AI‑curious, this conversation will spark ideas on what to build next.

Most startup journeys are told in hindsight, GreyLabs AI’s told in the middle of figuring things out. In this episode of the #ZeroToInfinity podcast, the founding team of GreyLabs AI reflect on what building actually looked like in year one: navigating a cofounder exit, cash running out, COVID hitting collections, and a work culture being built reactively. This conversation with co-founder Aman Goel is about what startup life feels like before structure, where ESOPs are misunderstood, leave policies don’t exist, and the only way to build trust with enterprise clients is to keep showing up. What started as a speech analytics platform for BFSI quickly turned into something more: a layer that could coach agents, surface cross-sell opportunities, and turn raw call data into revenue. But the real build wasn’t technical, it was emotional. GreyLabs was built without funding, a co-founder or a roadmap. Just presence, product sense, and a willingness to stay in the room longer than expected. Inside the team, hiring moved fast and policy came later. Hiring was led by instinct, and culture was shaped by how the team responded to mistakes, not how they talked about values. Who gets ESOPs? When do you make a leave policy? How do you scale trust without layers of management? When COVID hit: collections slowed down and revenue dried up, but even without clarity on survival, the team promised zero layoffs, and that appraisals happen. Because sometimes, the strongest signal a startup can send isn’t product, it’s how it shows up for its people. Why sustainable startups start with sustainable founders, only on the #ZeroToInfinity podcast.

We’re not seeing enough entrepreneurship in India, not for lack of talent, but because most founders haven’t yet internalized how quickly India’s consumption story is shifting. As GDP curves bend upward and new behavior patterns emerge across services, spending, and aspirations, in this episode of the #ZeroToInfinity podcast, Kishan Kashyap, joined by Avnish Bajaj & Chandrasekhar Venugopal, maps out the biggest trendlines shaping consumer India through the next decade. From rising discretionary income to evolving expectations around access, quality, and convenience, the Z47 team makes a case for how premiumization is no longer about luxury but about discernment, service, and experience. How full-stack brands are winning not by controlling supply, but by owning end-to-end experience and why India’s microtransaction economy is quietly creating massive consumer surplus in places few are watching. Tune-in