Company Deep-Dives
Real revenue data, GTM breakdowns, and verified sources from Indian startups.
110 studies · Real revenue data · Verified sources
The AI Growth Playbook: Why Traditional Tactics Break
Why 60-70% of traditional growth tactics don't work for AI products, and what to do instead. Based on Elena Verna's insights from Lenny's Podcast.
Founder-Led Sales: The Complete Playbook
How to run founder-led sales before hiring a sales team. Based on insights from Lenny's Podcast with Pete Kazanjy and Jen Abel.
Growth Loops: Building Self-Reinforcing Systems
How to design growth loops that compound over time. Based on Lenny's Racecar Framework and insights from top growth leaders.
The GTM Engineer: Building AI-Powered Sales Systems
How to build GTM engineering systems that automate prospecting, qualification, and outreach. Based on Jeanne DeWitt Grosser's insights from Lenny's Podcast.
Meesho: Social Commerce at Scale
How Meesho built India's largest reseller network and became a category creator.
PLG and Product-Led Sales: The Hybrid Model
When to use PLG, when to add sales, and how to make them work together. Based on Elena Verna's insights from Lenny's Podcast.
Pricing and Monetization: The Growth Lever
How to design pricing that drives growth, not just revenue. Based on insights from Naomi Ionita and Madhavan Ramanujam on Lenny's Podcast.
Product-Market Fit: The B2B Playbook
How to find and measure product-market fit in B2B SaaS. Based on Lenny's guide and insights from 300+ episodes.
Segmentation: The Foundation of GTM
How to segment your market for maximum GTM impact. Based on Jeanne DeWitt Grosser's insights from Lenny's Podcast.
Zomato: From Food Discovery to Blinkit
How Zomato pivoted from restaurant discovery to quick commerce with Blinkit acquisition.
1mg: Online Pharmacy
How 1mg digitized India's pharmacy market.
Airtable: Connected Apps
How Airtable bridged spreadsheets and databases.
Anthropic: AI Safety
How Anthropic built Claude and the AI safety moat.
Beehiiv: Newsletter Platform
How Beehiiv became the Substack alternative for creators.
BharatPe: Merchant Payments War
How BharatPe captured merchants through QR codes and zero fees.
BlackBuck: Trucking Marketplace
How BlackBuck digitized India's trucking industry.
Bluestone: Online Jewelry Play
How Bluestone made online jewelry purchases mainstream in India.
boAt: Audio Market Capture
How boAt became India's #1 audio brand through lifestyle marketing.
BookMyShow: Entertainment Platform
How BookMyShow dominates India's entertainment ticketing.
Brex: Corporate Cards
How Brex disrupted corporate credit cards for startups.
BrowserStack: QA Infrastructure
How BrowserStack became the testing standard for web apps.
Byju's: EdTech Rise and Fall
The cautionary tale of India's most valued startup.
Cal.com: Open Source Scheduling
How Cal.com challenged Calendly with open source.
Calendly: Scheduling
How Calendly became the default scheduling tool.
Canva: Visual Communication
How Canva made design accessible to non-designers.
Cars24: Used Car Marketplace
How Cars24 revolutionized used car buying in India.
Chargebee: Subscription Billing
How Chargebee became the subscription billing platform for SaaS.
CleverTap: Retention Intelligence
How CleverTap became the retention platform for mobile apps.
Cure.fit: Health & Fitness
How Cure.fit built the fitness ecosystem of India.
Cursor: AI Code Editor
How Cursor became the AI-native code editor.
Delhivery: Logistics Infrastructure
How Delhivery became India's largest logistics company.
Descript: Video Editing
How Descript made video editing as easy as editing text.
Dream11: Fantasy Sports
How Dream11 built India's largest fantasy sports platform.
Dunzo: Anything Delivery
How Dunzo built the everything-delivery app.
Duolingo: Gamified Learning
How Duolingo made language learning addictive.
ElevenLabs: Voice AI
How ElevenLabs became the voice AI leader.
Fi Money: Smart Banking
How Fi Money is reimagining banking for India.
Figma: Collaborative Design
How Figma made design collaborative and browser-based.
Framer: Design to Code
How Framer bridged design and development.
Ghost: Publishing Platform
How Ghost built the open source publishing platform.
Grammarly: AI Writing
How Grammarly became the AI writing assistant for 30M+ users.
Groww: Democratizing Investing
How Groww disrupted Zerodha with simpler UX and aggressive marketing.
Gumroad: Creator Commerce
How Gumroad enabled creators to sell directly.
Gusto: HR for SMBs
How Gusto became the HR platform for small businesses.
Hasura: GraphQL Infrastructure
How Hasura made GraphQL accessible for developers.
HeyGen: AI Avatars
How HeyGen is transforming video with AI avatars.
HubSpot: Inbound Marketing
How HubSpot coined inbound marketing and built a $30B company.
Intercom: Customer Messaging
How Intercom redefined customer support for SaaS.
Jupiter: Neobank for India
How Jupiter built a digital bank for the new India.
Lemon Squeezy: Digital Commerce
How Lemon Squeezy simplified selling digital products.
Lenskart: D2C Eyewear Disruption
How Peyush Bansal made eyewear affordable and fashionable.
Linear: Issue Tracking
How Linear disrupted Jira with better UX for engineers.
Loom: Async Video
How Loom created the async video communication category.
Loops: Email Marketing
How Loops built email marketing for SaaS startups.
MakeMyTrip: Travel Platform
How MakeMyTrip became India's largest travel marketplace.
Mamaearth: Clean Beauty Playbook
How Mamaearth built a ₹10,000Cr brand through influencer marketing.
Mercury: Startup Banking
How Mercury became the bank for startups.
Midjourney: Image AI
How Midjourney became the most popular AI image generator.
MoEngage: Customer Engagement
How MoEngage powers engagement for 1,000+ brands.
Neon: Serverless Postgres
How Neon is reinventing Postgres for the cloud.
Notion: Productivity OS
How Notion became the all-in-one workspace for teams.
Nykaa: D2C Beauty to Omnichannel
How Falguni Nayar built India's largest beauty platform from scratch.
Ola Electric: EV Market Creation
How Bhavish Aggarwal built India's largest EV company from ride-hailing.
OpenAI: AI Research
How OpenAI went from nonprofit to $100B+ company.
Otter.ai: AI Transcription
How Otter.ai made meeting notes automatic.
OYO: Hospitality Blitzscaling
How Ritesh Agarwal turned budget hotels into a global brand.
Paddle: Merchant of Record
How Paddle handles billing for SaaS companies.
Perplexity: AI Search
How Perplexity challenged Google with AI-powered search.
PhonePe: UPI-First Payments
How PhonePe captured 50% of UPI payments through merchant-first strategy.
Pika: Video Generation
How Pika is building the future of video creation.
Plaid: Financial Data
How Plaid connected fintech apps to bank accounts.
PolicyBazaar: Insurance Marketplace
How PolicyBazaar made insurance comparison mainstream in India.
Porter: Last-Mile Delivery
How Porter became India's intra-city logistics leader.
Postman: API Developer Tools
How Postman became the #1 API development platform.
Practo: Healthcare Marketplace
How Practo became India's doctor discovery platform.
Railway: Backend Hosting
How Railway became the developer-friendly backend.
Ramp: Expense Management
How Ramp saved companies money on corporate expenses.
Resend: Email API
How Resend became the modern email API for developers.
Rippling: HR + IT Platform
How Rippling unified HR, IT, and finance in one platform.
Runway: Video AI
How Runway is redefining video creation with AI.
Scripbox: Wealth Management
How Scripbox simplified investing for Indians.
Simplilearn: Professional Upskilling
How Simplilearn captured the professional certification market.
Slice: Millennial Banking
How Slice captured young India with credit cards.
Smallcase: Thematic Investing
How Smallcase created the thematic investing category.
Spinny: Used Car Trust Play
How Spinny built trust in India's used car market.
Stripe: How Two Brothers Built the Internet's Payment Layer
From a weekend project to a $65B company — the story of Stripe's developer-first revolution.
Substack: Writer Economy
How Substack created the newsletter renaissance.
Sugar Cosmetics: Premium D2C
How Sugar captured the premium beauty segment in India.
Supabase: Open Source Firebase
How Supabase built the open source alternative to Firebase.
Superhuman: Email Reimagined
How Superhuman turned email into a power tool.
Swiggy: On-Demand Convenience GTM
How Swiggy went from food delivery to instant commerce with Instamart, Dineout, and Genie.
Synthesia: AI Video
How Synthesia created AI-generated video content.
Typeform: Conversational Forms
How Typeform made forms beautiful and conversational.
upGrad: EdTech for Working Pros
How upGrad captured the upskilling market for working professionals.
Vedantu: Live Online Tutoring
How Vedantu pioneered live interactive classes in India.
Vercel: Frontend Cloud
How Vercel became the deployment platform for Next.js.
Wakefit: Sleep Commerce GTM
How Wakefit disrupted the mattress industry with D2C model.
Webflow: No-Code Web
How Webflow enabled designers to build production websites.
Zoho: Bootstrapped SaaS Giant
How Zoho built a $1B+ SaaS empire without VC funding.
Breaking Insurance Rules Made ACKO ₹2,837 Cr
How an agent-less insurer changed how 200 Mn Indians buy insurance.
Ather Energy: ₹3,823 Cr Direct-to-Consumer EV Revolution
How two IIT engineers built Indias largest EV fast-charging network.
CRED: Turning Credit Card Bills Into a ₹2,735 Cr Business
How Kunal Shah built a fintech for Indias top 1% credit scorers.
Freshworks: From Chennai to Nasdaq — India's First SaaS Unicorn
How Girish Mathrubootham built a $838M SaaS company from India.
Maggi's Competitors Are Here — 200+ Brands Want a Share of ₹13,000 Cr
How challengers are cracking the unbreakable moat of Indias most dominant FMCG brand.
This Phone Brand Shouldn't Exist
How Carl Pei built a smartphone brand from zero in a market dominated by Apple, Samsung, and 15 Chinese brands.
Razorpay: Developer-First Payments — ₹3,783 Cr Revenue Story
How two IIT Roorkee graduates built Indias most dominant payment gateway.
Udaan: Rebuilding India's Wholesale Trade
How a B2B e-commerce platform is digitizing Indias fragmented wholesale market.
Urban Company: ₹1,144 Cr — From Marketplace to Full-Stack Home Services
How three founders transformed Indias unorganized home services sector.
Zepto: From Zero to ₹11,110 Cr in 3 Years
How two 19-year-old Stanford dropouts invented 10-minute delivery.
Zerodha: The ₹8,868 Cr Brokerage That Never Took VC Money
How the Kamath brothers built Indias largest stockbroker without a single VC rupee.
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