Marketplaces that compound
Internet marketplaces where density, trust, and take-rate reinforce each other over time — so every cohort is cheaper to serve and harder to dislodge.
Partner at Bessemer Venture Partners — a decade backing India’s marketplaces, SaaS, and AI, from Swiggy onwards.
I spend my days backing founders building India's next generation of marketplaces, SaaS, and AI companies. This is where I keep my writing, my portfolio, and the best ways to reach me.
About
I'm Anant. I'm a Partner at Bessemer Venture Partners, based in our Bangalore office, where I focus on internet marketplaces and India SaaS — with a growing pull toward AI, ML, and cloud. I've had the privilege of backing companies like Swiggy, Urban Company, Cashify, Leena AI, and Entropik.
Before Bessemer I was at the Boston Consulting Group, working with financial and IT-services clients across India and North America. I studied Electrical Engineering at IIT Delhi — where I got hooked on computer and machine vision — and did my MBA at Harvard Business School.
Away from work, you'll usually find me deep in fantasy fiction and mythology — Indian, Greek, Roman, Norse — on a tennis court, or traveling somewhere with a bit of history to it.
Writing
Measuring value in engagement- and adoption-led models, where revenue is not the obvious yardstick — a follow-up to Value Creation 101.
On LinkedIn
Thesis
I back founders early and stay close. I'm drawn to businesses with a structural reason to win — not just a good quarter — and to people who are honest about what they don't yet know. A few patterns I keep coming back to:
Internet marketplaces where density, trust, and take-rate reinforce each other over time — so every cohort is cheaper to serve and harder to dislodge.
Software companies that start in India but sell globally from day one — pairing India’s talent and cost structure with a genuinely world-class product.
Companies where AI is the product and the moat, not a feature bolted on — reshaping a workflow or unit economics that legacy players structurally can’t match.
And underneath all of it: founders with unusual clarity about the customer, the discipline to build value before capturing it, and the resilience to keep going when the story gets hard.
Investing
A few from my portfolio at Bessemer Venture Partners — including the public companies Swiggy and Urban Company.
Building
A personal health PWA I built to log my own data and reason over it — Next.js + a Python API, with Claude doing the heavy lifting on insights.
An AI knowledge companion for India’s consumer-tech and AI landscape — a Claude-powered RAG chatbot that answers in text and multilingual voice.
A rolling set of small things I’m tinkering with on nights and weekends — prototypes, automations, and ideas in progress.
Connect
The fastest ways to reach me or follow along.
I read every inbound. The best way to reach me is a short note on what you’re building and why now.