Founder Thesis

A Founder & VC's Roadmap to Scaling | Rohit M A (PeerCapital & Cloudnine)


Listen Later

"The sooner you can get to a level where you can actually make yourself redundant, I think that's when you start building an institution."  

This powerful insight from Rohit M A encapsulates a core theme of our conversation: sustainable growth isn't just about a visionary founder, but about building systems and teams that can thrive independently. It’s about transitioning from being the indispensable force to the architect of an enduring enterprise. 

Rohit M A is the Managing Partner at PeerCapital, an early-stage tech-native venture capital fund. Before co-founding PeerCapital, he was instrumental in scaling Cloudnine Group of Hospitals from a single unit to a national leader with 42 locations and revenues exceeding ₹1200 crores. With over 23 years of entrepreneurial and management experience, and having angel invested in 70-75 companies, Rohit brings a deep operator's perspective to venture investing. PeerCapital's first fund is close to $40 million, focusing on "consumption enablers" and providing "valuable capital" to founders. 

Key Insights from the Conversation:  

👉The Operator-to-VC Journey: Understanding the mindset shift and challenges when transitioning from building a company to funding many. 

👉Scaling with Process & Data: How establishing robust processes and leveraging data were critical to massive growth, moving beyond founder-led decisions. 

👉"Valuable Capital": PeerCapital's thesis on providing more than just money – offering strategic, operational, and intellectual support. 

👉Fundraising Realities: The candid truth about how difficult fundraising is, both for founders seeking capital and VCs raising funds from LPs. 

👉Institutionalizing a Business: The importance of professional management, board governance, and preparing a company for long-term success, including being public-listing ready. 

👉Focus on the Problem: Why VCs (and founders) should obsess over the problem being solved rather than getting fixated on a single solution.  

Chapters: 

00:00:00 - Introduction: Rohit M A's Entrepreneurial Path 

00:02:13 - The Genesis & Early Vision of Cloudnine Hospitals 

00:10:03 - Scaling Cloudnine: From 1 to 42 Hospitals & Key Metrics 

00:17:00 - Transitioning to Professional Management & Making Yourself Redundant 

00:52:46 - Leveraging Data & Technology for Operational Excellence 

01:10:45 - The Cloudnine Fundraising Journey: From VCs to Private Equity 

01:24:23 - The Shift to Venture Capital: Founding PeerCapital 

01:26:34 - PeerCapital's Investment Thesis: "Valuable Capital" & Founder Fit 

01:33:04 - The Surprising Realities & Challenges of Running a VC Firm 

01:49:17 - How PeerCapital Evaluates Startups for Investment 

02:00:47 - What Kind of Founders Should Approach PeerCapital? 

 #FounderThesis #VentureCapital #StartupIndia #Entrepreneurship #ScalingBusiness #HealthcareInnovation #TechInvestment #OperatorVC #StartupFunding #BuildingInstitutions #LeadershipLessons #IndianStartups #VCInsights #FounderJourney

...more
View all episodesView all episodes
Download on the App Store

Founder ThesisBy ThePodium.in


More shows like Founder Thesis

View all
Acquired by Ben Gilbert and David Rosenthal

Acquired

4,821 Listeners

The Knowledge Project by Shane Parrish

The Knowledge Project

2,689 Listeners

Z47 Moments by Z47

Z47 Moments

4 Listeners

Daybreak by The Ken

Daybreak

12 Listeners

The Daily Brief by Zerodha

The Daily Brief

11 Listeners