Company Arc

I've been geeking out reading the in-depth well curated deep dives called Company Arc on Indian startups in The Arc. Great job Aditi Shrivastava and team. 

I was studying Swiggy and this one pager on Zomato is the best I think there is on the web currently. Clear summary on all you need to know about Zomato, especially the sections on:

1. Valuation & Recent financials: the formatting is clear and catchy. The company is currently valued at $20bn, with Goldman Sachs recently valuing the quick commerce arm itself at about$13bn, more than half the valuation. The food delivery arm has about 19 mn monthly transacting users, with quick commerce catching up fast at about 6mn

2. Monetisation: Succinct summary on its business strategy: a. Commission of about 20-25% from restaurants, b. delivery, packaging and platform fees, c. advertising and d. subscriptions fees

3. News and Analysis for further deep dives on the company. Quick links to double dark stores in a year or more details on its ongoing discussions for Paytms ticketing business.