the dollar arbitrage opportunity
this is an idea that's been sitting with me for years.
and i'm finally building something around it.
if you're a founder in india, southeast asia, latin america, or eastern europe, you have a unique advantage.
your cost to build is lower.
but you customers are global.
and they're happy to pay in dollars if you solve a real problem.
this dollar arbitrage lets you build profitable software business without raising millions.
$10k a month in recurring revenue can fund a solid, sustainable team.
this just isn't possible in san francisco or new york.
in bangalore or kochi, it's enough to build a company.
and now with AI, it's even faster.
you can build, ship, and iterate in days - what used to take months.
one or two smart people with right tools can do what entire teams did five years ago.
i think we're going to see a wave of profitable, global saas companies coming from these markets.
so i'm build a new king of fund to back them.
small checks.
founder-friendly terms.
focused on helping teams build simple, profitable software for global customers.
more on that soon....