Is conviction something you build with evidence; or something you feel before the evidence arrives?

Because at the earliest stage of a company's life, there's nothing to measure. No traction, no revenue curve, no product-market fit to validate. There's only a founder, an idea, and a decision that has to be made anyway.

But that raises a deeper question- if there's nothing to point to, what exactly are you underwriting?

This episode exists to interrogate that.

Through Ishaan Khosla and Huddle Ventures, we wanted to move past the polished stage-by-stage playbook and get closer to the decision itself. Not what a founder eventually becomes, but how you build belief in them before anyone else does.

At SIG Tattva, this is a question we constantly sit with; from the opposite end. Huddle writes the first instit ...