Is venture investing actually a system; or just intuition dressed up as experience?

Because if you strip away narratives, access, and hindsight bias, most conversations around investing still fall back on instinct. Timing, conviction, “seeing something others don’t.”

But that raises a deeper question- if outcomes can be explained, can they also be repeated?

This episode exists to interrogate that.

Through Raghav Bahl’s journey—across Bessemer, Alibaba, and now Promaft—we wanted to move away from outcomes and get closer to decision-making itself. Not what worked, but how those calls were made, and whether there is a structure behind them.

At SIG Tattva, this is a question we constantly sit with. Because operating as a CVC forces you into a tension: you don’t just allocate capital—you justify it, align it, and ...