Thoughts and ideas from Accrezeo Capital
Everyone’s Consolidating — But That’s Not the Whole Story Across enterprise data infrastructure, the consolidation wave is very real. Over the past two years, nearly every major platform player has tightened its grip on the stack. Salesforce’s $8B acquisition of Informatica is only the latest in a series of moves. Microsoft has bundled Synapse, Power BI, and Data Factory into Fabric. Oracle has expanded into observability and automation....
The Illusion of ESG Readiness in India At first glance, the ESG SaaS category in India appears as many investors describe it: early, fragmented, and underwhelming. Adoption remains limited, enforcement mechanisms are inconsistent, and even among listed companies, ESG filings are often boilerplate. Venture capital interest reflects this view — funding rounds remain small, and visible breakout winners are few. But this top-level reading may conflate regulatory lag...
The Legal Infra Moment: What’s Changed in India LegalTech in India often feels like a solved story — from marketplaces like LawRato to AI research tools like Jhana.ai and contract platforms like SpotDraft. Yet despite the category’s visible sprawl, infrastructure-style plays remain rare. Most LegalTech startups either wrap existing workflows in prettier interfaces or chase episodic use cases with little compounding leverage. But in our view, something’s...
