We are launching a quarterly editorial publication in Q3 2026 — thesis essays, operating notes, and unvarnished updates from the Xponents team. Honest format, honest cadence, no SEO chasing.
Our inaugural issue lays out the long-form thesis behind Xponents — why India's industrial base is on the verge of a structural expansion, why the existing venture model isn't built to back it, and what a different kind of capital and operating support looks like in practice.
We don't write for engagement metrics. Each issue takes 8–12 weeks to research and write. If you'd like to receive it directly when it ships, subscribe below.
Get notified at launch→Why founders with manufacturing or supply chain operating experience consistently outperform software-only operators in deep-tech and industrial categories.
A category-by-category walkthrough of the 14 themes Xponents is actively researching or building in — with quantitative sizing and qualitative judgment.
How a multi-generational manufacturing network actually translates into distribution advantage for new ventures — and how to mobilize it without burning it out.
An honest look at how Indian family offices and strategic capital actually deploy in private markets — what works, what doesn't, what's underpriced.
An unvarnished annual letter — what we got right, what we got wrong, what we're changing for year two of the studio.
One email per quarter. Long-form thinking. No newsletter spam.