The PMF Playbook: How Great Investors Actually Think | सीVCism EP 6

सीVCism — a Tattva original · Jun 8, 2026 · 55m

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…