Kunal Tandon spent nine years running his family's import/export business brokering paper and metal across Asia and Latin America before breaking into venture capital through a cold email strategy after building an audience with his daily newsletter, giving him firsthand experience with non-tech industries that he now applies to investing in workflow automation and supply-chain software. He operates El Cap with unusual transparency using shared Notion workspaces and has created a distinctive Contributor Program that gives ten handpicked operators full access to the firm's deal flow and portfolio company materials, functioning as an integrated brain trust rather than a traditional scout network.
What they've been talking about across their social media accounts

- Interest in the intersection of media, entertainment, and the business of storytelling. He frequently comments on the film industry, ranging from the financial struggles of movie theaters to the specific talents of actors like Ben Affleck. He places high value on preparation and depth in media, praising interviewers who do relentless research to elicit original responses from creative figures like Barry Jenkins.
- Strong identification with New York City culture and lifestyle. This is most evident in his persistent support for the Knicks and active interest in Brooklyn real estate. He also champions the NYC Marathon as a character-building experience, encouraging others to commit to the training process even if they do not view themselves as natural athletes.
- Focus on consumer product experiences and hardware dynamics. He evaluates the efficiency of e-commerce platforms, favorably comparing B&H Photo to Amazon, and questions real-world adoption of new hardware like the Cybertruck based on observational data. He also draws generational comparisons regarding technology, such as likening modern AI output to the chatrooms of the nineties.
- Appreciation for high-quality industry analysis and thoughtful writing over engagement bait. He shares essays from venture capitalists and praises content creators who prioritize active listening and detailed work. He connects this to a broader respect for consistency, highlighting the value of reliable professional communities and networks.
About their Fund
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AI, SaaS, Enterprise, Ecommerce, Climate
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early-stage VC investing where technologies collide
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