Raise capital when you can clearly see upcoming growth and need resources to service it. Tying your timeline to operational milestones, like onboarding new customers, creates genuine urgency and momentum. This drives investor FOMO and helps close deals more effectively than an arbitrary deadline.

A surge in IPOs and M&A isn't driven by pro-business policies, but by a reduction in policy uncertainty. With a clearer, albeit more interventionist, landscape, companies have the confidence to execute major strategic plans they had previously postponed.

Contrary to the belief that a low P-E ratio is always better, a high ratio can signify a 'growth stock.' This indicates investors are willing to pay more because the company is reinvesting its earnings into future growth, betting on higher profitability over time.

India's premium valuations are not just based on growth hopes. Deeper structural changes like reduced oil reliance and fiscal consolidation are creating a smaller saving imbalance. This leads to structurally lower interest rates and volatility, which fundamentally supports higher price-to-earnings multiples for equities.

For startups experiencing hyper-growth, the optimal strategy is to raise capital aggressively and frequently—even multiple times a year—regardless of current cash reserves. This builds a war chest, solidifies a high valuation based on momentum, and effectively starves less explosive competitors of investor attention and capital.

A consistent flow of $3 billion per month from domestic systematic investment plans provides a stable, local buyer base for IPOs. This de-risks private equity exits by reducing reliance on volatile foreign institutional flows, making public markets a more reliable exit path.

Historically, a bridge round signaled a company was struggling. Now, this signal is split. A new class of 'bridge' is emerging as a pre-emptive investment from enthusiastic investors wanting to deploy more capital into a fast-growing company before its official priced round, making it a positive indicator in some cases.

A surge in capital expenditure indicates rising corporate confidence and, more importantly, a strategic pivot. Companies are moving away from passive stock repurchases, showing an urgency to pursue active growth through investments and acquisitions.

For startups taking on industrial giants, large capital raises are a competitive weapon, not just for growth. Accessing low-cost capital is a strategic advantage that directly lowers product costs, making massive fundraising a prerequisite to even sit at the table.