Investment Thesis
Investment Strategy
Our fund strategy is based on strong underlying secular trends that drive changing business models and customer behavior such as:
- Digitalization and API Economy – Automated, Autonomous, Self-learning, and Hyper personalized.
- Environment, Social, and Governance (ESG) – Renewables, Electrification, and Climate tech.
- Global Supply chain realignment – Resilience, Agility, and Sustainability
- Atmanirbhar Bharat – Make in India
These changes are often driven by exponential shifts in the areas of
- Artificial Intelligence – Applied AI, Generative AI, and Machine Learning
- Compute & Connectivity – Cloud & Edge, Advanced Connectivity, and Immersive Reality
- Digital Future – Web 3, Next Gen Software computing, and Trust Architecture
- Cutting-edge engineering including – Mobility, Material Science, Bioengineering, and Space
Our investments are guided by an understanding of these trends and technological developments.
Growth / Early Growth Stage startups (B2B, Sector Agnostic, Enterprise Platforms / Products)
The primary focus of our fund is early growth-stage firms that solve problems of large enterprises, both public and private, in the B2B space. Typically, these firms have established product-market fit and demonstrable market success, with ~1M in annual recurring revenue and key anchor clients. They are looking for capital infusion to expand rapidly to $15M to $20M revenue in about five years
Seed / Early-Stage startups (Sector Agnostic, Cutting Edge scientific or engineering innovation)
Our fund makes a few selective investments in early-stage firms working on frontier / advanced technologies i.e. based on substantial scientific or engineering innovation.
Portfolio Selectivity and Support
The fund differentiates itself by providing its portfolio firms with support and expertise to scale and execute faster, working alongside their founders as needed. The management team, its extended and deep network and in-house Subject Matter Experts have the knowledge and network to support portfolio firms. With a culture of rigorous analysis and risk management, we focus on impeccable governance for our investors’ best interests.