Thesis (old) | Callapina

Our Thesis

We invest in Indian founders - domestic and diaspora - who are 'Building for the World' and 'Building for India' across 5 investment themes.

Building for the World: Building world class products and solutions from India, leveraging unique Indian capabilities in demographics, expertise, scale and cost

Building for India: Building solutions with unique value proposition for Indian consumers & businesses and solving for India-specific problems

AI driven automation and intelligence

Leveraging AI and machine learning to automate complex processes, improve efficiency, and deliver intelligent insights. These startups represent the future of business transformation, where automation is not just about reducing costs but enabling smarter decision-making and creating new value.

Enabling working in a digital first world

Solving specific business pain points with flexible, cloud-based software for industries that were laggards in digital adoption, or to cater to changes in ways of working post COVID or expectations of the next generation workforce e.g., distributed / remote workforces, hybrid / working environments.

“BharatTech” for underserved markets

Addressing the needs of India’s vast population in Tier-1 cities and beyond, helping small businesses and underserved communities access digital services, healthcare, and education. Driven by the growing demand for localized solutions tailored to the unique challenges of Bharat (which are different from the western world).

Industrial transformation with DeepTech

IP led or technology with deep R&D such as robotics, automation, and advanced hardware solutions to revolutionize traditional industries like manufacturing, logistics, and safety. These startups are transforming how goods are produced, tested, and managed, offering new levels of precision, efficiency, and safety.

Building high trust online platforms

Build communities and secure platforms where users can engage, transact, and interact with confidence. Understanding cultural trends are critical to cater to the evolving needs of the generation of consumers e.g., D2C brands that users connect with and hence can build a loyal community with low CAC.