Philadelphia | Mumbai
Our Thesis
We invest in Indian founders - domestic and diaspora - 'Building for the World' and 'Building for India' across 5 investment angles.
1. AI driven automation and intelligence
Startups leveraging AI and machine learning to automate complex processes, improve efficiency, and deliver intelligent insights. We focus on companies that represent the future of business transformation, where automation goes beyond cost reduction to enable smarter decision-making and create new value.
The AI startups that will thrive in India are those addressing real-world problems across multiple sectors. In healthcare, AI will enable diagnostic tools and personalized care, while in manufacturing and supply chains, AI-driven automation will enhance efficiency. Fintech AI will continue transforming financial inclusion through fraud detection and credit scoring solutions. Meanwhile, NLP and conversational AI startups will create solutions for India’s linguistic diversity. These startups blend India’s tech talent with scalable, impactful solutions.
2. Enabling new ways of working in a digital first world
Startups creating flexible, cloud-based software solutions for the digital-first world. We target companies addressing specific business pain points in industries that have lagged in digital adoption, as well as those catering to evolving work paradigms post-COVID and the expectations of the next-generation workforce.
Our focus is on innovations enabling distributed and remote work, supporting hybrid environments, and enhancing digital collaboration. We look for startups developing tools for seamless communication, project management, productivity tracking, and digital workflow optimization. Priority areas include solutions for industries traditionally slow to digitize, such as manufacturing, construction, and healthcare.
We are backing the companies that are reshaping how work gets done in the digital age, driving efficiency and adaptability across sectors.
3. “BharatTech” for underserved markets
Startups addressing the unique needs of India's vast population beyond metropolitan areas. We focus on companies creating localized digital solutions for small businesses and underserved communities in Tier-1 cities and beyond.
Our investment targets include startups improving access to digital services, healthcare, and education for India's underserved markets. We seek out innovations tailored to Bharat's specific challenges, distinct from Western-centric solutions. Priority areas include vernacular technology, last-mile delivery systems, affordable healthcare tech, and accessible educational platforms.
We are backing entrepreneurs who understand and solve the real problems of Bharat, tapping into the growing demand for homegrown solutions in this massive, underserved market.
4. Industrial transformation with DeepTech
DeepTech startups driving industrial transformation. We target companies developing IP-led solutions or technologies requiring deep R&D, including robotics, automation, and advanced hardware.
Our focus is on innovations revolutionizing traditional industries such as manufacturing, logistics, and safety. We seek out startups creating solutions that enhance precision, efficiency, and safety in industrial processes. Priority areas include advanced robotics for manufacturing, AI-driven quality control systems, IoT for predictive maintenance, and cutting-edge safety technologies.
We are backing the pioneers who are fundamentally changing how goods are produced, tested, and managed, ushering in a new era of industrial capability and performance.
5. Building high trust online platforms
Startups building high-trust online platforms and communities. We target companies creating secure digital environments where users can engage, transact, and interact with confidence.
Our focus is on platforms that deeply understand and cater to evolving cultural trends and consumer needs. We seek out startups developing innovative community-building strategies, robust security measures, and engaging user experiences. Priority areas include D2C brands with strong user connections, platforms fostering loyal communities with low customer acquisition costs, and marketplaces built on trust and authenticity.
We are backing entrepreneurs who are redefining online interactions, creating digital spaces where trust, engagement, and meaningful connections drive sustainable growth and user loyalty.