Our Investment Thesis
We invest in ventures solving large global problems with10x differentiated solutions
10x Differentiation
IP led businesses
We back businesses that demonstrate 10x differentiation on status quo. We believe that such companies can create huge value in new as well as crowded markets.
Global Problems
Solving a big problem in globally unique way
One of our critical criteria is if the teams are attacking big and fundamental problems at a global scale. While they might start in India, they have to think global. With our global network, we are in a unique place to help entrepreneurs realise their dream of building global companies.
AI 2.0 Evolution
We are at the 2nd Inflection point of AI
We back category leaders that leverage AI to differentiate themselves. Recent times have forced the world to go remote and pushed digital adoption, resulting in strong tailwinds that have expedited the adoption of AI even more. We believe that we are now at the second inflection point of modern age AI and it will become pervasive across all industries, all regions and use cases. We intend to focus on the accelerating as well as emerging use cases of AI in our investment decisions.
We do not invest in Science OR Incremental Innovation
Intersection of scalable businesses & disruptive technology
While we have a bias for disruptive technology, we do not back pure science or research on one side of the spectrum or incremental innovations on the other. We evaluate companies on the basis of their business and revenue potential which can be unlocked by use of disruptive tech.
