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.
Our Vision
We find, fund and support the best teams who are using Artificial Intelligence, Machine Learning and Internet of Things to solve real world problems for next 6bn.
Connect is the 7th sense
Big wave is here...
By 2020, 25 - 50 billion connected devices will store so much about us and our world to power seamless, almost sensory actions. This will lead to rewiring of products, processes and eventually entire industries, catalyzing trillions of dollars worth of unseen economic value. We will invest in such possibilities..
India is innovating for next 6bn
A country and startup ecosystem at an inflection...
India is changing fast. Change leads to disruption, which in turn leads to new ideas and innovation. By 2050, India will be second largest economy after China. The combination of a large & growing self-contained market, a second-to-none talent pool, and an enormous amount of data has created ripe conditions for germination of global companies.
We are entrepreneur first
We are hungry and we love if you are hungry too..
The true north of pi Ventures is a relentless focus on entrepreneurs. We believe that irrational ideas have the capability to change the world, provided they are backed by entrepreneurs with stellar problem-solving skills, and patient passion, refusing to give up against all odds. We have been entrepreneurs too, so we know the view from the trenches. We will support such dogged entrepreneurs with funding, talent and right ecosystem to help them succeed faster and better.
Investment Thesis
We are early stage investors focusing on disruptive ventures, solving real world problems, that can turn into category leaders through Applied AI
Exploiting Data Growth
50x growth in Data
India is rapidly adopting smartphones, there would be close to 430 Million of them by 2019. India surpassed US in number of internet users in December 2015, majority of them through smartphones. Smartphones generate 4x data as compared to web; a connected devices 16x, as such, most of the business and personal workflows in India are getting or going to get impacted by data very rapidly.
Leveraging Applied AI to differentiate
Creating new category leaders
We are looking at companies that are leveraging big data (data coming out of enterprise systems), small data (personal data ) and dark data (data coming out due to devices) to make smarter decisions through machine learning and eventually becoming self learning. Mining this data through machine learning and AI & creating value is going to be key to creating new category leaders.We are looking for these category leaders.
Global Thinking
Solving a big problem in globally unique way
One of our critical criteria is if the teams are attacking big and fundamental problems on 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.
Patient Passion
Strong desire to make a change with long half life...
We are looking for strong teams, showcasing the grit to remain focused on the problem statement over a long period of time. We work very closely to build teams if we find gaps. However, the passion, fire and desire to build a lasting change is expected in the founders right from day one.
