Our thesis
How we think about AI in India
Four convictions guide every cheque we write. They're opinionated on purpose.
01
India is a model builder, not just a market
The next decade of AI will be written in Bengaluru, Delhi and Chennai as much as San Francisco. We back the founders proving it.
02
Sovereignty is a moat
Data residency, local compute, and language depth aren't compliance checkboxes, they are durable competitive advantages.
03
Distribution beats novelty
We favour teams with an unfair route to a billion users, through language, cost, or an existing wedge into a hard market.
04
We invest early and stay close
Pre-seed to Series A. We write the first cheque, roll up our sleeves, and follow our winners with conviction.
What we look for
- Technical founders with a non-obvious edge
- A wedge into a large, hard-to-win market
- Evidence you can ship fast and learn faster
- A reason India is the right place to build this
How we invest
- Stage
- Pre-seed → Series A
- First cheque
- ₹2Cr – ₹15Cr
- Ownership
- 8% – 15% target
- Decision
- 2 weeks, typically