Our thesis

What the real economy runs on, in every sector.

Most venture capital crowds into the same few layers. We back the founders building the systems India works on, wherever they start.

How we invest

Rails and grids, clinics and classrooms, farms, factories and the checkout counter. India's next decade gets built in every sector, and we back the founders building it.

How we invest

Founder empathy, financial rigour.

Two things we bring, and two things we back.

  1. 01

    Operator mindset

    We have built and scaled businesses ourselves. That lived experience shapes how we support founders: we work alongside them as co-builders.

  2. 02

    Real-economy focus

    We back the companies the real economy runs on, in any sector: payment rails, care, logistics, consumer brands. We stay sector-agnostic and follow the founder.

  3. 03

    Conviction-led entry

    Early, high-belief bets on founders we think will define their category, made before the market agrees.

  4. 04

    Public-market discipline

    Unit economics and governance from day one. We invest as if the public markets are watching, because eventually they will be.

Half from zero to one, half from one to ten.

Zero to one

  1. Opportunistic

    Pre-seed

    Moonshot ideas in new-age sectors, from seasoned founders with a proof of concept, validation or prototype.

  2. Core

    Seed

    A minimum viable product and early revenue.

One to ten

  1. Core

    Series A

    A rich product suite, a clear roadmap and go-to-market, and predictable revenue.

  2. Opportunistic

    Series B+

    High governance standards, continued growth and a clear path to exit.

Building the layer beneath?

We invest from pre-seed to Series B, and we read every pitch.

Pitch to us See the portfolio