Our Investments
We back founders
leading from
the front.
We invest in deep tech companies with founders solving original problems, or just hard problems in new and original ways.
Portfolio companies
Deep tech sectors
Stage focus
Where we invest
01
The shift from healthcare service providers to healthcare innovation.
From cancer-care to medical devices, we are seeing the emergence of new and original ideas — often at a fraction of global costs — here in India.
02
Intelligence gets into the physical world, and we're here for it.
From warehousing to defence to agriculture, the entry of physical AI devices and intelligence layers on existing infrastructure gives us the conviction needed to back companies in this space.
03
We've always had the talent; we're now building for ourselves.
Two-fifths of the global chip design workforce has come from India. We're now seeing that homegrown talent building IP-first companies that compete globally.
04
A multi-moat approach to our most consequential tech.
From sovereign AI to infrastructure, India is racing to build across the AI stack. Our conviction lies with founders who can translate AI's capability into real-world productivity gains across India's workforce.
05
Manufacturing in 2026 needs a whole new thesis.
In a world with fragile supply chains and economic shocks, we're counting on productivity gains through automation, shopfloor reliability & uptime, and intelligence layers that keep our manufacturing sector adaptable.
06
The aerospace stack is slowly being built at home.
From specialised components to full-system solutions, India's aerospace industry is expanding fast. We've got the appetite, the talent, and the governmental support. All the industry needs is the right kind of capital.
All portfolio companies
Precision oncology leveraging genomics and clinical data for underrepresented populations
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Full-stack robotics platform for automating dextrous industrial tasks at scale
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Scalable digital power controllers for high-performance semiconductor applications
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AI-driven code modernisation for enterprise legacy systems
A leader in professional grade PCB manufacturing
GenAI-powered virtual interactions between customers and products
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Laser-powered platforms for precision industrial manufacturing