OUR PERSPECTIVE
The next decade will be built differently.
For years, India’s startup story was mostly understood through consumer internet and software. That story is expanding rapidly into physical infrastructure, deep engineering, and sovereign capability.
THE REAL SHIFT
INDIA’S NEXT DECADE WILL BE DEFINED BY WHAT IT CAN BUILD FOR ITSELF.
Indian founders are now building orbital rockets, advanced defence assemblies, medical hardware, power turbines, and specialized gases.
These companies take on problems that require serious capital, specialized technical understanding, and longer development timelines. Their progress isn’t measured in downloads or app DAUs, but in certifications secured, plants commissioned, and mission-critical parts qualified.
We believe these businesses will form an essential pillar of India’s next chapter. They strengthen economic sovereignty and supply chain resilience
HOW WE UNDERWRITE
What Earns Our Conviction
The sector may change. The stage may change. What matters is the presence of a meaningful problem, a differentiated business, and the ability to create lasting value.
Founders who know the problem inside out
We back founders who understand the customer problem firsthand and know why earlier solutions failed.
Something genuinely difficult to replicate
We favor businesses with defensible capabilities—technology, manufacturing expertise, or certifications.
A real, urgent customer requirement
The product must solve a critical customer problem with clear market demand.
Tangible evidence that the market cares
We look for validation through pilots, purchase orders, technical benchmarks, or customer commitments.
Room to become meaningfully larger
We invest in companies positioned to benefit from major industry and supply-chain shifts.
Thoughtful use of
capital
Capital should unlock clear milestones. We back founders who know exactly where it creates value.