Building the next generation of AI-native companies

Build from scratch

We spin up AI-native companies internally from the ground up. Full ownership. Full conviction. Reserved for ideas with category-defining potential.

Strategic minority stakes

We take 25–50% equity in high-potential existing businesses. We bring shared AI infrastructure, capital discipline, and operational leverage to accelerate them.

Full acquisition

We acquire outright only when a company can become a category empire or category destroyer. Selective. Deliberate.

We back verticals ripe for AI transformation

Our portfolio covers traditional SMBs, Vertical SaaS, and Service-as-Software — industries where AI can compress costs, accelerate revenue, and create defensible moats.

One AI layer. Every portfolio company benefits.

We build models, data pipelines, and AI tooling centrally and deploy them across the entire portfolio. This becomes a structural competitive advantage that scales with every company we add.

Making AI usable for 500M+ Indians

Traditional business owners and non-technical consumers aged 35–40+ have been left out of the AI wave. Our dedicated India product is being built for this audience — vernacular, accessible, and genuinely useful without technical expertise.

Accessibility

AI must be usable by people who have been excluded from the AI wave — not just technical founders.

Capital Efficiency

Build and run companies at a fraction of conventional headcount and cost. AI is the force multiplier.

AI-First

Every operating decision defaults to AI augmentation before human labor. No exceptions.

Ownership with Purpose

Full ownership only where there is a genuine category opportunity. Minority stakes everywhere else.

Operational Excellence

Portfolio companies are held to a higher standard than their stand-alone counterparts.

Adaptability

Vertical-agnostic thesis. We follow the opportunity, not the dogma.