thesis driven, EARLY-STAGE INVESTING

• Key Themes, Contrarian Ideas and Underrated Founders

• A Philosophy Based On Fundamentals

• Leverage and Insights from a Global Network

• Very High Engagement in Growth Strategy and Problem Solving

Digital India

Engagement & Brands for The New Indian Consumer

From content and communities, to video and gaming, to D2C brands for urban millennials, all the way to the right UX for new non-English consumers

Outcomes-Driven Business Models for Middle India

Scalable innovations in healthcare, education and agriculture, as well as digital and financial inclusion

Digitally Enabling Indian Businesses

From SMB accounting platforms to business credit, to supply chain solutions to marketplaces

Sustainability

Communities and brands for collective action and sustainable practices

Global Deep Tech

Deep Tech & Convergence

From AI to spacetech, and the powerful intersections of AI <> IoT <> blockchain

Disrupting Traditional Finance: Decentralization & Digital Assets

From neobanks, insuretech and blockchain, to anything democratizing investing, trading and ownership

Blockchain, Web 3.0 and Fixing the Attention Economy

Breaking "Big Tech" monopolies with breakthroughs in digital identity, data sovereignty and privacy

Software: Made in India, for the World

B2B SaaS and other software platforms built with India advantages, incl. Value SaaS models

Other: Indirect Investments and Advisory

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