Building the systems behind the AI economy
We back founders creating the data platforms, intelligent workflows and real-world AI systems that will define the next era of global enterprises.
Data and AI Infrastructure
Enterprises continue to operate across fragmented software stacks and siloed data, while the volume and complexity of data are increasing rapidly. AI is accelerating the need for infrastructure that can ingest, organize, observe and operationalize data across the enterprise.
We invest in businesses that:
- 01Integrate data across fragmented systems to continuously drive business goals
- 02Structure and operationalize unstructured & dynamic data
- 03Provide continuous observability and governance, along with autonomous remediation
- 04Enable the data-to-AI value chain, from ingestion and storage to training, deployment and inference
- 05Capture the shift in AI infrastructure spend from training to inference
Illustrative areas include
AI-Powered Digital Twins
Large physical infrastructure as remains underutilized and most systems are reactive rather than proactive. Digital twins are evolving from static simulations into dynamic systems that continuously ingest real-world data, understand changing conditions, predict patterns, and enable organizations to respond in real-time.
We invest in businesses that:
- 01Bridge the physical and digital worlds through intelligent, real-time representations of assets, processes and environments.
- 02Create and utilize massive real-time data streams to generate actionable insights to drive data-driven decisions and respond dynamically to changing conditions
- 03Enable autonomous decision-making in complex physical environments
- 04Improve utilization, efficiency, and performance of physical infrastructure
Illustrative areas include
Service-as-a-Software
Software has digitized and automated large parts of enterprise workflows. Enterprises still rely heavily on people to configure and operate software across fragmented workflows. The next generation of enterprise technology will combine software, AI, and domain expertise to take greater ownership of workflows with greater scalability.
We invest in businesses that:
- 01Contextually combine and orchestrate software, data, and AI into seamless end-to-end workflows with reduced manual intervention
- 02Own the execution layer, taking responsibility of business outcomes rather than providing tools
- 03Capture and codify tribal knowledge, compounding domain intelligence with every interaction
- 04Shift service delivery from time and material towards technology and IP, improving performance and economics over time
- 05Focus on specialised verticals where trust, integrations and domain experience create durable barriers
Illustrative areas include
Mid Scale SaaS Transformation
India has built a strong base of scaled SaaS companies with established customer relationships and valuable workflows, but are facing slow growth, expectations and retention pressure with increasing AI-disruption risk. We see an opportunity to transform proven SaaS businesses by leveraging their data, context, and customer relationships to survive and thrive.
We invest in businesses that:
- 01Transform workflow SaaS companies into AI-native data-driven companies
- 02Build & utilise proprietary data repositories and context from customer workflows & interactions
- 03Enrich and extend data repository across adjacent workflows, increasing the value of their existing customer relationships
- 04Build durable data and workflow moats around established enterprise relationships