Where We
Invest
We focus on sectors where technology is fundamentally reshaping industries and where exceptional founders can build category-defining companies.
Conviction-Driven
Investing
We don't chase trends. We identify structural shifts in technology and markets, then partner with founders who can capitalize on them.
Our thesis is built on three core beliefs: technology adoption is accelerating faster than ever, emerging markets will produce the next generation of global companies, and exceptional founders with the right support can build category-defining businesses.
Investment Criteria
01
Exceptional Founders
We invest in people first. We look for founders with deep domain expertise, relentless execution, and the ability to attract great talent.
02
Large Markets
We target markets that are either already large or growing rapidly. We believe in building companies that can become category leaders.
03
Technology Edge
We look for companies with genuine technological differentiation—not just incremental improvements, but fundamental advantages.
04
Global Potential
We invest in companies that can scale globally from day one. We look for products and business models that transcend borders.
05
Capital Efficiency
We value founders who can do more with less. We look for businesses with strong unit economics and clear paths to profitability.
06
Defensibility
We invest in businesses with moats—whether through technology, network effects, brand, or regulatory advantages.
16 Priority Sectors
We've identified 16 sectors where we see the greatest opportunity for transformative company building.
AI & Machine Learning
FinTech
Web3 & Blockchain
D2C & FMCG
HealthTech
EdTech
GovTech
Cybersecurity
AgriTech
CleanTech
Logistics & Supply Chain
Enterprise SaaS
PropTech
Gaming & Entertainment
Manufacturing Tech
Developer Tools
Markets We Know Best
India
The world's fastest-growing major economy with 1.4B people coming online. We focus on enterprise AI, GovTech, FinTech, and D2C.
UAE & MENA
Gateway to the Middle East and Africa with world-class infrastructure and regulatory innovation. Focus on FinTech, Web3, and logistics.
USA
The world's largest enterprise market. We help our portfolio companies expand into US markets with local presence and partnerships.
Fits Our Thesis?
If you're building in one of our focus sectors, we'd love to hear from you.