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Company names are not disclosed. Many of our founders build in security, defence and enterprise categories where a published investor list is a commercial liability, and in several cases we are bound by confidentiality obligations. We describe the portfolio by sector instead — and where a founder is happy to be named, we will make the introduction on request.
Our deepest concentration, and the one closest to our own professional ground. Insurance distribution, lending infrastructure, wealth and advisory platforms, payments and the compliance rails underneath them.
The largest count in the portfolio. Software sold to businesses rather than consumers, where revenue is contracted, churn is visible and the unit economics can actually be audited.
Applied AI with a customer paying for an outcome, not a demo. Document intelligence, machine vision, voice, and automation of work that companies currently staff around.
Security products built by engineers who have defended real networks. This is the category where founders most often ask us not to publish their investor list, and we respect it.
Care delivery and devices with a real clinical component, where the business model survives contact with how healthcare is actually paid for in India.
Positions in angel funds and pooled vehicles that give us exposure to deals outside our own sourcing, and a seat close to how other investment committees decide.
Consumer platforms where trust and repeat usage matter more than acquisition spend, and where content is the product rather than the marketing.
The infrastructure and services layer beneath modern customer acquisition — measurement, attribution and performance work for brands spending seriously online.
Enterprise learning technology, where the buyer is a company training a large and distributed workforce rather than an individual buying a course.
Dual-use and defence-oriented technology, a category where confidentiality is not a preference but an obligation. We describe it no further than this.
One position in hospitality, taken because we knew the operators and the economics rather than because the sector was in favour.
A family office portfolio behaves differently from a fund's. We are not deploying to a vintage, we do not have a return clock, and we can hold something quietly for years.
Most positions were taken before any institutional investor was involved, and often before a priced round existed.
Typically 1% to 5%. No board control, no veto over ordinary business, no operational interference.
We expect to hold for the better part of a decade. There is no fund life forcing an exit conversation.
Eleven sectors and two geographies. Breadth is the strategy, not an accident of sourcing.
We read every application in full and answer in writing within 21 days.