§ The thesis · Four themes, one platform

Hard problems. Real solutions.

We back the science that compounds for decades - energy, biotech, hard-tech, and AI. The hardest problems need support beyond capital - we work closely to define the problems and figure out long-term science-based solutions.

Our thesis is rooted in two decades of backing R&D-led startups in India.

100+
Companies backed
$1B+
Portfolio capital mobilised
20 yrs
Continuous deep-tech investing
4 themes
Energy · Biotech · Hard-tech · AI

Across IIMA Ventures, Infuse, Bharat Fund, and partner programmes. Each circle below is a company we have backed at seed; colour marks the thematic sector.

Energy & ClimateBiotech, MedTech & AI-HealthHard-techArtificial Intelligence
↔ Scroll horizontally · click a company for the dossier
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§ Looking ahead

Our historical perspective shapes our vision for the future of these sectors.

We look forward to building category leaders together with the next generation of game-changing entrepreneurs.

§ 01 / 04 · Theme
Energy & Climate

Powering and cooling the next India.

Storage, grid, generation, materials, and capture. The companies rewriting how the country runs - and what it costs to run it.

Our Energy and Climate Thesis
§ Past investments by the team
Growth

Euler Motors

Commercial EVs for last-mile logistics. $200M+ raised, 30+ cities.

Growth

Fourth Partner

Distributed solar for C&I customers. $500M+ raised, 1,000+ clients.

Growth

Proklean

Probiotic green chemistry replacing harsh industrial chemicals.

§ 02 / 04 · Theme
Biotech & Health

Biology, as an engineering discipline.

Affordable diagnostics, indigenous med-devices, and translational biology. India has the talent, the patients, the clinics - and now, the capital.

Our Biotech and Health Thesis
§ Past investments by the team
Scaled · Seed via IIMA Ventures

Forus Health

Affordable retinal imaging. Deployed across 20+ countries.

Acquired by PerkinElmer

Biosense

Point-of-care anaemia diagnostics, medical devices.

Technology development.

Nayam

Indigenous light-adjusted intra-ocular lens.

§ 03 / 04 · Theme
Hard-tech

Hard-ware devices, robotics, and the physical economy.

Spacetech, robotics, semiconductors, materials, defence. Hard tech with compounding margins, built in India.

Our Hard-tech Thesis
§ Past investments by the team
Growth · Seeded by IIMA Ventures

Agnikul Cosmos

3D-printed orbital launch vehicles. Sub-orbital launch complete.

Growth · Seeded by IIMA Ventures

Unbox Robotics

Software-defined autonomous warehouse robotics.

IPO · Growth · Seeded by IIMA Ventures

ideaForge

Indigenous UAVs for surveillance, mapping, and defence.

§ 04 / 04 · Theme
Artificial Intelligence

Architectures and applications, ahead of consensus.

Applied AI for the country's services economy, its industries, and its institutions. The architectures, products, and infrastructure of the next decade.

Our AI Thesis
§ Past investments by the team
Growth · Seeded by IIMA Ventures · Backed by Bharat Fund

Detect Tech

AI + sensor asset-integrity platform.

Growth · Seeded by Bharat Fund

Kaleidofin

AI credit scoring for low-income, informal-sector customers.

3M+ scans/yr · 700+ hospitals · Seeded by Bharat Fund

5C Network

AI-augmented tele-radiology network.

§ 05 · Why now

There has never been a better time
to translate Indian research into companies.

Compute is cheap, biology is programmable, and India's research institutions are producing more translatable work than the country has capital and operators to absorb. We are organising both, at the source.

Soon investing · 2026 -->
Stage · Pre-seed and Seed · Series-B
Sectors · Energy · Biotech · Hard-tech · AI