between India and the GCC
India focused growth specialists
A seasoned private equity team who apply a value investing framework to high-growth tech investments
Emerging market specialists with an in-depth understanding of the unique cultural, regulatory and business dynamics in India
Gateway to the GCC region for our partner companies in India
Trusted conduit for GCC capital investing in the India growth story
Seeking Alpha through a combination of asymmetric insight, information, and access
Investment Strategy
We employ a systematic investment framework
for generating alpha by taking selective, high-conviction
positions in high-growth technology opportunities
across sectors
Secular growth trends
We look for multiple tailwinds across various vectors including market, demographic, technology, and regulation, that can converge to deliver long-term secular growth for the businesses we invest in.
Future leaders or disruptors
We uncover future category leaders or disruptors before they are widely recognized, we seek out early signs of future success by evaluating key attributes of a business such as product-market fit, differentiation, speed, flexibility, resilience, capital efficiency, and unit economics.
Valuation Discipline
We have a strong quality-at-value focus and as such we believe that the right entry valuations are critical in making great companies into good investments.
Strong Cap Tables
While we are thoroughly independent in our investment underwriting while recognizing the value of a strong and diverse cap table in supporting growth and managing risk.
Best-in-Class Execution Teams
We back world-class execution teams with the ability to deliver high and profitable growth as well as deal with the inevitable challenges of market volatility and intense competition.
Our thoughts on the industry…