Backing the founders
building AI from India
We write the first cheque for India's most ambitious AI teams, from foundational models to AI-native software. Conviction capital, from pre-seed to Series A.
We co-invest alongside the best
Four frontiers, one conviction
We invest across the AI stack, wherever India can build something the world hasn't seen before.
Foundational Models
Teams training frontier and small language models built for India's languages, context, and compute reality.
AI Infrastructure
The token factory layer, inference, orchestration, evals, and tooling that make AI cheap and reliable at scale.
Applied & Agentic AI
Products that put agents to work, voice, vision, and workflow automation for real industries.
AI-Native SaaS
Category-defining software where AI is the product, not a feature bolted on afterwards.
India is a model builder, not just a market
The next decade of AI will be written in Bengaluru and Chennai as much as San Francisco. Sovereignty, language depth, and cost are durable moats, and we back the teams turning them into category-defining companies.
Read the full thesisIndia is a model builder, not just a market
The next decade of AI will be written in Bengaluru, Delhi and Chennai as much as San Francisco. We back the founders proving it.
Sovereignty is a moat
Data residency, local compute, and language depth aren't compliance checkboxes, they are durable competitive advantages.
Distribution beats novelty
We favour teams with an unfair route to a billion users, through language, cost, or an existing wedge into a hard market.
A platform built for AI founders
Sovereign by design
Deep relationships across compute, government, and enterprise India.
Technical partners
ML researchers on our team who can pressure-test your architecture.
Founder-first terms
Fast decisions, clean paper, and we follow our winners with conviction.
Founders already building the future
Vaakya
Real-time speech models for 12 Indic languages.
Tokensmith
Serverless inference that cuts GPU spend by 60%.
Arivu
Agentic customer support for BFSI in 10 languages.
Netra
Document intelligence for regulated industries.
“AIVC were the first believers when we were three people and an idea. They understood the model roadmap better than anyone in the room, and they've been in the trenches with us ever since.”
Notes from the frontier
Why India's small language models will win
ReadHow Tokensmith cut inference costs by 60%
ReadThe 2026 State of Indian AI report
ReadBuilding something in AI? Let's talk.
We read every pitch. If you're building at the frontier of AI in India, we want to hear from you.
Pitch to us