Kae Capital

Elated to announce our Winners Fund II today. Through this fund, we will be able to back our star founders in late-stage rounds as well as participate in rounds of other market-leading companies outside the Kae portfolio. economictimes.indiatimes.com/tech/funding/k…

we've put together a comprehensive guide on the age-old debate of profitability v growth - kae-capital.com/blog/unit-econ…

The question isn't "profitability vs growth." It's: which metrics prove the engine works before you pour fuel on it? In India: CAC payback under 12 months, gross margins above 40%, NRR trending up. Hit all three and growth becomes a financing decision, not a survival one.

@maahirpanchal You are right on the payload economics. Most automation projects fail before the robot even shows up because the base layer is broken. The fundamentals layer, process design, fixturing, materials handling, is probably a bigger investment thesis than automation itself.

@KaeCapital What if you thought of all the non automated stuff first? Automation in manufacturing is shit without the fundamental base. Try automating anything over a few KGs and it’s an economic & engineering failure. There’s tons of things to look at in manufacturing over automation!!

We been thinking a lot about Indian manufacturing automation lately. Not because of the hype cycle, but because something real has shifted in the last 18 months. Here is what we are actually seeing on the ground. THREAD!

At Kae, Manufacturing automation is where we are actively writing cheques. If you are building in robotics, AI for factory floors or industrial sensing in India, we're happy to chat - kae-capital.com/about-us/team/

The policy tailwind is real. PLI schemes are pulling serious capex into manufacturing. The National Quantum Mission just backed 17 deeptech startups this month. The government is building the conditions for this to scale, not just handing out grants and walking away. (7/8)

India’s National Quantum Mission is quietly compounding, now at 17 startups and ~1,000 km of indigenous quantum comms. From biosensing to secure networks, this is sustained, state-led deeptech building. The pipeline is starting to feel real.

Kae Capital is delighted to lead @talbygrapevine's $4.1M round, backing a team that has spent years understanding how professionals in India actually connect & learn. It's a whole new take on how you look out for jobs!

Congratulations to the team at Porter on being named EY Startup of the Year. A well-deserved recognition for a company that has steadily built one of India’s most dependable logistics networks, simplifying goods movement for businesses across the country.

Great to see Maharishi (Supernova) at the Prime Minister’s AI & deeptech roundtable at Seva Teerth, part of a small group of founders building solutions for population-scale impact across India. Exciting signal of the direction Indian deeptech is heading.

Great venture outcomes rarely look obvious in the moment; they’re built on conviction and patience. @SashaMirchi's early bet on Fractal in the early 2000s, long before analytics and AI became mainstream, is a powerful example of backing ahead of the curve & staying the course.

Gen Z and Millennials in India aren’t “trying” AI, they’re building habits around it. When voice, chat, and image-based interfaces become default, the opportunity moves upstream: from tools to workflows, from models to distribution, from experimentation to scale.

This investment represents exactly the kind of opportunity we pursue at Kae Capital: backing exceptional founders building deep technology that solves foundational infrastructure problems.

We believe Enerzolve is addressing one of the most critical challenges of our time, decarbonizing and modernizing power infrastructure with IP-led hardware innovation.

Kae Capital is thrilled to lead Enerzolve’s $5.1 million seed round alongside Jungle Ventures, a funding milestone that validates our conviction in the company’s bold vision for the future of energy infrastructure.