Boundless is built for one specific moment.
India has the talent, markets, and infrastructure to produce AI-native companies that scale globally.
The opportunity is in creating new categories from the ground up, in sectors where the constraints and context of India make products stronger, faster, and more exportable, instead of catching up to what has been built elsewhere.
We write first cheques, moving before consensus. We invest in four lanes where we believe the next global companies will emerge.
1. The AI-native stack
Why now: The market is consolidating around execution. What matters is vertical depth, workflow integration, and persistent autonomy.
We back:
- Vertical agents embedded deep in workflows- from claims processing and logistics operations to travel planning and tutoring.
- Dev and model tooling that makes AI usable in production-data cleaning, evaluation, guardrails, observability, memory.
- Memory and autonomy layers like MCP, A2A, and trust-ops- anything that moves us closer to persistent, agentic software.
2. Make-in-India hardware
Why now: India’s cost advantage is real, but it only becomes defensible when paired with design IP and shipping cycles that look like software, not hardware.
We back:
- Autonomous systems like drones, cobots, and smart infrastructure.
- AI-native devices- wearables, voice hubs, low-cost edge compute, custom sensors.
- Next-gen manufacturing- vertical integration, design-led engineering, precision production.
3. New-India consumer
Why now: 450 million Gen-Z and Gen-Alpha Indians are growing up digital-native, multilingual, and brand-aware. AI is not a feature for them, it is the default experience.
We back:
- AI-powered experiences in companionship, tutoring, commerce, and entertainment.
- Vernacular and multimodal UX - voice-first, avatar-first, code-mixed.
- Digital-first brands that compound through community and scale with AI at the core.
4. Science × story
Why now: AI is a horizontal wave. The breakout companies will combine first-principles technology with a narrative founders can own and distribution that story earns.
We back:
- Healthtech infrastructure like continuous care sensors and AI-native clinics.
- Creator economy rails: new tools for expression and monetisation.
- Fintech and compliance: agents that transact, not just predict.
How we work
We prefer to meet teams pre-fundraise. We move quickly when the thesis is clear and the edge is visible. Once invested, we help with product thinking, go-to-market, and introductions that close customers or capital.
If you are building deep, AI-native products in these lanes, we want to be your first conversation.