IvyCap Ventures Shifts Investment Focus to Deeptech and Emerging Technologies

IvyCap Ventures is strategically intensifying its investment focus on deeptech and cutting-edge emerging technology sectors. The firm is showing particular interest in areas such as robotics, the Internet of Things (IoT), spacetech, defence technology, biotechnology, and newer Artificial Intelligence (AI) models like agentic and native AI. According to Vikram Gupta, founder and managing partner, these sectors are expected to shape the future and offer strong investment opportunities.

The venture capital firm is currently deploying capital from its third fund, which has a corpus of $250 million (approximately Rs 2,100 crore) raised entirely from domestic investors. IvyCap plans to make at least 8 to 10 more Series A investments by the end of the fiscal year 2026, while also evaluating select early-stage bets. The average investment size will be around Rs 50 crore, though transactions could range from Rs 3-4 crore for early bets up to Rs 100 crore for later-stage Series B rounds.

**Impact**: This news signifies a clear directional shift in venture capital funding towards high-potential, technology-driven sectors in India. Startups in deeptech and emerging technologies can expect increased attention and capital availability, potentially accelerating innovation and growth. This could indirectly benefit publicly listed companies that are part of these supply chains or benefit from advancements in these fields. Impact Rating: 7/10

**Difficult Terms Explained:** * **Deeptech**: Startups built around significant technological or scientific breakthroughs, often involving complex research and development. * **Emerging Technology**: New technologies that are still developing but have the potential to significantly change industries. * **Robotics**: The field focused on the design, construction, operation, and application of robots. * **IoT (Internet of Things)**: A network of physical objects embedded with sensors and software to connect and exchange data over the internet. * **Spacetech**: Technologies related to space exploration, research, and commercial applications. * **Defence Tech**: Technologies developed for military and defense applications. * **Biotech (Biotechnology)**: The use of living organisms or biological systems to develop products or processes. * **Agentic AI**: Artificial intelligence systems capable of independent perception, decision-making, and action to achieve goals. * **Native AI**: AI capabilities integrated directly into the core architecture of a system or platform. * **Series A, B Investments**: Stages of venture capital funding for startups. Series A is typically the first major funding round, followed by Series B for further scaling. * **Founder-Market Fit**: The alignment between a founder's vision and skills and the market's needs for their product. * **Capital Efficiency**: How effectively a company uses its capital to generate growth or profits. * **Domestic Capital**: Investment funds originating from within a country.