Author: Venkat S. Raju, Venture Partner
A Venture Blueprint for DeepTech-led Transformation
In a world defined by rapid innovation and systemic disruption, YourNest Capital’s Innovative Products VC Fund III emerges as a singular force – an architect of India’s DeepTech renaissance. It is not merely a venture portfolio but a curated ecosystem of tomorrow’s category leaders, united by a bold belief: India can be a global powerhouse in IP-led, infrastructure-grade technologies.
While others play safe or chase hype, YourNest goes deeper – funding the hard problems, the invisible infrastructure, and the audacious moonshots. This is a fund that refuses to follow trends. Instead, it nurtures the technologies (and the entrepreneurs behind them) that will define them.
- DeepTech at the Core: Where Conviction meets Complexity
Most VCs flirt with DeepTech. YourNest commits.
From quantum computing and reusable rockets to confidential computing and AI-powered diagnostics, Fund III has backed ventures at the bleeding edge – where IP density is high, barriers to entry are real, and the upside is transformative.
- QpiAI is building India’s first quantum-AI hybrid stack – an unprecedented convergence poised to redefine high-compute needs in finance, logistics and healthcare.
- EtherealX is developing the world’s first fully reusable, medium-lift space launch vehicle with a 72-hour turnaround – an IP-led game-changer in SpaceTech.
- Perkant Tech is revolutionizing primary care with AI-driven, non-invasive diagnostics, bringing predictive healthcare to metro clinics and remote villages.
YourNest doesn’t just invest in futuristic tech – it enables real-world impact through first-principles engineering and long-term support.
- Strategic Breadth, Surgical Depth: A Portfolio Built for the Next Decade
YourNest Fund III showcases rare cross-sector coverage with deep domain expertise. Each portfolio company is a frontier innovator in its segment:
| Sector | Startups | Innovation Highlight |
| Quantum & AI | QpiAI, Contiinex | 25-qubit stack, vertical AI integration |
| SpaceTech | EtherealX | Reusable launch systems for satellite deployment |
| MedTech | Dozee, Perkant | Contactless vitals monitoring, rapid diagnostics |
| EV Mobility | Exponent Energy | 15-minute rapid charging ecosystem |
| Cybersecurity | Induz, SubCom | Confidential computing, edge security agents |
| AgriTech | MapMyCrop | AI + satellite imagery for precision farming |
| Cloud & Data | Datomotive, Datoms | Multi-cloud workload mobility, industrial insights |
| Connectivity | WIOM | Ultra-affordable broadband under PM-WANI |
| Manufacturing | ThinkMetal, Leanworx | Real-time machine monitoring, industrial 3D printing |
| MSME Enablement | Superfone, CredRight | SMB digital tools, alternative credit scoring |
| Consumer AI | Miko, Aliste | Emotional robots, smart office/home retrofits |
This isn’t spray-and-pray diversification. It’s a synergistic constellation – designed to capitalize on global megatrends while derisking sectoral shocks.
- From Atoms to Algorithms: A Full Stack Investment Approach
Where typical VCs focus on software layers, YourNest plays across the stack:
- Hardware: From sensor-laden devices (Dozee) to edge-ready agents (SubConscious Compute).
- Cloud & Middleware: Datomotive powers cloud-native resilience.
- AI Layers: VTION and Contiinex turn raw data into real-time insights.
- End-user Products: Superfone is India’s CRM-in-a-phone for SMBs; WIOM brings affordable broadband to over 1 billion users.
This full-stack approach builds compounding advantages cross-portfolio integrations, deeper moats, and scalable innovation infrastructure.
- Inclusive Innovation: Building for Bharat and Beyond
YourNest’s vision isn’t just global it’s grounded in India’s realities. The fund backs dual-market startups that serve both world-class enterprise needs and mass India use cases:
- WIOM is bridging India’s digital divide with affordable broadband.
- CredRight taps informal credit data to enable MSME lending.
- Aliste makes energy-efficient business possible at ₹2/day per appliance.
This India + Bharat strategy creates massive domestic scale while ensuring export-ready IP for global expansion. Both WIOM and CredRight can find markets in other Asian, African and South American economies; Aliste’s use case is a deployable technology in any country where energy conservation and cost management are priorities.
- Long-term Partnership, not just Capital
YourNest’s differentiation lies not only in selection – but in sustained support and cross-fund continuity:
- Reinforcing high-potential Fund II stars like Dozee, Miko and Exponent in Fund III.
- Providing nurture capital, not just financial investments.
- Offering founder-first mentorship and market access – especially crucial for IP-heavy, regulatory-sensitive DeepTech startups.
Where many funds exit early, YourNest stays in the trenches through product cycles, pivots and scale journeys.
- The Upside Engine: Macro Tailwinds, Breakout Potential
Fund III is structurally aligned with the biggest secular trends of the next 10 years:
| Trend | Market Size (2030) | Portfolio Aligned |
| Quantum + AI | $1.8 tn+ | QpiAI, Contiinex |
| Space Logistics | $1 tn+ | EtherealX |
| Remote Health | $900 bn+ | Dozee, Perkant |
| EV Infrastructure | $800 bn+ | Exponent Energy |
| Confidential Computing | $500 bn+ | Induz, SubCom |
| Cloud Infra | $1.5 tn+ | Datomotive, Datoms |
| Precision AgriTech | $30 bn+ | MapMyCrop |
| Connectivity for Bharat | 1 bn+ new users | WIOM |
With early signs of category leadership and strong acquisition/IPO potential, the fund is well-positioned for great returns.
- YourNest vs. the Rest: What truly sets us apart
| Dimension | YourNest | Most other DeepTech VCs |
| Sector Breadth | DeepTech across 10+ domains | Mostly AI/ML, HealthTech |
| Stack Coverage | Full stack: HW + SW + Cloud | Mostly App/SaaS layers |
| Frontier Bets | Quantum, Space, Confidential Compute | More cautious bets |
| India+Bharat Strategy | Dual-market focus | Enterprise/global skew |
| Cross-Fund Commitment | Consistent, long-term | Fund-specific support only |
Conclusion: A Different kind of Fund for a new kind of Future
If the last decade was about scale, the next will be about sophistication.
YourNest India VC Fund III isn’t just backing startups. It’s engineering India’s leap into the innovation-first global economy – with patience, precision and purpose.
For future investors, it offers asymmetric upside.
For entrepreneurs, it offers a domain-savvy partnership.
For India’s tech ecosystem, it offers a roadmap for global DeepTech leadership.
In short, YourNest is nurturing India’s DeepTech sovereignty with a meticulously curated portfolio of startups.