72 Portfolio Intelligence

Kunal Bajaj serves as the firm's founder and chief investment officer, leading all investment decisions. He established 72 Portfolio Intelligence after returning to India from New York, where he worked at Credit Suisse and Donaldson, Lufkin & Jenrette. Bajaj's background in cross-border investment banking informs the firm's early-stage direct equity approach.

The firm sources primarily through Bajaj's network built over two decades in India's early-stage ecosystem, including repeat founder relationships and co-investor referrals. As an early backer of companies before the venture boom, the firm has maintained access to deal flow that often bypasses broader syndicates. Multiple portfolio companies have been sourced through introductions from existing founders.

The firm deploys capital exclusively through direct equity investments into operating companies. It does not make fund commitments or invest in other venture capital vehicles. The strategy centers on direct board-level engagement from pre-seed through Series B with reserves allocated for follow-on participation.

The firm frequently co-invests alongside established Indian venture funds including Peak XV Partners, Matrix Partners India, and Nexus Venture Partners. It does not lead rounds in every case, but maintains reserves to follow on proportionally and actively participates in board-level governance alongside co-investors.