Zero to One

Zero to One focuses on pre-seed and seed-stage companies in India. The firm typically writes first institutional checks, leading or co-leading rounds under $2 million. Its mandate excludes growth-stage and late-stage venture, keeping the portfolio concentrated on formation-phase risk.

The firm does not publicly list exclusions, but its core thesis centers on capital-efficient software businesses — enterprise software, fintech, and applied AI/ML. Sectors requiring heavy physical infrastructure, long R&D timelines, or regulatory licensing (such as deep tech hardware, pharmaceuticals, or brick-and-mortar retail) fall outside its observable deal pattern.

Zero to One operates from New Delhi and sources primarily through founder referrals, accelerator networks, and direct inbound from India's SaaS and fintech ecosystems. The firm reviews fewer than 20 opportunities per quarter and commits to roughly 6–8 deals annually, suggesting a high-selectivity, network-driven origination model rather than broad market canvassing.

Zero to One is structured as an asset manager and private equity vehicle, not a single family office. Its capital base and limited partner composition are not publicly disclosed, so whether it operates as a pooled fund or a proprietary capital vehicle remains unconfirmed.

No philanthropic foundation, operating company, or co-investor club has been publicly associated with Zero to One. The firm appears to operate as a standalone investment entity without parallel vehicles for grants, impact investing, or community membership platforms like Tiger 21 or YPO.