BlueLotus’ portfolio companies have raised >$400M in follow-on funding from the likes of 8VC, Tiger Global, Google, Blume, 3one4, Linse, BEENext, Omidyar, Trifecta, Magna, Premji Invest, the Bajaj group, V-Guard  & numerous others. Our 2018 investment cohort is currently delivering a TVPI (Total Value to Paid-in Capital) of 41x. 

We can’t share how excited we are to have the privilege of partnering with the founders of the companies you see below. It would be too large a task to even describe why we thought each of them were exceptionally suited to their herculean adventures. 

We typically participate at the Pre-Seed, Seed, or Pre-Series A stage. We’re actually sector-agnostic, but have a strong preference for companies that scale by leveraging technology. As a direct result, we rarely participate in hardware-related startups but once in a while the value-proposition is hard to deny and despite the frictions and scaling challenges, we have been delighted to partner with companies like Yulu (the Micro-mobility leader in India) Gegadyne (leap-frogging battery technology for the world) and Lyte  (US/EU smartphone charging infra, 3 recent IPOs in Asia from this space).

A large part of our investing thesis rests on assessing founder capabilities. Of course, we desire category-creators, and we try not to be boxed-in by templates – but identifying such product-market fitting founders early on is extremely difficult.

Importantly, we look for startups that are able to grow rapidly through natural demand with large and/or growing TAMs.

We work hands on with our investee companies and advise them on building product, marketing, customer acquisition, intellectual property portfolios & we’re always keen to connect them with our extensive network globally. Capital is currently a commodity and we seek to go well beyond the renting of money.