SilverX Fund
Insights
Research articles, whitepapers, and market analysis from the SilverX investment team, covering deep tech, AI infrastructure, and India's next wave of innovation.
Articles
A Day in the Life of a VC Partner
Curiosity, compounding and the art of investment judgement
Abishek Balendran
The VC Playbook
How LPs contribute, what SilverX looks for in deal documents, and who carries each part of the venture capital process.
Pooja Akkem
How we evaluate: from the first call to the Investment Committee
How SilverX evaluates deep-tech companies, builds conviction and makes investment decisions.
Prashant Rathee
Where SilverX Finds Deals and Adds Value
Research-led sourcing, partner networks and the investor-in-residence approach to value creation beyond capital.
Nishaanth Rangan
Seven Developments Shaping AI and Deeptech
September 2026 developments across AI, space, semiconductors, biology, robotics, energy and advanced materials.
Natasha Kumar
The Venture Capital Lifecycle
From Capital Commitment to Distribution
Kaustubh Savant
Why Research Institutions Matter for Deep Tech
How research institutions create the science, talent, infrastructure and intellectual property from which transformative deep-tech companies emerge.
Ajay Jain
Research Partnerships in Indian DeepTech
Why mapping the right research and incubation partner to the right segment creates an operating advantage for deep-tech investors.
Nishaanth Rangan
The Translation Problem
Why biotech founders and venture investors talk past each other—and the shared vocabularies of readiness, revenue and probability that can fix it.
Pooja Akkem
Seven GTM Inputs for Deep-Tech Startups
A practical field guide to taking deep-tech products from technical proof to paid adoption: seven linked go-to-market inputs across three pillars.
Subramanian C.
India Semiconductor Investment Playbook
India will need $300B in semiconductors by 2035. It imports almost all of them. This is the investment playbook for the decade-long supply gap: where to build, what to build, and how SilverX evaluates the founders doing it.
SilverX Fund Research
India Defence Tech: Deep Dive
Defence stopped being a government business and became a venture category. India is the only major market that closed its own market to imports — and then built funded rails to route startups into the demand it created.
SilverX Fund Research
The Lifecycle Rewritten
For fifty years, deep tech ran a predictable course. That curve is being redrawn. AI compresses the front, the FOAK valley is the new chasm, and the state is now a co-founder. Here is the new shape and what it means for the decade ahead.
SilverX Fund Research
"Democratization in Space" is everything but a phrase.
With $36 billion deployed into the space economy in Q1 2026, space has moved from exploration promise to proven economic potential. This piece maps the three phases of space democratization and where India sits in the global orbit.
Nishaanth Rangan
The Invisible Door
Why the next major breach won't come through your front door. Supply chain attacks nearly doubled in 2025, and India is the #2 most targeted nation globally. What this means for how we think about security investment.
Shrivaren Ranga
Where Will India's AI & Deep-Tech Flywheels Form?
SilverX Research Edition I, A proprietary state-level readiness framework assessing India's seven leading states across AI infrastructure, semiconductors, defence, manufacturing, and deep-tech ecosystems.
Abishek Balendran & Kaustubh Savant
The New AI Arms Race Is Systems Efficiency
AI is no longer a model problem - it is a full-stack systems problem. The bottleneck has shifted from raw compute to coordinated efficiency across infrastructure, models, software, and applications.
Abishek Balendran
Rethinking Deep-Tech: Why TRLs Belong in Every Investor's Vocabulary
Technology Readiness Levels - NASA's nine-point scale - are the clearest shared language deep-tech has. Here is why every investor and founder should speak it fluently.
Pooja Akkem
The Next Wave of Healthtech Unicorns Will Be Bio + Compute Companies
After a decade of SaaS-based healthtech, the highest-conviction VC capital is now flowing to companies fusing wet-lab biology with computational stacks.
Kaustubh Savant
The Real Fundraising Begins After the Capital Call
What enduring GP-LP relationships actually look like after the wire clears - and why re-up rates may be the most honest signal of franchise durability.
Dhiraj Kumar Sinha
The 1999 Telecom Infrastructure Buildout and the AI Capital Cycle
The 2024 AI infrastructure buildout is structurally analogous to the 1999 telecom cycle. Examining player dynamics, cycle risk, and who captures durable value when the dust settles.
Rajesh K. Agarwal
Non-Disruptable AI: Why India's Complexity Is Its Greatest Competitive Moat
Why structural complexity makes India uniquely positioned to produce the next generation of non-disruptable AI companies. A framework for identifying companies that grow more resilient as AI commoditizes.
Pooja Maneesha
The Infrastructure of Intelligence
From Cloud Core to Physical Edge: Where the Next Inflections Will Happen. A deep examination of structural breaks in the global semiconductor and AI infrastructure landscape.
Ramakanth Alapati
Electric Vehicles: The Deep Tech Opportunity Beyond the Car
EVs are often framed as a substitution problem. But the transition is fundamentally about a new deep-tech stack spanning batteries, power electronics, charging networks, and software.
Prashant Rathee
The SaaS Reckoning: Four Existential Challenges in 2026–2030
Four existential challenges reshaping the SaaS industry. The era of predictable, seat-based growth is being dismantled by the very intelligence vendors rushed to integrate.
Rajesh K. Agarwal
Quantum Computing: What I'm Seeing
Observations from the edge of a technology transition. Quantum computing's commercial inflection point in 2025–2026 and what it means for deep-tech investors in India.
Suhit Anantula
The Great Inversion: Margin Flip and When to Invest
Software margins are compressing. Hardware margins are expanding. Why applied AI combined with hardware will outperform pure software over the next decade.
Ajay Jain
What Separates Fundable Deep-Tech Founders
The technical foundation, business instinct, and execution signals that separate fundable deep-tech founders from the rest. A framework for investors and founders alike.
Ajay Jain
Newsletters
SilverX Catalyst · Issue #9
The Lab Playbook: a field guide to moving scientific work from research institutions through translation and into venture-scale company creation.
SilverX Catalyst · Issue #8
The Jigsaw Edition: Fund II progress, portfolio spotlight, defence-tech's 5-year window, semiconductor crossroads six months after the Playbook, and direct perspectives from SilverX investors and operators.
SilverX Catalyst · Issue #7
The Lifecycle Rewritten — how AI reshapes deep-tech commercialisation, new interns Krittik Vemuri and Hridin Reddy, and Advisor Spotlight: Venkat Nalam.
SilverX Catalyst · Issue #6
India's AI & Deep-Tech Flywheels (proprietary research), Space Democratization, The Invisible Door (supply chain cybersecurity), new team members Gitika Velichala and Manjari Alluru, and Venture Partner Nagesh Kunamneni spotlight.
SilverX Catalyst · Issue #5
The New AI Arms Race, TRL Framework for Deep-Tech, Bio + Compute Healthtech, GP-LP Relationships, and the California Roadshow recap.
SilverX Catalyst · Issue #4
Non-Disruptable AI, The Infrastructure of Intelligence, The 1999 Telecom Buildout and the AI Capital Cycle, and the Bay Area Roadshow.
SilverX Catalyst · Issue #3
The SaaS Reckoning, Electric Vehicles and Deep Tech in India, and the US Roadshow Recap.
SilverX Catalyst · Issue #2
The Great Inversion, Quantum Computing's Commercial Inflection Point, and the India Roadshow Recap.
SilverX Catalyst · Issue #1
What Separates Fundable Deep-Tech Founders, SilverX Fund's investment thesis, and inaugural team introductions.
SilverX Fund · AI-First Venture Capital · India