Venture Portfolio
I started in public markets, quantitative research and data infrastructure. My current work brings that discipline to venture: sourcing technology companies, studying emerging sectors, writing thesis notes and building data systems for discovery.
Sourcing, company notes & sector theses that show how I find, frame and evaluate early-stage opportunities.
Early Discovery
Pre-seed companies found through non-obvious source trails: incubators, grants, universities and applied-research ecosystems.
Battery process IP
Edge-AI silicon
Alternative protein / biomanufacturing
Advanced biomaterials
Quantum-safe cybersecurity
AI for embedded software
Battery energy storage
Accel / Peak XV / Lightspeed / Speciale
What the company does and why it is worth looking at.
What could make the company non-obvious or unusually strong.
Why this company or theme matters now.
What to verify before conviction increases.
Daily NAV from the tradebook, compared with NIFTY 50 and NIFTY Smallcap 250 through the latest available close. I take concentrated positions in underfollowed micro- and small-cap companies, often before consensus forms. The metrics below reflect that approach.
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Average daily count
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Portfolio line is a unitized NAV index. Buys and sells are treated as flows, so the line tracks performance rather than capital added or removed.
SignalGraph collects dated public evidence, preserves the source trail and makes uncertainty visible. It helps an analyst find and review startup and applied-research leads; it does not replace diligence or decide whether to invest.
Collects public signals from accelerators, incubators, grants, university programs, research parks and startup directories, preserving details such as cohort, sector, location and website. News adds context but does not qualify a lead on its own.
Analysts can filter and shortlist candidates, trace source-backed profiles and timelines, record dispositions, notes and next actions, run website-enrichment updates, review changes and data-quality issues, and resolve likely duplicates.
Surfaces India-affiliated research from OpenAlex and flags work with signs of commercial potential, giving analysts a focused queue for deeper review. Each lead should be validated before outreach.
SignalGraph relies on third-party public sources that may be incomplete, outdated, duplicated or incorrectly parsed. Outputs should be independently verified before use.
My public-markets edge is identifying opportunities before consensus forms, testing the thesis rigorously and holding with conviction while the evidence remains intact. I am now bringing that mindset to venture research, with data and technology adding rigor and leverage to the process.
Mapping sectors, screening companies and turning public signals into structured diligence notes.
ArthAlpha
Lead data infrastructure across research and production, powering signal testing and live strategies.
Futures First
Traded Brazilian fixed income markets, balancing risk, liquidity and execution in a fast-moving rates environment.
BITS Goa
Technical base across applied mathematics, engineering systems and structured problem-solving.