Investments deploys the firm's capital directly and through partnership structures. We back companies across the stack — from solopreneurs and early-stage businesses through mid-market enterprises, family businesses, and special situations including distressed and turnaround.
6 Investment categories
5 Modes of capital
14 Sectors
ON THIS PAGE The program | How we invest | Investment categories | Modes of capital | Sectors and themes | Working with us
Investments is the principal-investing program of the firm. We deploy our own capital, directly and through co-investment and partnership structures, into companies where the firm's judgment, network, and operating posture make a difference to the outcome.
We are hands-on by default. Where a business benefits from it, we take an operating role alongside management — board seats, working groups, embedded operating partners. Where a business needs capital and counsel rather than active operating, we hold to that.
The program operates under a separate legal entity from the firm's advisory work, and is governed by the firewall described on the Capital page. Investments are made across the India–US corridor and into the markets where the firm has practitioner depth — Latin America, Europe, and Southeast Asia.
Held across every category of investment we make. Stated plainly, applied without exception.
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Conviction-led
We invest in fewer companies, and we invest in them with conviction. The capital and the time both get concentrated where the judgment is strongest.
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Aligned with management
We invest with management teams, not around them. The work begins with a shared view of where the business can go, and what it will take to get there.
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Hands-on, where it helps
Our value to a portfolio company is not capital alone. Where the business benefits, we take an operating role alongside management. Where it doesn't, we stay out of the way.
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Corridor-fluent
Built on the India–US corridor with capital relationships, advisor depth, and transaction experience extending into Latin America, Europe, and Southeast Asia. Cross-border by design.
Across the stack, from solopreneurs and creator businesses through mid-market enterprises, family businesses, distressed situations, and special situations. The category is shaped by the company, not by a fund mandate.
Capital and partnership for businesses built around one person.
Indie founders, creator-led businesses, professional partnerships built on a single name. The economics are real, the leverage is asymmetric, and the partnership structures are unconventional. Capital, infrastructure, and an operating posture that fits the shape of the business.
PROFILE
Indie operators
Creators
Studios
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Pre-seed through Series A, in sectors where we have depth.
Founder-led companies in our covered sectors, raising their first or second round of institutional capital. We invest with conviction in companies whose markets, models, and teams we have studied closely and continue to study after we invest.
PROFILE
Pre-seed
Seed
Series A
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Growth equity and recapitalization for mid-market companies.
Established mid-market businesses past the early-stage and below the radar of large-cap private equity. Growth equity, recapitalizations, and selective control investments where our operating posture moves the needle on outcomes.
PROFILE
Growth equity
Recap
Selective control
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Capital aligned with families through generational change.
Long-held family businesses navigating succession, professionalization, partial liquidity, or a strategic transition. We invest with patience, with respect for the histories involved, and with the structural flexibility these situations require.
PROFILE
Succession
Liquidity
Strategic transition
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Capital and operating posture for businesses in formal stress.
Companies in IBC and resolution processes, post-resolution rebuilds, asset purchases out of distress, and turnaround situations where the operating work is as significant as the capital. We invest where the firm's hands-on posture is essential to the outcome.
PROFILE
IBC / resolution
Post-resolution
Turnaround
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Capital for situations the standard categories don't fit.
Spin-offs and carve-outs. De-mergers. Cross-border restructurings. Situations where the structure of the opportunity is non-standard and the right capital is the capital that understands the structure.
PROFILE
Spin-offs
Carve-outs
Cross-border
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How we structure our participation. The mode is chosen for the situation, not for fund-mandate convenience.
i - DIRECT EQUITY
Primary or secondary equity investment, typically as lead or co-lead investor. We hold meaningful ownership, take board representation where appropriate, and invest with the time horizon the business requires.
ii - Co-investment and partnership
We co-invest with family offices, strategic investors, and other principals on situations where the partnership of capital is itself part of the value. Partnership structures designed around the situation, not around standard fund terms.
iii - Operator-investor model
Capital plus a hands-on operating role. Embedded operating partner, board chair, or working director, with equity participation aligned to the operating contribution. Used where the business needs operating change, not just capital.
iv - Structured and convertible capital
Convertibles, preference equity, mezzanine, structured credit. Used where the equity story is still forming or the situation demands a hybrid instrument. The structure is designed to align both sides of the table.
v - Special-situation capital
Distress, restructuring, asset purchase out of resolution, and other non-standard situations. The capital and the structure are matched to the situation, with the firm's operating posture as part of the package.
We invest in the sectors the firm covers and in the themes we have studied closely. We do not invest in things we do not understand.
Agribusiness & food
Advanced manufacturing
Consumer products
Education
Financial institutions
Healthcare & life sciences
Industrial goods
Private equity & principal investors
Public sector
Retail
Transport & logistics
Travel & tourism
Urban & real estate
Adjacencies
The India–US corridor
AI in non-AI businesses
Industrial modernization
The mid-market healthcare buy-and-build
Family business succession
Distressed asset rebuilds
Cross-border consumer brands
Climate-adjacent industrials
Pre-seed
Seed
Series A
Growth
Mid-market
Special situations
Distressed
How we work with the family offices, strategic investors, and other principals who back our investments.
Investments works with a small set of capital partners across the situations the firm sees. We do not operate a blind-pool fund. Capital partners participate in specific investments, on terms aligned to the situation, with full visibility into the firm's thesis, the diligence, and the structure of the deal.
Most of our partners are family offices, strategic investors, and other principal capital providers who value boutique-scale judgment, hands-on operating posture, and cross-border depth. The relationship is structured to be a long one.
If you are a capital partner interested in seeing the firm's current pipeline of opportunities, please get in touch. Conversations are confidential and exploratory by default.
For investment opportunities and capital partnerships, please get in touch.
start@aadiprojects.com