The future of Indian DeepTech is being written today — and we’re excited to be part of it.

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At Endiya Partners, we’ve long believed that India’s DeepTech and AI ecosystem holds transformative potential. In a recent interview with CNBC-TV18, Sateesh Andra shared his perspective on where the startup funding landscape stands and what the future looks like for DeepTech, AI, Semiconductors, Biotech, and Robotics in India.

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In this conversation, Sateesh speaks about

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• India's venture funding slowdown and valuation correction.

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• DeepTech as a long-term opportunity; role of patient capital; Government tailwinds: DeepTech Fund of Fund,  Semiconductor Mission, India AI Mission.

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• Funding outlook: 30–50% Y-o-Y growth in DeepTech and AI; 100%+ in AI possible.

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• Why thematic, domain-led investing works better than sector-agnostic strategies; Investment thesis at Endiya Partners.

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Why We’re Bullish on DeepTech & AI

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Over the past year, the funding environment has been subdued—largely due to a correction from inflated valuations during the zero-interest-rate period. However, this reset is paving the way for more grounded, growth-driven investments. As Sateesh noted, venture capital is a long-term game. “You invest now, and value monetization happens 8–10 years later,” he explained.

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Despite recent slowdowns, funding in DeepTech and AI startups is expected to rise significantly—by 30–50% year-on-year. AI, in particular, is poised to grow even faster, driven by rapid innovation cycles and increased capital inflows.

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Tailwinds from Government Programs

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India is no longer on the sidelines of the global DeepTech race—it’s entering with intent. Several major government initiatives are playing a pivotal role in catalyzing this movement:

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• DeepTech Fund of Funds (₹10,000+ Cr)
  
  

• India Semiconductor Mission
  
  

• India AI Mission
  
  

These programs are doing more than providing capital. They're triggering a multiplier effect, drawing in 4x to 10x additional funding from private sources.

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To illustrate the impact: a ₹1,000 crore investment from the Fund of Funds can potentially unlock ₹10,000 crore in startup capital—compounding value creation across the ecosystem.

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Our Thematic, Domain-Led Approach

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At Endiya, we’ve never followed a sector-agnostic model. Instead, we back founders solving domain-specific, complex problems in large markets. Whether it’s a biotech company developing cell therapies or an AI-first company tackling automation, we believe focus is a superpower in venture investing.

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This approach has allowed our portfolio companies to:

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• Raise 20x capital compared to our initial investments

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• Graduate faster from early rounds to Series A/B

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• Outperform sector benchmarks with 2x better graduation rates

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India’s edge lies not just in its talent or market size, but in its ability to build IP-led, scalable solutions tailored for complex environments. As the DeepTech and AI wave picks up momentum, we’re proud to stand beside visionary founders shaping what comes next.

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The future is DeepTech. The time is now.

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