India is producing
the world's best AI builders.
Nobody in Bay Area is funding them at pre-seed.
We are.
Jetty Ventures writes $500K pre-seed checks into technical AI founders from IIT, IIIT, and IISc — across the full stack from AI infrastructure to consumer health AI. We co-build alongside them using 15 years of enterprise operator experience, then hand them off to Series A with US distribution already in place.
AI is making everyone a builder. India has the talent density, the engineering depth, and the hunger. What it has lacked is a GP who has actually shipped production AI at scale — and has the US enterprise relationships to open doors. That's the gap Jetty Ventures fills.
The structural arbitrage
no one is capitalizing on.
8× Cost Arbitrage — Real Numbers
Senior ML engineer, IIT Bombay, 3 yrs production LLM experience: $45–65K/yr in India. Same profile in San Francisco: $380–460K total comp. Output quality delta: near zero. The arbitrage is structural, not temporary — Indian engineers are choosing to build in India.
Talent Density: 0.5% Acceptance Rate
IIT admits 0.5% of 1.4M applicants. IISc PhD programs: <2%. These are not "good engineers" — they are the top 0.5% of the world's largest engineering pipeline. Most Bay Area VCs have zero direct access. We have 10 active researchers in our foundry right now.
AI is Making Everyone a Builder
For the first time in history, a 22-year-old IIT grad with GPT-4 access and $100/month in API credits can build what took a 50-person team in 2018. India's engineering density + AI's democratization = an explosion of technical founders. The wave is here. Most VCs are still flying to Bangalore for the first time.
Enterprise Demand: Unsatisfied and Urgent
US Fortune 500 enterprise AI budgets: up 340% from 2022–2025. The bottleneck is not capital — it's production-ready AI that passes SOC2, integrates with SAP/Salesforce/Oracle, and delivers auditable ROI. IIT-trained systems engineers build exactly this. The buyers exist. The bridge doesn't. Jetty Ventures is the bridge.
Market Data
Why the Window is 18–24 Months
Right now, you can get 15–25% equity at $1–2M post-money in companies that will raise Series A at $15–30M. That math closes the moment Sequoia, a16z, or Lightspeed opens a Bangalore pre-seed desk. They're coming. The question is whether you're already in the cap table when they do.
We are already there. You are not. Yet.
Live Signal
3 of our current pipeline companies have received inbound interest from US Series A funds in the last 60 days — none of them had a US investor at the time of our first check. That's the model working.
2 funded. 4 in pipeline.
3 term sheets in 90 days.
Every company in our pipeline has a working prototype, at least one enterprise pilot conversation, and a technical founder with IIT/IIIT/IISc credentials. These are not ideas — they are companies. Full briefs available to qualified co-investors under NDA.
Enterprise AI Deployment
Claude-powered AI for regulated industries · Healthcare, finance, legal · SOC2 Type II architecture
RAG + fine-tuning hybrid · Anthropic Claude API · HIPAA-compliant
Consumer Health AI
Personalized nutrition AI · Microbiome + dietary data fusion · HIPAA-compliant · iOS/Android
Personalized LLM recommendations · B2B2C + direct consumer
Enterprise AI Infrastructure
2 Fortune 500 pilots signed · $340K in LOIs · Production deployment in 60 days
Compliance-first LLM serving layer · SOC2 + HIPAA · SAP integration
Agentic Workflow Automation
Working prototype · $180K LOI from mid-market insurer · 3 pilot conversations
Multi-agent orchestration · Durable workflows · Audit trail generation
AI-Native Legal Research
3 law firm beta users · 40% time reduction on case research · NDA signed with AmLaw 100 firm
Domain-specific RAG · Citation verification · Hallucination-safe architecture
Clinical AI / RAG
IRB approval secured · Hospital MOU signed · Published NeurIPS 2024 paper
Clinical decision support · HL7 FHIR integration · Explainable AI
* Watchlist company names anonymized. Full briefs available to qualified co-investors under NDA. Contact [email protected]
We invest across the entire AI stack.
From infrastructure to consumer — if it's technical, production-grade, and built by a founder with IIT/IIIT/IISc credentials targeting a real enterprise or consumer problem, we want to see it.
AI Infrastructure
The picks-and-shovels layer
Vector databases, LLM serving infrastructure, fine-tuning pipelines, RAG orchestration, model evaluation frameworks. Every AI company needs this. Indian engineers are building the best versions of it.
Agentic Workflow Automation
The next wave of enterprise productivity
Autonomous agents that replace entire back-office workflows — not chatbots, not copilots. Durable, auditable, enterprise-safe. The founders who understand multi-agent orchestration at production scale are disproportionately from IIT/IIIT.
Healthcare & Clinical AI
Domain-specific AI with defensible moats
Clinical decision support, radiology AI, drug discovery pipelines, patient data RAG systems. India has world-class medical research institutions and a massive patient dataset advantage. HIPAA-compliant architecture is table stakes for our portfolio.
Fintech & Compliance AI
Where regulation creates moat
AML/KYC automation, regulatory reporting AI, audit trail generation, risk modeling. Indian engineers who have worked in BFSI understand compliance depth. US financial institutions are desperate for AI that passes their legal review.
AI-Native Research Tools
Rebuilding professional workflows from scratch
Legal research, scientific literature synthesis, patent analysis, competitive intelligence. Domain-specific AI that encodes expert knowledge is a defensible moat. We back teams with deep domain expertise who are rebuilding entire professional workflows.
Consumer AI
India's 800M internet users as the lab
Personalized health, education, and productivity AI built for the Indian consumer — then exported globally. India is the world's largest A/B test for consumer AI product-market fit. What works here at scale works everywhere.
We evaluate AI architecture,
not pitch decks.
Most VCs ask "what's your TAM?" We ask "show me your inference latency, your context window strategy, and how you handle hallucination in a regulated environment." Because we've built production AI, we know what separates a demo from a deployable system.
Technical Architecture Review
We read your code. We review your model architecture, data pipeline, inference stack, and evaluation methodology. We look for: production-readiness, scalability decisions, and evidence of real engineering judgment — not just API wrappers.
Passes: Novel architecture, production-grade design, defensible technical choices
Founder Depth Interview
2-hour technical conversation with Ajay. We go deep on: your domain expertise, why you specifically can win this market, what you've already shipped, and how you think about enterprise deployment constraints (compliance, latency, cost, explainability).
Passes: Deep domain knowledge, production experience, commercial instinct
Enterprise Buyer Validation
We introduce you to 1–2 potential enterprise buyers from our network. Not to close a deal — to validate that the problem is real and that your solution resonates with the people who sign purchase orders. This is diligence, not sales.
Passes: Buyer resonance, problem urgency confirmed, willingness to pilot
Term Sheet
$500K at $1.5–2.5M post-money. Standard SAFE or priced round depending on stage. We take a board observer seat. We commit to 18 months of active co-building: enterprise introductions, US market positioning, follow-on fundraising support.
Closes: Clear path to Series A within 18 months
You built the product.
We open the doors.
You have the technical depth. You have the IIT/IIIT/IISc pedigree. You've shipped a working prototype. What you don't have is a Bay Area GP who has sat in the room when Fortune 500 CIOs sign AI contracts — and who can get you in that room.
AI is the great equalizer. A founder in Hyderabad with the right architecture can beat a team in San Francisco with twice the funding. We've seen it. We've built it. Now we fund it.
US Enterprise Access
Direct introductions to Fortune 500 buyers in healthcare, finance, utilities, and BPO. Not warm emails — actual meetings with decision-makers who have budget.
Co-Build, Not Just Capital
Ajay sits with your team on architecture reviews, enterprise integration strategy, and compliance design. We've deployed production LLM systems. We know what breaks at scale.
Series A Positioning
We spend 18 months making you fundable by Sequoia, Lightspeed, or Mayfield. US investor narrative, traction metrics that matter to Series A, and warm intros to the right partners.
India-US Dual Presence
We help you structure for US enterprise sales while keeping your engineering team in India. Entity setup, US banking, sales contracts, compliance — we've done this before.
Who We're Looking For
Jetty AI Foundry — Live
10 active researchers from IIT/IIIT/IISc currently building production AI systems inside the Jetty AI Foundry. This is our proof-of-concept for the model: identify researchers with commercial instincts, co-build the first version, then spin out as independent companies with Jetty Ventures as the first check.
Ajay Jetty
Founder · GP · Operator · Builder
I spent 15 years inside the largest technology companies on earth — not advising on AI, not consulting about it. Actually shipping it. Systems that processed billions of dollars of revenue. Pipelines that ran on Fortune 500 infrastructure. Models that passed SOX audits and HIPAA reviews.
In 2022, I stopped working for large companies and started building my own. In 18 months: Thoth AI (enterprise Claude deployment), GutBut (consumer health AI), the Jetty AI Foundry (10 researchers, 3 shipped products), and published research on AI agent memory architecture (CTMA). These are not side projects. They are proof-of-work.
I am Bay Area-based with deep India roots. I am not a tourist in either market. Jetty Ventures is the natural extension of everything I've built — a vehicle to back the founders who remind me of myself: technical, hungry, and building something that actually matters.
Operator Track Record
Google / DoubleClick
Enterprise Revenue Operations
ML-driven ad auction systems · $2B+ annual revenue processed · Global enterprise accounts
Microsoft
Global Enterprise AI Programs
Azure enterprise AI deployment · 40+ Fortune 500 clients · NLP and predictive analytics at scale
Sutherland Global
Enterprise AI at Scale
NLP/ML for BPO automation · 200K+ agent workflows automated · Multi-language production systems
PG&E
AI Infrastructure & Data
Grid intelligence AI · Regulatory-compliant ML pipelines · $500M infrastructure decisions
Jetty AI
Founder, CEO & CTO
Thoth AI · GutBut · Jetty AI Foundry · CTMA Research · Jetty Ventures
The GP you've been
waiting to back.
Jetty Ventures is raising its first institutional vehicle. $5M target. 10 pre-seed checks at $500K each. A GP with 15 years of enterprise operator experience, a live foundry with 10 researchers, and direct access to IIT/IIIT/IISc talent that no other Bay Area fund has. This is not a thesis. This is a machine already running.
Co-Investment Rights at Entry Valuation
Get first look at our pre-seed deals before they hit AngelList or Carta. We offer co-investment rights to qualified Series A funds at our entry valuation — typically $1–2.5M post-money. You write alongside us, take your pro-rata, and follow on at Series A. 3 of our current pipeline companies have already received Series A inbound interest.
Min relationship: 1 call · Full brief under NDA · No fees
Request Deal Flow Access →LP Allocation — First Institutional Vehicle
Target fund size: $5M. Strategy: 10 pre-seed checks at $500K into enterprise AI, agentic automation, healthcare AI, and consumer AI. GP has 15 years of enterprise operator experience, a live foundry producing deal flow, and direct IIT/IIIT/IISc pipeline. Target close: Q3 2026. Target returns: 5–10× fund on 12–18× step-ups to Series A.
Min check: $250K · Target close: Q3 2026 · LP deck available
Request LP Deck →Access Production-Ready AI — Not Demos
If you're a Fortune 500 enterprise buyer looking for AI that passes your legal review, integrates with your existing stack, and delivers measurable ROI — not a POC that dies in procurement — we can connect you with portfolio companies who have already solved your problem. Healthcare, finance, utilities, BPO.
Response within 48 hours · No commitment required
Describe Your AI Need →Talk directly to the GP
Ajay responds to every serious inbound personally within 24 hours. No associates. No intake forms.