JV
Jetty Ventures
LP Brief · Confidential
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JV
Jetty Ventures
India–US AI Pre-Seed Studio

LP Brief

First Institutional Vehicle · Q2–Q3 2026 · Confidential

Target Fund Size
$5M
10 checks · $100K–$500K
01The Opportunity

India's top engineering institutions — IIT, IIIT, IISc — produce the world's most technically rigorous AI builders. A senior ML engineer with 3 years of production LLM experience costs $45–65K/year in India versus $380–460K total comp in San Francisco. The output quality delta is near zero. This is a structural arbitrage, not a temporary one.

AI is democratizing who can build. A 22-year-old IIT graduate with API access can now build what required a 50-person team in 2018. India has the talent density. The US has the enterprise demand. Fewer than 5 Bay Area GPs have active pre-seed operations in India. That window closes the moment Sequoia or a16z opens a Bangalore desk. Jetty Ventures is already there.

$197B
Global Enterprise AI Market (2025)
Gartner
12–18×
Pre-Seed → Series A Step-Up (India AI)
Observed
<5
Bay Area VCs with India Pre-Seed Ops
Verified
2.4M+
Active AI/ML Engineers in India
NASSCOM
0.5%
IIT Acceptance Rate (1.4M applicants)
IIT Data
68%
IIT Grads Staying in India (2024)
Alumni Survey
02Investment Strategy

Fund Structure

Fund Size Target$5M
Number of Investments10 companies
Check Size (India)$100K–$250K
Check Size (High-conviction)Up to $500K
Entry Valuation$1M–2.5M post-money
InstrumentSAFE or Priced Round
Target CloseQ3 2026
Fund Life7 years
GP Commitment2%

Focus Sectors

Enterprise AI Infrastructure — LLM serving, RAG, compliance layers
Agentic Workflow Automation — Multi-agent, durable workflows
Healthcare & Clinical AI — HIPAA-compliant, HL7 FHIR
Fintech & Compliance AI — AML/KYC, RegTech, audit AI
AI-Native Research Tools — Legal, scientific, patent AI
Consumer AI — India-first, global-ready
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Jetty Ventures
LP Brief · Continued
03GP Background — Ajay Jetty

Bay Area-based founder and builder with deep India roots. Founded Jetty AI — currently operating three production AI products and a live research foundry with 10 active researchers from IIT/IIIT/IISc. Jetty Ventures is the natural extension of this infrastructure: a vehicle to back the founders building what Jetty AI has already proven can be built.

The GP is not a tourist in either market. Bay Area enterprise relationships + India talent pipeline access = a structural advantage that no fund-of-one in San Francisco can replicate without years of groundwork.

Live Proof-of-Work

Thoth AIEnterprise Claude deployment · SOC2 · Healthcare & finance
GutButConsumer health AI · Personalized nutrition · iOS/Android
Jetty AI Foundry10 active researchers · 3 products in production
CTMA ResearchPublished AI agent memory architecture research
04Portfolio — 5 Products in Production
Thoth AI
Enterprise Claude deployment
GutBut
Consumer health AI
GTM AI
Go-to-market automation
Compliance AI
Regulatory & audit AI
Agent Breaker
AI safety & red-teaming

All 5 products built and operated by Jetty AI Foundry. Actively seeking Indian AI founders to back at pre-seed.

05What LPs Get

First-Check Access

Entry at $1–2.5M post-money valuations before any Bay Area fund has seen the deal.

Co-Investment Rights

Pro-rata rights on follow-on rounds. Qualified LPs offered co-investment at entry valuation.

India AI Exposure

Diversified exposure across 10 companies spanning the full AI stack — infrastructure to consumer.

GP Alignment

GP is an active builder, not a career investor. Every portfolio company benefits from direct co-build support.

06Next Steps
1.Email Ajay directly — no associates, no intake forms
2.30-minute intro call to discuss LP fit and allocation
3.Full data room access under NDA within 48 hours
4.Co-investment deal flow available immediately

Contact

Ajay Jetty

Founder & GP, Jetty Ventures

[email protected]

jettyvc.com

Min LP check: $250K · Target close: Q3 2026 · This document is confidential and intended solely for the recipient.

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