- Girish Mathrubootham and his fellow SaaS entrepreneur, Manav Garg, want to build a blue-chip VC fund out of India by backing early-stage AI startups
- As they look to find their $100 billion AI bet, they need a fresh playbook for AI
- The founder-investors believe their edge is in being operator-VCs
- With Together, the duo are also scratching their builders' itch
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Girish Mathrubootham* plays a lot of poker these days.
He has always dabbled in some sport—from table tennis to football to chess. But poker has a lot to do with his new persona. “The savviest of investors in the Valley play poker,” he said over a Zoom call from San Francisco.
Earlier in September, the 50-year-old entrepreneur
But now, he has switched sides.
For his second innings, Mathrubootham’s focus is on Together Fund, an AI-focused, early-stage VC firm. His long-time friend and fellow SaaS entrepreneur Manav Garg had the idea of setting up a homegrown blue-chip VC fund. The firm was set up in 2021—two months before Freshworks’ IPO—and it has invested $110 million in seed cheques in 35 AI startups building for the US and India.
It’s a space that’s already frothing. Early-stage valuations of AI startups have more than
Like Emergent, about 60% of Together’s portfolio has raised higher follow-on rounds from other VCs, said Garg. For other top-tier firms, this would only be 10–15%, he claimed. The Ken could not independently verify this.
In all, about 150 Indian AI startups have raised about $650 million in funding after 2022—when OpenAI launched ChatGPT—according to market-data provider Tracxn.
The bigger goal for Garg and Mathrubootham is to put India on the AI-product map and help create a $100 billion AI-focused firm.
Credits
Written by Arundhati Ramanathan
Edited by Abhijith S Warrier
Lede illustration by Kavipriya OG
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