The Future is with AI
Since 2012, we have invested in founders building for high-growth emerging markets. When the 2023 AI wave arrived, we did not pivot to it. We already had a team, a methodology, and a portfolio of companies positioned to apply it, many of which had started years earlier. Today, we help portfolio companies ship AI products that change their unit economics, cost to serve, and competitive position.
What signals durability
for AI investment
We look for founders who leverage technology to create opportunities that were previously not possible. The 4 signals we look for:
AI that changes economics,
not just experiences
We look for companies using AI to improve unit economics: lowering the cost to serve, increasing conversion, or boosting productivity. The strongest applications change how an entire business operates, not just how a product looks.
A proprietary
data advantage
While models will become widely available with time, proprietary data will not. We favor companies that are building unique datasets through their products, operations, or market position, creating a moat and advantages that compound over time.
AI that creates
revenue opportunities
We invest in founders using AI to generate new revenue streams, deepen customer relationships, and create products that weren’t economically feasible before.
Teams that understand
what to build
Using a foundation model is not a competitive advantage. We back founders who understand how to turn AI capabilities into products people rely on. The skill has shifted from how to build to what to build.
How we work
with portfolio companies on AI
Capital is the starting point; we also enable our portfolio to build, learn, and win with AI by unlocking technical expertise, infrastructure, data advantages, and the ability to move quickly from idea to implementation.
Direct R&D Support
Our in-house developers work alongside portfolio companies to rapidly prototype AI applications, pilots, and proofs of concept. Founders can test ideas, validate use cases, and accelerate product development in weeks, with royalty-free licensing that keeps the IP in their hands.
Global Network & Expert Access
Portfolio companies gain access to the Global AI Network (GAIN), a community of founders, operators, AI architects, and technical leaders building across the Global South. Founders can tap into real-world expertise on product strategy, model deployment, enterprise adoption, and scaling challenges from people who have solved similar problems before.
AI Advantage Assessment
Building with AI is easy. Building a durable AI company is harder. We work with founders to evaluate the strength of their AI advantage using a rigorous framework that assesses areas such as data assets, model strategy, technical architecture, workflow integration, defensibility, and execution. The goal is to identify where lasting competitive advantages exist, and how to strengthen them.
Infrastructure Partnerships
Through partnerships with leading technology providers including Google, Microsoft, and Amazon, portfolio companies gain access to cloud credits, APIs, technical resources, and infrastructure support that help accelerate development and reduce costs.
What we’ve built together
for our portfolio
A view of working products, built in direct collaboration with our AI team, that have changed the economics of the companies that shipped them.
5C Network: AI radiology assistant
5C Network has processed over 9 million scans across Indian hospitals. We supported the team on use cases and product strategy for their AI assistant, built on a dataset 100x larger than a typical radiologist’s career exposure, which flags abnormalities, highlights key areas, and drafts reports in seconds. The assistant augments human judgment throughout the diagnostic workflow, making diagnostics faster, more consistent, and more confident.
goFlux: ViewAI
We built View AI, an AI platform turning dense static freight reports into absorbable real-time insights. ViewAI became the foundation of Goflux’s AI transformation, leading to 25+ AI initiatives, 28.5% lower payroll costs, and 54x higher development productivity.
Agrofy: AI assistant on web and WhatsApp
When buyers on Latin America’s largest agribusiness marketplace struggled with search, comparison, and financing — and sellers faced low-quality leads — we helped Agrofy deploy an AI assistant across web and WhatsApp. This has generated 22k+ conversations and substantially increased qualified lead generation. What started as a support tool became a full-funnel growth engine.
BFree: AI call evaluation at scale
Ethical debt recovery requires every customer interaction to be compliant, empathetic, and effective. But traditional call center QA is slow, manual, and covers only a fraction of customer interactions. BFree rebuilt the process with AI, automating transcription, compliance evaluation, and sentiment analysis at scale. The result is an 87% increase in daily call evaluations, a 92% reduction in call retrieval time, and 75% more coaching sessions, improving both operational efficiency and customer experience.
New Street Tech: AI-powered lending workflows
New Street Tech helps banks and financial institutions build, deploy, and operate financial products with enterprise-grade AI. We partnered with the team on AI-powered workflows that design lending journeys from natural language, automate complex business processes, and enable conversational access to enterprise data, all while meeting the compliance and reliability standards financial institutions require. The result is faster product launches, smarter operations, and more efficient decision-making.
SuperMoney: AI database copilot
SuperMoney is helping India’s small businesses access working capital through embedded finance. We partnered with the team to build an AI Database Copilot that lets business teams query complex enterprise databases using plain English. By automatically navigating hundreds of tables, generating SQL, and validating results, the copilot turns fragmented data into instant business insights, accelerating decision-making without relying on technical teams.
We Run On What We Recommend
Capria’s agentic suite has 22 AI agents in production across every function of the firm: investments, investor relations, finance, operations, marketing, and hiring.
For example, every deck sent to pitch@capria.vc is scored against our thesis before a human reviews it. In the last six months alone, our agentic workflow has saved 1,709 hours of team time (that’s 210 working days!) and surfaced 25 investment opportunities that would otherwise have moved through slower, manual processes.
Every agent operates with a human in the loop, routing key decisions and outputs through them. This design principle reflects our view: AI augments judgment, enabling us to move faster and smarter.
Capria AI Team
Will Poole
Managing Partner & AI Expert
Marcelo Roca
VP, AI Innovation
Sumat Mallick
AI Developer
Francis Perelman
AI Program Manager
Akansha Bansiya
AI Fellow
Pranav Chellagurki
AI Advisor
Harsh Vyas
AI Advisor
What’s trending in AI
Know more about how we approach AI. Here are the ideas and questions we are working through — in our portfolio, in our own operations, and in the markets we invest in.
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Indian data centers, GCCs and IT services firms are set up to run more agentic AI workloads for Western clients than any
- ET Entrepreneur
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AI has changed from a software business to an infrastructure business. That changes how the industry is financed and where the risk
- By Dhruvan Juneja
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Every technological revolution creates new infrastructure. The greatest economic value, however, is often created by entrepreneurs who adapt that infrastructure to the
- By Susana Garcia-Robles