We've officially closed
@GoodCapitalVC's Fund II!
Our thesis has always been straightforward: India runs on intermediaries, and that's our superpower. When Indians make big decisions, they go to people they trust, not faceless platforms.
We rent flats through trusted society brokers, not property apps. We ask friends for doctor recommendations, not online reviews. We get wedding vendor referrals from relatives who've been there, done that.
These are some of the biggest decisions we ever make, and they’re mostly all through intermediaries. There’s a reason over 55% of our GDP comes from services.
For years, we've backed this intermediary-first approach, but now this opportunity is getting bigger. Today, with AI, these same intermediaries can become exponentially more powerful. AI handles the coordination and administrative work that used to slow them down, so they can focus on what they do best - building trust and solving problems locally.
We're deploying across AI and tech startups who understand this. Founders who see India's relationship-driven economy as a feature, not a bug, and those who build technology that amplifies trust instead of trying to replace it. And we've already seen one exit with
@skysql!
If you're building something interesting along these lines, please hit up anyone from the Good Capital team. We'd love to hear from you.