Twelve 3one4 Capital Portfolio Companies Named in India's National Deep Tech Cohort

Today, a new generation of deep tech founders are driving a fundamental shift, building foundational, sovereign intellectual property that competes on global benchmarks and creates lasting value for the country and competes with the best in the world.
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Recently, the Startup Policy Forum (SPF) recognized twelve companies from the 3one4 Capital portfolio among others in its #100DesiDeepTechs list. This national initiative highlights India's most important deep tech startups. After an eight-month selection process, these companies were chosen for their breakthroughs in areas like semiconductors, aerospace, biotechnology, advanced materials, electric mobility, robotics, and specialty chemicals.

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SPF Designed the Initiative to Give Deep Tech Founders a Voice in Policy

SPF designed the #100DesiDeepTechs initiative to give India's deep tech founders a seat at the table where technology regulations are written. Launched alongside government hubs like Startup India and MeitY, the forum represents major Indian companies with a combined value of over $100 billion.The SPF forum launched the initiative in collaboration with Startup India (DPIIT), the MeitY Startup Hub, and IIT Madras.

SPF's Deeptech Advisory Board, composed of leading investors, founders, policymakers, and academics, reviewed applications and sector data across twelve domains: semiconductors, defence technologies, quantum technologies, green hydrogen, space, drones and unmanned aerial systems, electric vehicles, biotechnology, robotics and autonomous systems, advanced manufacturing, and communications infrastructure. Pranav Pai, Managing Partner at 3one4 Capital,is a member of this board, helping to identify the technologies that will define India's future.
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The Twelve Portfolio Companies Build Across the Full Range of Sovereign Technology

The twelve 3one4 Capital companies named in the #100DesiDeepTechs cohorts each represent a distinct category of foundational IP. Taken together, they map the breadth of what India's next technology generation is actually building.
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Semiconductors

AGNIT Semiconductors is India's first startup focused on a new type of chip technology called Gallium Nitride (GaN). Born from 15 years of research at the Indian Institute of Science,in Bengaluru, their chips help power everything from EV chargers to satellites, reducing India's need to import these vital components.
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Aerospace and Unmanned Systems

The ePlane Company, founded at IIT Madras in 2017, is building an electric air taxi. Designed to fly over urban traffic, it aims to make city travel ten times faster than driving, at a price similar to a premium cab.

AEREO, founded in 2013 in the research labs of IIT Kanpur, is a leader in drone technology. They design and manufacture commercial-grade drones and operate across mining, urban and rural development, infrastructure, and agriculture.Their drones are used for everything from mapping 34,000 villages to helping manage large industrial sites. 
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Electric Mobility and Energy

In the energy sector, Exponent Energy is building ultra-fast charging for electric vehicles to keep commercial fleets and consumer vehicle fleets moving. Meanwhile, Yulu has become India's largest shared electric bike platform,and users have completed over 240 million green deliveries.Yulu became India's first EBITDA-positive shared electric mobility company in 2024.
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Life Sciences and Healthcare

Fermbox Bio uses advanced fermentation to create ingredients for medicine and food more efficiently. By moving away from traditional chemical methods, they are making biomanufacturing cleaner and more scalable for industries that currently depend on conventional chemical synthesis..

immunitoAI uses artificial intelligence to design new treatments for cancer and autoimmune diseases. By using AI to program medicine, they can shorten the time it takes to develop new therapies from years to just months.

Dozee provides smart sensors that provide continuous, non-invasive remote patient monitoring without the need to attach wires. The company began US commercial operations in FY26, and works to develop & deploy intelligent technologies, solutions, and networks to provide a continuum of care, early warning systems, and responses to save lives.

Meanwhile, Eka Care is building a comprehensive health records platform for patients and providers, enabling portability, continuity, and longitudinal access to medical data across the Indian healthcare system.

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Industrials, Automation, and Advanced Materials

Scimplify is an R&D-led specialty chemicals platform connecting over 1,000 global innovators to a network of 500+ Indian manufacturing partners. Its digital operating system streamlines R&D and supply chains, enabling faster, capital-efficient commercialization of complex molecules.

Unbox Robotics automates logistics with robotic sorting and fulfillment solutions. Their systems significantly increase warehouse throughput while reducing reliance on manual labor in high-volume environments.

Zerocircle develops seaweed-based alternatives to petrochemical packaging. Having already replaced 1.6 million plastic containers across India and Europe, their material portfolio offers natural, sustainable solutions for the food packaging industry, heat-sealable coatings, and barrier paperboards, all derived from natural polymers rather than petroleum-based compounds.
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Deep Tech Company Building Demands Patient Capital and Specific Conviction

Building deep tech companies requires a different approach to capital and conviction. These founders navigate long R&D cycles and high upfront costs where the technology's credibility is the primary asset. Unlike traditional software, these breakthroughs require patient investment models that respect scientific rigor.

3one4 Capital has supported this category of founders since our inception. The recognition of these twelve companies by SPF, DPIIT, and MeitY validates our belief that India's next generation of global leaders will be built on original, sovereign IP. We are proud to partner with these founders as they build the institutions of the future.

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_{The views expressed herein are those of the author as of the publication date and are subject to change without notice. Neither the author nor any of the entities under the 3one4 Capital Group have any obligation to update the content. This publications are for informational and educational purposes only and should not be construed as providing any advisory service (including financial, regulatory, or legal). It does not constitute an offer to sell or a solicitation to buy any securities or related financial instruments in any jurisdiction. Readers should perform their own due diligence and consult with relevant advisors before taking any decisions. Any reliance on the information herein is at the reader's own risk, and 3one4 Capital Group assumes no liability for any such reliance.Certain information is based on third-party sources believed to be reliable, but neither the author nor 3one4 Capital Group guarantees its accuracy, recency or completeness. There has been no independent verification of such information or the assumptions on which such information is based, unless expressly mentioned otherwise. References to specific companies, securities, or investment strategies are not endorsements. Unauthorized reproduction, distribution, or use of this document, in whole or in part, is prohibited without prior written consent from the author and/or the 3one4 Capital Group.}

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