Predictions and trends fat‑marker

• Early-stage AI, Fintech, SaaS, and deeptech momentum (2026–2028)
  • Expect continued strong activity in seed and Series A rounds for revenue-generating AI and enterprise software startups in India and adjacent markets, driven by data-driven investment approaches and founder-friendly governance. Public market signals suggest ongoing appetite for AI-enabled screening and portfolio optimization tools, which will attract both capital and founders seeking operational guidance.
  • Benchmark: more than a dozen notable seed rounds per year in the targeted sectors, with a subset achieving profitability or rapid revenue scale within 18–36 months.
• Growth of multi-vehicle fund strategies (2026–2029)
  • Firms like Piper Serica may expand to integrate PMS, offshore FPIs, and angel funds with enhanced transparency and standardized reporting to cater to institutional LPs. Expect new governance layers (e.g., explicit ESG/impact frameworks, clearer exit ladders) to align with limited partner expectations and regulatory evolution in multiple jurisdictions.
  • Outcome: a more formalized portfolio governance model and increased cross-portfolio co-investment with peers, potentially improving risk-adjusted returns.