Think Investments

Think Investments is an investment firm founded in 2013 by Shashin Shah, who was previously a partner at Valiant Capital and, before that, at Blue Ridge Capital. The firm allocates capital across global public and private markets, with a stated focus on India and emerging markets and a strategy of backing technology-led early-stage businesses. Sector coverage spans financial services, consumer markets, healthcare, and software and technology.

The firm operates from two offices, in San Francisco and Mumbai, and describes its team as a diverse group of professionals with operating experience in emerging markets and global technology. Investment horizons are multi-year. In assessing businesses, the firm places emphasis on creative primary research and on working with management teams seeking to build differentiated companies with high returns on invested capital. Technical domains of interest include technology investing, software, and primary research.

Think Investments invests in both public and private companies, including early-stage technology businesses, and seeks opportunities across global markets rather than within a single geography or asset class. Further detail on fund structure, check size, and portfolio composition is not published.