Fund profile / India

Transition VC Fund II

Geography: India
Stage: Seed
Fund size: $150M
Focus: Energy Tech, Manufacturing and Mobility & Transport
Signals: Published

N°01 / About

About Transition VC Fund II

Transition VC's ~$150M second fund (4x its debut) backs India's energy-transition and industrial deep-tech missing middle with $2-5M checks across ~20-23 companies over four years starting October 2026: energy storage, mobility, industrial decarbonisation, alternative fuels, plus semiconductors, nuclear and geothermal expansion.

N°02 / Thesis

Investment Focus

Location / RegionIndia

Funding StageSeed

Industry Focus

Energy Tech

Manufacturing

Mobility & Transport

Investor Signals Profile

active

Sweet Spot

Pragmatic optimist molding atoms+bits, past feasibility, generational legacy builder

AI × physical world

modular nuclear

frontier science

full-stack atoms+bits

legacy-system modernization

climate resilience

optical computing

autonomous robotics

industrial energy

decarbonisation

Bullish Signals

4x debut fund size shows LP confidence surgeexternal

Fund I LPs re-upping with larger commitmentsexternal

Rebranding to 'Transition' signals bold platform shiftwebsite

Portfolio: modular nuclear, optical-AI compute, autonomous firefightingwebsite

Cross-Atlantic expansion (EU/UK/US) vs India-onlywebsite

Founders reference 'they do the work', deep convictionwebsite

Contrarian Signals

Shifted from India-focus to cross-Atlantic deploymentwebsite

Now emphasizes 'legacy impact' over venture velocity metricswebsite

Pre-seed stage added (was seed/A focus historically)website

Generous check size ($1–8m initial) for concentrated portfoliowebsite

Founder Do's

Be past technical feasibility, working toward scale product-market fit

Mold atoms + bits fluidly; fuse hardware, software, frontier science

Build legacy companies that outlast founders, transform generations

Show pragmatic optimism + courage for exponential real-world impact

Cross-Atlantic (EU/UK/US) preferred; India-based still welcome

Founder Don'ts

Pure software or bits-only; must reshape physical world

Lack deep domain expertise or real-world building track record

Chase extractive, zero-sum growth over generational impact

21 signals on Transition VC Fund II

6 bullish · 4 contrarian · 5 pitch do's · 3 don'ts · 3 GP profiles, each with its source. From €9/month, cancel anytime.

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Facts

Fund Overview

Fund Size$150M

Saves0

Website

People

Key People

Raiyaan Shingati, Mohammed Shoeb Ali

Raiyaan ShingatiCo-founder & Managing Partner

Mohammed Shoeb AliCo-founder & Managing Partner

Shantanu ChaturvediPartner

N°04 / See also

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