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No. 090Venture thesisSoftware and AI

Services as Software

Source

The idea

AI startups taking advantage of India's large IT services capabilities to provide better automation offerings.

Why this is interesting

  • Turning services into software requires capturing an outcome and its exceptions, not merely adding an AI interface to a labour-intensive process.
  • A venture thesis describes where an investor sees possibility. It does not by itself identify a narrow buyer, an entry wedge or evidence of demand.

Possible starting points

01

One repeatable service outcome

Own a narrow back-office deliverable with clear inputs, review standards and a measurable completion state.

02

AI-plus-operator transition

Use expert operations to handle edge cases while productizing the workflow and evidence needed for automation.

Questions to answer

  1. Which parts of the service can be verified consistently and which still require judgement?
  2. Do automation gains improve margins after exception handling, sales and customer-specific work?