Kae Capital's Viswanathan maps consumer bets: fashion commerce, D2C niches, Tier II/III AI
Partner Sunitha Viswanathan flags Kae Capital's conviction across fashion commerce play KNOT (60-minute delivery), D2C sub-verticals like sunscreen, affordable protein and kids brands, plus India-native consumer AI via SuperLiving and Supernova. Portfolio includes Frido at Rs 200 crore ARR and 90+ companies overall.
Kae Capital partner Sunitha Viswanathan outlines consumer bets across fashion commerce (KNOT), D2C sub-verticals like sunscreen, affordable protein, kids brands, and India-native consumer AI for Tier II/III via portfolio firms SuperLiving and Supernova.