From a market question
to an investment view.
Thematic research & market mapping
Understand where value is accruing across AI infrastructure, enterprise applications, and the data ecosystem. Explore business models, competitive positioning, and the questions that matter for your investment thesis.
Commercial diligence
Pressure-test an AI investment thesis: customer use cases, product differentiation, switching costs, pricing, and the potential for disruption. Scope can include a focused consultation or a broader research engagement.
AI infrastructure & inference economics
Examine compute suppliers, neocloud models, capacity constraints, and inference economics. Translate technical developments into practical questions about demand, margins, and business durability.
Portfolio strategy & leadership briefings
Help investment teams and business leaders assess AI opportunities and risks. Frame where to investigate adoption, evaluate vendors, and prioritize further diligence.
Founder strategy & fundraising narratives
For startup founders: sharpen your positioning, clarify your commercial strategy, and build a fundraising narrative that connects your product, market, and business model.
A format that fits
the decision.
Expert consultation
A focused conversation to explore a market, business model, or investment question. Available directly or through an expert network.
Project advisory
A defined business or research question, agreed scope, and targeted analysis to support a founder or investment team.
Team briefing
A tailored discussion of AI themes, infrastructure, and the implications for a sector or portfolio.
The next opportunity
begins with a conversation.
For advisory engagements, speaking invitations, and media enquiries, get in touch to discuss what you have in mind.
Isha Ajmera is an investor and AI adviser operating at the intersection of private equity, venture capital, and artificial intelligence.
Isha began her investing career at KKR. She has since closed 22+ transactions worth over $4B and actively deploys capital into AI-native software, infrastructure, and enterprise businesses.
Isha's AI expertise started through her work at Anthropic as a contract prompt engineer. She founded Ajmera Advisory to bring that hands-on knowledge to PE, VC, and hedge fund investors-- helping them find opportunities and develop thematic AI frameworks.
Her expertise spans 100+ expert network engagements across GLG, AlphaSights, Tegus, ThirdBridge, and Guidepoint. Clients include leading global firms including Goldman Sachs, Bain Capital Ventures, Citadel, Mckinsey & Co.
As one of the most active voices on AI in the investment world, Isha is recognized by Business Today as a Global Leader of Tomorrow, named a Top Coach in finance by Leland, has spoken on podcasts, and panels at Wharton, Stanford, and Harvard Business School.
Isha’s most popular keynote topics:
AI in finance: investing, diligence, and infrastructure
Building careers: in institutional investing & AI
The AI infrastructure stack -- inference economics, neocloud, data labeling, enterprise software displacement
