Shobhit Gupta leads Avataar's growth platform team, working directly with portfolio companies on go-to-market strategy, and describes deep tech moats through what he calls Vertical IQ—the mix of proprietary data, domain depth, and real-world deployments—while preferring to invest once technology readiness meets market adoption rather than at the earliest stage. He's also unusually tuned into public markets, pointing to India's current Goldilocks phase for tech IPOs and the shift from revenue to EBITDA multiples as exits become more common, and he digs into operationally complex sectors like cybersecurity, examining problems like tool sprawl and alert fatigue, across a portfolio spanning mobility, healthcare, industrial intelligence, and quantum computing.