We live in interesting times where building has become easy but what to build has gotten tougher. At Neon, we’ve found three types of ideas that are reshaping entire industries:
1. Boring But Brilliant: Ideas targeting overlooked industries like wholesale or construction that have largely been untouched by technology.
These sectors are running on makeshift solutions that barely work. These are billion-dollar markets hiding in plain sight.
Read what Pienomial is doing for pharma and Merlin is doing for construction.
2. Impossible (until now): AI has pushed the limits of technology where it feels like magic.
And, we’re backing founders creating what seemed like science fiction just years ago.
Featurely is modelling human cognition at scale with synthetic humans. It’s delivering insights at a speed that was previously impossible.
3. David vs Goliath: In massive markets where incumbents are scrambling to adopt AI, these Davids have AI in their DNA.
Atomicwork is doing just that in the ITSM space, where ServiceNow has long been the giant to beat.
If your idea is boring, impossible, or a David, we’d love to talk to you.
Siddhartha Ahluwalia
Siddhartha Ahluwalia is the Managing Partner at Neon Fund and host of The Neon Show, one of the top business podcasts focused on the India-US startup ecosystem. He previously founded Addodoc (a B2B SaaS CRM for pediatricians) and Babygogo (a healthtech startup acquired by Sheroes). He later worked at Prime Ventures and led the SaaS Ecosystem at AWS India before starting Neon Fund. With deep expertise in 0-1 startup building, he helps founders scale B2B SaaS companies in the US from $0 to $10M ARR.
