Falcon Edge Capital

Overview

Falcon Edge Capital, founded in 2012, is a diversified global alternative asset manager with offices in New York, London, Bangalore, and Abu Dhabi. The firm manages approximately $4.3 billion in client assets across private investment funds and separately managed accounts, focusing on long/short equity, venture capital, and special situations investment mandates. Since 2014, Falcon Edge Capital has deployed over $2 billion in venture capital and private equity investments, identifying category and industry leaders. Notable prior investments include SpaceX, Ant Financial, Ola, Alibaba, Uber, Lyft, and AbCellera. The firm's investment philosophy emphasizes creative, fact-based research, aiming to create uncorrelated return streams in public markets and to be helpful, long-term partners to founders in private markets. Falcon Edge Capital has been particularly active in India, investing in companies like Ola, Bounce, DealShare, and Dailyhunt, and has set up a $300 million India-focused venture capital fund to support early-stage startups in sectors such as e-commerce, fintech, SaaS, and B2B. The firm has also rebranded as Alpha Wave Global and closed the first tranche of its new $10 billion fund, Alpha Wave Ventures II, to back startups globally. The firm's leadership includes Rick Gerson, Ryan Khoury, and Navroz Udwadia, who bring diverse expertise across sectors, industries, and geographies, with a team of over 40 employees across its offices in New York, London, Bangalore, and Abu Dhabi.

Investment Focus

• Focus on technology companies catering to growing consumer bases
• Interest in sectors such as e-commerce, fintech, SaaS, and B2B
• Preference for early-stage startups
• Global investment approach with a particular emphasis on India and other key markets

Portfolio Companies