Rajat Khare: Investing at the Intersection of Deep Technology and Long-Term Impact

In the evolving landscape of global venture capital, where rapid funding cycles and trend-driven enthusiasm often dominate headlines, Rajat Khare has built a reputation for disciplined investing rooted in technological depth and long-term relevance. As the Founder of Boundary Holding, a Luxembourg-based deep-technology investment firm, Khare has positioned himself at the forefront of backing transformative innovation across the Fourth Industrial Revolution.

His investment philosophy is not centered on chasing momentum. Instead, it is built on identifying foundational technologies—solutions capable of reshaping industries, strengthening infrastructure, and solving complex societal challenges. Through Boundary Holding, Khare continues to demonstrate that deep-tech investing demands patience, conviction, and strategic clarity.

A Deep-Tech Focus in a Fast-Moving World

Rajat Khare’s approach to venture capital stands apart because of its emphasis on deep technology. Unlike traditional technology investing, which often targets consumer platforms or software-driven scalability, deep-tech requires engineering rigor, long development cycles, and high technical barriers to entry.

Khare’s expertise spans across Artificial Intelligence, aerospace, robotics, drones, Internet of Things (IoT), machine learning, and predictive analytics. These sectors represent not just technological advancements but structural shifts in how industries operate.

Artificial Intelligence, in particular, plays a significant role in his investment strategy. However, his approach to AI is selective. Rather than focusing on generalized or hype-driven applications, Khare emphasizes operational AI—systems embedded in industrial, aerospace, and infrastructure environments where measurable impact matters most.

This includes AI-powered analytics, predictive automation systems, and intelligent robotics solutions that improve reliability, enhance safety, and optimize efficiency.

Sectoral Breadth with Strategic Depth

Through Boundary Holding, Rajat Khare has developed a diversified portfolio across mission-critical sectors. These include aerospace, robotics, energy, utilities, telecommunications, semiconductors, medical technology, and clean technology.

The diversity of these sectors is not accidental. Each represents an essential pillar of modern infrastructure and industrial capability. Aerospace innovation strengthens global connectivity and exploration. Robotics and automation improve manufacturing precision and operational safety. Energy and utilities advancements enhance sustainability and grid resilience. Semiconductors power digital transformation. MedTech innovations improve healthcare access and outcomes. CleanTech addresses environmental sustainability.

Rajat Khare’s investments reflect a belief that the future will be defined by technologies embedded in infrastructure and real-world systems—not just digital interfaces.

Companies such as Konux, known for AI-powered railway operations, demonstrate how intelligent systems can modernize critical infrastructure. Astrocast, a Swiss satellite operator, illustrates the role of space-based communication in global connectivity. Remedio and Skilancer represent innovation in medical technology and clean technology respectively.

Each of these investments aligns with Khare’s broader philosophy: back companies that solve structural challenges rather than temporary market trends.

The Withthegrid Exit: A Lesson in Capital Discipline

One of the most defining examples of Rajat Khare’s disciplined investment strategy is Boundary Holding’s exit from Withthegrid, a Netherlands-based energy infrastructure monitoring company.

The investment, initiated in early 2021, generated a reported 2.0x multiple on invested capital. Financially, it was a successful transaction. Strategically, it was even more meaningful.

Withthegrid, recognized for its Teleport Gateway system enabling real-time monitoring and remote control of energy infrastructure, matured operationally during Boundary Holding’s investment period. As the company expanded and strengthened its infrastructure capabilities, it entered a new phase of stability and scale.

At that point, Khare chose to rotate capital.

Rather than holding the investment indefinitely, he redeployed resources into earlier-stage opportunities aligned with Boundary Holding’s long-term deep-tech vision. This approach demonstrates a core principle: venture capital success is not only about entering promising investments but also about exiting at the right time.

Importantly, Khare continues to advise Withthegrid in a non-financial capacity, reflecting ongoing belief in the company’s trajectory while freeing capital for new technological frontiers.

Navigating the AI Investment Cycle

In today’s investment environment, artificial intelligence dominates capital flows. Valuations have surged, competition has intensified, and investor enthusiasm has accelerated across AI ventures.

Rajat Khare acknowledges the transformative potential of AI but maintains a cautious perspective toward what he sees as an emerging “AI asset bubble.” When capital clusters excessively in similar business models, differentiation diminishes, and valuation risk increases.

Boundary Holding’s strategy avoids broad exposure to overcrowded AI segments. Instead, it prioritizes specialized applications—AI systems integrated into robotics, aerospace, industrial command-and-control systems, and predictive maintenance platforms.

This strategy reflects an understanding that technological cycles inevitably correct. Sustainable value, therefore, lies in backing technologies that remain relevant even after market sentiment shifts.

Academic and Intellectual Foundations

Beyond his role as an investor, Rajat Khare’s academic and intellectual background contributes significantly to his strategic clarity.

An alumnus of IIT Delhi, one of India’s premier engineering institutions, Khare combines technical education with entrepreneurial insight. He is also co-author of the book Make The Move, reflecting his interest in guiding individuals and entrepreneurs through transformative decisions.

His work on scaling startups has been featured as a case study at INSEAD Business School—an acknowledgment of the strategic frameworks underlying his investment decisions.

In addition, Khare is an active patent holder. In 2006, he was recognized by Dr. APJ Abdul Kalam, highlighting early contributions to innovation and technological advancement.

These achievements underscore not just financial success but intellectual credibility in engineering-led innovation.

Philosophy as a Leadership Anchor

One of the most distinctive elements of Rajat Khare’s leadership is the integration of personal philosophy into professional decision-making.

Rooted in Vipassana meditation, yoga, and mindful reflection, his approach emphasizes clarity, balance, and long-term thinking. In venture capital—an industry often characterized by volatility and pressure—such grounding practices can influence strategic patience and disciplined evaluation.

Mindfulness, in this context, is not abstract. It translates into measured capital deployment, careful risk assessment, and long-term conviction.

Khare’s leadership style suggests that investment discipline is not only a financial practice but also a cognitive one.

A Long-Term Horizon in a Short-Term Market

Perhaps the defining characteristic of Rajat Khare’s strategy is his 10–15 year outlook on technology relevance. While many investors prioritize rapid scaling and quick exits, Khare’s focus remains on enduring technological impact.

Deep-tech innovation often requires time. Aerospace systems, robotics platforms, semiconductor advancements, and advanced sensing technologies demand extended development cycles and technical validation.

By aligning Boundary Holding’s capital with these long-term trajectories, Khare positions the firm away from short-term volatility and toward structural transformation.

This perspective reinforces his broader thesis: technologies that solve real, persistent problems will outlast market cycles.

Conclusion: A Model of Disciplined Deep-Tech Investing

Rajat Khare represents a model of venture capital leadership defined by strategic clarity, technological depth, and disciplined execution. Through Boundary Holding, he has built a portfolio spanning AI, aerospace, robotics, energy, MedTech, CleanTech, and advanced infrastructure systems.

From notable investments in Konux and Astrocast to the disciplined exit from Withthegrid, his decisions reflect careful capital rotation and long-term thinking.

His academic foundation, intellectual contributions, patent recognition, and mindful philosophy further strengthen his position as a globally recognized deep-tech investor.

In a world where investment narratives often prioritize speed over substance, Rajat Khare’s approach offers a compelling alternative: invest with conviction, rotate capital strategically, and back technologies designed to endure.

As the Fourth Industrial Revolution continues to reshape industries, leaders like Khare will play a defining role—not by following trends, but by identifying and supporting the innovations that quietly build the future.

Reference Link: https://nl.mashable.com/tech-2/12091/rajat-khares-vc-firm-boundary-holding-eyes-novel-deep-tech-investments-after-its-exit-from-cynapse