Help me evaluate whether this cold email fits our investment criteria. Answer short and straight to the point manner. Don't get too much into details. Don't write a conclusion. Don't use pro's and con's.
<email>
cold email
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Our investment criteria:
<investment criteria>
Technical & Product
Strong technical differentiation (not just AI wrapper)
Production-grade solutions vs demos
Platform/vendor-agnostic architecture preferred
Focus on foundational infrastructure or enterprise AI applications
Evidence of significant cost/efficiency improvements (e.g., 20%+ productivity gains)
Market Requirements
Large, growing market opportunity ($1B+ TAM)
Problems increasing in complexity over time
Mission-critical pain points for enterprises
High cost of status quo for customers
Clear path to global expansion
Team Criteria
Second-time founders preferred
Deep domain expertise in problem space
Prior experience at scale (enterprise/tech companies)
Technical founders with strong customer empathy
US-India corridor experience valued
Traction & Business
Early revenue with marquee customers
Clear unit economics
3x+ YoY growth indicators
Evidence of quick customer adoption
Short sales cycles with clear ROI
Investment Stage & Structure
Focus on Series A/B rounds
Looking for category-defining companies
Preference for capital-efficient businesses
Strong governance and compliance foundations
Clear path to market leadership
Red Flags They Avoid
Pure AI consulting plays
Solutions without clear technical moats
Unclear unit economics
Over-reliance on single cloud/platform
Limited enterprise readiness
Teams without domain expertise
</investment criteria>