Artificial Intelligence
We invest in foundation models, enterprise AI agents, and AI infrastructure that enable the next generation of intelligent applications.
Sub-Sectors We Target
🎯 What We Look For
- • Proprietary models or unique training data that creates defensible advantages
- • Enterprise buyers with validated willingness to pay for AI solutions
- • Technical moats beyond model fine-tuning (data, architecture, compute efficiency)
- • Clear ROI for customers (cost savings, revenue growth, productivity gains)
📊 Market Opportunity
✨ Notable Portfolio Company
Raised $120M Series B led by Sequoia. Enterprise knowledge management AI with 200+ customers.