Deployment vs. headlines
Many AI funds are deploying from 2023–2024 vintages even when new fund announcements slow. Follow-ons and new checks in infra and vertical AI continue — filter by recorded investments in the last two quarters.
Sub-sector matters
Infra and dev tools see different investors than consumer AI wrappers. Agent platforms sit between — match on portfolio, not buzzwords.
Using CapSignal for AI
Select AI/ML in your raise profile; review match rationale citing recent deals. Exclude funds with no AI deployment in 18+ months.
Outreach angle
Reference a specific portfolio company and one metric — inference cost, design partners, or model benchmark — not 'we're the ChatGPT for X.'