Rmann (@Epi) on getquin

1Yr·

Dear Quin Experts,

anyone who witnessed the dotcom boom knows that the highest returns throughout the IPOs were possible with venture capital firms.

Assuming that AI is about to experience a comparable boom, VC shares would certainly be there again.

My question: does anyone happen to know of any VC firms specializing in AI startups? Apart from the general store $SFTBY (+0.74%) I could not find any.

(Please respond to the question only!).

18 Comments

Magellan@Magellan

1Yr

There are no VCs that specialize purely in AI. You can only reach them indirectly via the big tech giants. The top AI VC is Intel Capital, but of course it's also just a mixture.

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Tabularasa@Tabularasa

1Yr

Sounds to me like BDC's,... if I'm not mistaken,... $HTGC could go in that direction. They also participate and if I'm not completely wrong now also in Silicon Valley and there will certainly be one or the other Ki company. Otherwise it would be grossly negligent as a large company to rely only on Ki startups. BDC's are just scattered and there is a mixture. Am I about what you're looking for?

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Investor@Investorentagebuch

1Yr

The problem with most listed players is that only the management vehicle is listed. The funds themselves, with which the investments are made, however, are not. This means that you usually participate only or at least mainly in the management fee (which in turn depends on the AUM). This could be compared to buying Blackrock shares but not Blackrock funds (Blackrock funds are listed on the stock exchange because they only invest in listed companies). The funds themselves are closed-end funds with mostly 10 years maturity and at least for Otto-Normalverbraucher not directly drawable, because the minimums are mostly 5-10 million (with the big known VC or PE investors sometimes even higher). That's why I make all my private equity and VC investments via feeder providers like Moonfare or Finvia (Liqid also exists, or fund of funds providers like Astorius Capital). There you can - as a semi-professional investor - usually be involved from 100k. However, I don't know of any funds that are purely specialized in AI, since a certain diversification is desirable. If one would bet only on AI, and the timing would turn out to be wrong in retrospect (as if one would have bet on e-mobility in 2010, for example), they would not be able to raise a follow-on fund in case of bad development.