Capital is flowing heavily into AI and data-driven technologies, making capital efficiency paramount.
Rather than competing with mega investors, the strategy is to leverage proximity to top talent and emerging technologies in innovation clusters like MIT, Harvard, Georgia Tech, etc.
The focus is on investing in specialized, verticalized applications of AI and data science, capturing value by backing founders early.
Unique datasets and deep embedding of AI in company workflows are key strategies to create competitive moats around invested companies.