Moonfare has launched an artificial intelligence-focused (AI) early and growth stage strategy, designed to help provide access to the managers and companies capturing the shift to AI.
The global private markets investment platform’s new strategy will be built around a portfolio comprising a “core allocation” of between eight and 15 growth managers, which will be complemented by direct investments into technology companies.
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The managers have been chosen for their track records of identifying and scaling “category-defining” tech companies through several market cycles, combined with eight to 15 co-investment opportunities sourced via Moonfare’s general partner network.
Moonfare’s strategy will seek exposure across themes including AI, cybersecurity, next-generation healthcare, deep tech, fintech infrastructure and physical AI.
Steffen Pauls, founder and co-chief executive of Moonfare, called AI a “structural shift” in how companies are built and scaled, rather than a sector trend.
“Access to the managers and companies best positioned to capture that shift remains constrained. This strategy is designed to secure allocations with a select group of leading firms and construct a diversified portfolio that would be difficult for individuals to replicate,” he said.
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The launch is part of Moonfare’s continued expansion of its discretionary capabilities, including its dedicated co-investment strategy.
Pavel Ermoline, head of venture capital and direct investing at Moonfare, added: “The challenge for many market participants isn’t identifying the theme – it’s gaining access, building diversified exposure and partnering with managers who can consistently source the most competitive opportunities. This strategy is designed to address all three.”
Berlin-based Moonfare, which provides individual investors and family offices with access to institutional-quality private market opportunities, has €3.8bn (£3.3bn) in assets under management.
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