Backing theintelligencethat builds tomorrow.
AI Fund International invests worldwide in companies, infrastructure and technologies positioned to benefit materially from the development, deployment and adoption of artificial intelligence.
- £250M+
- Initial Capital
- £1M – £10M
- Typical Investment
- 3
- Core Sectors
- Global
- Investment Reach
Our focus
Where AI creates lasting impact.
The Fund invests across the emerging AI economy in three environments: the applications where intelligence meets the work itself, the infrastructure those applications are built on, and the tooling that carries both into the physical world.
01 — Software & Applications
Where intelligence meets the work itself.
The applications layer is where artificial intelligence stops being a capability and becomes a product. We look for software whose economics are changed by the model underneath it — not software that has added a model and kept its old economics.
The distinction matters commercially. An application that merely calls a general model competes on interface. An application that owns the workflow, the data exhaust and the system of record competes on switching cost.
02 — Infrastructure
The physical substrate of the intelligence economy.
Intelligence at scale is a capital-intensive industrial problem: power, land, silicon, cooling, interconnect and the data that moves through them. This is the layer where advantage is measured in years of lead time rather than months of product cycle.
It is also the layer where an investor's ordinary disciplines — contracted revenue, asset coverage, counterparty quality, replacement cost — do real work. Infrastructure returns are underwritten, not imagined.
03 — Automation & Tooling
The systems that let intelligence act.
Between a model and an outcome sits a great deal of engineering: the tools that build systems, the platforms that run them, the security that contains them and the machines that carry them into the physical world.
This environment is where software stops being advisory. Robotics and automation convert intelligence into throughput; developer tools and platforms compound with every system built on them; cybersecurity becomes structurally more valuable as more of the economy is delegated to machines.
They are not three separate bets. Advantage in one layer tends to compound in the next — a data position earned in an application becomes an infrastructure position, and the tooling built to serve both is where the switching costs accumulate. We look for companies sitting at those joins.