Investors Focused on AI to Watch in 2025

Here are the standout investors you should watch:

1. Lan Xuezhao (Basis Set Ventures) - A leading force in AI and enterprise software, Lan is known for backing automation-first founders who are transforming industries with cutting-edge AI technologies.
2. Amanda Robson (Cowboy Ventures) - Focused on seed-stage consumer and fintech investments, Amanda champions diverse leadership and is helping to drive the next wave of AI-powered consumer products.
3. Ed Sim (Boldstart Ventures) - A go-to partner for developer-first startups, Ed specializes in security and AI-driven SaaS solutions, providing crucial support to early-stage tech founders.
4. Mike Volpi (Index Ventures) - As a leader in growth equity, Mike is scaling enterprise and open-source software companies globally, with a strong emphasis on AI-driven solutions that power businesses worldwide.
5. Ann Miura-Ko (Floodgate) - Known for her visionary approach at the seed stage, Ann is driving transformational investments in consumer technology and AI-based marketplaces.
6. Shruti Gandhi (Array Ventures) - A champion of B2B software and deep tech, Shruti backs founders who are using AI to solve complex enterprise problems, creating the infrastructure for tomorrow’s businesses.
7. Erica Brescia (Redpoint Ventures) - An operator-turned-investor, Erica focuses on AI-driven DevOps and infrastructure companies with global ambitions.
8. Mark Suster (Upfront Ventures) - With a strong presence in Southern California, Mark focuses on early-stage SaaS and marketplace investments, with a keen eye for AI innovation at the enterprise level.
9. Michael Yamnitsky (Insight Partners) - A growth equity specialist, Michael accelerates SaaS and AI-powered enterprise software companies to the next level, supporting the leaders in this rapidly evolving market.
10. Andrew Ng (AI Fund) - As a technical founder and educator, Andrew is not only shaping the future of AI but is also investing in AI-first companies with the potential for global impact.

These investors are not just capital allocators, they are strategic partners who are embedded in the success of their portfolio companies. Thematic trends in their investments reveal where AI innovation is headed in 2025:

• AI & Automation dominate portfolios at firms like Gradient Ventures, Zetta Venture Partners, and AI Fund, driving the future of intelligent systems across industries.
• B2B SaaS & Enterprise Software continue to be a core focus for firms such as Array Ventures, Essence VC, and Uncork Capital, where AI plays a key role in optimizing business processes.
• Consumer & Social Innovation is being reshaped by Shine Capital, 8-Bit Capital, and Floodgate, with AI-infused consumer products and platforms leading the way.
• Developer Ecosystems & Infrastructure are reinforced by Boldstart Ventures, Heavybit, and Root Ventures, all of which are focused on building the infrastructure that powers the next generation of AI technologies.
• Dual-Use Technologies are on the rise, with Harpoon Ventures focusing on defense and national security, a sector seeing increasing interest in AI’s potential to bridge public and private markets.

Together, these 30 investors represent the structural backbone of venture capital’s next chapter. They are no longer passive allocators of capital but active partners, deeply involved in product strategy, go-to-market execution, and long-term founder support. From San Francisco to New York and beyond, these investors are laying the groundwork for the companies that could define the next decade of technological evolution.

Explore the full list of investors, including their investment thesis, cheque size, and sector focus - now live on VCArchive.