Moonfare Launches New AI-Focused Technology Strategy

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Moonfare, the global private markets platform and manager, is pleased to announce the launch of a new AI-focused early and growth stage strategy designed to provide diversified exposure to artificial intelligence and transformative innovation. The strategy will do this through a curated portfolio of leading growth managers, complemented by direct investments into category-leading technology companies.The strategy is built around a core allocation of 8–15 of highly sought after growth managers, selected for their track records of identifying and scaling category-defining tech companies through several market cycles, combined with 8–15 co-investment opportunities sourced via Moonfare’s GP network.Steffen Pauls, Founder and Co-CEO of Moonfare, said: “AI is not a sector trend but a structural shift in how companies are built and scaled. 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.”The strategy will seek exposure across key themes including AI, cybersecurity, next-generation healthcare, deep tech, fintech infrastructure and physical AI. Initial allocations include technology managers with a track record for top quartile performance and direct exposure to a category-leading data intelligence platform company. Portfolio construction is designed to balance exposure across stages and technology themes.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.”Quality growth opportunities are frequently oversubscribed, with limited capacity and high minimum commitments that restrict access. By aggregating demand and leveraging longstanding GP relationships, Moonfare secures institutional-quality allocations and constructs a portfolio designed to capture value across the AI and advanced technology ecosystem.The launch builds on Moonfare’s continued expansion of its discretionary capabilities, including its dedicated co-investment strategy. Together, these initiatives reinforce the firm’s focus on institutional-grade selection, disciplined portfolio construction and delivering differentiated private markets exposure to sophisticated investors and family offices.NoYesArtificial Intelligence20 Apr, 2026