San Francisco · Founded 2021

The infrastructure layer of AI is being built now. We backed it early.

NYAD AI Capital is a venture fund investing in the foundational companies powering AI — the frameworks, databases, model hubs, and inference infrastructure that the next decade runs on.

2021

Founded

$80M

AUM

Companies

Funds

Portfolio

Eight companies. One thesis.

From LLM application frameworks to vector databases, model hubs to inference compute — our portfolio is the stack that AI builders reach for.

LangChain

LLM Application Framework

2023

Cresta

AI Coaching for Contact Centers

2022

Pinecone

Vector Database for Embeddings

2022

Weights & Biases

ML Experiment Tracking

2022

Hugging Face

Open-Model Hub & Inference

2022

Replicate

Model Serving API

2023

Together AI

Decentralized Inference Compute

2023

Perplexity AI

Conversational Search Engine

2023

View Full Portfolio

Thesis

AI infrastructure is its own asset class.

In 2021, before "AI infrastructure" was a category, we identified a pattern: the most durable value in any platform shift accrues to the infrastructure layer. Builders needed frameworks to chain models, databases to store embeddings, hubs to discover and run models, compute to serve them at scale. We invested there. Those bets compounded.

Read Our Thesis

Partners

Operators who became investors. Engineers who understand what you're building.

Michelle Park

Managing Partner

MS CS Stanford (NLP). Former ML engineering lead. Built production models at scale.

Dr. Arjun Rao

Partner

PhD CS Berkeley (systems). Former staff engineer at search-and-recommendation companies.

Kelsey Wright

Partner

Former product lead, generative-design startup. MBA Berkeley Haas. GTM and application-layer thesis.

Meet the Partners