First Rays Venture Partners

Investment approach

Thesis

Traditional SaaS moats are breaking. Intelligence itself — the thing we once treated as scarce — is rapidly becoming abundant. Models improve continuously, open weights proliferate, inference costs fall, and the marginal cost of generating high-quality output trends toward zero.Source (opens in a new tab)

Investing status notes

We invest in the infrastructure that powers the next generation of AI-native enterprise. Seed & Series A. Full-stack support.