AI Investor - Principal (San Francisco, CA)

AI Investor; San Francisco (CA); On-site; USD 180,000 - 300,000; Full time

Job summary

AI Investor, a leading early-stage venture capital fund, seeks an AI-focused Investor to lead its conviction around the AI ecosystem and build deep relationships with exceptional founders. This is a full-time investing role based in San Francisco or New York, focused on sourcing and evaluating the companies that will define the category.

You will own a distinctive AI investment perspective, evaluate opportunities from thesis through diligence, and help the partnership maintain a differentiated

Responsibilities

• Source and evaluate new AI opportunities across consumer applications, infrastructure, and AI services.
• Develop relationships with exceptional founders and technical communities.
• Lead investments from initial thesis through diligence and decision-making.
• Articulate investment theses and defend conviction around AI trends and valuation dynamics.

Job description

A leading early-stage venture capital fund is looking for an AI-focused Investor to lead its thinking and investing across the rapidly evolving artificial intelligence ecosystem. This is a full-time investing role for someone who wants to spend all day, every day developing conviction around AI, building relationships with exceptional founders, and identifying the companies that will define the category.

The fund has approximately 20 team members, including an investment team of around 12, and recently raised a new approximately $220 million fund that remains early in its deployment. Its AI portfolio includes companies across consumer applications, infrastructure, research, and agents. The investment model combines early entry positions with the ability to concentrate capital behind the opportunities where the team has the strongest conviction.

You will build and own a distinctive investment perspective across the AI landscape, source and evaluate new opportunities, develop relationships with founders and technical communities, and lead investments from initial thesis through diligence and decision-making. You will assess emerging technologies, markets, competitive dynamics, business models, and valuations while helping the wider partnership maintain a current, differentiated view of the ecosystem.

The ideal candidate has already deployed capital as part of an investment team and can demonstrate genuine, independently developed conviction about AI. You should be capable of discussing topics such as foundation-model competition, open-source versus closed-source ecosystems, AI infrastructure, application-layer opportunities, consumer adoption, and changing valuation dynamics.

We are particularly interested in candidates with experience around consumer-facing AI companies, as well as investors who have built their own networks and reputations rather than relying solely on an established firm’s brand. Strong technical breadth is important, although this is an investing role rather than an engineering position.

Candidates may come from venture capital or from less traditional investing backgrounds, including angel investing, founding and exiting a technology company, operating within a leading AI business, or relevant academic and technical communities. Whatever the route, candidates must demonstrate strong investment judgement, access to exceptional founders, and credible experience evaluating or deploying capital.

The preferred level is Principal, although the fund is open to exceptional candidates from Principal through Partner. New York or San Francisco is preferred, but location is not an absolute requirement.