Predictive VC

High-Level Overview

Predictive VC is a seed-stage venture capital firm focused on backing early-stage startups that leverage artificial intelligence and data-driven technologies to transform foundational industries. The firm’s mission centers on identifying and supporting category-defining companies with proprietary data moats—businesses that can build sustainable competitive advantages through unique datasets and AI-powered products. Predictive VC invests primarily in sectors such as logistics, financial services, healthcare, manufacturing, and enterprise software, where AI is unlocking new efficiencies and reshaping traditional workflows.

Their investment philosophy emphasizes deep operational involvement, working closely with founders to refine product-market fit, accelerate go-to-market strategies, and build robust data infrastructure from day one. By providing not just capital but also hands-on product and design expertise, Predictive VC plays an active role in shaping the trajectory of the startups it backs. Their impact on the startup ecosystem is marked by a growing portfolio of high-potential companies and a reputation for precision in early-stage investing, particularly in AI-native ventures.

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Origin Story

Founded in 2019 and based in New York City, Predictive VC emerged at a pivotal moment in the evolution of AI and data-centric startups. The firm was established by a team of seasoned investors and product leaders, including Kevin Fung, who brought extensive experience in tech-driven investments and startup scaling. From the outset, Predictive VC distinguished itself by focusing on the intersection of AI and foundational industries—areas where data could unlock outsized value but were often underserved by traditional venture capital.

Over time, the firm evolved its strategy to become deeply embedded in the product-building process, assembling a Venture Partner team composed of 75 founders and product leaders with collective experience raising over $3.5 billion in funding and backing more than 30 unicorns. This hands-on approach allowed Predictive VC to move beyond passive investing, instead offering founders strategic guidance, UI/UX research, and go-to-market precision tailored to the unique challenges of AI-powered startups.

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Core Differentiators

• Zero-to-One Product Focus: Predictive VC specializes in helping startups navigate the critical early stages of product development, ensuring their solutions are tightly aligned with customer workflows and market needs.
• Data Moat Strategy: The firm prioritizes investments in companies that can build proprietary, scalable data assets—key to long-term defensibility in AI-driven markets.
• Operational Expertise: With a team of experienced founders and product leaders, Predictive VC offers hands-on support in scoping products, converting pilot contracts into revenue, and identifying ideal customers.
• Network Strength: The firm has cultivated strong relationships with leading investors and industry players, enabling co-investment opportunities and strategic partnerships for its portfolio companies.
• Sector Specialization: Predictive VC’s deep focus on foundational industries—such as logistics, trade, financial services, healthcare, and manufacturing—sets it apart from generalist funds.

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Role in the Broader Tech Landscape

Predictive VC is riding the wave of AI democratization, where advances in machine learning and data infrastructure are enabling startups to build sophisticated software solutions faster and more affordably than ever before. The timing is critical: as foundational industries face mounting pressure to modernize, AI-native startups are uniquely positioned to deliver transformative efficiencies and new business models.

Market forces are working in Predictive VC’s favor, including the growing availability of data, the maturation of AI tooling, and increasing enterprise appetite for automation and predictive analytics. By focusing on early-stage companies in these sectors, Predictive VC is helping to accelerate the adoption of AI across industries that have historically been slow to innovate. Their influence extends beyond individual portfolio companies, shaping best practices for product development and data strategy in the broader startup ecosystem.

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Quick Take & Future Outlook

Predictive VC is poised to play an increasingly influential role as AI continues to permeate foundational industries. The firm’s hands-on, product-centric approach will likely remain a key differentiator as competition intensifies for high-quality AI startups. Looking ahead, Predictive VC may expand its sector focus or deepen its operational support as the next generation of AI-powered companies emerges.

Trends such as the rise of vertical AI, the growing importance of data moats, and the increasing demand for go-to-market precision will continue to shape Predictive VC’s journey. As the firm builds on its track record of backing category-defining companies, its influence on the startup ecosystem—and its ability to drive innovation in foundational industries—is set to grow. Predictive VC’s story is a testament to the power of combining deep expertise, strategic focus, and operational involvement in the fast-evolving world of AI-driven startups.