AI-native software, infrastructure, and resilient vertical systems
Index Ventures continues to back category-defining software companies with clear distribution, strong product moats, and compounding data advantages. In 2026 framing, the firm signal is strongest around AI-native enterprise software, developer infrastructure, and vertical products with measurable ROI.
Index remains focused on workflow software where AI changes unit economics, customer outcomes, and speed of execution.
Foundational tools for building, deploying, and securing AI applications remain a durable investment area.
Index prioritizes vertical products where AI produces measurable gains in labor efficiency or revenue conversion.
The narrative moved from generic AI experimentation to execution quality and durable adoption.
Use this entry point to review how Index engages with early teams.
Contact IndexSource: Index Ventures Perspectives
Last updated: January 20, 2026