

VC | E410 | GP Roundtable on Leveraging AI in Portfolio Monitoring & Management
9 snips Feb 8, 2025
Join industry veterans Alvaro Alvarez del Rio, Andre Retterath, John Frankel, and Steven Greenberg as they delve into the game-changing role of AI in venture capital. They discuss how AI enhances portfolio management by uncovering trends and ensuring data-driven decision-making. The conversation highlights the balance of AI and human insight, addressing ethical considerations in AI-driven investment models. Listen as they explore the future of VCs adapting to technological advancements while maintaining personal creativity and relationships.
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AI Influences All Investment Stages
- AI impacts every stage of the VC investment process, from startup discovery to portfolio management.
- Data quality and relevance are crucial as AI outputs depend heavily on the input data set.
Value Creation Shifts With VC Stage
- Two-thirds of early-stage VC value is created by sourcing and screening deals.
- Portfolio value creation gains importance in later-stage and private equity investing.
Using AI for Meeting Notes & Data
- FF Venture Capital uses TotemVC as an operating system to centralize and normalize portfolio data.
- They employ AI note takers in meetings and use AI to summarize and retrieve contextual insights.