AI in Investing: Sourcing, Diligence, Execution and Portfolio Management

Every sophisticated institution is exploring how to leverage AI to improve operational efficiency. In the investing industry, unsurprisingly venture capitalists have been among the earliest and most active adopters. However, private equity, hedge funds, credit funds and other large players are also actively exploring these new tools.

Our panelists will share how their institutions are using AI and managing its risks, including discussions on:

• Deal sourcing and market mapping at scale using proprietary data pipelines, LLM agents and graph analytics
• AI-augmented diligence: automating industry research, expert calls and risk detection to compress IC timelines
• Portfolio value creation: how GPs are deploying AI within portfolio companies to drive revenue growth and margin expansion
• Manager selection and monitoring: how LPs are evaluating GPs’ AI capabilities as part of underwriting and ongoing oversight
• Build vs. buy: lessons from funds developing internal AI platforms vs. leveraging vendors
• Data advantage: sourcing, structuring and governing proprietary datasets as a durable moat
• Organization design and talent: integrating data scientists, engineers and investors into hybrid investment teams
• Risk, compliance and model governance in regulated investment environments

For more information, please reach out to Karan Kumar.