As we look to the future of venture capital, it's clear that AI will play an increasingly pivotal role in shaping investment strategies and portfolio management.
The GP Roundtable on Leveraging AI in Portfolio Monitoring & Management brought together leading data-driven VCs to explore AI's transformative potential in venture and more.
Our guests:
Alvaro Alvarez del Rio from Boost Capital Partners, renowned by LPs around the globe for their pioneering work with data and AI
Dr. Andre Retterath, Partner at Earlybird Venture Capital and Founder of the go-to newsletter and community: Data-Driven VC.
John Frankel a long-time OG with ff Venture Capital who have realized the power of AI
Steven Greenberg, co-founder of TotemVC who's taking portfolio mgmt into the age of AI
They discuss how AI is being used in portfolio management, including uncovering trends and insights, data-driven decision-making, and portfolio value creation. The VCs share their experiences with AI tools and platforms, such as Totem VC and Early Bird's internal platform called Eagle Eye. They also discuss the importance of data quality and relevance in AI applications. The conversation highlights the potential of AI in improving efficiency, synthesizing information, and providing valuable insights for VCs.
The conversation explores the use of AI and machine learning in venture capital, specifically in the areas of deal sourcing, due diligence, portfolio monitoring, and reporting. The panelists discuss the benefits and challenges of using AI tools, such as language models, in these processes.
Watch it here or add it to your episodes on Apple or Spotify 🎧 chapters for easy navigation available on the Spotify/Apple episode.
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✍️ Show notes
1. AI in Portfolio Monitoring & Management: How VCs Leverage AI for Smarter Investing
Venture capital is undergoing a transformation with AI reshaping portfolio monitoring and investment decision-making. In this roundtable, top investors explore how AI is optimizing deal flow, enhancing due diligence, and automating reporting. Featuring insights from EarlyBird, Boost Capital Partners, FF Venture Capital, and TotemVC, the discussion uncovers best practices for integrating AI into VC workflows. Key themes include AI-driven competitive landscape analysis, the role of LLMs in data structuring, and the debate over building in-house AI tools versus adopting third-party solutions like TotemVC.
2. How EarlyBird Uses AI for Data-Driven VC
EarlyBird has built an in-house AI platform, Eagle, to streamline sourcing, screening, and portfolio monitoring. The system processes structured and unstructured data, helping investors track market trends, benchmark portfolio performance, and automate financial reporting. By leveraging AI for insights while keeping investment decision-making human-led, EarlyBird aims to maintain a competitive edge in early-stage venture capital.
3. TotemVC: Building the AI-Powered VC Operating System
TotemVC is positioning itself as the single source of truth for venture firms by automating data ingestion, portfolio tracking, and LP reporting. The platform integrates structured and unstructured data—from financial statements to call transcripts—reducing manual effort and improving portfolio visibility. With built-in AI reflection tools to minimize hallucinations, TotemVC helps firms enhance operational efficiency without losing the human element in decision-making.
4. Boost Capital’s AI-First Approach to Portfolio Management
As a first-time fund, Boost Capital Partners designed its AI strategy from the ground up. With limited historical data, the firm focuses on defining relevant datasets, automating deal discovery, and ensuring structured reporting from portfolio companies. Their AI-driven framework helps them compare portfolio performance against market benchmarks while maintaining a hands-on approach to founder relationships.
5. From Deal Sourcing to Portfolio Support: AI’s Expanding Role in VC
AI is no longer just a tool for sourcing—it’s becoming integral to portfolio value creation. VCs are now using AI to track competitive landscapes, analyze sentiment, and monitor company health in real-time. The shift from manual reporting to automated insights is reshaping how firms interact with founders and manage investments post-deal.
6. The Make vs. Buy Dilemma: Should VCs Build or Adopt AI Tools?
VC firms face a key decision: develop proprietary AI systems or integrate third-party solutions. EarlyBird opts for in-house development, controlling its data and decision-making processes, while firms like FF Venture Capital leverage TotemVC as a unified portfolio monitoring tool. The debate highlights the trade-offs between customization, cost, and maintenance.
7. AI’s Ethical Challenges: Bias, Data Integrity & Human Oversight
AI-driven investing comes with ethical concerns, particularly in bias and data reliability. Training models on past venture successes risks reinforcing industry biases, while hallucinations in LLMs raise accuracy concerns. The panel discusses best practices for ensuring AI-driven decisions remain fair, transparent, and human-guided.
8. The Future of AI in VC: Automating the Menial, Enhancing the Strategic
While AI excels at automating data analysis and reporting, it cannot replace human intuition in venture investing. The discussion underscores AI’s role as an augmentation tool—handling drudgery while freeing investors to focus on founder relationships, creative dealmaking, and long-term strategy.
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💬 Community event | LP AMA with Christian Hjort Pedersen
Join us for an exclusive AMA session with Christian Hjort Pedersen, formerly VC Fund Investor at IIP Denmark.
Having allocated more than 600 M USD to top decile early-stage VC funds in US and Europe within tech and life sciences, Christian brings an understanding of the global venture markets and what it takes to build a true franchise better than most others.
This AMA is part of our ongoing series of small-group sessions designed to foster deep, meaningful discussions within the VC community. Reserve your spot now to ensure you don’t miss this opportunity.
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✍🏻 Masterclass | VC Fund Finance: Essential Tools, Strategies and Applications
Join us for an in-depth session on VC Fund Finance: Essential Tools, Strategies and Applications. Fund finance has become an essential consideration for fund managers navigating the complexities of venture capital. Offering tools such as Subscription Lines (also called Capital Call lines), NAV financing, and GP Support/Co-invest financing, fund finance provides structured solutions to manage liquidity, bridge capital needs, and align investment strategies with long-term goals.
This masterclass provides a comprehensive overview of fund finance, its origins, and its application across the lifecycle of a fund. Designed for fund managers at varying stages, the session balances conceptual frameworks with actionable insights, making it particularly valuable for second-time or larger fund GPs, while also addressing the needs of emerging managers exploring fund finance for the first time.
⏰ Feb. 26 | 💻 Online | Trusted and praised by industry leaders and fund managers. Here’s what some of them had to say about working with James.
✍🏻 EUVC Masterclass | Marketing Foundations for Fund Managers
Join us for an engaging workshop tailored for fund managers looking to institutionalise their marketing approach and craft a category-defining investment brand.
This masterclass is designed to go beyond traditional marketing advice on tactics to help you create lasting brand equity, ensuring your fund stands out in a competitive landscape.
This session will provide actionable insights into fund positioning, LP communications, and crafting compelling narratives - all while maximising time for Q&A to address your specific challenges.
⏰ March 13 | 💻 Online |
✍🏻 EUVC Masterclass | Setting up and Structuring a VC Fund
Emerging fund managers face countless challenges when setting up and structuring their first VC fund. The process is complex, daunting, and full of pitfalls, from navigating legal frameworks to engaging with the right service providers, the foundations you lay now will shape your growth trajectory.
That’s why we’re planning an exclusive 3-hour masterclass designed to equip emerging managers with the insights, strategies, and tools needed to tackle these challenges head-on.
⏰ Jun. 02 | 🇩🇪 Berlin | This masterclass is a side-event taking place during SuperVenture & SuperReturn.
🗓️ The VC Conferences You Can’t Miss
There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!
Investors Summit Bilbao 2025 | 📆 11 - 12 February 2025 | 🇪🇸 Bilbao, Spain
0100 DACH 2025 | 📆 18 - 20 Feb 2025 | 🇦🇹 Vienna, Austria
0100 Europe 2025 | 📆 02 - 04 April 2025 | 🇳🇱 Amsterdam, The Netherlands
0100 Emerging Europe 2025 | 📆 14-16 May 2025 | 🇭🇺 Budapest, Hungary
GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany
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