How AI is Causing Venture Firms to Rethink Their Portfolio Data and Tech Infrastructure
Whether you're managing 50 companies or 500, the core problem is the same: your data lives in fragmented systems. Fund accounting in one place, cap tables in another, company KPIs in spreadsheets, deal flow in your CRM. When an LP asks a question or your team needs to model a scenario, you're manually stitching together information that should already be connected.
In this conversation, we'll hear from practitioners who've tackled these challenges at different scales and explore what actually works.
We’ll touch on:
Longstanding private market data accessibility and accuracy challenges (and now, AI’s impact)
What breaks in your portfolio data workflows as you scale (and how to fix it before it does)
Practical approaches to integrating fund accounting, cap tables, company KPIs, and third-party data
How to build systems that serve decision-makers and their supporting teams
Real examples of how AI is fueling private investors in terms of how they source, diligence, and manage their portfolio of investments
Featured Speakers:
Jonathan Geehan - CFO at Techstars. Jonathan oversees finance at Techstars, which has both an investment and operating business, and has invested in over 5,000 companies since 2007. During his four years at the firm, he redesigned Techstars' valuation and fund close processes before being promoted to CFO. He has over 20 years of finance experience, including 16+ years in venture capital and private equity, having previously served as CFO at ClearSky and Controller at Fairhaven Capital Partners.
Healy Jones - Head of Finance at Neo, driving financial strategy and operations and supporting the investment team. He previously raised two micro-VC funds, acted as an outsourced CFO/financial advisor to funded startups, founded and exited a startup, and been on the management team of a number of startups (including one IPO).
Jason Miller - Founder and CEO of Foresight Data with over 15+ years of experience building technology to harness data for investment professionals.
Presented by Foresight Data
Foresight is on a mission to connect the private market through data. It brings together information about a private company—from cap tables to KPIs to fund accounting—into a unified analytics platform so decision-makers can act with confidence.
Disclaimer:
The information provided is for informational purposes only and should not be construed as financial advice. Attendees are advised to consult with qualified financial professionals or advisors regarding their specific investment needs and objectives. Participation in this event does not guarantee any investment outcomes. Your registration information may be shared with our partners, and by signing up for this event, you consent to being contacted via email, SMS, and other means.