Go To Market - The Financial Pillar (Portfolio Management)
AI@Work Theme: AI-Powered Portfolio Management and Strategy
Title: The Financial Pillar: AI-Powered Portfolio Management & Venture-Grade Strategy
Host: Silicon Valley East Bay Founders & ZINFI Technologies, Inc.
Facilitator: Rob Moyer, Founder, BlueThread.io
Date: Thursday, June 4, 2026 | 4:30 PM – 7:30 PM
Location: ZINFI Technologies, Inc. | 4733 Chabot Drive, Suite 175, Pleasanton, CA 94588
Context: Your ecosystem is a capital allocation strategy. Time, executive attention, and enablement resources are finite. You cannot be “fair” to every partner. We use AI@Work to move from gut feeling to predictive modeling, treating the partner network like a managed fund.
Attendee Requirements: To ensure a high-level peer environment, this working group is limited to Founders and CXOs of organizations meeting at least one of the following:
$1M+ in Annual Revenue
10+ Employees
Evening Agenda:
4:30 PM – 5:00 PM: Registration, Drinks & Networking
5:00 PM – 5:30 PM: Executive Context: AI and the 80/20 Power Law
5:30 PM – 7:00 PM: Working Sessions: AI-Assisted IPP Identification & Portfolio Pressure Testing
7:00 PM – 7:30 PM: Light Dinner, Networking & Final Debrief
The Working Session (No Vendor Pitches):
The AI Power Law: Using predictive analytics to identify the 20% of partners likely to deliver 80% of value.
Head vs. Tail Strategy: Designing high-touch managed models vs. AI-driven automated engagement.
TAM & IPP Rigor: Utilizing LLMs to refine Ideal Partner Profile (IPP) and Total Addressable Market (TAM) methodology.
Outcomes: A portfolio-based allocation framework and a more disciplined, predictive investment mindset.