How Your Portfolio is Exposed to AI: The Structural Lens for Investors in the age of Claude

• ​A 90-minute structural briefing providing a lens into which of your portfolio companies AI can make more valuable (and why) — and which companies face existential threat in the next 6-18 months.

• ​Practical advice to navigate “SaaSpocalypse” and “Death by Claude” by understanding where competitive moats can be maintained.

• ​Leave with a solid value framework for

  • ​Portfolio triage across the full book

  • ​Roadmap direction for the PortCos

  • ​Better capital allocation toward durable AI moats

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​About Anand

• ​Formerly a product leader at Meta / Facebook

• ​VP/Chief Product Officer for two successful start-ups (with two exits)

• ​Began career in Kansas City working for Sprint after earning his MBA at Kellogg

• ​Author of The Supply Chain of Intelligence™ and trusted advisor to PEs and VCs

​Agenda

​3:00 Welcome

​Macro AI Trends & how to apply The Supply Chain of Intelligence (lens and layers)

​Steps Consulting - Observations & Practical Examples

​Q&A + Discussion

​4:15 - 4:30 Happy Hour