Hands-on AI: Breakfast Workshop for VCs
About the event
Deal teams spend significant time reviewing pitch decks, consolidating diligence findings, and preparing investment committee materials.
Much of this work involves reading large volumes of information, extracting the important points, and turning them into structured outputs for the firm.
Agentic workflows can significantly reduce this manual synthesis while keeping human judgement in control.
This breakfast session is designed for VCs who want to understand how these systems actually work.
In a guided workshop, you will build a real workflow and see how agentic systems combine document analysis, reasoning, and structured outputs.
The session is practical, collaborative, and focused on real investment workflows rather than theory.
Breakfast and coffee provided.
What we will build
Guided Build: IC Memo Drafting Workflow
During the session we will build a workflow that helps draft sections of an investment committee memo.
The workflow will:
ingest supporting materials
extract key commercial and strategic information
structure the content into a clear deal summary
draft sections of an IC memo
identify gaps or follow-up questions for the deal team
You will see how the workflow combines retrieval, reasoning, and structured outputs.
The same design patterns apply across other VC workflows, including:
deal screening and qualification
diligence review
industry and market summaries
portfolio company monitoring
LP reporting and internal updates
Agenda
08:30 - Arrival, coffee, breakfast
08:45 - Introduction: where agentic systems are beginning to support deal teams
08:55 - Guided build session: step-by-step construction of an IC memo drafting workflow. You will learn:
how to structure an agentic workflow
how to connect documents and knowledge sources
where human judgement should remain in the loop
how to make outputs reliable enough for real deal work
09:45 - Discussion and peer exchange: how these patterns apply to other investment and portfolio workflows.
Who should attend
This workshop is designed for professionals involved in deal evaluation and investment materials.
Typical attendees include: Associates, Senior Associates, Vice Presidents, Principals, Operating Partners, Portfolio Operations leaders
Minimum requirements
To keep the session practical, attendees should meet most of the following:
actively involved in deal sourcing, diligence, or IC preparation
regularly review pitch decks, research, or diligence materials
familiar with tools such as ChatGPT or similar AI assistants
comfortable working on a laptop during a hands-on session
able to identify at least one workflow they would want to improve
This workshop assumes basic familiarity with generative AI. It is not an introduction to AI fundamentals.
Preparation for the workshop
To ensure the session runs smoothly:
Bring a laptop (tablets and phones will not be sufficient)
Login details will be sent one day before the event
Please test your access before arriving
No installation is required
Participants will work directly inside the platform during the guided build.
What you will leave with
a working agentic workflow built during the session
a practical framework for structuring similar workflows
patterns you can apply across other deal and portfolio processes
experience building an agentic system from start to finish
Please note that spaces are limited due to venue capacity. Submitting your details does not guarantee a place.