How Leading Investors Leverage Relationship Intelligence to Win
How leading investors leverage relationship intelligence to win
Join our expert-led session with The Swarm, One Peak, and Costanoa Ventures to see how leading investment firms put relationship intelligence into practice: surfacing warm paths to founders, experts, and LPs, improving deal sourcing and portfolio hiring, and building scalable systems on the data they already have.
Discussion Points:
Consolidating CRM, LinkedIn, email, calendar, and other sources into a firm-wide network
Searching combined network to surface reliable intro paths to founders, industry experts, co- and follow-on investors, LPs, and more
Enriching alternative data to scale warm intro campaigns across target lists
Turning daily job-change tracking into a live signal for founder sourcing and portfolio hiring
Join us for real-world examples from firms already using these approaches, plus practical ideas that investment, platform, and talent teams can apply immediately.
👉 Register now to reserve your spot!
David Connors, Co-founder & CEO @ The Swarm
David Connors is the Co-Founder and CEO of The Swarm. Before The Swarm, he founded a startup that was acquired by Sequoia Capital, where he went on to build data and networking tools for the firm and its portfolio companies. His background sits at the intersection of data, networks, and company building.
Jim Wilson, Partner @ Costanoa Ventures
Jim Wilson is a Partner at Costanoa Ventures, where he provides sales and go-to-market strategy advice to the firm's portfolio companies. He works directly with founders to figure out product-market fit, make early sales hires, and build repeatable sales processes, drawing on his background in enterprise technology sales leadership.
Ali Kokaz, Head of AI & Data @ One Peak
Ali Kokaz is Head of Data and AI at One Peak, where he leads the firm's data, technology, and product initiatives. In this role, he applies his data science background to guide how the firm identifies, evaluates, and supports investments, bringing a technical lens to One Peak's broader strategy.
Andre Retterath, GP//Founder @ DDVC//Earlybird Venture Capital
Andre is the founder of Data Driven VC and a Partner at Earlybird VC where he focus on Enterprise Software with a particular interest in AI, infrastructure, data/developer/design tools, OSS, and robotics. Additionally, Andre leads Earlybird’s Engineering team and the development of their data platform EagleEye.
FAQs
Will attendees get access to the materials and recording of the session?
Event recordings are available for the Lab community members. Join the lab here.