​Fund Finance Club Get-together 2026: Data, AI, Tax & VC Fund Operations — hosted by PwC

​A half-day of panel discussion, hands-on workshops, and networking for fund finance professionals — hosted by PwC, with YPOG. Focused on data, AI, tax, and fund operations for Venture Capital funds.

​About the event

​A half-day event at PwC's Berlin office, bringing together fund finance professionals for expert-led sessions on VC specific topics.

​Agenda

​11:00 — Welcome

​11:15–12:00 — Panel: Data as a prerequisite for successful AI in the fund lifecycle, with PwC and YPOG

​12:00 — Lunch

​13:00–14:30 — Workshop Slot 1 (choose one on RSVP):

• ​WS 1 A) Valuation, with Enrico Reiche (PwC)

• ​WS 1 B) Fund Structuring & Carried Interest, incl. tax considerations, with Kristin Bachmann (PwC) & Dajo Sanning (YPOG)

​14:30–15:15 — Coffee break

​15:15–16:45 — Workshop Slot 2 (choose one on RSVP):

• ​WS 2 A) AI in Fund Operations, with Philipp Jung (PwC)

• ​WS 2 B) AI-Based Value Creation in the Portfolio, with Enrico Reiche (PwC)

​From 16:45 — Drinks & get-together

​Connect with the speakers on LinkedIn

​Kirstin Bachmann /dr-kristin-bachmann

​Enrico Reiche /enricoreiche

​Philipp Jung /philippmjung

​Dajo Sanning /dajosanning

​Who this is for

​This event is open to fund finance professionals working at an AIFM, including freelancers. We're unfortunately not able to accommodate other service providers or junior-level participants.

​RSVP

​Please register below and select your preferred track for each workshop slot. Registration is limited to 60 participants.

​Workshops to choose

​Workshop 1a: Valuation (Enrico / Colleague)

​Focus: Challenges in VC portfolio valuation & new IPEV standards

• ​Key valuation challenges: illiquidity, market uncertainty, varied methods, secondaries

• ​Overview and impact of new IPEV valuation guidelines

• ​Role of data and AI in enhancing valuation accuracy and transparency

​Workshop 2b: Fund Structuring & Carried Interest (Kristin & Dajo)

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• ​Fund structuring: choosing jurisdiction and tax status, and what actually drives the decision

• ​Carry structuring: models and tax treatment of the carried interest holders

• ​Digitalising the CFO function: waterfall calculation, tax reporting and investor data – what is deterministic, what needs judgment, and where LLMs genuinely help

​Workshop 2a: AI in Fund Operations: Beyond the Hype

• ​Separating hype from reality: where does the private markets industry stand today on AI and automation?

• ​Share experiences and discuss the operational challenges firms face across the fund lifecycle.

• ​Explore practical use cases, implementation challenges, and possible future operating models for fund operations.

​Workshop 2b: AI-Based Value Creation in the Portfolio (Enrico / Colleague)

• ​How AI drives growth and operational improvements in portfolio companies

• ​Case studies: predictive analytics, customer insights, process optimization, exit readiness

• ​Key challenges: data quality, value creation, and integration