

Family Office AI Workshop: Sourcing Startups Beyond the Coasts
A 90-minute working session built exclusively for forward-looking family office investors. Three parts, one live practicum, and a curated starter list of active startups you won't find anywhere else—not on PitchBook, not on Carta.
Part One — How VC Uses AI to Source (30 min) Lisa Calhoun, Founder and Managing Partner of Valor Ventures, opens the hood on Vic, Valor's proprietary AI sourcing platform. You'll see exactly how it was built, walk live through the dashboards, and watch real examples of AI accelerating—not replacing—human-driven sourcing against a thesis. We close with live Q&A and a five-minute reset.
Part Two — Building Your Own AI Sourcing Engine (30 min) A cameras-on, participatory working session. As a group, we'll pressure-test approaches to optimizing deal flow inside your own environment. The advantage of building with AI is that it bends to your process—just faster, sharper, and better supported. You'll leave with a concrete plan to streamline your pipeline around your specific mandate.
Part Three — A Startup Starter List, Built for You (30 min) In the final segment, we generate live opportunities for each participant directly from Valor's data stream—an exercise that sharpens your instincts and crystallizes the sourcing skills you've just built.
This private workshop—a $1,500 value—is complimentary for Valor limited partners and qualified family office investors and leaders. To qualify, register and tell us a bit about the investments you pursue.
This is an investors-only setting. No service providers or founders will be admitted. Recordings will be shared with in-person attendees so they can bring the learning back to their teams.