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 materialsextract key commercial and strategic informationstructure the content into a clear deal summarydraft sections of an IC memoidentify 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 qualificationdiligence reviewindustry and market summariesportfolio company monitoringLP 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 workflowhow to connect documents and knowledge sourceswhere human judgement should remain in the loophow 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 preparationregularly review pitch decks, research, or diligence materialsfamiliar with tools such as ChatGPT or similar AI assistantscomfortable working on a laptop during a hands-on sessionable 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 eventPlease test your access before arrivingNo 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 sessiona practical framework for structuring similar workflowspatterns you can apply across other deal and portfolio processesexperience 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.