A series

From the research

6 pieces, in the order they were written to be read.

6 pieces

Part 2

Before a model screens the firm's deal flow 

What Maxime Bonelli found about venture firms that adopted data technologies for screening, and how I would decide whether a small investment firm should let a model rank its pipeline.

Part 3

Letting a model into the investment decision 

What Csaszar, Ketkar, and Kim found when they compared language models with investors at generating and judging startup strategies, and how I would decide where a model belongs in a small investment firm's decision.

Part 4

What the firm writes down after an incident 

What Woods, Böhme, Wolff, and Schwarcz found about how cyber insurance and breach attorneys shape incident response, and how I would plan the record a small registered adviser keeps after an incident.

Part 5

Who gets the AI assistant first 

What Brynjolfsson, Li, and Raymond found when a software firm gave its support agents an AI assistant, and how I would decide who at a small investment firm gets one first and how to watch quality.

Part 6

Marking the portfolio while raising the next fund 

What Brown, Gredil, and Kaplan found about private equity fund valuations reported during fundraising, and how I would design a small investment firm's reporting, its review of incoming marks, and its record around a raise.

These pieces in the Library