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 materials
• ​extract key commercial and strategic information
• ​structure the content into a clear deal summary
• ​draft sections of an IC memo
• ​identify 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 qualification
• ​diligence review
• ​industry and market summaries
• ​portfolio company monitoring
• ​LP 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 workflow
• ​how to connect documents and knowledge sources
• ​where human judgement should remain in the loop
• ​how 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 preparation
• ​regularly review pitch decks, research, or diligence materials
• ​familiar with tools such as ChatGPT or similar AI assistants
• ​comfortable working on a laptop during a hands-on session
• ​able 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 event
• ​Please test your access before arriving
• ​No 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 session
• ​a practical framework for structuring similar workflows
• ​patterns you can apply across other deal and portfolio processes
• ​experience 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.

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