👋 Hi, I’m Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with Data & AI.


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Welcome to another edition of our Sunday “Resources” stream where we share our most valuable data & resources across four rotating formats:

  1. 30 Hottest Startups of the Month (February’s list here)

  2. Top Downloaded Resources from The Lab (this is today!)

  3. State of the Market (January’s multiples & benchmarks here)

  4. Top Downloaded Resources from The Lab (“should Seed investors follow on?” with Abe Othman from AngelList here)

For 1. and 3., we collaborate with best-in-class partners to ensure you get the highest quality data. For 2. and 4., we leverage our ever-growing product portfolio and share selective snapshots of the most sought-after resources from The Lab.

At the end of this episode, I’ll share a deep dive about how investors can use OpenClaw to automate daily workflows, including 30min setup guide, workflow examples across morning briefing, inbound deal flow processing, portfolio monitoring, LP comms, and more.

RESOURCES OVERVIEW🛠️

Summarize 50+ newsletters with ChatGPT

Evaluating startups with ChatGPT

VC Co-Pilot for deal sourcing

Top 10 Prompts for startup sourcing

Top 10 Prompts for startup screening & due diligence

Top 10 Prompts for deal winning & closing

List of 312 family offices

List of 59 pension funds

List of 997 accelerators


Access these and more resources like our 100+ masterclasses, automation templates, Notion templates, copilots, and more via our Annual and Premium subscriptions to The Lab below👇

What I read this week🤓

Here’s a summary of the best content that I consumed in the previous week...

Miles Deutscher outlines what economists call the "K-shaped economy," where AI adoption splits the workforce into two diverging trajectories: workers with AI skills already earn 56% more than those in the same role without them, a premium that doubled in a single year. Industries adopting AI are seeing 3x the revenue growth per employee, while 90% of workers haven't taken a single hour of AI training.

Goldman Sachs estimates 300 million jobs will be affected by AI by 2028, just 24 months away. For VCs and founders, this isn't just a labor market story, it's a massive demand signal: the tools, platforms, and upskilling infrastructure that help professionals cross from the "managed by AI" line to the "leveraged by AI" line represent one of the largest addressable markets forming right now.

The gap is compounding, and the window to build for it is closing fast.

“Both firms obviously have had incredible success. My big takeaway from this is how important the vintage year and overall environment for venture was for these Tier 1s.

Net TVPI for the equivalent vintage year is pretty close between the firms. TVPI for '14 and '17 vintages very close to each other. FF pulling that off for '17 with marginally larger dollars.

Both had epic outcomes. Both showing signs of return compression either from AUM expansion, overall environment changes, or a combination of both. Outcomes eerily tracking in lockstep at the moment.”

Early-stage performance over the last decade breaks into three distinct vintage regimes, driven more by macro conditions than manager behavior.

AI founder Matt Shumer wrote what he calls the "honest version" for people outside tech: what already happened to tech workers over the past year, watching AI go from helpful tool to "does my job better than I do," is the experience everyone else is about to have.

Law, finance, medicine, consulting, writing, not in ten years, but one to five. He's not predicting; he's reporting. After recent model releases, he describes finished work, walks away for hours, and returns to production-ready output with no corrections needed.

Unlike previous automation waves, AI doesn't leave a retraining gap. It's a general substitute for cognitive work that improves at everything simultaneously. For VCs, the takeaway is brutally simple: if nothing that can be done on a computer is safe in the medium term, the entire knowledge economy is being repriced at once.

How to Automate Investment Workflows With OpenClaw

If you've been anywhere near tech Twitter in the past two weeks, you've seen the hype around OpenClaw, the open-source AI agent that went from zero to 160,000+ GitHub stars in less than a month.

People are calling it an "iPhone moment," the "end of SaaS," and everything in between.

I've spent the past weeks setting it up and testing it.

Here's my honest take:

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