👋 Hi, I’m Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with Data & AI. Join 34,910 thought leaders from VCs like a16z, Accel, Index, Sequoia, and more to understand how startup investing becomes more data-driven, why it matters, and what it means for you.
ICYMI, check out our most read episodes:
Struggling to find new LPs for your fund? We merged all publicly available LP lists, added crowdsourced input from our community, and then enriched it with various sources of publicly available information such as name, website, LinkedIn URL, location, contact email, and more.
If you’re raising, Limited Partner List will save you dozens of hours of investor research and put you in front of people who actually write checks.
At the end of Q2, we were happy to support the Venture Intelligence Day hosted by our partner Vestberry in NYC. They brought together over 200 VC professionals to share and discuss the latest insights and trends shaping data-driven investing and AI for VC. The agenda covered:
The Future of AI for VC
VC Co-Pilot for Dealsourcing
Portfolio Intelligence as a Missed Opportunity
Supercharging Your Portfolio Value Creation
…
Missed out? Access the full recordings via The Lab and make sure to join Venture Intelligence Day in Prague on October 30th. The first 10 DDVC subscribers get a free ticket with the code "DDVCFIRST" at checkout.
Here are the key highlights and takeaways you don’t want to miss👇
The Future of AI for VC
What happens when AI makes every investment decision? See Fred Cambells journey behind building a fully automated VC fund with TRAC AI/VC:
Super Forecasters Are Rare: Only 0.1% of VCs consistently predict the future and find unicorns, and even then, just 20% of their investments deliver 10x returns.
Using AI to gain the edge: If you are not a “superforcaster” you can train AI with the ocean of private market data to spot patterns, trends and investment opportunities.
Eight Key AI Focus Areas: AI models can be trained to evaluate Market dynamics, Competitors, Smart Money movements, Media sentiment, Customer behavior, Website & App data, Founders & Teams, and the Idea & Product itself.
Reaping the AI fruits: Using LLMs, Fred's fund has invested over $27 million into 46 companies, currently holding a 1.33x MOIC and a projected 4x TVPI.
The VC Co-Pilot for Dealsourcing
AI is reshaping how deals are found and decisions are made — but the best results still come from a human–machine partnership.
Faster, Fairer Decisions: AI accelerates due diligence and helps counter unconscious bias — leading to more equitable outcomes, including increased backing of underrepresented founders.
Humans Still Hold the Edge: Founder charisma, grit, and relationship dynamics remain out of AI’s reach — and critical in investment calls.
Adoption Isn’t Plug-and-Play: Full AI integration is slowed by messy qualitative data, firm-wide trust hurdles, and high implementation costs — giving AI-native funds a potential first-mover advantage.
