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Moustafa ElBialy | Kleiner Perkins
Ray Zhou | Affinity
In this intimate fireside chat with Moustafa ElBaily, a leading Chief Information Officer from a top investment firm, we'll be exploring how data-driven insights, technology, and leadership are transforming investment strategies today. Join us for this open discussion and exchange ideas on practical approaches to fostering a data-centric culture, optimizing deal flow, and using AI to improve operations and decision-making.
Jen Ard | Intel Capital
Dan Polonka | Affinity
Advances in AI and machine learning are propelling an increasingly competitive race towards digitization and data-driven investing across private capital, transforming how firms source, evaluate, and manage deals. In this session, we’ll be joined by Jen Ard, a VC investor-turned-COO to hear her unique perspective on implementing data-driven workflows, and how investors and operations teams can work in unison to leverage technology to make smarter investment decisions.
Casey Rovinelli | OMERS
Dan Brown | SpeedInvest,
Dominique Simoneau-Ritchie | Affinity
Your data’s value is at its peak when it is combined, aligned, and working comprehensively across your systems to drive efficiencies and uncover new insights. In this session, we’ll meet with Affinity power users Dan Brown of Speedinvest, and Casey Rovinelli of OMERS to discuss how they’ve pushed Affinity’s API and integrations to their limits (and sometimes beyond), and combined them with relationship intelligence in the quest for a fully holistic dataset.
Samantha Santaniello-Lawrence | MassMutual Ventures
Jolynn Vallejo | Kapor Capital
Dominique Simoneau-Ritchie | Affinity
Join industry leaders Samantha Santaniello-Lawrence (MassMutual Ventures) and Jolynn Vallejo (Kapor Capital) as they delve into using Affinity for more than just deal sourcing and management. They’ll cover how they drove adoption, the thinking behind the processes they’ve created, and also showcase how they’ve tailored Affinity to support fundraising, investor relations, and portfolio growth. This session will ensure you can get more value from your firm’s shared network.
Sergio Monsalve | Roble Ventures
Reanesh Kanaganayagam | Affinity
Sergio Monsalve, Founding Partner at Roble Ventures has created something special. The integrated tech stack at the firm of three has minimized manual work; increased deal flow efficiency; and allowed the team to focus on building relationships and providing top-notch portfolio support.
In this session, Sergio will guide you through his philosophy, the components of his tech stack, and team structure that have set up Roble Venture to diligence 1,000+ deals a year. This session will help you use a tech-enabled approach to give you more time and resources to focus on your core strengths.
Lauren Gomez | Sozo Ventures
Jeremy Hertzog | Affinity
Lauren Gomez (Sozo Ventures) completely changed how Sozo Ventures operations looked as they scaled from Fund 2 to Fund 3. Learn about how she drove adoption, managed change, and streamlined workflows across deal sourcing; relationship management; and pipeline tracking. This session will give you best practices in implementing a process that helps the investment team and broader firm succeed and adapt as they scale.
Jesse Lott