AI in Asset Management: Selection Models, Value Creation, Implementation Strategies
Capital Call #60
This is your curated resource on how dominant companies of the future are being funded across the evolving financial landscape. We are Willy Braun, Nicolas Colin and Vincent Touati-Tomas.
It's hard to avoid AI now, but how is it changing top investment firms? This edition looks at how AI is reshaping asset management work and systems. From methods to assess AI's real worth in PE deals to stories of building AI-powered VC selection tools, these insights show how smart analysis, reasoning models and mixed build-or-buy plans are changing everything from due diligence to that often neglected area... founder support. We wanted to find more practical content on this topic, so if you've seen something useful, please reply and we'll share it next time.
Meanwhile, follow us on LinkedIn: Capital Call.
Ariel Muslera 🇺🇸 reveals his direct experience building an AI-first investment productivity platform. He treats AI tools as a complete band rather than a solo performer, puts infrastructure before interface, prefers fresh starts over endless fixes, and warns of the major shift AI brings to how investors work: Building an AI-Powered Investment Platform (May 2025).
Guillem Sague 🇪🇸 breaks down the key strategic question for VC firms: build or buy AI tools? He backs a flexible, mixed approach: build only where vendors offer nothing, buy when the market catches up, and enhance with your own data rather than starting from zero: AI for VC: Build vs Buy (May 2025).
Also see Guillem’s guide on How to Score Your Incoming Dealflow with an AI Agent.
Gil Dibner 🇺🇸🇮🇱 tackles persistent myths about supposed game-changing megafunds in VC. Despite rapid tech evolution, key truths stand firm: tech drives prices down, creating value remains hard, and genuine venture success comes from going against the crowd rather than riding bull-market hype: If I see one more AI-generated take… (May 2025).
Jared Heyman 🇺🇸tells his story of integrating AI into a VC fund's selection process. He claims new AI models now beat even top VCs at predicting startup success. His fund's own "Rebel Theorem" algorithm uses GPT-4 and advanced reasoning models to assess founder profiles and traction data: On why AI is coming for my job next (April 2025).
Rob May 🇺🇸 explores how private equity firms can gain real value from AI and assess its worth in deals. PE investors need a solid framework to spot where AI genuinely helps their portfolio companies and investment process. By setting clear criteria and showing actual use cases (such as AI spotting operational improvements or risks), he cuts through the hype to reveal true AI opportunities: AI In Private Equity: A Framework For Evaluation (March 2025).
Vic Singh 🇺🇸 claims AI is driving venture capital back to its boutique origins. Despite the rise of mega-funds and platform teams, the essentials remain unchanged: building trust, judging founder potential, and guiding startups: AI and the Art of Venture — Part I (January 2025).
See also Vic’s follow-ups: one about creating an AI model that automates key platform functions, helping firms support founders without the usual costs (Part II: Automating the Platform Function), and another with Rohan Sukhdeo 🇺🇸 on how AI agents using chain-of-thought reasoning can strengthen a GP's judgment (Part III: The Critical Eye).
Thomas Thurston 🇳🇿 examines how AI is reshaping the venture capitalist role. He points to four vital shifts: making location less important, cutting dependence on personal contacts, reducing gut-feel choices, and bringing more objectivity to investment decisions: How is AI changing the job of Venture Capitalists (whether they like it or not)? (August 2023).
Lawrence Lundy-Bryan 🇬🇧 looks at how AI automation is overturning the “data-driven” venture capital model. He argues many VC tasks (such as market research and thesis creation) have become commodities through AI, with algorithms now handling data analysis better and faster than humans. Who shares this view? Data-driven VC is over.
Gil Dibner 🇺🇸🇮🇱 | General Partner, Angular Ventures | LinkedIn
Jared Heyman 🇺🇸 | Managing Partner, Rebel Fund | LinkedIn
Lawrence Lundy-Bryan 🇬🇧 | Partner, Lunar Ventures | LinkedIn
Rob May 🇺🇸 | Co-Founder and Managing Director, Half Court Ventures | LinkedIn
Ariel Muslera 🇺🇸 | Founder, Bluelabel Ventures | LinkedIn
Guillem Sague 🇪🇸 | Co-founder, CarriedAI | LinkedIn
Vic Singh 🇺🇸 | General Partner, RRE Ventures | LinkedIn
Rohan Sukhdeo 🇺🇸 | Co-Founder, Originalis AI | LinkedIn
Thomas Thurston 🇳🇿 | Chief Technologist, Ducera Partners | LinkedIn