Family offices, private equity funds, lenders, and VCs using AI, analytics, and other “investment tech” to generate alpha
Curated by Rob Saunders, WhoFiled.
Special offer: The first 5 readers to email rob@whofiled.com will get a sample weekly report of all transactions in their preferred industry, at no cost.
The big theme: The institutional AI plumbing for finance … [Read More]
(Thanks to Rob Saunders, CEO, WhoFiled for curation.)
The week’s big theme: AI agents are no longer augmenting deal teams. They’re replacing workflow steps entirely.
Rogo raised $160M in a Series D led by Kleiner Perkins, with Sequoia, Thrive Capital, … [Read More]
We’re launching an experiment. We’ve partnered with Rob Saunders, CEO, WhoFiled, to share a weekly update on all material fundraising activity, product launches, and infrastructure developments in the investment tech space. Please share your feedback!
Our coverage definition: U.S. … [Read More]
I hope you’ll join me September 3 in Manhattan for the first-ever conference on “Investors for a Better America”.
We believe generating strong investment returns is far easier in a healthy constitutional democracy. Investors for a Better America is a … [Read More]
Teel Lidow just posted his take on the best admins for venture funds in the $10M-$100M range, based on his experience as fund counsel for more than 50 emerging VCs, and conversations with many more. Check it out.
Coolwater Capital is doubling down on its mission to support the next generation of emerging fund managers.
Coolwater Capital is the leading platform for emerging VCs to launch, fundraise, and institutionalize with confidence. Coolwater’s accelerator is designed to make fundraising … [Read More]
A friend from UTI International shares this with me:
We are pleased to invite you to join our second India Immersion Trip, taking place in Mumbai from 16th to 19th November 2025.
This exclusive trip is designed for … [Read More]
SuperVenture North America is back in New York this November!
200+ attendees. 75+ influential LPs. 100+ industry leading VCs.
Build new partnerships with leading LPs from North America venture capital’s most influential and fastest-growing firms, with AXIAN Group, Nationwide Ventures, … [Read More]
Where AI, data, and expertise converge
Join leaders from Google, Stripe, UBS, Accenture, Carlyle, Johnson & Johnson in Brooklyn for three days of real-world AI playbooks, leadership lessons, and hands-on demos. Headliners include Nick Saban on building winning teams, and … [Read More]
I hope you’ll join other family offices and impact investors in Manhattan, during Climate Week, at the Transformative Ventures Family Office Meta Gathering/Impact Summit:
Sept 25-26: Transformative Ventures Family Office Meta Gathering
This is the final call for applications … [Read More]