day
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.
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