VC needs better data access, not just faster AI tools

What happened

Henrik Landgren, co-founder and CPTO at Gilion (an AI investment intelligence platform), argues in an opinion piece that venture capital investors are using AI to speed up existing processes rather than fundamentally rethinking how they gather and analyze company data.

Why it matters

Investors currently rely on data packaged and cherry-picked by founders themselves, creating an information asymmetry problem. Landgren contends that direct access to raw company data—payment records, marketing performance, accounting systems, and board reports—would let investors spot hidden faults before founders choose to reveal them, shifting how they understand risk and potentially enabling them to fund capital-efficient businesses currently passed over because their data isn't accessed fast enough.

What to watch

Landgren notes that in five years, the companies worth funding will require reassessment of how we evaluate performance, as traditional income models and historical indicators of success will no longer measure up for AI-powered hardware, infrastructure, and new categories of deep tech.