VC needs better data access, not just faster AI tools

Key takeaway

• An investment platform co-founder argues that venture capital firms are adopting AI to speed up their existing due-diligence processes, but what they really need is direct access to raw company data instead of founder-provided summaries.

• Building better data infrastructure would let investors assess risk more accurately and move faster on deals, particularly for companies in emerging categories that traditional metrics fail to capture.

3 Key Points

FAQ

What is the core problem Landgren identifies with how investors use AI today?

Investors use AI to make reports and summaries faster, but this does the same thing faster without eliminating unnecessary processes or rethinking workflows. The real issue is that investors rely on data cherry-picked and packaged by founders, which obscures how a company actually operates.

How would direct access to company data change investment decisions?

Instead of starting their analysis from zero, analysts could begin at 70% comprehension by plugging directly into a company's financials and operational data. This frees specialist time for tasks requiring human judgment, like understanding the team and assessing founder capability.