AgenticInvestorLearn agentic investing. Then put it to work.
Everything members learn from: the Weekly, the maturity model, a curated library of tasks, skills and agents, and events with the investors doing it.
The AI Boom Meets the Balance Sheet
Demand is strong. Who turns it into durable returns? Seven developments on AI financing, agent startups, security, infrastructure choice and scientific discovery.
- 01The AI boom meets the balance sheet
- 02Capital rewards workflows, and questions frontier prices
- 03Google and Meta raise the bar for agent startups
- 04Agent control becomes a security business
- 05China’s AI hardware market becomes more distinct
- 06Europe builds more infrastructure choice
- 07Scientific AI moves towards institutional commitment
Each story sets out what happened, why it matters, the investor implications and Barry’s perspective. Every edition ends with a practical exercise and a question for the community.
Members read every past edition in the app.
Know where your firm stands. See what comes next.
A five-level operating model for investment firms adopting agentic AI. It shows where your firm stands today, what the next level requires, and the evidence needed to advance.
The 5-minute Pulse Check is free for members. Already a member? Sign in →
- 01Ad hocIndividuals experiment.
- 02RepeatableWorkflows are written down.
- 03DefinedThe playbook is the firm’s way of working.
- 04ManagedExecution is governed and measured.
- 05OptimisingThe system improves every run.
The work itself, written down.
Curated for investors, not assembled from vendor claims. Build your tools around the work you need to do.
Chained workflows: multi-step task playbooks investors run end to end.
Real jobs analysts do. Start here and jump to what gets it done.
Reusable building blocks: the judgement and integrations agents run on.
Full products you can trial, organised around investor workflows.
Deal Pipeline blueprint
20 tasks · 6 agents · 19 skills · 5 connectors- 1Intake
- 2ScreeningPlugin: Investment Fit Screen
- 3Evaluation
- 4Decision review
- 5Deal structuring
- Run Investment Fit ScreenScreening
- Run Commercial EvaluationEvaluation
- Generate Diligence QuestionsEvaluation
- Create IC MemoDecision review
- Analyze Deal TermsDeal structuring
- Request Founder MaterialsAny stage
Learn from the investors doing it.
Webinars, deep dives and in-person breakfasts for private-market investors.
AIMM: Where Is Your Firm on the AI Maturity Curve?
Wednesday 28 October 2026 · 16:00 GMT · Online
Hosted by Barry Downes.
Learn it here. Run it on your next deal.
Free for professional private-market investors. We review applications within 48 hours.