How to build fund infrastructure with AI
Lessons from building an AI-powered portfolio reporting product. Where AI fits in fund operations, what breaks, and what actually saves time.
Register on luma.com
Can't make it live?
- The recording and all the materials are yours the moment you register.
- A seat at any future live session.
- A 1:1 with me to ask questions or get feedback on your work.
What this workshop is about
Fund operations are eating your time. Portfolio reporting, data collection, LP updates, capital call math. All the things that pull you away from actually investing. AI can take a real chunk of that work off your plate, if you know where to point it and where to keep humans in the loop.
This workshop isn't theory. It's built on lessons from developing Portfolio Reporting, the source-available, AI-powered portfolio reporting product built to forward founder updates in any format, extract structured metrics, and produce real-time dashboards and LP reports.
It walks through what worked, what didn't, and how to apply the same patterns to your own fund stack, whether you use our tool or build your own.
You can get it two ways. Buy the recording and you have the full session plus the slides and follow-up materials immediately. The workshop also runs live on a recurring basis, and your purchase includes a seat at every future live session, so you can watch now and bring questions about your own fund stack to a live run later.
What will be covered
- Where AI belongs in fund infrastructure, and where it doesn't
- Lessons from building Portfolio Reporting: inbound email parsing, metric extraction, dashboards, LP reports
- Practical patterns for balancing automation with human judgment
- Building a smarter fund stack without buying into expensive platforms
Who this is for
People managing fund operations or responsible for a fund's technical infrastructure. Emerging managers who want to build their own stack rather than pay platform fees. Operators looking to free up time for investing.
What you'll walk away with
A clear picture of where AI fits in fund operations, specific workflows you can implement, and the verification patterns that keep AI outputs trustworthy when real money and LP relationships are on the line.
Related
- Portfolio Reporting, the source-available product this workshop is built from
- Venture Capital Model, the full fund forecast tool
- Fractional CFO, if you want ongoing help beyond the workshop
Stay in the loop
New workshops, model updates, and occasional AI tips. Low volume.
Register on luma.com
Can't make it live?
- The recording and all the materials are yours the moment you register.
- A seat at any future live session.
- A 1:1 with me to ask questions or get feedback on your work.