Live webinar · Agentic Investor
Where is your firm on the AI maturity curve?
Most private-market firms are already experimenting with AI. The harder question is whether those experiments are creating a repeatable firm-wide capability — and what to prioritise next.
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Free to attend. For venture capital, angel investors, private equity, family offices and limited partners.
The session
A practical roadmap to the next level
This 45-minute session will use the Agentic Investing Maturity Model (AIMM) to help investors evaluate where their firm is today and build a practical roadmap to the next level.
Developed as part of agenticinvestor.org, AIMM covers the real work of investing — from sourcing and diligence to portfolio support and investor reporting.
- 5levels
A five-level operating model for investment firms adopting agentic AI.
- 1test per level
Each level has a one-sentence test you can apply to your own firm today.
- 45minutes
Place your firm on the staircase and leave with a roadmap to the next level.
The Agentic Investing Maturity Model
Where is your firm on the staircase?
Five levels, each with a one-sentence test. Most investors are between the first two.
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Level 1
Ad hoc
Individuals experiment; useful work remains personal.
Most investors are hereThe testThe absence of repeatable, shared practice.
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Level 2
Repeatable
The work is written down and survives its author.
The testCould someone else run it to the same standard?
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Level 3
Defined
The playbook becomes the firm's way of working.
The testWould the junior and the partner give the same answer?
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Level 4
Managed
Execution is governed, measured and auditable.
The testCould you demonstrate the audit trail today?
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Level 5
Optimising
Every run helps improve the next one.
The testDoes the second run start ahead of the first?
5 levels · each with a one-sentence test
By the end of the session
You will be able to
- 01Identify your current AIMM level
- 02Understand the gaps between your current level and the next
- 03Prioritise the right processes, capabilities and governance foundations
- 04Learn what works, what does not and which mistakes to avoid
- 05Use Agentic Investor's tasks, skills and resources to put your roadmap into action
Speaker
Who you'll hear from
Barry Downes
Managing Partner, Sure Valley VenturesFounder, agenticinvestor.org
Serial founder with deep AI expertise. Barry founded SVV in 2017 after he exited FeedHenry, which was acquired by Red Hat/IBM. He leads SVV's entire AI investment strategy and helps great founders scale breakthrough companies.
In 2026 he founded Agentic Investor to publish the agentic workflows SVV runs inside its own investment process — the operating model this session is built on.
Who it's for
Anyone whose firm invests in private markets
Partners and principals who want a firm-wide capability rather than a few personal experiments — and the people who will build it.
- Venture capital
- Angel investors
- Private equity
- Family offices
- Limited partners
The complete AIMM pack is free
The model, the level tests and the tasks, skills and resources to act on them are all published at agenticinvestor.org. Read it before the session or after — the webinar is where you apply it to your own firm.
Get the AIMM pack →Registration
Save your place
Wednesday 28 October 2026, 16:00–16:45 GMT, online. Free to attend.
Register now Where is your firm on the AI maturity curve? Wednesday 28 October · 16:00 GMT · you'll get the joining link by emailRegistration is per person — send colleagues the page rather than your joining link.