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Choose a practical task
Start with pre-vetted work designed around sourcing, diligence, portfolio support and firm operations.
For professional private-market investors
Built by investors to help private-market investors put AI to work.
AgenticInvestor shares practical workflows, current intelligence and lessons from our own work—with the aim of building a collaborative community around the future of investing.
Created by the investment team at SVVto share what we are learning about putting AI to work across the investment process.
Free to accessPre-vetted investor workflowsCurrent AI intelligence
Agentic Investor Maturity Model
Know where your firm stands. See what comes next.
The Agentic Investor Maturity Model (AIMM) gives investment firms a common language for assessing capability, identifying gaps and advancing from isolated experiments to scaled agentic advantage.
- Level 1Ad hoc
Individuals experiment; useful work remains personal.
The testThe absence of repeatable, shared practice. - Level 2Repeatable
The work is written down and survives its author.
The testCould someone else run it to the same standard? - Level 3Defined
The playbook becomes the firm's way of working.
The testWould the junior and the partner give the same answer? - Level 4Managed
Execution is governed, measured and auditable.
The testCould you demonstrate the audit trail today? - Level 5Optimising
Every run helps improve the next one.
The testDoes the second run start ahead of the first?
The knowledge layerTasks, skills, blueprints and practical resources support every level.
A level is not a grade. It is a map reference with a practical next move.
Inside AgenticInvestor
Start with the work. Build capability from there.
A practical platform designed for investors, with pre-vetted resources you can adapt to your own investment process.
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Add the right skills
Apply reusable standards, guardrails and techniques that make investment workflows more dependable.
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Stay current
Follow relevant AI and investment news, events and practical research without chasing every signal.
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Find your next step
Use AIMM to understand your firm's current capability and the practices that could move it forward.
Created at SVV
Investment experience, openly shared.Why we built AgenticInvestor
Built by investors, for investors.
AgenticInvestor began inside SVV as we explored how AI could improve the practical work of investing—from sourcing and screening to diligence, decision-making and portfolio support.
Rather than keep that work behind closed doors, we are turning what we learn into practical tasks, skills, blueprints and resources that other professional investors can use and adapt.
The platform is free to access. Our aim is not to sell another software product, but to create a useful shared resource—and, over time, a collaborative community—for investors navigating the next wave of technology in investment.
01Practical02Investor-led03Openly shared
A look inside
See how the platform and its resources fit together.
Explore four genuine product views: the practical task catalogue, a detailed task profile, the curated library and the member dashboard.
Browse practical, pre-vetted tasks designed around the work private-market investors do every day.
Open a task to understand the job, the skills it needs, the steps involved and the ways you can put it to work.
Explore curated tasks, skills, agents, connectors and blueprints—and build a stack around the work you need to complete.
Return to current news, recommended resources and the investment workflows that matter to you.
Scroll sideways to explore the four views
The curated library
Start with a useful piece of work.
Explore building blocks for investment workflows. Each has a clear role, so your team can adapt the approach rather than start from a blank page.
Define the job
Set out the inputs, steps and deliverable for a repeatable piece of investment work.
Example: first-pass investment fit screenApply your standards
Capture the judgement and guardrails that should shape how a task is done.
Example: citation and confidence conventionConnect the workflow
Bring tasks and skills together into an adaptable approach your team can use and refine.
For example: a diligence workflowThe examples above show how the library is organised. Review each resource against your firm's own criteria and controls.
See the public Investment Fit Screen exampleStay informed
Current intelligence for investors putting AI to work.
AgenticInvestor brings useful signals together so you can keep learning without sorting through every new announcement yourself.
AI & investment news
Follow curated updates on how AI is changing sourcing, diligence, portfolio work and investment-firm operations.
Events & webinars
Find upcoming sessions for investors, from practical walkthroughs to expert conversations—and return to useful recordings.
Papers, guides & media
Explore a growing resource library of papers, guides, videos and podcasts selected for practical relevance.
Who it is for
Built for the private side of the market.
One shared challenge. Different investment contexts.
Venture capital
Find and test high-leverage workflows across sourcing, diligence and portfolio support.
Private equity
Apply agentic methods to commercial diligence, value creation and repeatable firm operations.
Family offices
Build institutional capability without assembling an internal AI research function from scratch.
Limited partners
Develop a sharper view of manager capability, operating maturity and AI-enabled advantage.
Frequently asked
A few things worth knowing.
Who is AgenticInvestor for?
Professional private-market investors—VCs, private-equity teams, family offices and LPs—actively evaluating or applying agentic AI.
What will I find inside?
A curated library of tasks, skills and blueprints, current AI and investment intelligence, event listings, practical resources and AIMM tools to help your firm decide what to try next.
What is the Agentic Investor Maturity Model?
A structured way to understand your firm's current AI capability and identify the practices required to progress from experimentation to scaled advantage.
How do I join?
Complete the short application. Access is free; the team reviews applications to keep the platform relevant and useful for professional private-market investors.