Launching soon Investment Fit Screen for ChatGPT, members first

Learn agentic investing. Run it on your next deal.

Built by investors, for investors. A learning network for private-market investors putting AI to work, with a curated library of investor workflows, events, and a maturity model for your firm.

Free for professional private-market investors. We review applications within 48 hours.

Illustrative company · every claim cited
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A community learning agentic investing together.

Start with the curated investor library: practical workflows written by investors and ready for your firm. Then follow the Weekly and learn alongside other investors at our events.

AgenticInvestor Weekly · 16 October 2026

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.

In this edition · 7 stories · 9 min read
  1. 01The AI boom meets the balance sheet
  2. 02Capital rewards workflows, and questions frontier prices
  3. 03Google and Meta raise the bar for agent startups
Members: read the latest edition
The library

The curated investor library.

20tasks
19skills
6agents

Written by investors for the work you already do: from intake and screening through evaluation, the IC decision and deal structuring. Each one is ready to adapt to your firm’s criteria.

Investment screening frameworkDiligence question frameworkIC memo assemblyTerm sheet negotiation brief
Inside the library
Events and webinars

Learn from the investors doing it.

Next: AIMM: Where Is Your Firm on the AI Maturity Curve? Webinar · Wednesday 28 October, 16:00 GMT.

See upcoming events
The first plugin · Launching soon in ChatGPT

Screen a deal in ChatGPT. Keep it here.

The Investment Fit Screen is the Agentic Investor method for a first read, packaged as a ChatGPT plugin. Members get it first: open it from your account, and every screen you save comes back to My screens.

  1. 1Sign in
  2. 2Add the deck in ChatGPT
  3. 3Save to My screens

Coming next The AIMM plugin: the Agentic Investing Maturity Model, packaged for ChatGPT.

Screen this company with the Investment Fit Screen.
AgenticInvestor · Investment Fit ScreenSeed · Version 1

Ledgerline AI

WatchEvidence confidence LowPartner judgement required

A plausible Seed company with a real wedge in accounts payable. Reconcile revenue before a first meeting.

  1. 1Revenue doesn’t reconcile. £11.2k MRR is £134k a year, not the deck’s £180k ARR. 42
  2. 2Concentrated revenue. The largest customer is 38% of revenue. 1
  3. 3Five months’ runway. The round needs to close quickly. 1

✓ Run in ChatGPT · 4 sources cited · AI first read, not yet reviewed

Save to AgenticInvestorOpen full report
Agentic Investing Maturity Model · v1.4

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 →

  1. Ad hocIndividuals experiment.
  2. RepeatableWorkflows are written down.
  3. DefinedThe playbook is the firm’s way of working.
  4. ManagedExecution is governed and measured.
  5. OptimisingThe system improves every run.
Look inside

Everything in one workspace.

The member app: the Weekly, the plugin, AIMM, events and the library, together. Every saved screen comes back here.

The Agentic Investor member dashboard, with the Weekly first, then the Investment Fit Screen plugin and AIMM. Illustrative member.

Agents don’t replace investors. They multiply them.

Barry Downes · Founder, Agentic Investor · Managing Partner, Sure Valley Ventures

Built by investors, for investors. Free for professional private-market investors.