#318 - Alexandre Velluti (Invyo) - Data & IA : combo gagnant pour les fonds

Key Points

• Announcement of a free guide by Borde Project on compensating independent directors in innovative European companies.
• Interview with Alexandre Velotti, CEO of Invio, discussing his transition from traditional finance to fintech entrepreneurship.
• Evolution of the venture capital and private equity sector in Europe toward greater professionalization and data utilization.
• Importance of data culture and internal sponsorship for successful technology adoption in investment firms.
• Practical applications of data and AI in deal sourcing, monitoring, and enhancing investment workflows.

Summary

The transcription begins with an announcement regarding the release of a free guide by Borde Project, focusing on the compensation of independent directors in innovative European companies. It highlights the strategic and engaged role of boards in high-risk environments and aims to provide clarity on remuneration models, European comparisons, and practical guidelines.

The main portion features an interview with Alexandre Velotti, CEO and founder of Invio. He shares his journey from a traditional finance background at Crédit Suisse to entrepreneurship, initially starting a blog to democratize financial knowledge for students. This evolved into Invio, a tech company focused on providing data-driven solutions for the venture capital and private equity sector. Alexandre discusses the professionalization of the private markets over the past decade, noting increased asset allocation, regulatory developments, and a shift from initial skepticism to widespread recognition of the need for digital tools.

The conversation delves into the technological evolution within investment firms. Early tools focused on deal flow management and CRM systems, replacing scattered Excel files. A second wave now integrates internal data with external sources, applying artificial intelligence to generate insights and automate regulatory compliance. Alexandre emphasizes that successful adoption requires more than just technology; it necessitates a strong data culture and internal sponsorship from top management to ensure organization-wide buy-in and effective utilization.

Regarding data strategy, he explains the challenge of moving from siloed information—scattered across emails, PDFs, and databases—to a centralized, clean data pipeline. This involves mapping internal historical data and enriching it with external sources (e.g., financials, team movements from LinkedIn, legal data). The consolidated data enables practical AI applications, such as preparing for founder meetings or automatically summarizing investment calls. The most mature use cases currently involve deal sourcing and, especially, portfolio monitoring, where AI can track thousands of companies in real-time, providing signals that would be impossible for human teams to manage manually. The interview underscores a sector in transition, leveraging data and AI to enhance decision-making and operational efficiency in private market investing.