The Role of Agents in Private Market Investment Teams

2 weeks ago, we announced Amy to the world, the first AI Agent for private market investment teams. The next evolution of Landscape.

Over 800 investment firms joined the waitlist, ranging from early-stage venture firms to endowment funds managing $100b+.

We've hand-picked a selection of these firms to join our closed beta, where we will be giving Amy the skills and tools to drive efficiencies across everything from sourcing, diligence, ops and admin.

Our goal for each of our beta customers, is for Amy to save their investment team 100+ hours of otherwise manual work over the closed beta period.

Agentic agents are coming, and they will fundamentally change how 1m+ private market investment professionals go about their work.

The Present

Today, skilled investment professionals are spending an outsized portion of their time on low-leverage tasks; manual research, updating spreadsheets, combing through pitch decks, drafting outreach emails, scrolling through endless database lists and compiling reports. Not to mention how fragmented and siloed today's tech stack could be for an everyday investor.

Such busywork isn't just tedious, it's actively holding firms back. Every hour an investor spends on these low leverage tasks is an hour not spent on creative thinking, thesis building, relationship curation, or meeting high quality investment opportunities.

For investment leaders, this is a double hit. In an industry where information advantage and speed matters, being bogged down in manual, low leverage workflows can become a liability.

The Future

It's Monday morning, and you wake up with a report from Amy - your new AI colleague.

Whilst you've been sleeping, Amy has;

• Scanned every new thesis aligned company that’s showing positive momentum, prioritized the 15 most interesting according to your preferences, added them to your CRM, and drafted highly personalized outreach emails ready for your review

• Tracked the 400 companies on your watchlist and identified 7 that have started showing promising forward momentum and are worth re-connecting with

• Prepped a meeting cheat sheet for all of your upcoming meetings with new investment opportunities that day to ensure you enter the meeting prepared and in-the-know.

As you’re taking calls with potential investment opportunities,

• Amy noticed you moved a new opportunity into your Diligence CRM column and produced a competitor analysis report, flagging some key competitor challenges to raise in your next call with the leadership team

• She sifts through your tech stack gathering all the relevant information acquired about the company, conducts a search through private and public sources and drafts a pre-IC memo in your firm’s style.

The best bit? Amy hasn't just completed this work for you, but for everyone on your investment team.

But what about human investors?

Free from busywork, your team can refocus on the high-leverage activities that actually moves the needle: making judgment calls, building relationships, and creative problem-solving.

These are the areas where humans excel and where an AI, for all its intelligence, still falls short. Amy isn’t here to replace your instinct or experience – she’s here to augment it. There’s the science, art and practice of investing. She handles the science.

With Amy covering the bases on data and prep, your partners and associates are freed up to apply their uniquely human judgment to her output.

Think about the impact.

Instead of drowning in Excel, your associates can spend more time speaking with customers and experts to get qualitative insights that an AI won’t have access to.

Instead of piecing together market statistics, your VPs can brainstorm thesis-driven investment ideas and pressure-test them with Amy’s help.

Crucially, tasks that require human nuance like negotiating a deal, assessing a founder’s character, or sensing market sentiment shifts remain squarely in the realm of your human team.

In other words, Amy handles the inputs so that the people can focus on the outputs. This division of labor plays to everyone’s strengths.

AI agents like Amy are phenomenal at consuming and regurgitating vast amounts of information without fatigue or bias. Humans are unparalleled at understanding context, exercising empathy, and making creative strategic leaps.

By letting Amy do the number crunching and info synthesis, your team can engage in deeper thinking and richer interpersonal interactions.

Finally, investors get to do the job they signed up for – finding and nurturing great companies – rather than being glorified data processors.

The New Role of the Junior Investor

We must acknowledge an uncomfortable truth: the rise of AI coworkers like Amy will profoundly change the role of junior investors.

Traditionally, analysts and associates earned their stripes by doing the grunt work – building models, compiling research reports, grinding through due diligence checklists. Now, Amy can do much of that faster and arguably better, without needing coffee or sleep. Does this mean junior professionals become obsolete? Not at all. But it does mean their workflows (and skill sets) will transform.

In the very near future, being a successful junior investor will be less about raw number-crunching and more about orchestrating the human-AI symbiosis. Think of junior team members as AI conductors: their job will be to ask the right questions, define the right research tasks for Amy, and then interpret and validate the results.

Rather than manually pulling data, they’ll curate which data Amy should pull.

Rather than hand-building every slide, they’ll fine-tune the AI-generated draft and add the human touch where it counts.

This shift actually opens up more meaningful opportunities for junior talent. With the drudgery automated, young investors can focus on higher-level analysis, participate in more strategic discussions, and cultivate the relationship-building skills that will make them effective senior investors one day.

That said, firms and juniors will have to navigate this transition carefully. The apprenticeship model in finance is changing. Partners will need to ensure that junior team members still get the mentorship and learning-by-doing (even if “doing” looks different with AI in the mix). Junior staff should embrace Amy as a powerful personal productivity tool rather than view her as a threat. Those who learn to leverage AI assistants will become exponentially more valuable, while those who cling to the old ways may find themselves left behind. In sum: Amy might replace many of the tasks a junior investor does today, but it will also enable the junior investor of tomorrow to take on far more impactful work from day one.

Early Adopters Will Gain the Edge

In private markets, speed and insight are everything. If your team can evaluate twice as many deals in the same time, or spot a trend before others do, that’s a huge edge.

AI agents like Amy are an edge multiplier, and the firms that adopt AI analysts early will gain a competitive advantage that compounds.

Here’s why:

Faster Deal Cycle: With Amy turbocharging your workflow, you can go from initial pitch to investment committee in record time. When an attractive deal comes along, your team won’t be the bottleneck. While competitors are still assembling basic data, you’ve already identified the red flags, the upside drivers, and the key questions to ask the founders. In hot deals, this speed can make the difference between winning and losing.

Deeper Analysis, Better Decisions: Amy ensures no stone is left unturned. Human teams have bandwidth limits – there are only so many market reports one can read or experts one can call. Amy has virtually unlimited capacity to gather intel. By the time you’re making a decision, you’re armed with comprehensive information (and you spent your time thinking, not gathering). Better information plus human judgment yields smarter investments. Over time, that means better returns.

Lean Teams, Scalable Operations: An AI analyst gives you leverage to do more with less. Smaller firms or family offices can punch above their weight, executing like a larger firm without the bloated headcount. Larger firms can scale up activity without linear costs. This doesn’t just save salary – it increases agility. You can pursue new initiatives or evaluate niche opportunities that previously would have been passed over due to resource constraints. Essentially, Amy ups the throughput of your existing team.

Attracting Top Talent and LPs: Being an innovation-forward firm doesn’t just help you find deals – it also signals to investors and hires that you’re ahead of the curve. Limited Partners want to know you’re using every tool at your disposal to generate returns. Forward-thinking young talent want to join firms that will equip them with cutting-edge tools (and spare them soul-crushing spreadsheet work!). Embracing an AI coworker like Amy can thus become part of your brand. Ina world where every private market investment team will eventually have AI analysts, the ones who integrate them now will be seen as leaders, not followers.

Ultimately, we’ve seen this movie before in other domains. Whether it was the first quant-driven hedge funds, early adopters of cloud computing, or those who embraced data science in scouting deals. The early movers reap outsized rewards.

AI agents are the next evolution in how deals get done. The question every firm should be asking is: do we want to lead this evolution or lag behind it?

Those who hesitate may find themselves disrupted by faster, smarter competitors who did not.

Embracing the Future – Hire Amy

The way we operate is about to change forever.

Tedious work can be offloaded to tireless machines, while humans focus on the art of investing. The firms that recognize this opportunity now will gain a virtually unfair advantage over those that wait.

Adopting an AI agent is not a futuristic experiment – it’s a present-day call to action.

Amy represents the new standard of efficiency and intelligence in deal-making. She’s not just a tool, but a teammate – one that can supercharge your firm’s capabilities and free your people to excel at what they do best.

The private investment world is competitive and ever-changing; to stay ahead, you must leverage every edge you can get. Amy is that edge, and she’s ready to start making a difference today.

Don’t get left behind. The future of private market investing is here. Hire Amy.