Why “We’re Building an AI-Native Fund” Is Entering the Fundraising Pitch
Why “We’re Building an AI-Native Fund” Is Becoming Part of the Fundraising Pitch “AI-native” used to be an internal ops decision – which tools the team happened to use. It’s increasingly showing up inside the fundraising pitch itself, because LPs are starting to read a fund’s AI infrastructure as a proxy for speed, consistency, and reporting quality. The risk is …
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Why Emerging Managers Are Winning LP Trust With Better Systems
Why Emerging Managers Are Winning LP Trust With Better Systems, Not Just Better Numbers Institutional LPs are concentrating capital with established firms and putting first-time managers through operational due diligence that goes far beyond thesis and track record – data rooms, decision logs, reporting cadence. The emerging managers actually closing capital right now aren’t out-pitching the big funds; they’re out-organizing …
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The Anti-Portfolio Problem: What Your Fund’s Passes Say About Its Judgment
The Anti-Portfolio Problem: What Your Fund’s Passes Say About Its Judgment Every fund has an anti-portfolio – the deals it passed on that later became huge wins for someone else. Bessemer famously publishes theirs. Most funds never study their own, because reviewing a pass takes deliberate effort and reviewing a win doesn’t. That’s backwards: passes are the highest-signal dataset a …
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The Deal Champion’s Blind Spot in VC Investment Committees
The Deal Champion’s Blind Spot: Why the Person Who Loves a Deal Can’t Be the One Who Clears It The partner who sourced a deal and wrote the memo has already invested identity and reputation in it before the IC meeting starts – which makes them structurally unable to grade it neutrally, no matter how disciplined they are. Formally assigning …
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What Claude Got Right (and Wrong) in My Fortune-Level Pitch | AI & Strategy Lessons
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Sahil Harwani
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August 4, 2026
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Blog
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I asked Claude to help me build a pitch deck. Here’s what actually happened. We had a meeting with a potential client. 400+ person company. Fortune-level clients. Three established practices. I did the prep. I used Claude. The deck was solid. And then the client redirected us, mid-meeting. Not because the deck was bad. Because they were further along …
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Will AI Take My Job? A 4-Year Analyst’s Honest Take
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Sahil Harwani
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August 4, 2026
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Blog
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Will AI Take My Job? I have 4 years of experience in IT services analysis. Last month I asked #Claude directly: will you take my job? It said no. Gave me a thoughtful answer about human judgment, relationship intelligence and contextual reasoning. Very reassuring. Very well structured. Then I asked it to analyze Wipro’s last quarterly filing. It took 3 …
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10 Questions Every Services Founder Should Answer Before Scaling Past $10M
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Sahil Harwani
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August 1, 2026
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Blog
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Before we start working with a services founder, there are a few questions I always ask. Not a formal framework, just things I’ve learned to check over a few hundred conversations. They’re not trick questions. Most founders have thought about at least some of them. But the pattern I keep seeing is this: the founders who’ve actually broken past $10M …
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Why Anthropic Makes 180x More Revenue Per Employee Than TCS
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Sahil Harwani
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August 1, 2026
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Blog
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One Anthropic employee generates the same revenue as 180 Tata Consultancy Services employees. Yes, you read that right. We were looking at revenue-per-employee numbers across a few “tech companies” this week for a client that wanted to benchmark itself against the best in the industry. When we extended that to the top AI companies – the spread is just crazy. …
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The Stupid Work: Where VC Analyst Time Actually Goes
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Sahil Harwani
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July 23, 2026
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Blog
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The Stupid Work: Where VC Analyst Time Actually Goes Across multiple calls with Venture Capital and Private Equity fund teams, the consistent finding is that writing the IC memo is not where analyst time goes – an estimated 30-40% of investment team hours disappear into logging, chasing, and reformatting instead. Buying another CRM doesn’t fix this, because CRMs log relationships, …
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The Data Security Problem in VC Diligence Nobody Talks About
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Sahil Harwani
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July 23, 2026
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Blog
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We Paste Everything Into Claude: The Data Security Problem in VC Diligence Nobody Talks About Analysts at VC and PE funds routinely paste confidential term sheets, cap tables, and financial models into personal ChatGPT or Claude accounts, because it works and nobody told them not to. The risk isn’t that these AI tools are unsafe – most enterprise tiers are …
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