Investment Management Operations

← Investment Management Operations4 dagen geleden · 48 min

Alberto Rizzoli, CEO & Co-Founder – V7 (EP.86)

Alberto Rizzoli, CEO & Co-Founder – V7 (EP.86)4 dagen geleden48 min

Alberto Rizzoli is the Co-Founder of V7 Labs.   Today's conversations are all about workflow, and Alberto shares how to turn your ops process into AI workflows for document-heavy work across private markets, from due diligence to investment memos and more. We discuss finding that sweet spot for non-technical ops teams using workflow systems to get output that is tied back to its source and a context graph that gives the whole firm a shared memory of past work.   We discuss where the value sits beyond Claude and ChatGPT, why consistent process beats a good-looking first run, and how knowledge workers become designers of process while AI does the grunt work. We also dig into avoiding vendor lock-in and why the best way to adopt AI is to jump right in.   If you're an allocator ready to move from AI experiments to workflows, this one is for you. 

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Editing and post-production work for this episode was provided by The Podcast Consultant