Panel: Investing in technology and AI: Underwriting growth, durability, and the valuation reset

March 04, 2027
  • Assessing how the valuation reset across tech and AI has changed underwriting discipline, return expectations, and the bar for deployment
  • Distinguishing durable, category-defining businesses from those riding cyclical enthusiasm
  • How early can GPs invest to capture AI upside while still waiting for evidence of monetisation, moat, and market structure?
Speakers
Isabelle Freidheim
Isabelle Freidheim, Founder and Managing Partner - Athena Capital
Joe Manning
Joe Manning, Senior Partner - The Riverside Company
Saurabh Mishra
Saurabh Mishra, Co-Founder & CEO - Taiyo.AI