Breakfast deep dive discussion 04 | The data dividend: turning portco data into a value-creation asset the AI labs will pay for (operating partners only)

October 20, 2026

This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators.

  • Why portfolio-company data has become valuable to frontier AI labs, and who is buying
  • What operational and workflow data labs will actually pay for, and what they will not
  • How operating partners can identify, govern, and monetize the opportunity across the hold period
  • Governance considerations that keep management teams, LPs, and future buyers comfortable: rights, consent, anonymization, and IP
  • How the data asset can strengthen the equity story and exit narrative