Track 15 The data dividend: turning portfolio-company data into a valuecreation asset the AI labs will pay for

October 20, 2026

• 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