Venture Trends, Due Diligence, and Portfolio Support
What Investors See, What Founders Can Leverage
Calling investors, platform leaders, technical diligence experts, founders, CFOs, and advisors. Compare theses and diligence depth, then turn those insights into stronger companies. Do not miss this opportunity to understand how decisions are made and how to prepare your data, story, and security posture with confidence.
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Track Overview
Capital and company building move together. This track explores market cycles, investment theses across software and AI, and the diligence checklists that matter. We will cover customer references, product and security reviews, data room standards, reporting cadence, follow on decisions, and portfolio support programs that drive revenue and retention.
Key Takeaways
- Read market signals and position your story to fit the moment
- Understand what changes round to round in diligence depth
- Prepare customer, product, technical, and security reviews
- Structure data rooms with metrics, cohorts, and documentation
- Identify security and privacy red flags and how to remediate
- Design reporting and update cadences that build trust
- Plan for follow-ons, secondaries, and reserves
- Build platform programs that lift revenue, hiring, and retention
Who Should Attend?
- VCs, angels, CVCs, accelerators, and operators in residence
- Founders and CFOs preparing for diligence
- Platform and portfolio success leaders
- Security, legal, and compliance leaders supporting deals
- Advisors and analysts who evaluate companies
Interested in Speaking?
Run a repeatable diligence model or a platform program that moves the needle, share your checklists, artifacts, and outcomes so founders and investors can raise the bar together.
group tickets | press | partner | sponsor
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704 Speakers
Jacqueline Ryan
Director at Deloitte
Melissa Schulte
Senior Director, Product Management (Client Experience Product Management) at Sephora
Jennifer Stokes
Senior Director, Product Management (Marketing & Personalization) at Sephora
Clare Wilkinson
Vice President, Engineering Application Experience at Anaplan
Tina Mylon
Chief Talent and Diversity Officer at Schneider Electric
Ewa Kleczyk
Chief Data and Analytics Officer at Prolaio
Lori Barrington
NAM Chief Data Officer at Schneider Electric
Silvia Semenza
Global Executive People Experience Director at RINA
Marzia Basso
Head of International I&M Project Development at RINA
Rowena Yeo
Global Chief Technology Officer and Senior Vice President of Technology Services at Johnson & Johnson
Monica Caldas
EVP & CIO, at Liberty Mutual Insurance
Sandy Venugopal
CIO, at CoreWeave
Debbie Sterling
Founder/CEO at Smore Labs, Inc.
Christine Gadsby
Chief Security Advisor, at BlackBerry
Susan Koski
2x CISO, Former CISO, at PNC
Jenn Zmuda
Chief Information Officer at UnitedHealthcare
Stephanie Deluca
Chief of Staff at UnitedHealthcare
Julie Iskow
CEO at Workiva
Sonali Bhavsar
Chief Data and AI Officer at GEP
Marina Spyrou
CIO at PPFA
Jane Connell
SVP Strategy Transformation & CIO Enterprise Systems at Verizon
Miki Van Cleave
Chief Design Officer at JPMorgan Chase
Sandrine Pons
Managing Director France, Benelux & Iberia
LASHERELLE MORGAN
SVP, Legal, AI Innovation and Acceleration at NBCUniversal
Ceneé LaTulippe
Founder & CEO at 5280 PMO Services
Selena Rezvani
President and Author at NextGenWomen LLC
Tracie Cleveland
Chief Transformation Officer at KeyBank
Tatyana Mamut
CEO & Founder, at Wayfound
Rashmi Kumari
CIO, at Medtronic-
Sandy Venugopal
CIO, at CoreWeave
