{"id":689164,"date":"2025-09-10T05:10:29","date_gmt":"2025-09-10T02:10:29","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/how-ai-is-rewriting-the-playbook-for-investing\/"},"modified":"2025-09-10T05:10:29","modified_gmt":"2025-09-10T02:10:29","slug":"how-ai-is-rewriting-the-playbook-for-investing","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/how-ai-is-rewriting-the-playbook-for-investing\/","title":{"rendered":"How AI is rewriting the playbook for investing"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a387307b6884\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a387307b6884\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/how-ai-is-rewriting-the-playbook-for-investing\/#The_broken_machinery_behind_the_pitch\" >The broken machinery behind the pitch<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/how-ai-is-rewriting-the-playbook-for-investing\/#A_new_architecture_for_decision-making\" >A new architecture for decision-making<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/buradabiliyorum.com\/en\/how-ai-is-rewriting-the-playbook-for-investing\/#Real-time_instead_of_retrospective\" >Real-time instead of retrospective<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/buradabiliyorum.com\/en\/how-ai-is-rewriting-the-playbook-for-investing\/#The_next_layer_agents_and_autonomy\" >The next layer: agents and autonomy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/buradabiliyorum.com\/en\/how-ai-is-rewriting-the-playbook-for-investing\/#A_word_of_caution_systems_without_thinking_are_just_noise\" >A word of caution: systems without thinking are just noise<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/buradabiliyorum.com\/en\/how-ai-is-rewriting-the-playbook-for-investing\/#What_distinguishes_the_leaders\" >What distinguishes the leaders?<\/a><\/li><\/ul><\/nav><\/div>\n<div id=\"article-main-content\">\n<p data-start=\"90\" data-end=\"386\"><em>Founders\u2019 takes\u00a0is a new <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/watch-movies-tv-seriess\/\" data-internallinksmanager029f6b8e52c=\"8\" title=\"Watch Movies &amp; TV Series\" target=\"_blank\" rel=\"noopener\">series<\/a> featuring expert insights from tech leaders transforming industries with artificial intelligence. In this edition, Cem \u00d6tk\u00fcn, CEO and co-founder of startup scouting platform <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/bouncewatch.com\/\" target=\"_blank\" rel=\"nofollow noopener\">Bounce Watch<\/a>, shares his views on how AI is reshaping <span style=\"color: #303030;\">investing<\/span>.<\/em><\/p>\n<p><span style=\"font-weight: 400;\">Venture capital, once built on networks and narratives, is now undergoing a structural shift. AI is no longer a futuristic add-on to the investment process \u2014 it\u2019s becoming an operating system. And for those investing in the opaque world of private markets, it\u2019s not optional. It\u2019s existential.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_broken_machinery_behind_the_pitch\"><\/span>The broken machinery behind the pitch<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Despite all the capital flowing through venture, much of the machinery remains outdated. Deal flow still relies heavily on intros. Screening is inconsistent. Diligence is time-consuming and subjective. Too often, the loudest signals win \u2014 not the most promising ones.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This inefficiency creates three core risks:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Missed opportunities, especially in under-networked geographies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Biased capital allocation, driven by pattern-matching rather than real traction.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Time dilution, with analysts spending more time gathering data than interpreting it.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">AI isn\u2019t just solving these problems. It\u2019s redefining the investment stack entirely.<\/span><\/p>\n<div class=\"inarticle-wrapper latest channel-cta hs-embed-tnw\">\n<div id=\"hs-embed-tnw\" class=\"channel-cta-wrapper\">\n<div class=\"channel-cta-img\"><img decoding=\"async\" class=\"js-lazy\" src=\"https:\/\/s3.eu-west-1.amazonaws.com\/tnw.events\/hardfork-2018\/uploads\/visuals\/tnw-newsletter.png\"\/><\/div>\n<p><img decoding=\"async\" src=\"https:\/\/s3.eu-west-1.amazonaws.com\/tnw.events\/hardfork-2018\/uploads\/visuals\/tnw-newsletter.png\"\/><\/p>\n<div class=\"channel-cta-input\">\n<p class=\"channel-cta-title\">The \ud83d\udc9c of EU tech<\/p>\n<p class=\"channel-cta-tagline\">The latest rumblings from the EU tech scene, a story from our wise ol&#8217; founder Boris, and some questionable AI art. It&#8217;s free, every week, in your inbox. Sign up now!<\/p>\n<\/div>\n<\/div>\n<\/div>\n<h3><span class=\"ez-toc-section\" id=\"A_new_architecture_for_decision-making\"><\/span>A new architecture for decision-making<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The modern investment team increasingly resembles a hybrid between a research lab and a software company. Instead of asking \u201cWho do we know?\u201d, the question is \u201cWhat signals are emerging that others haven\u2019t seen yet?\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">AI enables this shift in several ways:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Data orchestration<\/b><span style=\"font-weight: 400;\">: Tools now unify disparate sources \u2014 talent movement, product launches, market activity \u2014 into coherent, queryable insight.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Micro-pattern detection<\/b><span style=\"font-weight: 400;\">: Models surface weak signals that precede big movements. Not just trends, but subtle tremors.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Process acceleration<\/b><span style=\"font-weight: 400;\">: From drafting memos to m<a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a>ing competitors, AI dramatically compresses workflows.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Under the hood, what\u2019s actually happening is a full rewire of the investment workflow. LLMs are being fine-tuned on deal memos and partner notes. Vector databases store historical pitch content and internal scoring data. Embeddings allow semantic queries across raw PDFs, Notion docs, and CRM logs. Agents chain these components together \u2014 retrieving, interpreting, and acting autonomously based on firm-level rules. This isn\u2019t about replacing analysts; it\u2019s about giving them superpowers they didn\u2019t know they needed.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is leading to a fundamental redesign of what \u201cconviction\u201d looks like in investing. It\u2019s less about volume of meetings, and more about velocity of insight.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Real-time_instead_of_retrospective\"><\/span>Real-time instead of retrospective<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The old cadence of quarterly updates and founder calls is being overtaken by systems that observe founders in motion. Investors are now able to monitor startups as they quietly begin hiring, ship code, register domains, or test demand \u2014 all before a polished pitch emerges.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This creates two distinct advantages:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Proactive sourcing<\/b><span style=\"font-weight: 400;\">: Startups can be identified before they formally fundraise.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Portfolio foresight<\/b><span style=\"font-weight: 400;\">: Investors can spot risk and opportunity in real-time \u2014 not months later.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Europe, in particular, stands to benefit here. Fragmented ecosystems and hidden gems across the continent are better surfaced through models than word-of-mouth.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_next_layer_agents_and_autonomy\"><\/span>The next layer: agents and autonomy<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The future of investing won\u2019t be dashboards \u2014 it will be agents. Already, we\u2019re seeing early versions of AI \u201ccopilots\u201d assisting with research, due diligence, and document creation. But the next leap is autonomy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Agents will begin to act by:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Prioritising leads based on signal strength.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Drafting investment memos tailored to internal thesis frameworks.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Recommending follow-ups, partnerships, or even exits.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">This isn\u2019t <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/sciencee\/\" data-internallinksmanager029f6b8e52c=\"5\" title=\"Science\" target=\"_blank\" rel=\"noopener\">science<\/a> fiction. It\u2019s a logical evolution of where automation meets domain knowledge. And the most forward-thinking funds are already testing these capabilities behind the scenes.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"A_word_of_caution_systems_without_thinking_are_just_noise\"><\/span>A word of caution: systems without thinking are just noise<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Of course, AI isn\u2019t infallible. Poorly tuned systems can amplify noise, reinforce existing biases, or produce convincing but inaccurate insights.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why the winning model isn\u2019t machine <\/span><i><span style=\"font-weight: 400;\">or<\/span><\/i><span style=\"font-weight: 400;\"> human. It\u2019s machine-assisted humans with strong internal logic. Teams must treat AI like a colleague: useful, but always subject to challenge.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Crucially, the quality of insight still depends on the quality of the data \u2014 and the creativity of the people asking the questions.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_distinguishes_the_leaders\"><\/span>What distinguishes the leaders?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In today\u2019s landscape, advantage no longer lies in building every system from scratch. Most investment teams don\u2019t need to reinvent the wheel \u2014 they need to integrate smarter.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What sets top-performing firms apart is not in-house engineering muscle, but the ability to select<\/span>, combine, and embed<span style=\"font-weight: 400;\"> the right tools into their daily routines. Instead of spending months building proprietary infrastructure, they focus on refining workflows, enhancing interpretation, and freeing up time for strategic thinking.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s not about owning every layer \u2014 it\u2019s about <\/span>orchestrating what matters<span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The firms that excel are those that:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Seamlessly blend external intelligence into internal processes.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adapt quickly to evolving signals and technologies.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Focus on decision quality rather than tooling pride.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">They don\u2019t try to be tech companies. They simply operate like intelligent investors in a tech-enabled world.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The nature of investing hasn\u2019t changed. It\u2019s still about taking smart bets on uncertain futures. But the inputs \u2014 and the speed at which we interpret them \u2014 have changed beyond recognition.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this new era, edge doesn\u2019t come from intuition alone. It comes from infrastructure.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And the firms that build it, adopt it, and refine it daily?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They won\u2019t just win deals. They\u2019ll redefine what it means to be an investor.<\/span><\/p>\n<\/p><\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/thenextweb.com\/news\/founders-takes-on-ai-for-investing\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Founders\u2019 takes\u00a0is a new series featuring expert insights from tech leaders transforming industries with artificial intelligence. In this edition, Cem \u00d6tk\u00fcn, CEO and co-founder of startup scouting platform Bounce Watch, shares his views on how AI is reshaping investing. Venture capital, once built on networks and narratives, is now undergoing a structural shift. AI is&#8230;<\/p>\n","protected":false},"author":1,"featured_media":689165,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/img-cdn.tnwcdn.com\/image\/tnw-blurple?filter_last=1&fit=1280%2C640&url=https%3A%2F%2Fcdn0.tnwcdn.com%2Fwp-content%2Fblogs.dir%2F1%2Ffiles%2F2025%2F07%2FUntitled-design-5.jpg&signature=7c84d4ffbabd7f1d4c57f2e1f446974f","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[],"class_list":["post-689164","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/689164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=689164"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/689164\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/689165"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=689164"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=689164"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=689164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}