Data Driven VC

“I'm excited to share one of the most watched sessions from the Virtual DDVC Summit 2026!”

“Stay driven, Andre”

“Graduation rates have collapsed from historic norms to roughly a fifth of companies, forcing a fundamental rebuild of fund models.”

“Hi, I'm Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with data and AI.”

“Year four was about consolidation. Instead of adding more, we brought everything we and our community built across the years into one place.”

“When fourteen firms see a company in the same week, the question that decides who invests is not who saw it, it is what happened next.”

“Every firm can now see the same companies on the same morning. The databases made sure of that, and the AI sourcing tools on top of them made it faster.”

“The article's full panel discussion is paywalled. The summary below is drawn entirely from the substantive free-text content (the author's framing, the panel topic teaser, and the participant bios) plus the panel screenshot.”

“Here's the State of the Market in August 2026”

“Hi, I'm Andre and welcome to my newsletter Data Driven VC which is all about becoming a better investor with data and AI.”

“Firms managing under $500M now run investment teams 25% smaller than in 2025, while firms above $5B grew their teams 20% larger.”

“Every serious firm now has access to the same data providers, the same CRM, the same models. While the unique blend of vendors granted alpha for many years, it has become sort of a **negative alpha to not have this access** today.”