On 16th May 2026, Winpe hosted an Ignite session on how AI is reshaping investing workflows across sourcing, research, and diligence. Featuring Ankita Balotia and Daivik Raval, moderated by Pratiti Dasgupta, the session explored practical applications of AI in day-to-day investing workflows. Click here to view the recorded session.

A live poll kicked off the session, with the top challenge in the room being: “Trusting the output — I second-guess everything”. Both speakers addressed this directly, emphasising that investors should not wait for AI to become “perfect” before adopting it.

Key Segments Discussed:

AI in Deal Sourcing- Tasks that once took hours of manual effort can now run end-to-end in the background.

• Early Stage / Consumer: Instagram trend-tracking, Amazon & quick commerce scraping, and LinkedIn outreach can now be automated end-to-end — from spotting a category trend to reaching the founder building in it.
• Growth Stage: Relationships still drive growth-stage deal flow. AI strengthens them — mapping warm intro paths across the whole team’s network and flagging coverage gaps before opportunities go cold.

Data & Knowledge System- Strong data infrastructure and organised workflows are foundational for meaningful AI adoption.

• Build a Knowledge Brain: A central repository of expert calls, meeting notes, and thesis evolution democratises institutional knowledge — giving every team member a partner’s depth of context in any conversation.
• Data Infrastructure First: A deal CRM is non-negotiable before any AI implementation. Centralise pitch decks, MIS, and founder notes in one place — tools like Granola can then auto-populate it from meeting notes, removing the manual burden entirely.

Key Takeaways

• AI adoption in investing is already happening across sourcing, research, and workflows.
• Relationship-building remains human, while technology strengthens efficiency and intelligence.
• Strong data infrastructure and knowledge systems are foundational for meaningful adoption.

Tools & Platforms Mentioned

• Happenstance
• Harmonic AI
• TagHash (Deal CRM)
• LinkedIn Automation
• Amazon & Quick Commerce Platforms
• Instagram Trend Tracking

AI is unlikely to replace investors, but investors who learn to work effectively with AI may significantly outperform those who don’t.