Diligence
Inference Capital reviews the fund's data room, track record, and portfolio, then benchmarks the evidence against institutional LP expectations.
Kauffman Fellows | Institutional LP Readiness Pathway
How an institutional LP would read your fund.
Inference Capital is an AI-native investment firm for private markets. It assesses venture funds for the institutional investors who back them. For this Kauffman Fellows cohort, Inference Capital runs that diligence on participating Fellows' funds and walks through selected cases with the managers and Kauffman Fellow LPs.
01 What Inference Capital does
What Inference Capital does.
Inference Capital works for institutional LPs, assessing venture funds and monitoring the portfolios they back. The work begins with fund narratives, track records, and data rooms, read the way an allocator reads them.
For this cohort, 5–8 Fellows receive the same LP-style analysis Inference Capital uses in its investment research, followed by a private manager readout. The purpose is to show how the fund lands with an institutional allocator and which questions the materials leave open.
Participation is opt-in. Each Fellow approves any findings or materials discussed with the cohort. Kauffman Fellows and Inference Capital then select 2–3 cases for the March 9 live session.
02 The session
A short, hands-on session built around your own fund.
We run the diligence, walk you through it, then weigh your fund as different LPs would.
Manager readout
Each participating Fellow meets privately with Inference Capital to discuss the findings and add context the documents do not show.
Live discussion
The cohort works through 2–3 approved cases with the participating VCs and two Kauffman Fellow LPs.
03 How to participate
The diligence process takes roughly one week.
Participants first share their data room with Inference Capital, including the fund deck and schedule of investments (SOI). Inference Capital runs the initial analysis, then meets with each manager to review the findings. The team incorporates the manager's feedback and finalizes the report. Kauffman Fellows and Inference Capital then select 2–3 approved cases for discussion on March 9.
Participation frame
Fund deck, SOI, and data-room access
Initial analysis and manager review call
Final report in roughly one week
2–3 approved cases discussed on March 9