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How Did Ventech Raise Its Biggest Fund While Other VCs Shrank? - Audrey Soussan (Ventech)
Why does AI sit in every investment while rarely being the moat, and what actually wins trust when fundraising gets hard?
Audrey Soussan of Ventech traces how the Lehman collapse shaped a career spent chasing tailwinds, then applies that lens to today's AI cycle. She argues that defensibility now lies in specific access to data, specific execution and a go-to-market advantage rather than in the model itself. She addresses the so-called SaaSpocalypse, explaining why incumbents such as Salesforce and SAP are not dead if they stay agile. She also sets out her thesis on backing sector experts…
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