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Run the Numbers
Understanding the AI Roadmap for Finance, Strategy, and Ops with Dr. Andre Retterath of Data-driven VC
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Understanding the AI Roadmap for Finance, Strategy, and Ops with Dr. Andre Retterath of Data-driven VC

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Links to the full episodes below:

In this episode, CJ welcomes Andre Retterath, investing partner at Earlybird Venture Capital. This is a masterclass on AI where they cover the different levels of the AI tech stack and how to implement AI across tech organizations in the months and years ahead. They also cover how AI is changing back office functions for finance and operations folks, why large language models aren't necessarily built to deal with numbers, and Andre’s favorite decision-making frameworks. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics

Andre has a PhD in AI and machine learning. He writes the popular Data-driven VC Substack

And he is one of the foremost thought leaders of the intersection of machine learning and data to make investment decisions within the private markets.

SPONSORS:

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FOLLOW US ON X:

@cjgustafson222 (CJ)

@andreretterath (Andre)

@EarlybirdVC (Earlybird)

@turpentinemedia

Timestamps:

(00:00) Intro

(01:02) Welcome to Run the Numbers Podcast

(02:36) Sponsor Break: NetSuite by Oracle

(03:55) Sponsor Break: Attio CRM

(04:50) Interview with Dr. Andre Retterath

(05:40) Understanding the AI Tech Stack

(09:53) The Role of AI in Finance and Operations

(17:44) The Impact of AI on Sales and Marketing

(27:35) AI in Contract Management and Reporting

(30:38) Sponsor Break: Maxio and Thoropass

(33:00) The Role of AI in Contract Management

(33:43) The Limitations of AI Models

(34:59) The Challenges of AI in Financial Analysis

(35:30) Understanding the Mechanism of AI Models

(36:58) The Downside of AI Models

(40:22) AI in Finance: Fraud Detection and Dynamic Pricing

(42:48) The Human Element in Venture Capital

(50:54) The Future of Venture Capital with AI

(54:48) The VC Software Stack: A Data-Driven Approach

(1:00:16) Closing Remarks and Contact Information

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Mostly metrics
Run the Numbers
Run the Numbers is a twice-weekly podcast about financial metrics and business models, designed for ambitious people operating tech startups. It's a collection of things host CJ Gustafson (CFO at Partstech and writer of Mostly Metrics) has learned and thought about in the trenches as a tech CFO.
This show is meant to serve as a playbook of sorts for the stuff CJ wishes he knew earlier in his career, both from experience and from copying people smarter than himself.
Topics frequently touch upon Startup SaaS Metrics, Annual Budgeting, Financial Forecasting, Headcount, Equity, Dilution, and Fundraising – and how all of these drive business performance and growth.