AI That Gives Capital Raisers an Edge | Niche Investment Strategies (Ep. 5)

AI is redefining how deals are sourced and evaluated.

Richard Wilson unveils Hyper-Intelligent, an AI trained on 100 million data points—including feedback from 140 billionaires and 1,500 investor panels.

The panel explores how AI can enhance underwriting, due diligence, and investor matching, while warning against complacency and over-automation.
A blueprint for using AI ethically and intelligently in capital raising.

This clip was taken from the Niche Investment Strategies Panel, filmed live at our Family Office Club Super Summit.
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Transcript

Welcome to the niche investment strategies panel miniseries. AI is transforming how
investors and founders operate. In this niche investment strategy's panel session, our
speakers are discussing how artificial intelligence is resaping, how due diligence,
deal flow, and investor targeting is getting done. Starting at the other side,
we've changed a lot over the past year from Richard's direction about going into and
developing AI, which has been an amazing
suite of tools for us. And so the question for the panel is how are you using AI
to or artificial intelligence to help underwriting background checks, finding new
investors? And so maybe you could take a step back, Richard, and say this is kind
of what drove my first focus of pivoting towards that a little bit sure yeah I
think when when COVID hit we had 28 events planned that year and I for 10 days I
was like we can't host any events so what are we going to do and then realized
well everyone else also can't host live events so obviously pivot to virtual and the
more agile you are in that pivot the better and AI is just as powerful or more so
than electricity coming to the world and so I realized the faster and harder we
pivot on that inevitable big wave of change the better. I would highlight one of
our tools called hyperintelligent because it's built off of 100 million data points
across all of our different tools and you can ask it questions, ask it for a
strategic direction. And one of the perspectives is getting feedback from 140
billionaire interviews and talks. One of the 20 perspectives is feedback from 1 ,500
investors that've been on this stage so you're getting 20 different perspectives of
feedback and then they vote argue logical points with each other and then help you
come to a decision faster and you're just leveraging so much collective intelligence
there's never been a time in the world where you could ask for advice from the
collective intelligence of hundreds of billionaires and get an answer in a second so
that's the the hyper intelligent tool that we have is one out highlight right ray
are you using AI in your oil and gas?
I know, sometimes people think we're the last to adopt or change, but then also we
use technology and as some of y 'all, I'm sure you've heard the story, that's how
we got started in oil and gas was through the technology side. So AI is big. From
the obvious real quick is we're going to need more liquid natural gas to provide
the energy for these data centers that are becoming more and more so important. So
these data centers need that liquid natural gas that we have here in America to
just provide the energy and the electricity. And I don't know if you've ever heard
me say it before, but if you do a Google search for, you know, what is the color
red versus an AI search of what is the color red, it uses 10 times as much energy
to do the chat GBT than it does Google. But from an actual software,
yes, AI is coming and it's coming for us in the oil and gas industry so strong
and so exciting. We're using more and more up -to -date software to not only drill
these oil and gas wells, but also pinpoint the accuracy with the 3D seismic to
really go ahead and assist in creating these reservoirs that we've always been able
to maybe see and use the technology and all the data that we have in these data
points, especially in surrounding production, because we like to drill in legacy asset
areas where we already know we have oil and gas. So you take all these old oil
wells, you look at the reserves that each one of them had and just plug that into
the AI and we're able to get some better things of possibly of what's going on. I
know our geologist is loving it left and right. That's great. I know excite is
totally tech driven, so that's exciting. And you and I were just chatting a minute
ago, or about an hour ago, about your developments in data centers.
Do you want to kind of describe that a little bit? I do, but I want to answer,
if you don't mind, the earlier question. I want to say that at the risk of sound
or counterintuitive, we are a deep tech company. I actually,
in writing materials and doing research, I strongly discourage the use of AI,
especially in junior team members, some senior as well, but with AI comes
complacency. Yes. People think AI is like the, you remember the old school staples
commercials, you hit the easy button. People think it's the easy button to just turn
off their brain and let the AI do all of the thinking. If you don't structure a
narrative, structure of problems that appropriately, the results that you'll garner
from the use of AI will be suboptimal, right? And so I strongly caution, even
though we build everything we do is AI, I always try and encourage that you have
to do the fundamentals. So if you're researching a new topic, there's nothing like,
you know, spending 50 to 100 hours, reading white papers, academic papers, textbooks,
do the old school approach because then when you're on stage or you're presenting to
investors' prospective clients, they know if you're full of it or if you actually
know what you're talking about. It's knowing the numbers. That's amazing. It's when I
was a, when I first started out, I did a lot of, we would do reporting for
various family offices, et cetera. And that was back in the day where you had to
type in the actual bank statement. If you made a mistake, it was hours wasted.
So you quickly begin to understand if you're actually in the numbers, oh, well, that
return makes no sense. It can't be that way. So that fundamental work is super
important. Absolutely. Do you want me to hit the data? In the data center side, so
yes, one of my ecosystem companies is developing microgrid modular data centers.
So we're really concentrated on island territories, some U .S.,
some foreign nations. But the idea is that, you know, hypers and the big cloud
companies are building massive, massive data centers that are probably going to call
you for more energy work and, you know, fill up your pipeline. But on the other
side, modular data centers or the idea is to shrink data centers,
bring them closer to the edge of where compute is occurring, and then power them
through micro -gid solutions, whether that's solar panels, whether that's hydrogen on
demand, it could be some natural gas turbines that are put in modular containers.
But that's the approach that we're taking. Now, what we do from the software side
is just like you would, you know, you're a sales company, you're trying to optimize
your sales pipeline and data automation through AI chatbots, perhaps. Well,
interestingly enough, what we have found, and there's a lot of industry chatter about
this, if you're an old school operator of data centers, like a legacy data center,
I don't mean the AI ones, like the big data centers. They're not going away.
They're always going to be here. Those businesses have been around for decades or
many, many years. They're not very refined or optimized with AI. So what we have
found from a software side is an incredible opportunity to seize this underserved
market where what we are targeting, we have a solution that we've introduced. It's a
simulation -based optimization tool where We go to data centers and we say, any data
center, you have 2 % vacancy rates or less, how do you expand margin? Well,
what we do is we simulate for them in a dynamic approach versus a one -time static
report. And we say if you bring in this array of batteries or supercapacitor as you
upgrade your HVAC system to this system with this serial number and this capacity,
this is the economic effect that you'll have on your data centers operation. And we
found that to be a tremendous tool. This is a tech that we had declassified from a
prior DOD project that we did. So we're able to commercialize it, but pretty
interesting and an exciting venture for us in the coming months. Well, that's great.
Short answer? I haven't even asked chat.
Everything I do is personally based, relationship based one -on -ones and being the
fact that all of our investors so far to date are all referrals not really a lot
of need for materials either i've created pitch decks and one -pagers and all that
stuff and never really end up using them so uh no short answer we're not using a
i that's amazing the uh the no i think it's fantastic and it's a testament
This clip was taken from the niche investment strategies panel, film live at our
Family Office Club Super Summit. Join our Investor Club community to explore 40
proprietary AI tools and 30 live events a year at family offices .com.