Technology SIG AI and the Investment Lens: How Investors Evaluate Technology Companies in 2026

Artificial intelligence has become part of nearly every technology company narrative, but investors are increasingly focused on separating meaningful AI capabilities from marketing hype. In this panel discussion, venture capital and private equity investors share how they evaluate companies with AI strategies and what differentiates credible AI innovation from superficial adoption. Panelists will discuss how AI is influencing investment decisions, due diligence, valuations, and portfolio company strategy. Attendees will gain insight into how investors assess AI opportunities and what finance leaders should consider when positioning their organizations for AI-driven growth.

Vicent Hsieh | Managing Director, Cypress Growth Capital 

Aliraza Momin | Vice President, Fulcrum Equity Partners

David Evans | Managing Partner, Sentiero Ventures

Mike Marcantoni | Partner, LiveOak Ventures

Learning Objectives: After attending this session, participants will be able to:

• Identify key factors venture capital investors consider when evaluating companies with AI strategies
• Distinguish between credible AI capabilities and superficial AI adoption in technology companies
• Understand how AI trends are influencing investment diligence, valuations, and growth strategies
• Recognize practical considerations CFOs and finance leaders should evaluate when implementing AI initiatives within their organizations

SCHEDULE

5:00 – 5:30 p.m. Check-in & Networking

5:30 – 6:00 p.m. Hors d’oeuvres and Cocktails

6:00 – 6:50 p.m. Program | 1 CPE credit in Information Technology

STRATEGIC INVESTORS

Baker Tilly

RHSB

VOGEL

Bravo Tech

MossAdams

Comerica

REGISTRATION

Registration deadline | Monday 4/6/26

Open to FEI Dallas members, and non-members with financial or executive roles in the technology sector.