Thais Boukima

Thais Boukima on Dawn Capital's Rolodex & AI in VC

Thais Boukima, head of data, tech and AI at Dawn Capital, explains Rolodex, the firm's in-house relationship-intelligence tool built after a missed Nordic fintech deal, with three pillars: who to know, pre-meeting intel, and access paths to people. He traces his move from running revenue reporting at Google to venture, argues VCs are oddly conservative on internal AI while preaching future-of-work disruption, and notes roughly 70% of engineering effort goes into Rolodex, which he doubts he could have built outside the firm. For 2026, his goal is using Claude Code to turn every Dawn employee into a builder so AI work isn't bottlenecked by the engineering team.

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