[Workshop] Airtable for Finance Vietnam: AI-Native Fund Operations

A hands-on session on 25 June 2026 in Ho Chi Minh City (HCMC), bringing together finance, private equity (PE), and venture capital (VC) professionals to explore how AI-native funds are building their operational infrastructure on Airtable and Claude.

What is Airtable for finance Vietnam workshop?

Airtable for Finance Vietnam workshop is a practitioner-led workshop designed for finance and investment professionals who want to understand how modern fund operations are being built, and rebuilt, around AI-native tools. This inaugural edition focuses on the operational architecture that forward-thinking private equity (PE) and venture capital (VC) funds are deploying today: from deal tracking and portfolio monitoring to limited partner (LP) reporting and Environmental, Social, and Governance (ESG) compliance.

Event details

Date: Wednesday, 25 June 2026
Time: 9:00 AM, 11:00 AM
Venue: The Sentry, 15 Le Thanh Ton, Sai Gon Ward, Ho Chi Minh City
Fee: Free of charge (breakfast included)

Who is speaking?

Julien Vair, Business Development Manager, Forvis Mazars Vietnam; Airtable Vietnam Crew Leader

Julien leads the practical walkthrough of Airtable as an operational layer for AI-native funds, covering how agent outputs are structured, stored, and acted on by non-technical teams.

César Mathey, Senior Associate, NextBold Capital

César presents real-world fund use cases from NextBold Capital, demonstrating how the firm uses Airtable and Claude to manage deal flow, portfolio data, and investor reporting at scale.

What will be discussed?

The workshop covers three live demonstration modules drawn from an actively operating AI-native fund:

Airtable as the Operational Layer for AI-Native Funds

How agent outputs from tools like Claude land in a structured, queryable environment
Keeping non-technical team members in control of data and workflows
The architecture principles behind a no-code operational stack

Live Due Diligence (DD) Tracker: Deal Origination to Investment Committee (IC) Readiness

Pipeline management from initial sourcing through to Investment Committee (IC) submission
Stage-based routing with automated documentation at each milestone
Maintaining audit trails and version control without engineering resources

Firm Intelligence Base: Dynamic Deal Scoring and Limited Partner (LP) Data

Centralized scoring logic that updates as new signals come in
LP data management and relationship tracking in a single source of truth
Key Performance Indicator (KPI) frameworks that compound in value over time

Portfolio Company Dashboard: Chief Financial Officer (CFO) Inputs, Reporting, and Environmental, Social, and Governance (ESG)

Standardized monthly data collection from portfolio Chief Financial Officers (CFOs)
Automated LP pack generation and stakeholder-specific reporting views
ESG tracking integrated into the same operational platform

The session closes with a live Question & Answer (Q&A) with both speakers, followed by 30 minutes of open networking with the Vietnam Airtable community and local VC/PE professionals.

Attendees leave with a setup blueprint and Airtable templates ready to deploy.

Who should attend?

This workshop is designed for finance professionals, private equity (PE) and venture capital (VC) investors, and operators working within the startup and fund ecosystem who are evaluating how to modernize their operational infrastructure. It is equally relevant to those already using Airtable who want to extend their use into AI-integrated workflows, and to those exploring the category for the first time.

Agenda

09:00: Registration and breakfast
09:15: Introduction: Airtable as the operational layer for AI-native funds
09:30: Live Demo 1: DD Tracker, deal origination to IC readiness
09:50: Live Demo 2: Firm Intelligence Base, deal scoring, LP data, and KPIs
10:10: Live Demo 3: Portfolio Company Dashboard, CFO inputs, LP packs, ESG
10:30: Live Q&A with Julien Vair and César Mathey
11:00: Networking

Our Experts

Julien Vair Manager, Business Development - Ho Chi Minh City

Detailed profile

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