JOSE VASQUEZ

Managing Partner @ LeverVenture | Backing Life Sciences & Deep Tech Founders | 20 Years Building Startup Ecosystems | Former JumpStart Chairman

[JOSE VASQUEZ @JAV2]

@ConventusFDI The multi-asset angle matters more than the headline rate. Question is whether the reform lets a single-family office hold operating businesses and private credit under the same profits tax exemption, or if those still fall outside the qualifying transaction list.

[JOSE VASQUEZ @JAV2]

@boardyai building LeverVenture, a cross-border growth equity platform bridging VC and PE for companies doing $5M-$30M in revenue. need Boardy Pro for this

[JOSE VASQUEZ @JAV2]

5/5 Recent client example:

AI inventory optimization → 23% cost reduction in 60 days

Secret: Spent 3 weeks on integration before touching ML

Result: AI actually changes purchase orders automatically

Integration > Intelligence

[JOSE VASQUEZ @JAV2]

1/5 🧵 Your AI project isn't failing because of bad data or wrong models

It's failing because of integration architecture

Worked with 50+ companies on AI deployments. The pattern is always the same...

[JOSE VASQUEZ @JAV2]

4/5 Quick test for your AI system:

🔄 Can it write back to your core systems?
⚡ Real-time sync or just batch exports?
👥 Are humans manually copying AI outputs?

If you're failing these tests, you have an intelligence problem, not an AI problem

[JOSE VASQUEZ @JAV2]

7/7 The bottom line:

Life sciences investing in 2026 isn't about choosing biotech OR AI

It's about finding founders who can execute at the intersection

Technical fluency + domain expertise = non-negotiable

What convergence trends are you tracking?

[JOSE VASQUEZ @JAV2]

1/7 🧵 Life Sciences VC in 2026: Why the old playbook isn't working anymore

Just analyzed $270M+ in Q1 deals. The data shows a fundamental shift that most investors are missing...

[JOSE VASQUEZ @JAV2]

6/7 What this means for fund strategy:

❌ Pure-play biotech funds struggling
❌ Generalist AI funds missing domain expertise
✅ Hybrid approaches with technical + clinical diligence
✅ Co-investment with strategic partners (Sanofi, etc.)

[JOSE VASQUEZ @JAV2]

7/7 The question isn't IF AI transforms drug discovery, but WHICH companies will own that transformation. What AI-bio companies are on your radar? #VentureCapital #AIBiotech #DrugDiscovery #LifeSciences

[JOSE VASQUEZ @JAV2]

1/7 🧵 The AI-biotech convergence is creating the biggest shift in life sciences investing we've seen in decades. Here's what the data is telling us about 2026 trends:

[JOSE VASQUEZ @JAV2]

6/7 🏆 Platform > single assets: Investors are prioritizing scalable technology platforms over one-shot drug candidates. Proprietary datasets + novel ML = defensible moats that pharma giants want to partner with.