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Your Agent Doesn't Know What It Doesn't Know—with Heather Lutz (Datasite)
If you plug an AI agent into your data, how do you know it's giving you the right answer—and not just a confident one?
In this episode of Futureproof, Prakash Chandran sits down with Heather Lutz, Director of Engineering at Datasite, the provider of AI-powered solutions that enable private market investment, including virtual data rooms for mergers and acquisitions. Together, they unpack what happens when you point an agent at a massive data set without doing the foundational work first, why data readiness and governance are non-negotiable prerequisites for any AI initiative, and how Datasite is layering semantic views, verified queries, skills, and a "data doorman" to make agents actually useful.
About Datasite
Datasite provides the infrastructure that enables information flow for private market transactions, with purpose-built tools to optimize outcomes. Datasite’s innovative product portfolio, spanning sell-side virtual data rooms, buy-side intelligence, agentic AI applications, and an open data infrastructure layer, drives execution across the full investment lifecycle while generating unique data insights to empower investors, advisors, and deal professionals worldwide. Trusted by top private equity firms, investment banks, and consultancies, Datasite is built on 26 years of enterprise-grade security, compliance, and reliability. For more information, visit www.datasite.com
Topics covered include:
- Agents are confident interns, not seasoned analysts: Why an AI agent querying your data won't know about data quality issues, duplicate revenue tables, or missing filters—and why confidence without context is worse than no answer at all.
- Data readiness as CI/CD: Why testing data should follow the same discipline as testing software—with checks at every stage of the pipeline—and why continuous data quality monitoring barely exists as a standard practice yet.
- Data governance makes agents work: How domain ownership, shared metric definitions, and semantic layers turn an unnavigable ocean of tables into a surface an agent can actually be expert on.
- Don't work with the ocean: Why starting with your top ten metrics, your most important structures, and a bounded consumable layer is the only practical path to making AI-over-data work at scale.
Episode ID: 19329740-your-agent-doesn-t-know-what-it-doesn-t-know-with-heather-lutz-datasite
Subscribe to Futureproof wherever you get your podcasts.
From Xano - The fastest way to create a production-ready backend for any app or agent. Xano unifies AI speed, code control, and visual clarity, so you never trade reliability for velocity. Sign up for free today.
View all episodes
By Prakash Chandran, CEO & Co-Founder of XanoIf you plug an AI agent into your data, how do you know it's giving you the right answer—and not just a confident one?
In this episode of Futureproof, Prakash Chandran sits down with Heather Lutz, Director of Engineering at Datasite, the provider of AI-powered solutions that enable private market investment, including virtual data rooms for mergers and acquisitions. Together, they unpack what happens when you point an agent at a massive data set without doing the foundational work first, why data readiness and governance are non-negotiable prerequisites for any AI initiative, and how Datasite is layering semantic views, verified queries, skills, and a "data doorman" to make agents actually useful.
About Datasite
Datasite provides the infrastructure that enables information flow for private market transactions, with purpose-built tools to optimize outcomes. Datasite’s innovative product portfolio, spanning sell-side virtual data rooms, buy-side intelligence, agentic AI applications, and an open data infrastructure layer, drives execution across the full investment lifecycle while generating unique data insights to empower investors, advisors, and deal professionals worldwide. Trusted by top private equity firms, investment banks, and consultancies, Datasite is built on 26 years of enterprise-grade security, compliance, and reliability. For more information, visit www.datasite.com
Topics covered include:
- Agents are confident interns, not seasoned analysts: Why an AI agent querying your data won't know about data quality issues, duplicate revenue tables, or missing filters—and why confidence without context is worse than no answer at all.
- Data readiness as CI/CD: Why testing data should follow the same discipline as testing software—with checks at every stage of the pipeline—and why continuous data quality monitoring barely exists as a standard practice yet.
- Data governance makes agents work: How domain ownership, shared metric definitions, and semantic layers turn an unnavigable ocean of tables into a surface an agent can actually be expert on.
- Don't work with the ocean: Why starting with your top ten metrics, your most important structures, and a bounded consumable layer is the only practical path to making AI-over-data work at scale.
Episode ID: 19329740-your-agent-doesn-t-know-what-it-doesn-t-know-with-heather-lutz-datasite
Subscribe to Futureproof wherever you get your podcasts.
From Xano - The fastest way to create a production-ready backend for any app or agent. Xano unifies AI speed, code control, and visual clarity, so you never trade reliability for velocity. Sign up for free today.