Artwork

FinStrat Management, Inc. and FinStrat Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 FinStrat Management, Inc. and FinStrat Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Transforming Due Diligence with AI: Wokelo’s Automation of Private Market Research and Risk Analysis

44:11
 
공유
 

Manage episode 507231951 series 3594218
FinStrat Management, Inc. and FinStrat Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 FinStrat Management, Inc. and FinStrat Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sid Masson, co-founder and CEO of Wokelo AI, to explore how their platform is transforming due diligence and research workflows in private equity, venture capital, consulting, and banking.

Sid shares the origins of Wokelo AI, born from firsthand experience with the tedious and error-prone aspects of manual data analysis, and how their agent-driven platform automates complex data synthesis—turning scattered public and proprietary datasets into tailored, actionable insights and well-crafted deliverables.

The conversation delves into the nuanced approach Wokelo takes toward risk assessment by integrating unconventional signals from social media, user reviews, and expert interviews, aiming to provide a comprehensive and balanced view beyond traditional metrics.

Sid also discusses the evolution of their product from a single-feature diligence tool to a versatile, no-code platform empowering users to build customized AI agents that fit unique workflows. The episode highlights key lessons learned in product design, emphasizing founder-led UX development early on, and the strategic decisions around hybrid remote work culture to attract and retain top talent globally.

Sid offers candid reflections on fundraising challenges during a tough market, the importance of investor alignment beyond capital, and how they allocate resources prioritizing rapid product innovation ahead of scaling sales and marketing.

Listeners gain valuable perspectives on navigating startup growth, maintaining culture, and leveraging AI to augment—not replace—human expertise across the investment lifecycle. Sid closes with personal insights on adaptability, discipline, and continuous learning that have shaped his entrepreneurial journey, making this episode a rich resource for founders, investors, and professionals interested in the intersection of AI and private market research. For more information, visit wokelo.ai or contact Sid directly at [email protected].

Learn more about Wokelo AI work at:

https://www.wokelo.ai/

Connect with Sid Masson on LinkedIn at:

https://www.linkedin.com/in/siddhantmasson/

Think you'd be a great guest on the show?

Apply at https://finstratmgmt.com/innovators-investors-podcast/

Want to learn more about Kristian Marquez's work?

Check out his website at https://finstratmgmt.com

  continue reading

125 에피소드

Artwork
icon공유
 
Manage episode 507231951 series 3594218
FinStrat Management, Inc. and FinStrat Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 FinStrat Management, Inc. and FinStrat Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Sid Masson, co-founder and CEO of Wokelo AI, to explore how their platform is transforming due diligence and research workflows in private equity, venture capital, consulting, and banking.

Sid shares the origins of Wokelo AI, born from firsthand experience with the tedious and error-prone aspects of manual data analysis, and how their agent-driven platform automates complex data synthesis—turning scattered public and proprietary datasets into tailored, actionable insights and well-crafted deliverables.

The conversation delves into the nuanced approach Wokelo takes toward risk assessment by integrating unconventional signals from social media, user reviews, and expert interviews, aiming to provide a comprehensive and balanced view beyond traditional metrics.

Sid also discusses the evolution of their product from a single-feature diligence tool to a versatile, no-code platform empowering users to build customized AI agents that fit unique workflows. The episode highlights key lessons learned in product design, emphasizing founder-led UX development early on, and the strategic decisions around hybrid remote work culture to attract and retain top talent globally.

Sid offers candid reflections on fundraising challenges during a tough market, the importance of investor alignment beyond capital, and how they allocate resources prioritizing rapid product innovation ahead of scaling sales and marketing.

Listeners gain valuable perspectives on navigating startup growth, maintaining culture, and leveraging AI to augment—not replace—human expertise across the investment lifecycle. Sid closes with personal insights on adaptability, discipline, and continuous learning that have shaped his entrepreneurial journey, making this episode a rich resource for founders, investors, and professionals interested in the intersection of AI and private market research. For more information, visit wokelo.ai or contact Sid directly at [email protected].

Learn more about Wokelo AI work at:

https://www.wokelo.ai/

Connect with Sid Masson on LinkedIn at:

https://www.linkedin.com/in/siddhantmasson/

Think you'd be a great guest on the show?

Apply at https://finstratmgmt.com/innovators-investors-podcast/

Want to learn more about Kristian Marquez's work?

Check out his website at https://finstratmgmt.com

  continue reading

125 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드

탐색하는 동안 이 프로그램을 들어보세요.
재생