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 sid@wokelo.ai. 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…
The Client-Centric CMO podcast spotlights the stories and insights of marketing leaders who put customers at the center of their strategies. Hosted by Alisha Lyndon, CEO of Momentum ITSMA, each episode features deep-dive conversations with CMOs and senior executives who are redefining what it means to lead with a customer-first approach. Join us to explore the challenges and successes of client-centric marketing. Our guests – leading CMOs and senior marketing executives – share their experiences driving innovation and best practices of modern marketing leadership. Whether you’re a seasoned executive or an aspiring leader, The Client-Centric CMO podcast offers a unique window into the mindset and methods of the best and brightest in the industry, providing inspiration to transform your approach and elevate your brand. Tune in to gain fresh perspectives on how today’s marketing leaders prioritize client needs in an ever-evolving landscape. Brought to you by Momentum ITSMA, creators of The Account-Based Marketing podcast. You can get in touch by emailing info@momentumitsma.com or visiting our website momentumitsma.com.
The Client-Centric CMO podcast spotlights the stories and insights of marketing leaders who put customers at the center of their strategies. Hosted by Alisha Lyndon, CEO of Momentum ITSMA, each episode features deep-dive conversations with CMOs and senior executives who are redefining what it means to lead with a customer-first approach. Join us to explore the challenges and successes of client-centric marketing. Our guests – leading CMOs and senior marketing executives – share their experiences driving innovation and best practices of modern marketing leadership. Whether you’re a seasoned executive or an aspiring leader, The Client-Centric CMO podcast offers a unique window into the mindset and methods of the best and brightest in the industry, providing inspiration to transform your approach and elevate your brand. Tune in to gain fresh perspectives on how today’s marketing leaders prioritize client needs in an ever-evolving landscape. Brought to you by Momentum ITSMA, creators of The Account-Based Marketing podcast. You can get in touch by emailing info@momentumitsma.com or visiting our website momentumitsma.com.
What does it take to make client centricity more than a slogan? Margaret Franco, CMO, Duco, reveals how aligning product, sales, and marketing unlocks growth in today’s demanding B2B landscape.
In this episode of The Client-Centric CMO , Brian Jochum shares how Virtusa has transformed its marketing by leveraging customer insights, strategic focus, and innovative technologies to prioritize client needs.
How do you evolve from product-push to client-first success? Lauren Sallata cuts through the rhetoric of client-centricity, revealing what it really takes to build powerful, profitable client relationships in today's complex B2B landscape.
In this episode of The Client-Centric CMO , we explore how marketing leaders can redefine their role in driving strategic business growth, transforming marketing from a cost center to a value creator in today's dynamic B2B landscape.
*This episode was recorded in November 2024, prior to the launch of the generative AI model, Amazon Nova. Ralph Hengstenberg, Director of Industry Marketing, shares AWS's blueprint for fusing creativity, diversity, and innovation to shape the next generation of client-centric marketing leaders.
Martech is both a blessing and curse. With so many tools at our fingertips, it’s easy to lose sight of the customer. Sydne Mullings offers her advice on driving “beautiful” customer outcomes and transforming marketing.
In this episode, Richard Maclachlan, CMO of Workhuman, reveals the innovative strategies and leadership insights that secured his seat at the executive table and established marketing as a key driver of growth.
In this podcast with Dr. Charles Doyle, we explore why it’s time to flip the script and bring priorities back to client marketing. When many are veering off course, it’s time to let client-centric strategies take center stage over outdated ABM approaches.
In this episode, Chief Marketing Officer, Gurvinder Sahni, reveals how a high ‘say-do’ ratio, tech-driven innovation, and deep customer proximity have fueled 17 consecutive quarters of market-beating growth.
In this episode of The Client-Centric CMO, Hewlett Packard Enterprises' Chief Marketing Officer, Jim Jackson, shares how 25 years of experience have shaped his customer-first approach to driving marketing transformation and growth.
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