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InProd
InProd (fka Partner Path) is a podcast exploring the venture and startup ecosystem through the lens of trailblazing founders and operators building the next wave of AI companies. We feature candid conversations with early-stage leaders, offering practical insights on product execution, GTM, and the messy middle of scaling teams and navigating growth.
InProd
E61: AI for Financial Services with Samir and Kunal (Farsight)
This week’s guests are Samir and Kunal from Farsight. Farsight is transforming how financial firms operate by automating the most time-consuming parts of dealmaking, from drafting pitch decks to generating investment insights, in seconds instead of weeks.
We dive into Samir’s journey from Wall Street to building Farsight, and why AI is reshaping the workflows at the heart of finance. We cover how power users are creating entire pitchbooks in minutes, how firms leveraging Farsight are winning more deals and sharpening pricing strategies, and why owning the full workflow is the key to lasting advantage. We also discuss their approach to high-sensitivity use cases, where models are deployed directly into customer environments and tuned for bespoke needs.
Episode Chapters:
- 2:02 - CS at MIT
- 5:30 - The catalyzing factor
- 10:36 - Agents to automate financial services
- 13:20 - Your new PE analyst
- 16:30 - Owning the workflow
- 19:25 - Selling to banks
- 21:45 - Build vs buy
- 25:20 - Foundation models & frameworks
- 31:27 - Becoming a manager
- 34:10 - Fundraising advice
- 36:40 - Augmenting junior analysts
- 41:00 - How AI teaches us to work
- 42:25 - Quick fire round
As always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback.
This episode is brought to you by Grata, the world's leading deal sourcing platform. Our AI-powered search, investment-grade data, and intuitive workflows give you the edge needed to find and win deals in your industry. Visit grata.com to schedule a demo today.
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