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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E61: AI for Financial Services with Samir and Kunal (Farsight)