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From Analyst to Founder: Building an AI for Smarter Investments

From Analyst to Founder: Building an AI for Smarter Investments

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Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we dive into how AI is revolutionizing the fintech space, particularly in streamlining the investment process for lean teams and family offices.

Joining us is Nicolas Frendo, CFO at Acephalt, an innovative fintech startup developing an AI platform designed to simplify due diligence, assess risk, and enhance investment decision-making. Nicolas shares his entrepreneurial journey, the technology behind Acephalt’s platform, and how his financial and technical expertise is driving its mission.

Key Highlights:

  1. Entrepreneurial Journey: Why Nicolas pivoted from financial analysis to founding Acephalt, shaping its technology and mission.
  2. AI for Speed & Efficiency: How Acephalt’s multi-agent AI platform accelerates deal sourcing and risk assessment.
  3. Building Trust in a Niche Market: How Acephalt is winning early clients and gaining acceptance from traditional investors.
  4. Resilience in Entrepreneurship: Turning rejection and setbacks into strategic lessons for sustaining growth.
  5. Future Vision: The significance of Acephalt’s upcoming open beta and its potential to empower investment teams.

Special Thanks to Our Partners:

  • RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html
  • UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
  • Google: https://www.google.ca/
  • A1 Global College: https://a1globalcollege.ca/
  • ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.

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