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David Senra

👤 Speaker
8334 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Here's an interesting question to think about.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

If your finance team suddenly had an extra week every month, what would you have them work on?

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Most CFOs don't know because their finance teams are grinding it out on lost expense reports, invoice coding, and tracking down receipts until the last possible minute.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

That's exactly the problem that Ramp set out to solve.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Looking at the parts of finance, everyone quietly hates and asking why are humans doing any of this?

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Turns out they don't need to.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Ramp's AI handles 85% of expense reviews automatically with 99% accuracy.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

which means your finance team stops being the department that processes stuff and starts being the team that thinks about stuff.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Here's the real shift.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Companies using ramp aren't just saving time, they're reallocating it.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

While competitors spend two weeks closing their books, you're already planning next quarter.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

While they're cleaning up spreadsheets, you're thinking about new pricing strategy, new markets, and where the next dollar of ROI comes from.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

That difference compounds.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Go to ramp.com slash invest to try ramp and see how much leverage your team gains when the work you have to do stops getting in the way of the work that you want to do.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Investing is hard.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

It's an apprenticeship industry with messy data, complicated workflows, and decisions that demand judgment.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Investing needs specialized AI, and that's why I'm so excited about Rogo.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Rogo is an AI platform purpose-built for Wall Street, not a generic chatbot, but a suite of agents designed around how bankers and investors actually work, from sourcing, diligence, and modeling, to turning analysis into deliverables.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Finance requires deep domain expertise far beyond your average chatbot.

Invest Like the Best with Patrick O'Shaughnessy
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

As listeners of this podcast know, every investment firm is unique, with its own thesis, internal notes, templates, and ways of investing.

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