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David Senra

👤 Speaker
11415 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]

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.

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

Generic AI can be impressive, but it doesn't actually understand your process, and that's where the advantage lives.

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

For me, three things set Rogo apart.

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

One, it connects directly to your system, so it can work with your actual data, internal and external.

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

Two, it understands your workflows, how work really happens across a deal or an investment.

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

And three, it runs end-to-end and produces real outputs in the way that your best people do.

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

Auditable spreadsheets, investment memos, diligence materials, and slide decks that match your standards.

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

Rogo is built by a deeply technical AI team with real finance DNA.

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

Large language models for finance professionals by finance professionals.

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

I'm fully bought into that vision, and I think their work will fundamentally reshape investing.

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

Learn more at rogo.ai slash invest.

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

If you're a longtime listener of this show, you've heard the same pattern play out across so many great companies.

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

The moment a product finds early traction, the constraints shift from engineering curiosity to enterprise execution.

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

And one of the biggest hurdles, whether you're OpenAI, Cursor, Perplexity, Vercel, or a brand new startup is identity and access.

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

SSO, SCIM, RBAC, audit logs, these are the capabilities that give enterprises the confidence to adopt your product at scale.