Maria Rosenstand Bruun: How AI Could Reshape Financial Due Diligence in Mid-Market Deals

Summary

In this episode of the AI Pathfinder podcast, host Steve Budd speaks with Maria Bruun, founder and CEO of Seecon, about the transformative potential of AI in financial due diligence for private equity firms. Maria shares her extensive background in M&A and highlights the inefficiencies in traditional due diligence processes and her current purpose to build an AI business to redefine financial due diligence and deal preparation. The conversation explores how AI can automate data gathering, enhance analysis, and ultimately streamline the due diligence workflow. Maria emphasises the importance of human insight in interpreting data and discusses the challenges of adopting new technologies in a conservative industry. The episode concludes with a vision for the future of financial due diligence, where AI plays a central role in preparing companies for successful exits.

Takeaways

• AI can significantly enhance the efficiency of financial due diligence processes
• Automation can reduce manual errors and speed up data gathering
• Human insight is still crucial for contextualising financial data
• Competitive advantages can be gained by leveraging AI in deal evaluations.

Chapters

00:00 Introduction to AI Pathfinder and Seecon
01:28 Maria's Background and Experience in Financial Due Diligence
03:13 Identifying Inefficiencies in Financial Due Diligence
05:56 The Role of AI in Enhancing Due Diligence Processes
09:56 Automation vs. Human Insight in Financial Analysis
11:53 Adoption Challenges and the Importance of User Experience
15:02 Building Trust in AI Solutions for Financial Teams
15:59 Future of Exit Readiness for PE-Backed Companies
17:08 The CFO's Role in Financial Due Diligence
18:46 Preparing for AI Adoption in Financial Processes
21:17 Competitive Advantages of Using AI in Due Diligence
22:45 Envisioning the Future of Financial Due Diligence
24:20 The Evolving Role of Advisors in Financial Transactions


Links


Maria on LinkedIn (  / mariarosenstandbruun  )


Seecon website (https://www.seecon.dk/)






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Have a question or would like to suggest improvements, please contact steve@aipathfinder.co