Whiskey&WealthTech

Author: Alex Serman

Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.
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Private Markets are No Longer Opaque: AI, Due Diligence, & the Future of Allocation
Episode 31
Thursday, 26 February, 2026

In Episode 31 of Whiskey & WealthTech, host Alex Serman sits down with Philipp Hemmersbach, CEO and Co-Founder of Kapnative, to explore how artificial intelligence is reshaping private market investing.Philipp shares how his experience working with wealth managers, family offices, and private banks revealed a common pain point: private markets are growing rapidly — but due diligence processes remain manual, slow, and opaque.Kapnative is changing that by deploying AI agents across the entire due diligence lifecycle — from automating DDQs and validating data to financial modeling and investment memo creation — Kapnative reduces processes that once took four weeks down to 10–15 minutes. The result? Analysts spend less time on administrative heavy lifting and more time on value-adding decision-making.The conversation also dives into broader trends shaping wealth management:· Margin pressure from ETFs and commoditized investing· The rise of semi-liquid private market structures· AI transforming advisor roles from operational to relational· The growing importance of data validation and cross-portfolio intelligence