Warren Wise

Warren Wise is Michael Diegelmann’s “agentic finance” tool for CFOs. It helps them pre-empt investor reactions to financial reports by simulating analysis from value investors (e.g., Warren Buffett).

Summary of the Podcast

Key Takeaways

• Warren Wise AI: A tool for CFOs to pre-empt investor reactions to financial reports by simulating analysis from value investors (e.g., Warren Buffett).
• Core Value Prop: Enables CFOs to control their narrative and protect share price by identifying hidden risks (e.g., pension liabilities) that human analysts miss.
• Business Model: A subscription service, priced to reflect its value as a “synthetic stakeholder” and a secure, stable alternative to generic LLMs.
• Future Roadmap: Expand with more “synthetic stakeholders” like “Georgina Gecko Green” (an ESG/greenwashing detective) to address evolving reporting standards.

The Problem: Biased & Incomplete Financial Analysis

• The capital market’s “buyer’s roundabout” provides CFOs with biased feedback, creating a perception gap between their narrative and actual investor sentiment.
• Investment Bankers: Have a bias to sell M&A, capital raises, or bonds.
• Sell-Side Analysts: Have a bias to increase trading volume, resulting in an unrealistically high percentage of “buy” ratings (60–90%).
• Buy-Side Investors: Often distrust sell-side analysis and conduct their own deep dives, including into report footnotes, which CFOs cannot easily anticipate.

The Solution: Warren Wise AI

• Concept: A “synthetic stakeholder” AI agent for CFOs to simulate analysis from value investors (e.g., Warren Buffett, Benjamin Graham, Charlie Munger).
• Function: Analyzes pre-publication financial reports to provide unbiased feedback on how the market will perceive the data.
• Key Features:
  • Risk Identification: Uncovers hidden patterns and potential issues (e.g., pension liabilities vs. cash reserves) that human analysts might miss.
  • Narrative Control: Empowers CFOs to proactively sharpen their story and manage expectations, moving from reactive to active communication.
  • Governance Support: Helps non-finance board members understand complex reports and footnotes, improving their oversight.
  • Scenario Planning: Instantly models the impact of financial decisions (e.g., goodwill impairment) on debt structures.

Business Model & Future

• Pricing: A subscription model with fees based on functions, not a low-cost SaaS.
  • Rationale: The value delivered—a comprehensive assessment that could cost hundreds of thousands from a firm like KPMG—justifies a premium.
  • Token Costs: Managed by a hybrid AI/coded architecture; generous token limits are planned, with a potential backdoor for excessive use.
• Security: Aiming for SOC 2 and ISO 27001 certifications to handle sensitive, undisclosed corporate data securely.
• Roadmap: Warren Wise is the first of several planned “synthetic stakeholders.”
  • Georgina Gecko Green: An ESG/greenwashing detective to address the growing importance of non-financial reporting (e.g., CSRD).
  • Simon Chuck: A short-seller agent to provide a counter-narrative.

Clips from the Podcast

Buffet Inspired

CFO Focused

Not for Investors per se

Better than 100% Reliable

YOUTUBE:

Testimonial

Sponsor – inCruises

Graham Arrowsmith’s company Finely Fettled is an inCruises Independent Partner and invites you to find out more about inCruises.

inCruises Link

The Next 100 Days Podcast Co-Hosts

Graham Arrowsmith

Graham founded Finely Fettled in 2014 to provide data from The UK High Net Worth Database to marketers targeting affluent and high-net-worth customers. He’s the founder of MicroYES, a Partner for MeclabsAI, creating lead generation AI Agents & Workflows and introducing the MeclabsAI Platform. Graham is an inCruises Independent Partner, and is building up interest from people around the world in the World’s Largest Travel Membership – inCruises. You can sign up and access 21,000+ cruises, hotels and tours by clicking HERE

Kevin Appleby

Kevin specialises in finance transformation and implementing business change. He’s the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com