Daniel Wertman

Observer
DISC Type : ci

Co-Founder & CEO at Noetica AI

New York, New York, United States

Overview

Daniel Wertman is the Co-Founder and CEO of Noetica AI, a platform using AI to assist with complex financial documents. A Harvard Law School graduate, he previously worked as a corporate finance associate at Wachtell, Lipton, Rosen & Katz, combining his legal and financial expertise to innovate in the legal tech space.

There is no publicly available information about Daniels personal life, hobbies, or non-work-related activities. His focus appears to be on his professional endeavors in the AI and legal tech industries.

He believes AI represents a paradigm shift for the legal industry, comparable to the internet in the 1990s, and that its proper use can be as revolutionary for lawyers as Excel was for investment bankers.

Personality Overview

Curious

Example Seeker

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally good communicators and can be hard to convince.

Topics They Care About

AI in Legal Tech
Co-founded Noetica AI to help lawyers access and compile complex financial documents, aiming to revolutionize the corporate debt market through technology.
Credit Market Analysis
Frequently discusses trends in credit markets, deal financing, and data center leverage, as highlighted in his appearance on Bloomberg's "Odd Lots" podcast.
Corporate Finance
His experience at Wachtell, Lipton, Rosen & Katz included advising on major transactions, such as Allergan's $63 billion sale to AbbVie.

Media Appearances

Noetica AI | Dan Wertman | Substack. Featured in Substack

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Work History

5-2022
Co-Founder & CEO at Noetica AI
10-2017 - 1-2022
Associate at Wachtell, Lipton, Rosen & Katz
5-2016 - 8-2016
Summer Associate at Wachtell, Lipton, Rosen & Katz
7-2015 - 12-2015
Legal Intern at U.S. Securities and Exchange Commission
5-2015 - 6-2015
Summer Associate at JONES DAY®

Education

2014 - 2017
Doctor of Law (J.D.) from Harvard Law School
2009 - 2012
B.A. in Political Science from University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York, New York, United States Job Level : Leadership Designation : Co-Founder & CEO at Noetica AI
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Invite them for a social do but don’t rely solely on the relationship
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Daniel

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Daniel take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Daniel

Personality Compatibility


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