Discover why disciplined due diligence beats FOMO, how to wield AI without losing human insight, why “cash is king” again, and what the rise of lean micro-unicorns means for VCs, family offices, and startups.
In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Daniel Nikic, Global Investment Specialist and Founder of COHRES, who explains why disciplined due diligence beats FOMO, how AI should augment human insight, and why “cash is king” again. He shares how COHRES tailors research for VCs, family offices, and startups, forecasts durable trends in AI, energy, healthcare, and data, and explores the rise of lean micro-unicorns. Nikic also details the operational pivots behind scaling a boutique firm toward AI-enabled analysis while aligning execution with investor priorities.
Key Takeaways:
→ How the most expensive errors are chasing hype, skipping time-horizon work, and forgetting that once capital leaves your account, there’s no guarantee it returns.
→ Why ChatGPT-level answers aren’t enough for funds.
→ How big brands will stay big and emerging funds with DPI will struggle to raise.
→ Why direct on-call collaboration provides guidance when speed matters.
→ How having a global perspective allows for tailored insights to what each investor treats as a green flag or a deal breaker.
Daniel Nikic is a global investment research expert and entrepreneur with over a decade of experience advising investors, high-net-worth individuals, enterprises, and entrepreneurs. Raised in Canada and now based in Croatia, Daniel specializes in global markets, focusing on the U.S., European, and Middle Eastern financial landscapes.
As the founder of COHRES, Daniel has analyzed over 15,000 companies across sectors like AI, software, and data. He delivers high-quality market research, financial management, due diligence, and AI data auditing to empower clients to make strategic, informed decisions. Known for his collaborative approach, Daniel builds long-term relationships rooted in trust and shared success.
Daniel is also passionate about mentoring early-stage entrepreneurs, guiding them on market strategies, innovation, and business growth. His expertise in global markets and emerging trends makes him a trusted advisor in the financial sector.
Connect With Daniel:
Website: https://www.danielnikic.com/
https://cohres.com/
X: https://x.com/DNikic87
Facebook: https://www.facebook.com/people/Daniel-Nikic/
LinkedIn: https://www.linkedin.com/in/daniel-nikic/
