In this episode of The Future of Private Equity Podcast, host Leah Berend, CPA, sits down with Rocky Gor, a portfolio management veteran and founder of CapX, to explore how innovation is transforming capital markets. With decades of experience in corporate banking, Rocky shares how his career led him to build CapX, a platform designed to streamline access to private equity and eliminate barriers between borrowers and lenders.

Rocky dives into the cultural resistance to financial tech, the generational shifts shaping adoption, and how AI can help modernize communication and transparency in dealmaking. He also unpacks the biggest misconceptions in capital markets and explains why a mindset shift and not just a tech shift, is essential for long-term success in finance.

At the heart of this episode is a powerful message: the future of private markets depends on bridging relationships, data, and trust through more innovative tools. Whether you’re a business leader, investor, or innovator, this conversation offers clear insight into where the industry is headed and how CapX is helping lead the way.

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