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Artwork for "Tech Finance" with Sasha Orloff: B2B Fintech

"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech

Puzzle, Turpentine
Venture Capital
Product Development
Entrepreneurship
Silicon Valley Bank
Financial Technology
FDIC Insurance
Interest Rates
Mercury
Startup Funding
Mergers and Acquisitions
Runway
Revolut
Finance
CFO
Growth Strategy
Investment Banking
Unit Economics
Instacart
Investment Strategy
Hiring Practices

On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work. Tech Finance is brought to you by Puzzle, the modern acc... more

PublishesTwice monthlyEpisodes61Founded2 years ago
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Artwork for "Tech Finance" with Sasha Orloff: B2B Fintech

Latest Episodes

In this episode, Sasha Orloff talks with Yogi Goel, Co-founder and CEO of Maxima, about raising $41 million from Kleiner Perkins and RedPoint Ventures to build an agentic AI platform for enterprise accounting that automates journal entries, reconcili... more

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In this episode, Sasha Orloff sits down with Dan Westgarth, COO of Deel, to explore how the company scaled to 37,000 customers, processes $22B in payroll, and recently raised a $300M Series E to power global hiring in 150 countries. They dive into th... more

YouTube

In this episode, Sasha Orloff talks with Nick Abouzeid, Co-founder and CEO of Rivet, about raising venture capital from XYZ, Haystack, and other angels to build a modern tax and accounting firm that serves 600+ category-defining companies like Cursor... more

YouTube

In this episode, Sasha Orloff sits down with Blake Hutchison, CEO of Flippa, to discuss the launch of Lauren AI—Flippa’s new AI tool transforming how online businesses are bought and sold. They explore how Lauren AI uses proprietary data and machine ... more

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Recent Guests

Yogi Goel
Founder and CEO of Maxima
Maxima
Episode: E61: Maxima's $41M Mission: Automating Enterprise Accounting Close with AI
Dan Westgarth
COO of Deel
Deel
Episode: E60: Deel's COO on Scaling to $17.3B Valuation (and Where They Go From Here)
Nick Abouzeid
Co-founder and CEO of Rivet, a modern tax and accounting firm.
Rivet
Episode: E59: Why AI Tax Tools Fail the QSBS Test, with Nick Abouzeid of Rivet
Joe Faris
Founder of Accountalent, helps startups navigate tax and accounting issues.
Accountalent
Episode: E56: 5,000 Startups Later: Tax Lessons Every Founder Needs with Joe Faris
Josh Wymer
CEO and co-founder of Central
Central
Episode: E55: First Round and YC-Backed Startup 'Eliminating Business Bullshit' | Josh Wymer, CEO of CentralHQ
Ben Taylor
CEO of SoftLedger
SoftLedger
Episode: E54: Filling the Gap Between QuickBooks and NetSuite with SoftLedger CEO Ben Taylor
Will Hubbard
CEO of Agree, a contracting and invoicing platform
Agree
Episode: E52: Building a Viral Contract Platform: Will Hubbard, CEO of Agree
John Glasgow
CEO of Campfire and expert in accounting AI
Campfire
Episode: E49: Why Accel Backed Campfire to Build the Modern GL, with John Glasgow, CEO
Cindy Turner
Chief Product Officer at Worldpay
Worldpay
Episode: E47: Agentic Commerce, Stablecoins, and Global Trends with Cindy Turner, CPO of Worldpay

Host

Sasha Orloff
Host of discussions focusing on tech finance, accounting innovations, and insights from financial leaders.

Reviews

5.0 out of 5 stars from 116 ratings
  • I have listened to every single one

    So I might be biased, but I am so excited about this. These are really fun stories that are usually told privately in board rooms or over beers, now for everyone to get to hear.

    Apple Podcasts
    5
    Mover415
    United States2 years ago
  • A true Master Class for all aspiring CFOs

    Each interview selects a key topic or subject area that any CFO will have to deal with. These are conversations that convey key learnings from industry veterans.

    CJ has a great interview style where he gives each guest the space to discuss each topic in depth.

    I often listen to each session multiple times given the volume of wisdom and experience from each conversation.

    Apple Podcasts
    5
    RobMitch78
    United States2 years ago
  • Learn something new every time!

    I’ve been involved with SaaS businesses for over 10 years and amazed by how much I learn every podcast!

    Apple Podcasts
    5
    Colby28
    United States2 years ago
  • Numbers can be….. exciting?!?

    CJ has to be the most in tune CFO out there.

    (5 Star for Nancy)

    Apple Podcasts
    5
    MitchFromBradley
    United States2 years ago
  • Run, don’t walk… to listen to this podcast!

    If you’ve ever plugged into CJ’s content on Substack, you know what to expect: high quality coverage of a variety of financial topics in an easy to consume package. Run the Numbers picks up in audio form where the newsletter leaves off, with high quality guests and really engaging conversations. (Who knew that a deep dive into TAM could be such a fun listen?) If you’re a CFO or SaaS pro looking to level up, I’d highly recommend tuning in!

    Apple Podcasts
    5
    ArlieLP
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The content is recognized for being relevant, practical, and applicable to real-world finance challenges.
Reviews highlight the quality of the host's interview style and the depth of knowledge shared by guests.
Listeners appreciate the engaging discussions and expert insights from guests in the fintech and finance industry.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

E61: Maxima's $41M Mission: Automating Enterprise Accounting Close with AI
Q: What do you think finally clicked for investors about your business model?
Yogi emphasized that Kleiner Perkins saw the unique team with deep domain knowledge and experienced AI engineers, which led them to support Maxima because they believed in the need for AI-powered solutions in accounting.
E61: Maxima's $41M Mission: Automating Enterprise Accounting Close with AI
Q: How do you think about where to wedge into the market?
Yogi discussed that the initial hypothesis was targeting large, high-growth companies due to their complex structures, which led to repeat work that can be automated.
E61: Maxima's $41M Mission: Automating Enterprise Accounting Close with AI
Q: What was the moment that you realized you needed to solve something in accounting and what are you solving?
Yogi highlighted the inefficiencies in accounting operations that he observed over 20 years, including high attrition rate and the pain-point of month-end closing processes and how they impact decision-making.
E57: Lessons from Brex, SVB, a16z: How Jason Mok Spots What Founders Need Before They Know It
Q: How do you think about hiring and talent and ops and taxes and compliance and technology?
Mok discusses the challenges that founders face in covering all areas essential to a successful startup and how leveraging partnerships can alleviate those burdens.
E57: Lessons from Brex, SVB, a16z: How Jason Mok Spots What Founders Need Before They Know It
Q: What was the internal reaction at the bank when Brex launched?
Mok mentions that while there was no dismissiveness towards Brex, there was skepticism about whether a non-traditional company could scale without the traditional banking infrastructure.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Exploring the intersection of technology and finance, key topics often covered include the latest trends in B2B fintech, artificial intelligence applications within financial industries, and significant developments that impact CFOs and business operations. Episodes feature insights from leading industry professionals, discussing innovations and strategies that enhance efficiencies in financial processes. The unique focus on AI and its transformative role in finance distinguishes this podcast, making it a valuable resource for those interested in the evolving landscape of finance technology and accounting practices.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
2. a16z Podcast
3. Masters in Business
4. All-In with Chamath, Jason, Sacks & Friedberg
5. Founders

How many episodes of this podcast are there?

this podcast launched 2 years ago and published 61 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Yogi Goel
2. Dan Westgarth
3. Nick Abouzeid
4. Joe Faris
5. Josh Wymer
6. Ben Taylor
7. Will Hubbard
8. John Glasgow

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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