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Artwork for Value Drivers

Value Drivers

Brio360
Artificial Intelligence
Brio360
Glioblastoma
Simple Closure
Oneimaging
Health Care
Family Office
Boba Bhai
MACH
Maxima AI
Coterie Insurance
Biotech
Stackpack
Insurance
CNS Pharmaceuticals
Urbansitter
Startup Wind-Downs
Coast Energy
Solar Energy
Debt Financing

Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.

PublishesMonthlyEpisodes102Founded3 years ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

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Artwork for Value Drivers

Latest Episodes

In this episode, Akshay Sarma, CFO of axio, discusses his path from Deutsche Bank to helping build a consumer finance company in India.

Akshay began his career across trading, structuring, fixed income, and asset backed financing. After several yea... more

In this episode, Marc Frenkel, CFO of Coterie Insurance, discusses his path from investment banking and insurance finance to helping scale a tech enabled MGA focused on simplifying commercial P&C insurance for small businesses.

Marc began his caree... more

In this episode, Yogi Goel, co-founder and CEO of Maxima AI, discusses his path from EY, Wall Street, and Rubrik to building a company focused on applying agentic AI to accounting and record-to-report workflows.

Yogi started his career at EY, where... more

In this episode, Sara Wyman, founder of Stackpack, discusses her journey from Wall Street to operating roles at high-growth companies like Etsy and Affirm, and how those experiences led her to focus on vendor spend, contracts, and operational complex... more

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Recent Guests

Marc Frenkel
CFO of Coterie Insurance
Coterie Insurance
Episode: Scaling an Insurtech MGA with Marc Frenkel, CFO of Coterie Insurance
Yogi Goel
Founder and CEO of Maxima AI
Maxima AI
Episode: From Rubrik to Maxima AI: Yogi Goel on Agentic AI for Accounting
Sara Wyman
Founder and CEO of Stackpack
Stackpack
Episode: From Vendor Sprawl to AI-Driven Finance: Sara Wyman's Journey with Stackpack
Neil Tween
CFO of Owlstone Medical
Owlstone Medical
Episode: From Deloitte to Biotech: Neil Tween's Journey in Financial Leadership
Colin Hurd
CEO of Mach
Mach
Episode: AI at the Edge: Solving Labor Shortages with Ruggedized Autonomous Tech
Kishore SM
CFO of Boba Bhai
Boba Bhai
Episode: Scaling Boba Bhai: The CFO's Playbook for Category Leadership and Rapid Growth
Eduardo Torrealba
Co-founder and CEO of Lumafield
Lumafield
Episode: Closing the Loop: Revolutionizing Quality with Industrial CT Scanning
Robert Schoff
CFO of Forth Management Family Office
Forth Management Family Office
Episode: The 73-Function CFO: Navigating Multi-Generational Wealth and Patient Capital
Pamela Cytron
President of Founders Arena
Founders Arena
Episode: Authentic Intelligence: Scaling WealthTech and the Sales Revolution

Host

Peter Ho
Host of Value Drivers (co-host/lead host)

Reviews

4.9 out of 5 stars from 35 ratings
  • Great business insights

    I’ve enjoyed the candid conversations with CEOs on this podcast and I’ve taken away good tips for my own business from each episode I’ve listened to. I appreciate how open the guests are in sharing what’s worked for their companies.

    Apple Podcasts
    5
    MomSF1212
    United Statesa year ago
  • Keep it up

    amazing podcast make more like this song

    Apple Podcasts
    5
    Dina G. Daigle
    United States3 years ago
  • Good

    Pretty good podcast from brio360, keep going that's like

    Apple Podcasts
    5
    Robin J. Pierce
    United States3 years ago
  • Dope direction

    awesome new sound love the new podcast

    Apple Podcasts
    5
    Virginia R. Turner
    United States3 years ago
  • First podcast

    awesome, the range just keeps coming. Man can do anything

    Apple Podcasts
    5
    Nellie A. Wilkins
    United States3 years ago

Listeners Say

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

The show is praised for its industry-spanning breadth and hands-on finance discussions.
Listeners value the candid, actionable insights from CEOs and senior operators.
Guests are described as open about strategies and outcomes, delivering practical tips.

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Talking Points

Recent interactions between the hosts and their guests.

Scaling an Insurtech MGA with Marc Frenkel, CFO of Coterie Insurance
Q: How do you evaluate new product opportunities and fit within your existing tech stack?
We look for adjacent opportunities that leverage our current platform with minimal disruption, evaluate the incremental lift, and consider how many previously declined quotes could be captured with a broader appetite and non-admitted products.
Scaling an Insurtech MGA with Marc Frenkel, CFO of Coterie Insurance
Q: Tell us about the early stage and how you approached profitability in an insurance MGA.
We focused on growing premium only if it was high-quality and sustainable, avoiding growth at the expense of long-term stability and capacity access. The emphasis was on a disciplined path to break-even and ultimately profitability, even when it meant slower top-line growth.
Scaling Boba Bhai: The CFO's Playbook for Category Leadership and Rapid Growth
Q: Which books or resources have influenced your approach to fundraising and building teams?
Recommended reads include The Hard Thing About Hard Things for startup leadership challenges, Playing to Win for strategic decision-making, The Great CEO Within for leadership cadence and clarity, Venture Deals for understanding capital structures, and Secrets of Sand Hill for investor psychology and motivation.
Scaling Boba Bhai: The CFO's Playbook for Category Leadership and Rapid Growth
Q: What fundraising insights would you share from your recent rounds and approach with investors?
Identify the right investors who can size-match your needs, present a clear, deliverable vision, be transparent about progress and gaps, and plan runway carefully; securing lead investors for each round is key, and start early to avoid last-minute scrambles.
Scaling Boba Bhai: The CFO's Playbook for Category Leadership and Rapid Growth
Q: How many locations does Boba Bhai have right now, and what is the plan for this year?
The network is close to 100 company-operated stores, with an aggressive expansion plan to reach around 250-300 locations by the end of the year, leveraging a blend of brand-building, operations optimization, and scalable infrastructure to sustain rapid growth.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Value Drivers

What is Value Drivers about and what kind of topics does it cover?

A practical, founder- and executive-focused show that centers on corporate finance, growth strategies, and leadership decisions across a range of industries. Recent episodes highlight how finance teams partner with operations to scale SaaS and biotech ventures, deploy AI and automation to improve reporting and workflows, and structure capital across complex opportunities like renewable energy projects and care marketplaces. Unique threads include hands-on CFO playbooks, real-world ROI from technology-driven processes, and a bias toward practical, implementation-minded storytelling that helps listeners apply these lessons in their own organizations. Potential listeners will likely be drawn to actionable finance insights, strategic fundraisin... more

Where can I find podcast stats for Value Drivers?

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How many listeners does Value Drivers get?

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What are the audience demographics for Value Drivers?

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Which podcasts are similar to Value Drivers?

These podcasts share a similar audience with Value Drivers:

1. Y Combinator Startup Podcast

How many episodes of Value Drivers are there?

Value Drivers launched 3 years ago and published 102 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Value Drivers?

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What guests have appeared on Value Drivers?

Recent guests on Value Drivers include:

1. Marc Frenkel
2. Yogi Goel
3. Sara Wyman
4. Neil Tween
5. Colin Hurd
6. Kishore SM
7. Eduardo Torrealba
8. Robert Schoff

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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