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PODCAST

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

Puzzle, Turpentine

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 accounting platform with an AI-first ledger, built for speed, automation, and real time decision making

business management

All Episodes

61:13

E49: How AI Changes Your P&L with Fred Havemeyer of...

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

2024/03/21

In this episode CJ is joined by Fred Havemeyer, a leading sell-side equity analyst from Macquarie specializing in AI and software research within the US, delve deep into AI’s impact on the near term role of a CFO. Fred offers an unparalleled analysis of how to quantify productivity gains with AI, the difference between the metrics the sell side uses versus operators and their day to day models. They also cover what company valuations are an art and a science.— PSA: Run The Numbers has a new Spotify

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54:36

E48: Deep Dive on Usage Based Models with Gladly's...

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

2024/03/18

Todd Rakow, CFO of Gladly joins CJ for this deep dive into usage-based revenue models, strategic finance leadership, and the complexities of managing growth and headcount in line with ARR. Todd shares tons of tactical insights, including building out the usage-based model, forecasting customer usage patterns, commissioning sales reps, and teaching your teams to distinguish between reoccurring and recurring revenue. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a

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47:47

E47: ZoomInfo’s CFO on Capital Allocation as a...

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

2024/03/14

Today CJ is joined by Cameron Hyzer, the CFO of ZoomInfo, one of the world's most successful publicly traded data businesses. Cameron discusses the nuances of running a data-driven subscription business, focusing on forecasting, revenue generation through subscriptions and usage-based models, and the importance of customer segmentation. Cameron is a master capital allocator and this conversation touches on why you should focus on quality versus reducing costs as a CFO, share repurchase programs 101,

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49:36

E46: The Ultimate People Manager's Playbook with Dave...

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

2024/03/11

Today CJ welcomes Dave Kline, a leadership coach and owner of the MGMT Accelerator to the pod. The discussion covers tactical advice for managers and leaders to develop high performance cultures among their current teams, including setting clear expectations, running productive 1:1s, and encouraging a compounding ownership mentality from direct reports. They also touch on Dave’s lessons from working at Bridgewater under Ray Dalio, whether a company can have . If you're looking for an ERP head to

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62:30

E45: The Tables are Turned: CJ's First FP&A Hire Alex...

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

2024/03/07

Today, the tables are turned as guest Alex Peterson, an expert in Financial Planning & Analysis (FP&A) – and CJ’s first hire – puts CJ in the hot seat. Tune in for two old friends sharing war stories and talking about performance reviews, net dollar retention rates, and Frank Slootman’s retirement. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI checklist.— PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe

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61:07

E44: Rippling CFO Adam Swiecicki on Building a...

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

2024/03/04

In this episode, CJ interviews Adam Swiecicki, CFO at Rippling and former CFO at Brex. They cover valuable insights into Swiecicki's role as well as the strategies that have fueled Rippling's growth in the competitive HR, Finance, and IT space. Adam also shares lessons from being a short seller to a company CFO, the ROI on R&D investment, capital allocation and how to avoid CFO burnout. If you're looking for an ERP head to NetSuite: https://netsuite.com/metrics and get a customized KPI

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54:07

E43: Secrets to Scaling a Marketplace Business with...

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

2024/02/29

In this episode, CJ interviews Jack Greco, the co-founder of ACV Auctions, a publicly traded B2B marketplace for automobiles. Now Greco is a VC and Angel investor. In this conversation they cover the human element necessary in any marketplace business, setting up makep-good budget for mistakes, business seasonality, and how the auction model affect supply and demand liquidity. This is truly a masterclass in all things marketplaces and valuable for anyone who is interested in businesses which depend

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51:35

E42: Stack Overflow's CFO Matt Gallatin on "Burning...

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

2024/02/26

In this episode, CJ is joined by Matt Gallatin, CFO of Stack Overflow, the largest online community for developers and one of the most popular websites in the world. They cover the impact of doing SaaS 101 learning sessions with departments across the org, how CFOs can get involved in the customer lifecycle reviews, CFO career stories demonstrating high stress decision-making in action, and more. If you’re looking for an ERP platform, check out our sponsor, NetSuite:

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49:43

E41: The Seven Frameworks CFOs Need to Know: Jim Cook...

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

2024/02/22

Today CJ welcomes back Jim Cook, a renowned coach to chief financial officers throughout Silicon Valley through his company BenchBoard Advisory -- and a co-founder of Netflix. Jim takes us through a number of frameworks for decision making and communication, including the three eras of CFO requirements, the concept of disagreeing, but still committing as a management team, challenging the problem, not the person, how the most valuable skill CFOs can learn is communication, the leadership SECS talk,

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49:13

E40: G2 CFO Chad Gold on Building a Durable Career as...

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

2024/02/19

On today’s episode, CJ welcomes Chad Gold, the CFO of G2 and the former CFO of Salesloft. Gold shares valuable insights on the role of finance in startups and the qualities that set you on the path for a successful CFO career in venture-backed ecosystems. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics— PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an episode Apple:

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61:40

E39: Understanding the AI Roadmap for Finance,...

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

2024/02/16

In this episode, CJ welcomes Andre Retterath, investing partner at Earlybird Venture Capital. This is a masterclass on AI where they cover the different levels of the AI tech stack and how to implement AI across tech organizations in the months and years ahead. They also cover how AI is changing back office functions for finance and operations folks, why large language models aren't necessarily built to deal with numbers, and Andre’s favorite decision-making frameworks. If you’re looking for an ERP

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51:15

E38: ClickUp CFO Dan Zhang on Frameworks to Level Up...

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

2024/02/12

In this episode, CJ welcomes Dan Zhang, the CFO of ClickUp for a highly tactical and transparent conversation about getting–and staying– in the CFO seat. They cover her time at Amazon, her personal finance philosophy, and important frameworks for decision-making such as the Trust Formula and the Empty Boat Test. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics — PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to

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49:41

E37: Climbing the FP&A Ladder to CFO: IPOs and M&A...

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

2024/02/08

In this episode, CJ dives into the complexities of IPOs and acquisitions with Philip Watson, the CFO of Paddle. Philip covers acquisitions for tech versus acquisitions for revenue, what it's like to operate within debt covenants and how to track them as an FP&A professional, FP&A's role in the IPO process, picking which metrics you'll disclose, frameworks for decisionmaking and communication, and much more. If you’re looking for an ERP platform, check out our sponsor, NetSuite:

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45:25

E36: The IPO Playbook: Expert Advice from Lee...

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

2024/02/05

In this episode, CJ is joined by Lee Kirkpatrick, the former CFO of the cloud communications platform, Twilio. Lee shares his journey of leading Twilio through its 2016 IPO, shedding light on the preparations, roadshows, and decisions (bankers, soundtrack, tv appearances) made at different stages of the process. This is inside baseball to taking your company public - a must listen. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics --- PSA! Run The

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55:10

E35: The Ultimate Guide to Vertical SaaS with Top...

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

2024/02/01

Today CJ hosts Dave Yuan, the founder and partner at Tidemark — a legend in the world of vertical SaaS. Dave has been investing, advising, and building technology companies for over 20 years. Before founding Tidemark, Dave spent 15 years as a general partner at Technology Crossover Ventures (TCV), where he was fortunate to invest in and help 25 companies scale and win. Twelve companies have gone public, and eight have been acquired. Today’s conversation covers key heuristics, what’s wrong with

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50:26

E34: BlackRock Managing Director Tony Kim on the...

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

2024/01/29

Tony Kim, Managing Director at Blackrock, joins CJ this week to touch on the secrets of durable businesses, why TAM is an unreliable measure of potential, competitive moats and 2nd/3rd acts as necessary means for sustainable growth, and more. Supercharge your financial operations with Maxio. Request a demo at www.maxio.com/runthenumbers for 10% off your first year. --- PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an

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62:00

E33: The Ultimate Guide to Start-up Marketing, with...

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

2024/01/25

Jonathan Becker, CEO of Thrive Digital, breaks down learnings from his 12+ years of running data-led marketing campaigns for top startups like Uber, Asana, and Square. Supercharge your financial operations with Maxio. Request a demo at www.maxio.com/runthenumbers for 10% off your first year. --- PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an episode Apple:

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37:07

E32: Everything You Need to Know About Competitive...

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

2024/01/22

Sebastian Duesterhoeft, partner at Lightspeed Ventures, returns to the pod to talk about anything and everything startup operators need to know about Competitive Moats aka the durable competitive advantage of a company. Supercharge financial operations with Maxio. Request a demo at www.maxio.com/runthenumbers for 10% off your first year. --- PSA: Run The Numbers has a new Spotify and Apple show link. Follow the links to subscribe and ensure you'll never miss an episode Apple:

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51:26

E31: Hubspot's SVP RevOps Sid Kumar Goes DEEP on...

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

2024/01/18

In this episode, Hubspot SVP of RevOps Sid Kumar discusses the most crucial aspects of revenue operations, the importance of data strategy, perspectives on rep productivity and commission structures, discounting, and more. The conversation also touches on how the lines between go-to-market and product strategies are increasingly blurring. Sid also gives us his take on comp plan design. Supercharge financial operations with Maxio. Request a demo at www.maxio.com/runthenumbers for 10% off your first

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47:29

E30: The Business of Basketball: Rich Gotham,...

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

2024/01/15

CJ welcomes the president of the Boston Celtics, Rich Gotham. Rich discusses his journey in the NBA and provides insight into the business side of one of the world's most recognizable sports brands. He highlights the emphasis placed on embracing digital technology, retaining fans, creating effective partnerships, and the importance of community involvement for the team. Rich also talks about the increasing role of data in managing team operations and addresses the famous Paul Pierce incident from

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