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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

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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58:20

E29: Building Sales Capacity: Bonfire VC’s Brett...

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

2024/01/12

In this episode, Bonfire VC partner Brett Queener, who was also the first sales ops and sales strategy person at Salesforce, shares insights on staffing ratios and building sales capacity. Brett unleashes his wisdom on driving alignment and setting sales quotas, forecasting revenue for new products, targeting existing customers vs. net new, the importance of sales enablement, expanding product offerings and TAM, the risks of predicting revenue for new products, long-term forecasting and investment,

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56:05

E28: The Economics of Consumer Fintech Businesses...

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

2024/01/08

Matthew Newcomb, the CFO of Chime, joins host CJ Gustafson to delve into the complex world of the payments ecosystem. Matthew demystifies the business model of neobanks, different types of transactions, as well as how unit economics plays a key role in a neobank's business model and strategy. CJ's intro is about the controversy at Carta. 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

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54:11

E27: Mailbag: CFOs relationship with Money, Biggest...

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

2024/01/04

Your most pressing questions are answered today by CJ Gustafson and Kurtis Hanni. They tackle Q's such as how best to scale the finance department for startups, what keeps them up at night, and predictions for how the CFO role will change in the near future. They also offer advice about cold emailing, relating to money, and dunking. --- ! 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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48:10

E26: Breaking Down Annual Planning

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

2023/12/28

Today we're flipping the script: CJ is the guest, and he's demystifying annual planning on The Role Forward podcast. CJ and host Joe Michalowski dive into the intricacies of annual planning, the practical steps of strategic planning (breaking down the process into digestible stages), and the complexities of financial forecasting in the startup ecosystem. Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line, head to

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46:03

E25: A Deep Dive on Marketplaces and Network Effects...

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

2023/12/21

In this episode James Currier the founder and General Partner at venture capitalist firm NFX, guides CJ on the inner workings of marketplace businesses and network effects. He shares insights on the importance of finding a 'white hot center' when starting a marketplace, strategic ways to tackle the trademark chicken and egg problem, and the significance of retention as a metric. Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom

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46:17

E24: Kyla Scanlon Decodes Economic Policy Impacting...

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

2023/12/18

In this episode, CJ Gustafson interviews creator and writer Kyla Scanlon about the role of the Federal Reserve and its impact on the economy. They discuss the concept of the 'Vibecession' which refers to the disconnect between consumer sentiment and economic data. The conversation also touches on the Fed's communication strategies and the challenges of understanding and predicting market reactions. Kyla also gives her take on crypto and offers advice for content creators wanting to break through

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51:48

E23: Everything You Need to Know About Sales Rep Comp...

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

2023/12/14

In this episode, CJ Gustafson interviews Ryan Wash the Founder and CEO of RepVue whose mission is to help sales pros find the best companies to work for and ensure they're paid fairly. Ryan gives CJ a data-driven inside look into sales capacity, planning models, and sales rep commission plans. Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line, head to www.tropicapp.io/metrics --- SPONSORS: Tropic is the next-generation

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50:18

E22: A SaaS Metrics DEEP Dive with Alex Clayton of...

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

2023/12/11

In this episode, CJ Gustafson interviews Alex Clayton of Meritech Capital who leads the firm’s enterprise software, infrastructure, and fintech practices. They discuss the most important metrics used in the software industry, including ARR per employee, average contract value (ACV), net dollar retention (NDR), and valuation multiples. Alex also goes deeper into understanding market structure as a crucial factor to consider when evaluating whether a company will go to IPO. Tropic is the

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41:35

E21: Building the Storytelling Muscle for CFOs with...

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

2023/12/07

On the 21st episode of Run The Numbers, CJ sits down with Andy Raskin, a prominent Strategic Narrative consultant to venture-backed CEO and leadership teams. They discuss the importance of strategic narrative in conveying the value of a company and tell a powerful story to investors, highlighting the approach of naming the old game and the new game, interpreting transitions in the market as 'life and death' stakes, demonstrating how old tools weren't built for the new challenges, and how to keep

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45:43

E20: Headcount Planning in Hypergrowth: Gusto’s Head...

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

2023/12/04

On the 20th episode of Run The Numbers, CJ sits down with Rohit Divate, Head of Corporate Finance at Gusto. Rohit Divate has seen Gusto 10x in terms of revenue and headcount in his six years at the company. He and CJ discuss headcount planning, countermetrics, how to set up scalable decisionmaking in hyperscaling startups, and more. Tropic is the next-generation Procurement Platform that’s helping modern CFOs take control of their budgets and bottom line, head to www.tropicapp.io/metrics. --- ! Run

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50:51

E19: Firing Execs: a Guide, with HR Heretics’ Kelli...

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

2023/11/30

At scaling companies. parting ways with an executive requires finesse, strategic insights, and insider experience. CJ invited longtime people leaders - and hosts of the HR Heretics podcast - to break down every facet, lever, and little known facts behind successfully exiting execs. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics Whether its due to hypergrowth or part of an M&A process. CJ, Kelli, and Nolan describe what they've seen in Silicon

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50:19

E18: How a Public Company CFO Prepares for Earnings...

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

2023/11/27

Earnings calls. If you’re at a pre-IPO company, the' before, during, and after' of an earnings call can be a black box. That's why we brought on Sonalee Parekh, the Chief Financial Officer at RingCentral, for a masterclass about the best ways to prepare for an earnings call -- down to the most granular details and pitfalls to avoid. Along the way she dispenses some excellent career advice to CFOs and those aspiring to the seat. If you’re looking for an ERP platform, check out our sponsor, NetSuite:

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