E57: Lessons from Brex, SVB, a16z: How Jason Mok Spots What Founders Need Before They Know It

In this episode, Sasha Orloff sits down with Jason Mok, VP & GM of Startups at Brex, about the company's evolution from credit cards to a comprehensive financial platform and their new partnership with Puzzle to offer "one-click accounting" that automatically sets up bookkeeping for startups during Brex onboarding, eliminating the friction that typically delays founders from getting proper financial infrastructure in place from day one.

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SPONSORS:

Notion

Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Puzzle

📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://puzzle.io/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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RECOMMENDED IN THIS EPISODE:

https://www.linkedin.com/in/jasonmok/

https://www.brex.com/

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X/SOCIAL:

@jasonmok (Jason)

@brexHQ (Brex)

@sashaorloff (Sasha)

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TIMESTAMPS:

(00:00) Preview

(00:50) Intro

(01:18) Live from Brex offices with Jason Mock

(02:19) Early days of Brex and startup credit challenges

(04:20) Silicon Valley bank's role in the startup ecosystem

(12:26) From SVB to Andreessen Horowitz

(18:50) Sponsors: Notion | Puzzle

(20:13) Bridging the knowledge gap for first-time founders

(22:48) Joining Brex during a time of change

(28:02) Starting at Brex: Initial goals and challenges

(28:52) Evolving role and team growth

(29:39) Bespoke go-to-market strategies

(32:08) Defining startups at Brex

(36:54) Importance of accounting for startups

(42:25) Introducing one-click accounting

(46:52) Partnerships and future vision

(55:13) Wrap