Value Drivers

Brio360

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

3 DAYS AGO

From Layoff to Launch: An Entrepreneur's Journey to Creating a Startup in the HR Tech Space

In this episode of Value Drivers, Peter Ho sits down with Andy Hamilton, a serial entrepreneur and the CEO and co-Founder of When, a company revolutionizing the employee offboarding experience. Andy shares his journey from real estate tech to founding When after personally experiencing the challenges of navigating health insurance and limited support during a layoff from Expedia. The conversation explores When's approach to offboarding, highlighting the company's use of AI and concierge support to help exiting employees find affordable alternatives to COBRA and access essential resources like outplacement services and 401k rollover guidance. Andy discusses the financial benefits for employers, including reduced claims and improved brand reputation through a positive offboarding experience. He also delves into his experiences as a serial entrepreneur, offering insights on fundraising, building a market for a novel solution, and the importance of finding the right investor partners who provide more than just capital. Key Takeaways Offboarding is a crucial stage of the employee lifecycle that is often overlooked. Andy's personal experience with a subpar offboarding process after his layoff from Expedia ignited the idea for When, a company dedicated to improving the employee exit experience. When's B2B model focuses on providing employers with a technology-driven offboarding solution that benefits both the company and the exiting employee. The platform seamlessly integrates with existing HR systems to offer personalized support, including health insurance guidance, access to outplacement services, and financial planning assistance. COBRA is often the most expensive health insurance option for both employers and employees. When helps employees explore alternative and more affordable health insurance plans through the ACA marketplace and private options, leveraging AI and a concierge team to guide them through the decision-making process. When's ROI model demonstrates significant cost savings for employers by mitigating claims and reducing dependence on COBRA. The company conducts upfront ROI analysis for potential clients and tracks claims data year over year to showcase the financial benefits of their solution. A positive offboarding experience can protect an employer's brand reputation and foster goodwill with departing employees. When prioritizes employee satisfaction through exit surveys and strives to make the transition as smooth as possible, recognizing that former employees can become brand ambassadors, future clients, or even boomerang employees. Building a market for a novel solution requires patience and persistence. Andy acknowledges the challenges of creating awareness for the importance of offboarding and convincing companies to adopt a new approach. He emphasizes the need to be patient with sales cycles and tailor the message to resonate with decision-makers. Finding the right investor partners is crucial for startup success. Andy values partners who offer guidance, support, and network connections beyond financial investment. He highlights the role of VCs as mentors and advisors who can help navigate the challenges of building and scaling a business. Chapter Summary (00:00:53) Chapter 1: Introduction (00:01:45) Chapter 2: Entrepreneurial Journey and the Birth of "When" (00:03:60) Chapter 3: When's Business Model and Value Proposition (00:07:28) Chapter 4: Partnerships and the Competitive Landscape (00:13:28) Chapter 5: Leveraging AI to Simplify Healthcare Decisions (00:16:47) Chapter 6: Funding, Growth, and Key Performance Indicators (00:23:17) Chapter 7: Overcoming the Sales Challenge (00:37:06) Chapter 8: The Future of Offboarding and When's Vision Book/Podcast Recommendations Grant by Ron Chernow https://www.amazon.com/Grant-Ron-Chernow/dp/159420487X How I Built This with Guy Raz https://podcasts.apple.com/us/podcast/how-i-built-this-with-guy-raz/id1150510297 Resources: https://www.forwhen.com/ Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com Follow our host: Peter Ho https://linkedin.com/in/peterhocm Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

42 min
12/16/2024

Beyond the Leasing Office: How Tour24 is Empowering Renters and Property Managers with Self-Guided Tours

Welcome to Value Drivers, the podcast exploring the forces driving value creation in today’s business landscape. Today’s guest is David Cohen, CFO of Tour24, a proptech company transforming the multifamily rental market with its self-guided tour platform. About David Cohen: David Cohen has over 35 years of experience in finance and investment. Before Tour24, he held leadership positions in investment banking, private equity, and public market investing. David leads the finance team at Tour24, Inc, a growing proptech company serving the multifamily residential real estate market. He joined Tour24 in late 2022 after being introduced by two friends and board members. In this episode, David shares insights on: · How Tour24's self-guided tours solve these challenges for renters and property managers. · The role of technology, including AI, in driving efficiency and user experience. · Tour24's growth strategy, capital allocation priorities, and competitive landscape. · Building a scalable financial infrastructure for a rapidly growing company. Key Takeaways: Self-guided tours are reshaping the multifamily rental market. Tour24's platform extends leasing office hours without adding staff, catering to busy renters and saving property managers money. Technology delivers a seamless and personalized experience. Tour24 integrates with property management systems, includes audio guides, and uses AI for lead nurturing and automation. Solid financial foundation is essential for sustainable growth. Tour24 invests in scalable systems like lockbox solutions and evaluates financial software to support future expansion. Chapter Summary (00:01:04) Introduction and David Cohen’s Background (00:04:30) Identifying the Problem and Tour24’s Solution (00:08:43) Meeting the Needs of Modern Renters (00:10:06) Target Customers and Customization (00:14:47) The Role of Data and AI (00:19:32) Funding, Growth, and Competition (00:25:08) Scaling Sustainably and Future Outlook Resources: Empire of Pain: The Secret History of the Sackler by Patrick Radden Keefe https://www.amazon.com/Empire-Pain-History-Sackler-Dynasty/dp/0385545681 Charlie Hustle: The Rise and Fall of Pete Rose, and the Last Glory Days of Baseball by Keith O'Brien https://www.amazon.com/Charlie-Hustle-Rise-Glory-Baseball/dp/0593317378 Connect with David Cohen: Email: david.c@tour24.io https://www.tour24.io/ Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com Follow our host: Peter Ho https://linkedin.com/in/peterhocm Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

41 min
12/10/2024

Five Cards, One Payment: The Kasheesh Solution

Sam Miller, founder and CEO of Kasheesh, shared his entrepreneurial journey and insights into the company's payment solution. After studying economics at the University of Maryland, Miller embarked on a career path in the startup world. Miller has a rich history of success in the startup world, having founded and exited two companies before taking a position at Dreamit Ventures. His experience at Dreamit provided him with insights into the investment landscape, which would prove crucial in his later endeavors. This experience laid the groundwork for Kasheesh, a company born out of a simple observation - the difficulty a friend's fiance faced when trying to split a payment between her credit and debit cards. Recognizing an unmet need in the market, Miller co-founded Kasheesh with Kevin Kim, a seasoned technologist with experience at companies like Apple, Tutor, and Blackrock. Together, they created a platform that allows consumers to split payments across multiple debit and credit cards, both online and in-person. Kasheesh distinguishes itself from other alternative payment solutions, particularly Buy Now, Pay Later (BNPL) services. Miller argues that while BNPL offers a new payment method, it often comes with high-interest rates and can negatively impact consumers’ financial well-being. Kasheesh, on the other hand, leverages consumers’ existing credit lines, empowering them to manage their finances more effectively. Kasheesh's revenue model is based on interchange fees and a 2% transaction fee, with plans to introduce a card-linked offers program in the future to generate affiliate revenue. The company raised $5.5 million from a diverse group of investors, including prominent figures like Odell Beckham Jr. This strategic decision to engage celebrity investors was driven by the desire to build brand awareness, establish trust, and reduce customer acquisition costs in a competitive market. The company has assembled a team of over 20 employees, primarily based in New York City. Following the successful fundraising round, Kasheesh has prioritized its resources toward driving consumer awareness, refining its product offerings, and expanding corporate partnerships. Miller stresses that Kasheesh is a data-driven company and constantly monitors key performance indicators (KPIs) related to product usage, customer acquisition, and financial health. This analytical approach ensures the company remains agile and responsive to market demands while maintaining sustainable growth. Chapter Summary (00:01:00) Introduction and Background (00:03:07) The Genesis of Kasheesh and Its Unique Value Proposition (00:05:28) Kasheesh's Business Model and Competitive Landscape (00:08:56) Revenue Streams and Fundraising Journey (00:11:46) Strategic Fundraising and Celebrity Endorsements (00:15:17) Overcoming Fundraising Challenges and Lessons Learned (00:18:39) Team Structure, Resource Allocation, and Key Performance Indicators (00:22:56) The Role of AI in Kasheesh’s Strategy (00:26:50) Adaptability to Economic Fluctuations, Recommended Resources, and Challenges of Entrepreneurship (00:31:00) Conclusion Resources How Not to Be Wrong: The Power of Mathematical Thinking by Jordan Ellenberg https://www.amazon.com/How-Not-Be-Wrong-Mathematical/dp/0143127535 Kasheesh URL https://www.kasheesh.co Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com Follow our host: Peter Ho https://linkedin.com/in/peterhocm Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

32 min
12/02/2024

From Ukraine to Silicon Valley: Vlad Panchenko's Entrepreneurial Journey

Vlad Panchenko, the founder of Portal AI, joins Peter Ho this week and shares his journey from his roots in Ukraine to the heart of Silicon Valley, highlighting his four companies and his evolving entrepreneurial vision. The discussion explores Panchenko's entrepreneurial journey, the evolution of the gaming industry, the impact of AI on businesses, and the vision behind Portal AI. Panchenko's Entrepreneurial Journey From Ukraine to Silicon Valley: Panchenko details his journey from founding his first two companies in Ukraine, both in the video game industry, to his third company, DMarket, which he built and sold in Los Angeles. He emphasizes the unique opportunities Silicon Valley offers, including access to talent and capital, and the ability to connect with key players in the tech industry. Embracing AI's potential: Panchenko recounts his early fascination with AI and how ChatGPT's third release sparked a realization of its potential for three-dimensional thinking, leading him to co-found Portal AI. The importance of mentors: Panchenko acknowledges the impact of his mentors who introduced him to the Silicon Valley ecosystem and helped him understand its potential. From digital distribution to NFTs: Panchenko's career mirrors the evolution of the gaming industry, from early digital game distribution with his first company to pioneering the trading of in-game items with DMarket, years before NFTs became mainstream. The power of vision: Panchenko highlights the importance of vision in his ventures, particularly with DMarket, where he faced skepticism but ultimately proved his prediction that in-game items would become highly valuable. Impact of AI on Businesses AI's increasing capabilities: The discussion touches on AI's rapidly evolving capabilities and its potential to transform various fields, from finance to healthcare. Ho notes his use of AI for summarizing content and exploring business ideas, but acknowledges limitations in areas requiring high accuracy, like financial analysis. Human-AI collaboration: Panchenko believes AI will augment human talent rather than replace it. He sees the opportunity for AI to amplify creativity and free entrepreneurs from mundane tasks, allowing them to focus on their passions. Ethical considerations: Panchenko emphasizes the need for ethical considerations as AI becomes more powerful. Leveling the playing field for SMBs: Panchenko's motivation for founding Portal AI stems from his desire to empower SMBs. He highlights the daunting statistics of SMB failure rates and attributes this to their lack of resources compared to larger enterprises. Fundraising for Portal AI: Panchenko contrasts his fundraising experiences with Portal AI to those of his previous company. He now focuses on securing investments from partners who share his vision and ethical principles, rather than solely pursuing financial backing. Panchenko's Advice for Entrepreneurs The importance of diversity: Panchenko encourages founders to build diverse teams, recognizing the value of diverse perspectives in fostering a successful product. Adapting to cultural differences: He advises founders to be mindful of cultural differences and adjust their communication styles to encourage open feedback and contributions from all team members. Chapter Summary (00:01:00) Introduction and Vlad's Background (00:07:36) Comparing Ukraine and Silicon Valley (00:12:24) The Genesis of Portal AI (00:21:53) Portal AI's Mission and Vision (00:30:27) Fundraising and the Importance of Choosing the Right Partners (00:36:46) Team and Global Operations (00:39:27) Advice for Entrepreneurs (00:43:40) Conclusion Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com Follow our host: Peter Ho https://linkedin.com/in/peterhocm Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

44 min
11/20/2024

From Big 4 to CFO: Conor Tierney's Journey to Leading a Lidar Tech Company

Conor Tierney, CFO of AEye, a lidar sensor company, discusses his career journey, the lidar technology and market opportunity, AEye’s business model and financial strategy, and his advice for those starting their careers. Originally from Ireland, Tierney began his career working for PwC in the Silicon Valley during the early 2000s. He gained valuable experience working on IPOs, carve-outs, and financial due diligence for private equity companies. He credits his time at Big 4 accounting firms for providing him with a solid foundation and accelerating his learning trajectory. Tierney joined Glu Mobile, a mobile gaming company, where he witnessed the company’s struggles and eventual success with the launch of the Kim Kardashian game. He later joined Alphabet’s X division to spin out their drone delivery business, Wing Aviation. At Wing, he was involved in setting up the company's structure, working on the marketplace platform, and overseeing business intelligence. Tierney then joined AEye, a company that develops and manufactures lidar sensors used for 3D vision in vehicles and machines. He explains that AEye’s lidar technology addresses the problem of road safety, citing the increasing number of pedestrian fatalities and accidents globally. AEye’s lidar technology aims to improve upon existing camera and radar systems by providing higher resolution and reliable performance in all lighting conditions. The company's business model involves partnering with Tier 1 automotive suppliers to manufacture and distribute their lidar sensors. This capital-light approach allows AEye to focus on developing their technology while leveraging the existing infrastructure of established partners. Several key elements of Conor Tierney's approach to financial management: Prioritize Cash Management: As CFO of AEye (NASDAQ: LIDR), a company operating in the capital-intensive and evolving automotive lidar market, Tierney places significant importance on cash management. A recurring theme in the podcast, Tierney highlights the need to "manage burn rate" and maintain a "balancing act" between investing in the product and managing runway. Focus on Strategic ROI: Tierney emphasizes the CFO's role as a business partner, actively participating in strategic decision-making. He focuses on evaluating investment opportunities and ensuring resources are allocated to areas with the highest potential return on investment. This includes challenging the business to think through ROI on product development, carefully assessing market opportunities, and understanding the payback period for various investments. Embrace Lean Operations and Creative Solutions: Tierney advocates for a lean approach to operations. At AEye, the finance team operates with a small core team, supplemented by temporary resources and consultants as needed. This demonstrates a willingness to embrace creative solutions to manage costs and maximize investment in R&D and product development. Build a Strong Governance Framework: Drawing on his experience in public accounting and various corporate roles, Tierney prioritizes building a robust governance framework. This includes implementing necessary systems and controls to ensure financial reporting accuracy and compliance, which he believes is crucial for establishing credibility with the market and stakeholders. Maintain Financial Discipline and Flexibility: While acknowledging the importance of supporting growth, Tierney emphasizes the need for financial discipline, particularly in volatile markets. He stresses the importance of being able to "dial up and dial down" investment levels as needed, adapting to changing market conditions while maintaining a stable baseline. Chapter Summary (00:01:00) Introduction and Background (00:10:35) AEye and the Lidar Market Opportunity (00:15:47) AEye's Business Model and Financial Strategy (00:22:38) Leadership and Team Building (00:26:19) The Evolving Role of the CFO and Technology's Impact (00:29:09) Career Advice and Personal Reflections (00:34:27) Book and Podcast Recommendations (00:36:32) Saying No and Conclusion Books and Podcast Recommendations Essentialism: The Disciplined Pursuit of Less by Greg McKeown https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137382 Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs by John Doerr https://www.amazon.com/Measure-What-Matters-Google-Foundation/dp/0525536221 Diary of a CEO hosted by Steven Bartlett https://stevenbartlett.com/doac/

39 min
11/06/2024

Leveling the Healthcare Playing Field: A Conversation with PayZen's Itzik Cohen

In this episode, we speak with Itzik Cohen, CEO of PayZen, a fintech company transforming healthcare affordability. Drawing on his experience as a professional basketball player, Cohen shares how teamwork, leadership, and focus are central to both sports and business. PayZen’s mission is to make healthcare more accessible and affordable for patients while solving revenue challenges for healthcare providers. Key Themes: Shifting Payment Responsibility in Healthcare Over the last two decades, healthcare costs have increasingly fallen on patients due to rising deductibles and out-of-pocket expenses. Cohen highlights this shift, describing how patient financial responsibility has grown from 5% to over 20% of a provider’s revenue. This consumerization of healthcare places a heavy burden on families, often limiting access to necessary care. Healthcare Providers and Financial Strain As patient payments become a larger portion of healthcare revenue, providers face new challenges in collecting payments. Cohen explains how PayZen helps healthcare organizations address this, automating payment plans and easing administrative burdens. PayZen's Solutions PayZen leverages fintech to create patient-friendly payment options. The platform uses data to underwrite patients and offer automated, personalized payment plans—sometimes extending up to five years. This has led to significant increase in patients fulfilling their obligations. Key features include: Patient Care Card, Financial Assistance Automation, AI Integration Responsible Growth and Financial Discipline Cohen emphasizes the importance of careful financial management. PayZen raises funds only when necessary and focuses on financial sustainability. This disciplined approach ensures that PayZen can grow while maintaining operational excellence. Focus and Execution Cohen believes in doing one thing exceptionally well. For PayZen, that means focusing on healthcare affordability and payment solutions. This principle guides the company’s product development and overall strategy. Notable Quotes: "Many families with jobs and insurance still can't afford their deductibles. The financial load is just too much." "We say yes to everyone. No fees, no interest." "30% of healthcare costs are due to administrative overhead. We're automating that process." "We only raise money when we need to—not before or after. It’s all about disciplined growth." Chapter Summary: (01:00) – Introduction to Itzik Cohen and his background, including his career in professional basketball and his experience with companies like Webex and Prosper Marketplace. (04:00) – The consumerization of healthcare and PayZen’s solutions for alleviating the financial burden on patients and providers. (15:00) – Expansion into financial assistance and PayZen's no-interest, no-fee model for extended payment plans. (22:00) – PayZen's use of AI to optimize payment plans and automate patient interactions. (29:00) – Cohen discusses PayZen's disciplined approach to growth and financial planning, ensuring sustainability in a challenging market. (35:00) – Reflections on leadership, team culture, and hiring for curiosity and impact at PayZen. Podcasts Recommended by Itzik Cohen: All In: A podcast covering the economy, venture capital, and the tech industry with a blend of humor and insight. This Week in Startups: Hosted by Jason Calacanis, it features interviews with entrepreneurs and offers valuable lessons on problem-solving and business strategy. Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com Follow our host: Peter Ho https://linkedin.com/in/peterhocm Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

40 min
10/18/2024

Streamlining Retirement Planning: Innovations and Insights with 401Go's Daniel Beck

Episode Summary In this episode, Daniel Beck, founder and CEO of 401Go, discusses his approach to simplifying retirement planning for small businesses. Drawing on his diverse experience across industries, Daniel explains how 401Go automates 401(k) plan setup, making it easier for small businesses to manage compliance and offer competitive employee benefits. The conversation highlights how automation can help small businesses reduce administrative burdens and remain competitive in attracting talent. Daniel also shares insights into scaling 401Go, focusing on investor relationships, in-house product development, and building a strong company culture. He reflects on balancing the challenges of running a growing company with personal and family priorities. This episode offers a practical look at the future of retirement planning and leadership in fintech. Daniel Beck’s Financial Management Philosophy Daniel Beck's financial management approach emphasizes strategic resource allocation, a sustainable revenue model, and long-term growth. He applies his understanding of the 401(k) market to guide 401Go's financial strategy. Key elements include: Prioritizing Engineering and Development: 401Go allocates a significant portion of resources to enhance its technological platform, focusing on functionality and user experience to stand out in the SMB market. Hybrid Revenue Model: 401Go employs a mix of SaaS fees and asset-based fees. While SaaS fees currently dominate revenue, Beck anticipates a shift as assets under management grow, balancing short-term and long-term financial goals. Partner-Based Distribution: 401Go partners with payroll companies, CPAs, and financial advisors to tap into established trust networks, ensuring cost-effective and sustainable growth without heavy investment in direct sales. Long-Term Vision: Guided by a five-year strategic plan, 401Go revisits its goals quarterly and maintains agility through regular town hall meetings and executive offsites to align teams and adapt to market changes. Focus on Profitability: While prioritizing growth, Beck keeps a close eye on profitability, carefully managing expenses and exploring new revenue streams like technology licensing to ensure financial stability. Episode Chapters (0:01:00) - Streamlining 401(k) Administration for Small Businesses Daniel Beck shares how 401Go automates 401(k) plans, simplifying compliance and services for small businesses. (0:16:22) - Small Business Growth and Funding The growth strategy for 401Go, including its focus on small market segments, investor relationships, and resource allocation for product development. (0:30:30) - Cultivating People and Culture in Business Daniel discusses the importance of leadership, company culture, and aligning hires with company values. Book Recommendations by Daniel Beck Leadership and Self-Deception by The Arbinger Institute https://www.amazon.com/Leadership-Self-Deception-Getting-Out-Box/dp/1576750949 Anatomy of Peace by The Arbinger Institute https://www.amazon.com/Anatomy-Peace-Resolving-Heart-Conflict/dp/1576753344 Resources: https://401go.com/ Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com Follow our host: Peter Ho https://linkedin.com/in/peterhocm Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

38 min
10/08/2024

Beyond the Spreadsheet: Modernizing Maintenance Management with Patricia Sagastume

Patricia Sagastume, the head of Finance at Limble, shares her entrepreneurial journey with us. Rooted in a family of entrepreneurs, Patricia’s story is one of grit and growth, as she recalls her early days at a software escrow company that prepped her for greater ventures. Alongside her brother, she co-founded Limble, a computerized maintenance management software powerhouse that has grown from a bootstrapped startup to an industry contender. Patricia unpacks the financial evolution of startup life. From bootstrapping to building structured financial systems, she offers insights on managing cash flow, budgeting, and forecasting. With a dual role in finance and HR at Limble, she highlights the importance of clear planning processes and alignment across executive teams. Through her insights, listeners gain a deeper understanding of how finance teams drive key business decisions and resource allocation at various stages of growth. As we look ahead, Patricia paints a picture of Limble's strategic planning for future growth, whether that involves an IPO or acquisition. She emphasizes maintaining healthy cash flow and ensuring compliance readiness, with an eye on system upgrades and the potential of AI tools to enhance efficiency. Chapter Summary (0:01:01) - Entrepreneurial Journey and Limble's Success Patricia Sagastume's entrepreneurial journey to co-founding Limble, a CMMS company with a $8 billion market potential and recent Series B funding. (0:14:25) - Financial Evolution in Startups Strategic evolution of finance in a startup, emphasizing cash flow management, budgeting, and forecasting, and the role of the finance team. (0:22:52) - Financial Strategy and Growth Planning Strategic financial operations, healthy cash flow, building FP&A team, compliance and audit readiness, system upgrades, and AI tools for efficiency. (0:37:39) - Connecting With Limble Connecting with Tricia and exploring opportunities at Limble, using LinkedIn and Limble's careers page, and inviting her to keep us updated on Limble's progress. Key Quotes: On the evolving role of finance: "As the company grows, it's less hustle and muscle, and more your value is your ability to predict the future and bring about financial models into the company as early as possible." On the importance of cash flow: "Number one thing through this journey was keeping the company in a healthy cash flow position, and I was able to do that with days to collect." On the potential of AI: "I think we're really far off on the AI side. I think the best AI on the finance is just the better rules creation and then like, much better recall on like reporting and querying data." On the importance of strong financial frameworks: "The best frameworks still live in the minds of great financial professionals, and hopefully, that involves time, and they build out and share those great models." Recommendations: Explore the potential of Mosaic.tech for implementing financial frameworks and tracking SaaS metrics. Investigate Cube software as a more affordable alternative to Snowflake and Tableau for data visualization and reporting. Stay informed about emerging AI tools but approach their implementation with a critical eye, focusing on accuracy and integration capabilities. Resources mentioned: Lex Fridman podcast https://lexfridman.com/podcast/ Limble CMMS https://limblecmms.com/ Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com Follow our host: Peter Ho https://linkedin.com/in/peterhocm Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

39 min

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

Creator

Brio360
Years Active

2023 - 2025
Episodes

70
Rating

Clean
Show Website

Value Drivers

Value Drivers

Episodes

From Layoff to Launch: An Entrepreneur's Journey to Creating a Startup in the HR Tech Space

Beyond the Leasing Office: How Tour24 is Empowering Renters and Property Managers with Self-Guided Tours

Five Cards, One Payment: The Kasheesh Solution

From Ukraine to Silicon Valley: Vlad Panchenko's Entrepreneurial Journey

From Big 4 to CFO: Conor Tierney's Journey to Leading a Lidar Tech Company

Leveling the Healthcare Playing Field: A Conversation with PayZen's Itzik Cohen

Streamlining Retirement Planning: Innovations and Insights with 401Go's Daniel Beck

Beyond the Spreadsheet: Modernizing Maintenance Management with Patricia Sagastume

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