"Turpentine Finance" with Sasha Orloff | Startup Finance, Leadership, CFO Strategy

Turpentine
  • 5.0 (43)
  • MANAGEMENT
  • UPDATED WEEKLY
"Turpentine Finance" with Sasha Orloff | Startup Finance, Leadership, CFO Strategy

A podcast where Sasha Orloff talks to CFOs, founders, and finance leaders at the best tech companies about what it takes to architect success. Our guests speak candidly about big business inflections, market curveballs and how they approach decision-making to tease out tactics and mental models you can use for when the pressure is on. You’ll hear stories from Instacart, Mercury, OpenAI, Andreessen Horowitz, Netflix, Runway, and more. Topics frequently touched upon M&A, Market Downturn, Macro, PMF, Fundraising, Financial Forecasting, Headcount, Equity. Turpentine Finance is part of the Turpentine podcast network. Learn more: turpentine.co

  1. From Quill to AI: The Evolution of Accounting with David Hartley, former CIO and CPA

    2 DAYS AGO

    From Quill to AI: The Evolution of Accounting with David Hartley, former CIO and CPA

    In the final episode of season one, Sasha Orloff is joined by David Hartley, a seasoned CPA with over 30 years of experience, as they explore the evolution of accounting from the 15th century to today's AI-driven landscape and discuss how the profession adapts to technological change while preserving its core value of trust. — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — Highlights from the Episode: Accounting profession is facing its most significant period of change, with AI and automation creating both challenges and opportunities for practitioners at all levels. There's currently a major pipeline issue in accounting - with 75% of CPAs approaching retirement age and not enough new talent entering the field. Despite technological advances, the fundamental need for trust and human interpretation in accounting remains paramount, suggesting AI will augment rather than replace accountants. — SPONSOR: 📝Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://www.notion.com/upstreampod — LINKS: https://www.linkedin.com/in/davehartley/ — X/SOCIAL: @sashaorloff (Sasha)

    52 min
  2. How to Not Be in the Bottom 90% of Acquisitions with Andrew Gazdecki

    DEC 12

    How to Not Be in the Bottom 90% of Acquisitions with Andrew Gazdecki

    In this episode, Sasha Orloff is joined by Andrew Gazdecki, founder of Acquire.com, who shares his expertise on successfully selling companies, maximizing exit value, and key lessons from his own acquisition experiences, with over $500 million in closed deals. — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — Highlights from the Episode: Creating a competitive process with multiple potential buyers is crucial for maximizing exit value - "if you have one buyer, you have no buyer" Proper preparation and documentation (clean financials, confidential information memorandum) significantly speeds up the acquisition process and builds buyer confidence Being transparent about business challenges upfront ("bruises and all") builds trust and allows you to control the narrative around potential objections — SPONSOR: 📝Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://www.notion.com/upstreampod — LINKS: Acquire: https://acquire.com/ https://www.linkedin.com/in/agazdecki/ — X/SOCIAL: @acquiredotcom (Acquire) @agazdecki (Andrew) @sashaorloff (Sasha) — TIMESTAMPS: (00:00) Intro (02:10) Personal lessons from selling Business Apps (03:50) Building Acquire.com from personal experience (06:49) First acquisition story with ESW Capital (09:28) Negotiating terms and tax considerations (12:20) Story of Altcoin acquisition (13:53) Sponsor: Notion (15:15) Experience at Spiff and path to Acquire.com (18:35) Maximizing exit value strategies (25:47) Process of listing on Acquire.com (27:36) Types of buyers and deal sizes (29:34) Success stories and notable deals (32:57) Future plans for Acquire.com (34:04) Wrap

    37 min
  3. AI Finance Agents & The CHARGE Framework: JustPaid's Vision for Modern AR

    DEC 5

    AI Finance Agents & The CHARGE Framework: JustPaid's Vision for Modern AR

    This week, Sasha Orloff sits down with JustPaid founders Daniel Kivatinos, a successful YC founder behind the first iPad medical records company, and Anelya Grant, a Kazakhstan immigrant who built an accounting practice for YC startups, about how their unique backgrounds inspired them to tackle the critical challenge of accounts receivable automation with an AI-powered platform. For full show notes, visit: https://highlightai.com/share/309bb91f-34ee-4052-88e5-28718a9101da — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — SPONSOR: 📝Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://www.notion.com/upstreampod — LINKS: Streamlining Accounts Receivable: Transforming an Overlooked Cornerstone of Business Operations: https://www.justpaid.ai/blog/streamlining-accounts-receivable JustPaid: https://www.justpaid.ai https://www.linkedin.com/in/kivatinos/ https://www.linkedin.com/in/anelya/ — X/SOCIAL: @getjustpaid (JustPaid) @danielkivatinos (Daniel) @sashaorloff (Sasha)

    52 min
  4. Growth Levers: A PayPal Veteran's Guide to Startup Success | Matt Lerner on the CRAFTED. Podcast

    NOV 26

    Growth Levers: A PayPal Veteran's Guide to Startup Success | Matt Lerner on the CRAFTED. Podcast

    Today, we’re sharing a special episode from our friends at the Webby Awards-honored CRAFTED. podcast. In this conversation, Dan Blumberg interviews growth expert, SYSTM founder, and former PayPal leader Matt Lerner about his book 'Growth Levers,' offering actionable strategies for startups to identify the 10% of efforts that drive 90% of growth. They discuss common startup pitfalls, the mindset shift to customer-centric thinking, JTBD-style interviewing, and the importance of rapid experimentation. For full show notes, visit: https://highlightai.com/share/af10e152-f30a-403e-805f-d234eb40109a — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — Check out Dan Blumberg's CRAFTED. where he interviews founders of high growth startups, including from Lattice, Gusto, Moov, Monte Carlo, Customer.io and our own Sasha Orloff! Apple: https://podcasts.apple.com/us/podcast/crafted-the-tech-podcast-for-founders-makers/id1649355311 Spotify: https://open.spotify.com/show/3xtU2V1jRP89aI1ULRN2GI?si=b5753bd5be14494c — SPONSOR: 📝Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://www.notion.com/upstreampod — LINKS: Matt Lerner's company: https://www.systm.co/ CRAFTED. podcast: https://crafted.fm Growth Levers: https://www.amazon.com/dp/173842622X — LinkedIn: Matt Lerner https://www.linkedin.com/in/matthewlerner/ Dan Blumberg https://www.linkedin.com/in/dblums/ Sasha Orloff https://www.linkedin.com/in/sashaorloff/

    38 min
  5. AI is Solving Finance’s Biggest Problem - And It’s Not What You Think, with Nicolas Boucher

    NOV 21

    AI is Solving Finance’s Biggest Problem - And It’s Not What You Think, with Nicolas Boucher

    This week, Nicolas Boucher, a finance influencer with nearly a million LinkedIn followers, shares his journey from corporate finance to becoming a content creator and educator, discuss the impact of AI on finance jobs, and how he uses platforms like LinkedIn to share valuable financial insights. For full show notes, visit: https://highlightai.com/share/af10e152-f30a-403e-805f-d234eb40109a — 🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse. — RECOMMENDED PODCAST: Unpack Pricing Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more. Apple: https://podcasts.apple.com/us/podcast/id1765716600 Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg — SPONSOR: 📝Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://www.notion.com/product/ai?utm_source=podcasts&utm_medium=upstreampod — LINKS: AI Finance Club: https://ai-finance.club/ https://www.linkedin.com/in/bouchernicolas/ — X/SOCIAL: @BoucherNicolas (Nicolas) @sashaorloff (Sasha)

    49 min
  6. When 3.6 Million Users Need a New Home with Copilot Money's Andrés Ugarte

    NOV 14

    When 3.6 Million Users Need a New Home with Copilot Money's Andrés Ugarte

    This week, Sasha Orloff is joined by Andrés Ugarte to explore the rise of Copilot Money after Mint's shutdown announcement, sharing his journey from frustrated user to founder of a privacy-focused personal finance app, and discussing the challenges of building a product-driven company in a shifting financial landscape. For full show notes, visit: https://highlightai.com/share/31895f5b-d783-4eaa-ab11-ac3214b21ddb — RECOMMENDED PODCAST: Unpack Pricing Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more. Apple: https://podcasts.apple.com/us/podcast/id1765716600 Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg — SPONSOR: 🌎ANROK is the enterprise-grade solution that automates sales tax compliance worldwide. Anrok tracks your exposure, calculates tax, and handles filings—all in one platform. Visit https://www.anrok.com/turpentine to claim your free nexus study and take control of your SaaS tax strategy. 💳 Imagine total control over your company's spending with Rippling Spend, the all-in-one platform for expense reports, corporate cards, and bill pay. Control spend, set custom approval chains, and close your books 3x faster. Visit https://www.rippling.com/turpentine for a free demo and one month free trial. 📝Notion offers powerful workflow and automation templates, perfect for streamlining processes and laying the groundwork for AI-driven automation. With Notion AI, you can search across thousands of documents from various platforms, generating highly relevant analysis and content tailored just for you - try it for free at https://www.notion.com/product/ai?utm_source=podcasts&utm_medium=upstreampod -- LINKS: Copilot Money: https://copilot.money/ https://www.linkedin.com/in/andresugarte/ -- X/SOCIAL: @chuga (Andrés) @sashaorloff (Sasha)

    51 min
  7. Paul Barnhurst (The FP&A Guy) on What CEOs Want from FP&A

    OCT 31

    Paul Barnhurst (The FP&A Guy) on What CEOs Want from FP&A

    In this episode of Turpentine Finance, host Sasha Orloff sits down with Paul Barnhurst, a passionate FP&A educator and content creator who shares insights on financial planning & analysis, teaching methodologies, and the evolution of financial tools. For full show notes, visit: https://highlightai.com/share/1823b417-abe8-49bb-8f00-d673e24077b1 -- 📰Be notified early when Turpentine drops new publication: https://www.turpentine.co/exclusiveaccess  -- RECOMMENDED PODCAST: Unpack Pricing Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more. Apple: https://podcasts.apple.com/us/podcast/id1765716600 Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg SPONSOR: -- 🌎ANROK is the enterprise-grade solution that automates sales tax compliance worldwide. Anrok tracks your exposure, calculates tax, and handles filings—all in one platform. Visit https://www.anrok.com/turpentine to claim your free nexus study and take control of your SaaS tax strategy. 💳 Imagine total control over your company's spending with Rippling Spend, the all-in-one platform for expense reports, corporate cards, and bill pay. Control spend, set custom approval chains, and close your books 3x faster. Visit https://www.rippling.com/turpentine for a free demo and one month free trial. -- LINKS: The FP&A Guy: https://www.thefpandaguy.com/ https://www.linkedin.com/in/TheFPandAGuy/ -- X/SOCIAL: @sashaorloff

    50 min
  8. Bootstrapped to $640M: Brad Wiskirchen on M&A, Board Management, and Decision-Making

    OCT 24

    Bootstrapped to $640M: Brad Wiskirchen on M&A, Board Management, and Decision-Making

    In this episode, host Sasha Orloff interviews Brad Wiskirchen about his journey with Kount, the AI-driven fraud prevention company he bootstrapped and sold to Equifax for $640 million, while sharing insights from his experience as a founder and now a partner at CVC Capital Partners. For full show notes, visit: https://highlightai.com/share/eec1be56-ae04-4afc-bb24-7ed8523b2176 -- 📰Be notified early when Turpentine drops new publication: https://www.turpentine.co/exclusiveaccess  -- RECOMMENDED PODCAST: Unpack Pricing Dive into the dark arts of SaaS pricing with Metronome CEO Scott Woody and tech leaders. Learn how strategic pricing drives explosive revenue growth in today's biggest companies like Snowflake, Cockroach Labs, Dropbox and more. Apple: https://podcasts.apple.com/us/podcast/id1765716600 Spotify: https://open.spotify.com/show/38DK3W1Fq1xxQalhDSueFg -- SPONSOR: 🌎ANROK is the enterprise-grade solution that automates sales tax compliance worldwide. Anrok tracks your exposure, calculates tax, and handles filings—all in one platform. Visit https://www.anrok.com/turpentine to claim your free nexus study and take control of your SaaS tax strategy. 💳 Imagine total control over your company's spending with Rippling Spend, the all-in-one platform for expense reports, corporate cards, and bill pay. Control spend, set custom approval chains, and close your books 3x faster. Visit https://www.rippling.com/turpentine for a free demo and one month free trial. -- LINKS: Kount: https://kount.com/ https://www.linkedin.com/in/bradwiskirchen/ -- X/SOCIAL: @sashaorloff @KountInc

    56 min
See All (36)

5
out of 5
43 Ratings

About

A podcast where Sasha Orloff talks to CFOs, founders, and finance leaders at the best tech companies about what it takes to architect success. Our guests speak candidly about big business inflections, market curveballs and how they approach decision-making to tease out tactics and mental models you can use for when the pressure is on. You’ll hear stories from Instacart, Mercury, OpenAI, Andreessen Horowitz, Netflix, Runway, and more. Topics frequently touched upon M&A, Market Downturn, Macro, PMF, Fundraising, Financial Forecasting, Headcount, Equity. Turpentine Finance is part of the Turpentine podcast network. Learn more: turpentine.co

Information

More From Turpentine

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada