47 episodes

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

Value Drivers Brio360

    • Business
    • 5.0 • 2 Ratings

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

    Accelerating Property Claims with AI: The Digsfact Journey

    Accelerating Property Claims with AI: The Digsfact Journey

    Nishant Tomar, the Chairman & CEO at Digsfact, shares his journey from a house fire in 2017 to launching a startup using AI for property claims. His motivation to found Digsfact stemmed from a personal experience when his home was affected by a fire in 2017, leading him to identify critical pain points in the property repair and insurance claims process.
    The conversation delves into Nishant's personal experiences and the triggering event that led to the creation of Digsfact. He emphasizes the time-consuming and frustrating process of dealing with property damage and insurance claims, highlighting the need for a more efficient and tech-driven solution. Nishant's innovation is a response to such challenges, aiming to streamline the estimation and repair process for property damage, thus enhancing customer experience and reducing costs for insurance carriers.
    Nishant details the business model of Digsfact, emphasizing its transaction-based nature and targeting insurance carriers, restoration companies, and independent firms that employ adjusters. His aim is to accelerate the entire life cycle of claims and repairs, thus providing a better experience for the insured homeowners.
    The discussion covers the use of AI and machine learning in Digsfact's products, GotSnap and PreCogs, to address property repair and financial crime prevention. Nishant also stresses the importance of customer feedback in product development and decision-making, demonstrating a customer-centric approach in his business strategy. Additionally, he navigates the challenging process of soliciting and integrating different, at times conflicting, feedback from potential investors and customers, highlighting the importance of being flexible and adaptive as a founder.   The conversation also touches on customer engagement, funding insights, go-to-market strategies, and product enhancement.
    Book mentioned in the podcast
    Contagious: Why Things Catch On by Jonah Burger
    https://www.amazon.com/Contagious-Things-Catch-Jonah-Berger/dp/1451686579
    Resources:
    https://digsfact.com/
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    Please visit Brio360 on other episodes and resources on driving value creation
    https://brio360.com
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    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.

    • 34 min
    Balancing Parenthood: Navigating Challenges in Paid Leave Solutions (Dirk Doebler, CEO of Parento)

    Balancing Parenthood: Navigating Challenges in Paid Leave Solutions (Dirk Doebler, CEO of Parento)

    Balancing Parenthood: Navigating Challenges in Paid Leave Solutions
    Peter Ho welcomed special guest Dirk Doebler, the founder and CEO of Parento, a company that focuses on providing parental support and leave solutions for working families. The discussion delved into Dirk's diverse background and the journey that led him to establish Parento, as well as the challenges and opportunities he has encountered while trying to scale his business and convey the importance of offering comprehensive parental leave benefits to employers.
    Dirk's background in equity research, coupled with his experience working with CPG and helicopter companies, provides a unique perspective that has influenced his approach to tackling the challenges of introducing a new concept in the market. Despite the cultural and financial challenges associated with convincing employers, especially C-suite and finance teams, of the importance of offering longer and more inclusive parental leave, Dirk's background in analytics and data allows him to articulate a compelling business case for his company's services. This is evident in his focus on using quantitative evidence to overcome emotional biases and build a compelling story around the benefits of Parento's offerings.
    Throughout the conversation, Dirk emphasizes the importance of gender-neutral policies for parental leave and the need for cultural shifts in organizations to recognize the value of providing extended leave options for both fathers and mothers. His data-driven approach is complemented by a focus on building emotional narratives that resonate with employers and employees alike, showcasing the multi-faceted strategy employed by Parento to advocate for change in the parental leave landscape.
    One of the most compelling points raised by Dirk is the significant return on investment (ROI) that offering comprehensive parental leave can yield for companies. By retaining experienced employees, attracting younger talent, and reducing turnover, companies can benefit from increased loyalty and employee satisfaction, which ultimately contributes to a healthier, more motivated workforce. Dirk's focus on both the financial and emotional impact of parental leave further underscores the depth of considerations that need to be addressed, not only by employers but also by policymakers and the broader society.
    The podcast discussion also highlights the challenges and barriers faced by startups in convincing venture capitalists of the validity and importance of their offerings. The struggle to overcome preconceived notions and emotional attachments to established market segments serves as a reminder of the broader obstacles faced by entrepreneurs seeking to disrupt traditional industries with innovative solutions. Despite these challenges, Dirk's success in raising significant capital for Parento demonstrates the potential for change and the growing recognition of the importance of parental leave solutions in the market.
     
    Book mentioned in the podcast
    A Pirate Looks at Fifty by Jimmy Buffett
    https://www.amazon.com/Pirate-Looks-at-Fifty/dp/0449223345
     
     

    Resources:
    https://www.parentoleave.com/
     
    Stay Updated:
    Please visit Brio360 on other episodes and resources on driving value creation
    https://brio360.com

    Follow our host:     
    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
    Optimizing Healing: A Journey with MEND CEO Eziah Zaidi-Syed

    Optimizing Healing: A Journey with MEND CEO Eziah Zaidi-Syed

    Eziah Zaidi-Syed, CEO of MEND, discusses the company’s evidence-based approach to optimize healing with personalized nutrition and their platform's focus on enhancing patient care during and after surgical procedures. Eziah delves into the company’s unique integrated platform for precision care and the challenges and insights on fundraising, handling rejection, and leveraging connections in the startup environment. The episode highlights the importance of executing contracts and scalability in healthcare, offering a peek into MEND's entrepreneurial journey and future growth prospects.
    Key Lessons
    • Personal experiences with slow healing led to the establishment of MEND, which focuses on evidence-based approaches like personalized nutrition for faster recovery.
    • MEND's revenue streams come from direct-to-consumer sales, institutions like the military and professional sports, healthcare, and a digital health model for surgical support with payer-based reimbursement.
    • MEND utilizes AI and ML models for predictive insights to enhance care as it scales and explores the potential to become a digital therapeutic in the future.
     
    Summary
    This episode features a discussion between Peter Ho and Eziah Zaidi-Syed, the founder and CEO of MEND. Throughout the conversation, Eziah shares insights about his background, the company's business model and revenue, the evidence-based approach to healing, the market size, competitive landscape, funding and team building, strategic frameworks, book recommendations, and the challenges faced in running and scaling a startup. 
    Eziah's background includes senior positions in innovation strategy at Deloitte and Citibank, as well as experience in founding and scaling startup ventures. His passion for innovation and strategy led him to start MEND.  The business model of MEND is diversified, focusing on direct-to-consumer wellness products, products for healthcare institutions, and digital health services with a payer-based approach. The company also emphasizes evidence-based approaches to healing, integrating nutritional and scientific evidence into its products and services. Additionally, MEND is focused on agility in a rapidly changing healthcare landscape and is working on leveraging AI and technology for efficient operations and improved customer experiences.
    Eziah also discusses the use of frameworks such as "Playing to Win" and OKRs (Objectives and Key Results) to guide the company's strategy and execution.  He also shares the challenges of running and scaling a startup, including the need for self-sustainability and profitability, as well as the need to constantly prove the company's value to investors and the market. 
     
    Outlive: The Science and Art of Longevity by Peter Attia MD
    https://www.amazon.com/Outlive-Longevity-Peter-Attia-MD/dp/0593236599
     
    The Disease Delusion: Conquering the Causes of Chronic Illness for a Healthier, Longer, and Happier Life by Dr. Jeffrey S. Bland
    https://www.amazon.com/Disease-Delusion-Conquering-Chronic-Healthier/dp/0062290738
     
    Anticancer Living by Lorenzo Cohen
    https://www.amazon.com/Anticancer-Living-Transform-Your-Health/dp/0735220417/
     
     
    Resources:
    https://mend.me/
     
     
    Stay Updated:
    Please visit Brio360 on other episodes and resources on driving value creation
    https://brio360.com
     

    Follow our host:     
    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.
     

    • 36 min
    Jeff Perlman, founder of Bright Power

    Jeff Perlman, founder of Bright Power

    In a recent interview, Peter Ho sat down with Jeff Perlman, the founder of Bright Power—a premier provider of energy and water management services for real estate owners, investors, and operators. The interview provides insight into Perlman's journey, the company's services, and the challenges and opportunities in the renewable energy and energy efficiency industry.
    Perlman introduces Bright Power as an organization that focuses on bringing renewable energy and energy efficiency together for both existing and new buildings, primarily in the apartment building sector. The company offers services such as energy scorecards, utility bill-based energy management systems, and professional engineering and technical services to help building owners identify and implement energy-saving projects.
    One of the key takeaways from the interview is the importance of finding incentives and subsidy money to make the economics of sustainable energy solutions attractive. Perlman emphasizes the significance of customizing services to fit the needs of building owners and the importance of establishing a solid market fit for their offerings.
    The conversation also touches on the role of AI and machine learning in making buildings more energy-efficient and sustainable. Although the company is still in the early stages of incorporating AI into its operations, Perlman sees great potential in leveraging AI to enhance their services and make their processes more efficient.
    Perlman's insight into policy issues and incentives at the local, state, and federal levels sheds light on the impact of regulatory changes and programs on the company's forecasting and business operations. It highlights the importance of staying abreast of policy changes and leveraging available incentives and subsidies to drive the company's growth and impact in the sustainable energy space.
    As Perlman discusses the need for long-term planning and the impact of external factors on the company's financial forecasting, it becomes clear that Bright Power's success is intrinsically tied to the changing landscape of policy and incentives in the sustainable energy industry. The company's ability to adapt and forecast accurately based on this ever-evolving landscape will be critical to its continued success.
    The discussion concludes with a reflection on the relevance of Bright Power's journey and the insights from the interview to the current global push for sustainability and renewable energy. It highlights the challenges and opportunities in the sustainable energy sector and emphasizes the importance of staying adaptable and forward-thinking in the face of evolving policies and landscapes.
     
    Book and Podcasts mentioned in this episode
    Harry Potter by J. K. Rowling
    https://www.amazon.com/Harry-Potter-Paperback-Box-Books/dp/0545162076
    Million Bazillion podcast
    https://open.spotify.com/show/1QlbveZv5f9T0lo4qu8pkU        
    Greeking Out
    https://open.spotify.com/show/7bGBGiQUxPdNiQqyb0AKM7
     
     
    Stay Updated:
    Please visit Brio360 on other episodes and resources on driving value creation
    https://brio360.com
     

    Follow our host:     
    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
    Jeff Lambert - CEO of Tiicker

    Jeff Lambert - CEO of Tiicker

     
    In a recent conversation between Peter Ho and Jeff Lambert, the founder of Tiicker, an intelligent software startup, the topic of conversation revolved around Tiicker, a platform that connects individual retail investors with publicly traded companies to offer perks and rewards for stock ownership. The discussion delved into the concept of verified stock perks and shareholder loyalty, with Jeff Lambert highlighting the importance of forming a connection between retail investors and public companies.
    Jeff Lambert spoke about the two-sided business model of Tiicker, where public companies desire engagement with retail investors and would like to see them shop and buy their products. Tiicker enables individuals and consumers to discover stocks of brands they might know publicly traded and find rewards for stock ownership in those public companies. He emphasized the significance of creating a connection and a handshake between public companies and retail investors, allowing them to verify their ownership and partake in perks and rewards.
    The conversation further delved into the various perks available to shareholders, which can range from discounts on products to special offers and invitations to events. Lambert cited examples such as getting discounts on products like appliances and movie passes, illustrating how perks can offer tangible benefits to shareholders, further strengthening their loyalty to the company.
    The conversation also addressed the use of artificial intelligence (AI) to correlate stock investing with lifestyle behavior, allowing Tiicker to introduce public companies and rewards that individuals might not have been aware of based on their interests and portfolios. This AI-backed approach aims to help investors create a stock-based profile and discover publicly traded companies in categories that align with their interests and lifestyles.
    The discussion also shed light on the challenges and successes of Tiicker. Lambert outlined the company's key performance indicators (KPIs), such as the number of dollars linked to brokerage assets and the number of perks added to the platform. He also discussed the diverse marketing strategies, including social media campaigns and direct outreach initiatives, aimed at increasing awareness and engaging retail investors.
    Jeff Lambert highlighted the significance of shareholder loyalty programs and the impact they can have on proxy voting. He stressed that by creating awareness and offering perks, retail investors are inclined to vote, making a considerable difference in the voting percentages, thus contributing to a notable shift in the shareholder landscape.
    Books mentioned on the podcast
    Beyond High Performance: What Great Coaches Know About How the Best Get by Jason Jaggard
    https://www.amazon.com/Beyond-High-Performance-Coaches-Better/dp/1637554966
    Leadership and Self-Deception: Getting Out of the Box by Arbinger Institute
    https://www.amazon.com/Leadership-Self-Deception-Getting-Out-Box/dp/1576750949
     

    Resources:
    https://www.tiicker.com/
     
     
    Stay Updated:
    Please visit Brio360 on other episodes and resources on driving value creation
    https://brio360.com
     

    Follow our host:     
    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.
     

    • 37 min
    John Ennis - founder and CEO of Neoswap

    John Ennis - founder and CEO of Neoswap

     
    Show Notes
    [01:14] John gave the audience a high level summary of his background.  Originally, John is a mathematician.  After post doc in computational neuroscience, he went into market research consulting. Five years ago, he started his first company, Agora, followed by Neoswap.
    [02:02] John discussed the market opportunity of Neoswap which is pioneering a new form of commerce where it is much easier to spend things that you already own.  Neoswap is orchestrating trades where a network of people simultaneously buy and sell.  The company's technology is particularly useful in cases where the assets are highly illiquid.
    [04:01] John took a deeper dive into why Neoswap is particularly relevant in cases where market liquidity is very limited. By using blockchain, Neoswap is able to help coordinate economic activity that is open and transparent. John believes that eventually all the valuable assets in the world will be tokenized. Multi way trading can be applied to any of these tokenized assets in the future.
    [08:18] John discussed the main current use cases of Neoswap, which are primarily digital assets (e.g. web3 game). For example, Neoswap can pull together starter packs for many buyers in a single transaction. Neoswap has also facilitated whiskey smart options. There's a big untapped space of assets that have value but are currently not moving. They're just stuck in the economy and he wants to help them move. He believes the decentralized commerce is the way to get them to move.
    [11:07] John shared with the audience where he found the inspiration for Neoswap.  John's father is a mathematical psychologist.  Family discussion around modeling individual preferences were common which led him to think about more efficient ways to unlock value in illiquid assets.
    [14:59] John gaves examples of multi-way trade facilitated by Neoswap.  To remove the friction between the trades, the information on people’s price preferences needs to be collected.
    [17:56] John discussed how AI is being used at Neoswap.  AI is used to help predict individual pricing preferences (pricing model).  Neoswap is using large language model to help users automate trading.
    [22:10] John shared with the audience his experience in fundraising. He raised funds during the last Crypto bear market which was a difficult environment.  John highlighted two key learning: (1) A founder should ask if he or she needs to raise funding?  Is there a way to bootstrap the company and avoid raising funds altogether?   (His first company, Agora started as a consulting company and is fully bootstrapped.)  (2) Networking is key.  (For example, he said if you ask for advice, then you can often end up getting money. It is better not to pitch people directly.)
    [29:19] John discussed his management process (e.g. scrum) and tools used to manage the day-to-day operations at Neoswap.
    [29:56] John touched on his view of remote vs. in-person work.  In the near future, he plans to recruit talents around 3 geographical clusters (Richmond, VA, Poland and Dubai)
    [31:48] Discussion on current cycle of AI.   John believes AI can dramatically change the workflow of companies. Everybody in the world should be using as many AI tools as they can. 
    [36:19] John discussed the challenges he currently faces and how he is handling them. He believes that founders should look at their finances at least once a week so that you can adjust course if needed.  He also encourages founders to take a longer viewpoint as entrepreneurs can learn along the way.
     

    Resources:
    https://twitter.com/john_ennis_btc
    https://twitter.com/neoswap_ai
     
    Stay Updated:
    Please visit Brio360 on other episodes and resources on driving value creation
    https://brio360.com
     

    Follow our host:     
    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 p

    • 40 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

Virginia R. Turner ,

Dope direction

awesome new sound love the new podcast

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