This week, Will and Raju are joined by Gaurav Sharma, CEO and co-founder of Capitalize, an RRE portfolio company. Gaurav takes listeners through his journey from the shores of Australia to Wall Street, and ultimately to founding Capitalize. Capitalize strives to simplify the complexities of saving within America’s retirement system. Gaurav shares how he developed his entrepreneurial drive, the invaluable lessons he gained during his time in investment banking, and the insights he acquired while building Capitalize.

Show Highlights 

(00:00) Introduction

(01:56) Gaurav’s backstory and what brought him to the U.S.

(3:52) What drew Gaurav into financial services

(6:47) The impetus behind starting Capitalize

(10:52) The lessons Gaurav took away from working under David Einhorn 

(13:16) Capitalize and how it helps make the retirement savings market less complicated

(23:14) The business partners of Capitalize

(24:54) What’s on the horizon for Capitalize and the services it offers

(28:30) Lessons that Gaurav’s learned through trying to build Capitalize

(31:24) Gatling gun segment

Links 

Capitalize: https://www.hicapitalize.com

RRE POV Website: https://rre.com/rrepov

X: @RRE

Apple Podcasts: https://podcasts.apple.com/us/podcast/rre-pov/id1719689131