"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech
Puzzle, Turpentine
57 episodes
1 week ago
On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work.
Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io
Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co
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with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work.
Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io
Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co
E57: Lessons from Brex, SVB, a16z: How Jason Mok Spots What Founders Need Before They Know It
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech
56 minutes
1 week ago
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
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech
On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work.
Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io
Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co