PODCAST · business
Value Drivers
by Brio360
Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
Episodes
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Building France's Lifetime Mortgage Market: Thomas Bodereau, Co Founder and CFO of Arrago
In this episode, Thomas Bodereau, Co Founder and CFO of Arrago, discusses his journey from banking and structured finance to building a French fintech focused on lifetime mortgages. Thomas spent much of his career in structured finance, including four years in Hong Kong. Arrago initially helped...
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Reinventing the Personal Accountant with AI: Sai Dhanak, Cofounder and CEO of Deduction
In this episode, Sai Dhanak, cofounder and CEO of Deduction, discusses his journey as an entrepreneur and his vision for building an AI native personal accounting firm. Sai started his first company out of college, a video calling application for families that was later acquired by Mattel. He…
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Running a Consumer Lending Business with Discipline: Akshay Sarma, CFO of axio
In this episode, Akshay Sarma, CFO of axio, discusses his path from Deutsche Bank to helping build a consumer finance company in India. Akshay began his career across trading, structuring, fixed income, and asset backed financing. After several years inside a large financial institution, he…
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Scaling an Insurtech MGA with Marc Frenkel, CFO of Coterie Insurance
In this episode, Marc Frenkel, CFO of Coterie Insurance, discusses his path from investment banking and insurance finance to helping scale a tech enabled MGA focused on simplifying commercial P&C insurance for small businesses. Marc began his career in investment banking at Rothschild, where an...
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From Rubrik to Maxima AI: Yogi Goel on Agentic AI for Accounting
In this episode, Yogi Goel, co-founder and CEO of Maxima AI, discusses his path from EY, Wall Street, and Rubrik to building a company focused on applying agentic AI to accounting and record-to-report workflows. Yogi started his career at EY, where he developed a foundation in audit, accounting...
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From Vendor Sprawl to AI-Driven Finance: Sara Wyman's Journey with Stackpack
In this episode, Sara Wyman, founder of Stackpack, discusses her journey from Wall Street to operating roles at high-growth companies like Etsy and Affirm, and how those experiences led her to focus on vendor spend, contracts, and operational complexity. At Etsy and Affirm, Sara saw the same…
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From Deloitte to Biotech: Neil Tween's Journey in Financial Leadership
This episode features Neil Tween, CFO of Owlstone Medical, and his path from audit at Deloitte into biotech and life sciences. He started in accounting, which gave him a strong foundation in public company reporting and SEC requirements. But what really pulled him was the science side and working...
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AI at the Edge: Solving Labor Shortages with Ruggedized Autonomous Tech
In this podcast episode, Colin Hurd, the CEO of Mach, discusses his decade-long journey in the autonomous vehicle space, beginning with his first company, Smart Ag, in 2016. The initial inspiration for his work came from observing farmers struggle with severe labor shortages and realizing that...
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Scaling Boba Bhai: The CFO's Playbook for Category Leadership and Rapid Growth
Kishore SM is the CFO of Boba Bhai, a fast-growing consumer brand defining the boba tea category in India. He brings more than 26 years of experience across global corporations such as Caterpillar and high growth startups such as Flipkart. Since launching in late 2023, Boba Bhai has scaled to...
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Closing the Loop: Revolutionizing Quality with Industrial CT Scanning
In this episode of Value Drivers, Peter Ho interviews Eduardo Torrealba, the co-founder and CEO of Lumafield, a company dedicated to helping manufacturers eliminate hidden defects by "seeing inside" their products. Torrealba, a mechanical engineer by training, was inspired by the semiconductor...
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The 73-Function CFO: Navigating Multi-Generational Wealth and Patient Capital
Robert Schoff, CFO of Forth Management Family Office, discusses his journey from a CPA at EY and private equity firm Scorpion Capital Partners to building a multi-generational single-family office from scratch over the last decade. He characterizes the family office environment as a provider of...
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Authentic Intelligence: Scaling WealthTech and the Sales Revolution
In this episode of Value Drivers, we interview Pamela Cytron, the founder and president of Founders Arena, a specialized wealth tech accelerator. Cytron brings over 40 years of experience in the financial technology sector, having started her career in sales and telemarketing long before the term...
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From Complexity to Clarity: Making Diagnostic Imaging as Easy as Booking an Uber
This episode features an interview with Elan Adler, the founder and CEO of OneImaging, a nationwide diagnostic imaging network dedicated to making medical imaging faster, more affordable, and more transparent. Adler, leveraging his background in radiology operations and technology sales, explains...
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Layering Capital from Sponsor Equity to Permanent Debt with Greg Saunders
This interview features Greg Saunders, CFO of Coast Energy, discussing the complexities of scaling solar, storage, and microgrid projects for commercial real estate portfolios, a sector he notes is exciting but prone to risk, complexity, and surprises, likening the environment to "riding the…
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Beyond the Emotion: Using AI and Tech to Achieve a Compliant Startup Wind-Down
Dori Yona, CEO and co-founder of Simple Closure, introduced the platform designed to streamline the difficult, manual, and bureaucratic process of shutting down a startup. Yona's inspiration stemmed from his own experience running low on cash at a previous company, where he found that seeking...
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Beyond the Numbers: Darrell Cox on Revenue-Connected FP&A
The interview features Darrell Cox, a veteran finance professional who has guided some of Canada's fastest growing tech companies, discussing his philosophy on finance leadership and the solutions offered by Una Software, where he currently serves. Darrell notes that a consistent theme throughout...
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The Humanly Story: AI, Growth, and the CEO's Journey
The podcast interview features Prem Kumar, founder and CEO of Humanly, an AI-powered recruiting platform. We delve into Prem's journey, the origins of Humanly, its business model, market positioning, recent funding, and the ethical integration of AI in recruitment. Prem's inspiration for Humanly...
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Scaling with Intent: UrbanSitter's Prescriptive Funding Strategy, M&A, and Evolution in the Care Market
Lynn Perkins, founder and CEO of UrbanSitter, discussed her journey in building a trusted care platform. Her inspiration for UrbanSitter stemmed from a personal need for childcare and the idea to leverage social connections to replicate word-of-mouth trust online. Unlike many marketplaces,...
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Cracking the Glioblastoma Challenge: A CEO's Journey in Brain Cancer Treatment
John Climaco, Chairman and CEO of CNS Pharmaceuticals, elaborates on his company's dedicated mission in the research and development of new cancer treatments for the brain and the central nervous system. Climaco, an experienced entrepreneur, was drawn to the immense challenge of glioblastoma,...
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AI in Healthcare: Cuezen's Approach to Driving Behavioral Change
Sunil Shinde, a product leader and co-founder at CueZen, was the guest on the Value Drivers podcast. He shared insights into CueZen's mission, its innovative use of AI in healthcare, and his professional journey, which includes past roles at Microsoft and Harman. Sunil began his career in India...
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Manifesting Real Estate: Blockchain's New Frontier
Val Lee, co-founder of Manifest, transitioned to entrepreneurship after over a decade in management consulting at Deloitte, where he focused on economics and business. He realized his increasing draw to entrepreneurial projects, which large consulting firms are not structured to support,...
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AI's Impact on Insurance Claims: Insights from Voltaire Founder Yo Sub Kwon
Voltaire is an AI-powered program founded by Yo Sub Kwon, designed to help insurance carriers by making claims correspondence faster, more accurate, and cheaper. Kwon, a technologist who started programming at 12 and launched his first company at 16, has a background in founding multiple…
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Automating Professional Services: Caddi CEO Alejandro Castellano on Using AI to Tackle Admin Work
Peter Ho welcomed Alejandro Castellano to the podcast to discuss how he uses technology to make operations and businesses work smarter. Alejandro shared his background, starting with a childhood dream of being an inventor in Lima, Peru, leading him to study electrical engineering. He pursued...
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Building the Zillow for Small Business: An Interview with Baton Founder Chat Joglekar
This podcast episode features an interview with Chat Joglekar, the founder and CEO of Baton, a company aiming to be the "Zillow for small business". Chat, an experienced executive with previous roles at Google and Zillow, was inspired to start Baton after a friend's frustrating experience trying…
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Democratizing Franchise Ownership: Inside Franzy with Co-founder Alex Smereczniak
In this episode, we interview Alex Smereczniak, a serial entrepreneur and the co-founder and CEO of Franzy, a franchise discovery and acquisition platform, and former CEO of 2 U Laundry and Laundry Lab. Alex shares his journey of growing 2 U Laundry/Laundry Lab to over 30 locations and his…
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Scaling Startups and Building Finance Teams: Insights from CFO Julian Lange
Peter Ho welcomes Julian Lange, an experienced CFO who has guided companies from startup to IPO, including scaling Marley Spoon and leading VC fundraising for Aiven. Currently CFO at Upvest, Julian brings strategic financial leadership and a passion for team development. Julian's Career Journey:...
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AI and Accounting: Enhancing Efficiency and Upleveling Accountants
The interview with Alex Lee, CEO of Truewind, explores how his company uses artificial intelligence to streamline accounting processes for accounting firms. Truewind is presented as a "digital staff accountant" that utilizes AI to perform accounting tasks with greater efficiency and…
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Building Beyond the Black Box: Nate Helbach on Differentiated Multifamily Design
Nate Helbach, founder and CEO of Neutral, discusses his company's mission to redefine real estate development through sustainable practices and a focus on tenant wellness. Neutral aims to construct mixed-use and multifamily developments that achieve carbon neutrality. Inspiration and Background:...
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The Strategic CFO: Insights from Dan Hilton of BluMetric
In this episode of Value Drivers, we welcome Dan Hilton, the CFO of BluMetric (Ticker: BLM), a Canadian environmental consulting and water technology company. Dan shares his extensive experience spanning over 30 years in both startup and established technology firms. He discusses his varied…
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AI or Not: Protecting Against Generative AI Risks
Anatoly ("Toly") Kvitnitsky, founder and CEO of AI or Not, an AI detection startup, was interviewed on the Value Drivers podcast. Kvitnitsky's background includes a decade in fraud and KYC protection, followed by a stint as a VC at a major financial institution, which ultimately led him to start…
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Cleerly's Vision for a World Without Heart Attacks: A Conversation with CEO Dr. James Min
Dr. James Min, founder and CEO of Cleerly, is interviewed about his journey from a medical background to entrepreneurship. Dr. Min, a cardiologist by training, spent 15 years at New York Presbyterian Hospital and Cornell Medical College. He discusses the development of the coronary CT angiogram…
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Unlocking Value in Mining: A CEO's Perspective on Leadership and Growth
This interview with Brodie Sutherland, CEO of Tocvan Ventures (Ticker: TOC), provides insights into the company's operations, the mining industry, and Sutherland's leadership philosophy. Tocvan Ventures is a publicly traded natural resource company focused on the acquisition, exploration, and...
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Enterprise Grade Contract AI: Insights from Pramata CEO Praful Saklani
The podcast features a conversation with Praful Saklani, the CEO of Pramata, a company focused on simplifying contract management using AI. Saklani shares his extensive entrepreneurial journey, beginning with his early involvement in the internet world in the mid-1990s after graduating from...
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From Social Media to AI Compute: The Piotr Tomasik Story
Piotr Tomasik, co-founder and COO of TensorWave, was interviewed on Value Drivers. Tomasik discusses his journey into AI, his entrepreneurial background, and the founding of TensorWave. He grew up in the Bay Area, and moved to Las Vegas to attend UNLV for computer science. He was drawn into the...
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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...
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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…
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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,...
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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…
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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...
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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...
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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...
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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,...
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Unlocking the Power of Graphene with Kjirstin Breure
Join us for a conversation with Kjirstin Breure, the President and CEO of Hydrograph, as she takes us through the journey of Hydrograph from its early phase at Kansas State University to becoming a publicly traded entity with operations in the US and UK. Kjirstin shares her path from working in...
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Navigating the Semiconductor Frontier: Jessica Gomez on MEMS, Federal Grants, and Industry Innovations
Jessica Gomez, the founder and CEO of Rogue Valley Micro Devices, takes us on a journey from Long Island to Southern Oregon, where she and her husband carved out a niche in the competitive semiconductor industry. We unpack the world of MEMS (Micro Electro Mechanical Systems) and their broad...
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Building the Future: Ernest Popescu on Revolutionizing Data Centers in Urban Markets
Ernest Popescu, the founder and CEO of Metrobloks, shares his career trajectory from the worlds of automotive and aerospace to pivotal roles at AWS and Facebook. Ernest's expertise in data center development offers invaluable insights into capacity planning and the drive behind Metrobloks....
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The Entrepreneurial Leap - Fran Brzyski's Path to Building Hark
What drives someone to leave the corporate world and embrace the uncertainty of startups? Hear Fran Brzyski 's story from his days at JP Morgan, where he felt boxed in, to his thrilling adventures across multiple startups like Rocket Trip. Fran shares the highs and lows of founding Hark, a…
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Adrienne Prentice on Empowering Employees with Care Solutions
Adrienne Prentice, the founder and CEO of Keep Company, joins us to share her transition from attorney to leadership coach and entrepreneurship. Through her personal journey, Adrienne provides deep insights into the significant challenges faced by working parents and caregivers, highlighting the...
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From Ukraine to Silicon Valley: Lesya Arnold on Recruiting A Players for Startups
Lesya Arnold, the founder and CEO of A Players Recruiting, walks us through her career journey that began at the tender age of 12 in Ukraine. By 17, she was already a tech recruiter, and her move to the US only amplified her impact. Lesya shares her experiences navigating cultural differences...
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Navigating the Future of Consulting: AI, Digital Transformation, and Career Insights with Mayank Mittal
Can smaller consulting firms ever compete with the giants like BCG and McKinsey? Today, we dig into the unconventional paths and creative approaches that smaller firms leverage to carve out their own space in the consulting world. Join us as we welcome back Mayank Mittal, a tech industry…
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Atomic Financial: Empowering Consumers through Seamless Account Switching and AI-Driven Finance
Jordan Wright, CEO of Atomic Financial, provides insights into the company's evolution and strategic focus. Atomic emerged from Wright's previous venture, Unbill, with a mission to revolutionize consumer banking. Central to their business model is a per-transaction fee structure aimed at...
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ABOUT THIS SHOW
Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
HOSTED BY
Brio360
CATEGORIES
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