We started the Innovators & Investors podcast to bring you exclusive insights from the founders of early-stage AI and SaaS companies, as well as the high net worth individuals, family offices and venture capital partners who support them. Listeners gain valuable market insights, stay updated on industry trends, and benefit from the experiences and strategies shared by successful entrepreneurs and investors, all while becoming part of a dynamic and engaged community. Think you'd be a great gu ...
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The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become mo ...
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39 - Deep Tech and National Security: Insights from J2 Ventures' Yeri Lopez
29:25
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29:25In this episode of the Innovators and Investors Podcast, Kristian Marquez interviews Yeri Lopez, Director of Partnerships at J2 Ventures. Yeri discusses J2’s investment thesis focused on deep tech with applications in national security and large commercial markets. He also shares insights on the importance of passion for founders, the significance …
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38 - Investing in Healthcare Innovation: Insights from HealthX Ventures' Brian Lindstrom
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29:57In this episode of the Innovators and Investors Podcast, Kristian Marquez interviews Brian Lindstrom from HealthX Ventures. Brian discusses HealthX’s investment strategy, due diligence, key metrics for evaluating startups, and the unique challenges of selling in the healthcare industry. He emphasizes the importance of founder traits, product-market…
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37 - Cultivating Innovation: BoodleBox's France Hoang on AI, Culture, and Customer-Centric Strategies
24:46
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24:46In this episode of the Innovators and Investors Podcast, Kristian Marquez interviews France Hoang, co-founder and CEO of BoodleBox. France discusses BoodleBox’s mission to create a collaborative AI platform for higher education, the evolution of the company, the importance of culture in startups, and insights into sales and marketing strategies. Fr…
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36 - From Startup to IPO Success with Founder and Family Office Head Rick Lasch
29:44
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29:44In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews founder and investor Rick Lasch. Rick discusses his career journey and the importance of listening to customer needs. Rick delves into the significance of team dynamics, investment strategies, and the value of face-to-face interactions in building relationship…
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35 - Navigating Non-Dilutive Capital: Insights with Decathlon Capital's Kevin Grossman
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26:20In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Kevin Grossman from Decathlon Capital Partners discussing alternative financing for high-growth companies. Kevin emphasizes the benefits of non-dilutive capital, the importance of due diligence, and how current market dynamics, including interest rate changes,…
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34 - Scaling Food Innovation: How RisingFoodStars Supports Startups in the Food Industry
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26:10In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Lena Marijke-Wenzel, an innovation program manager at EIT Food, focused on the RisingFoodStars accelerator. Lena discusses the program’s aim to support food-related companies in addressing significant challenges within the food system, such as promoting health…
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33 - Navigating NextGen Recruitment: Brad DiPaolo's Journey with CandidateHub
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28:06In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Brad DiPaolo, founder of CandidateHub. Brad discusses the challenges in recruitment, the innovative solutions CandidateHub provides to engage qualified candidates, and his journey to achieving product-solution fit. He emphasizes the importance of building rela…
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32 - Secure File Transfer 2.0: Botdoc's Karl Falk on Innovation, Client Focus, and Team Culture
30:29
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30:29In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Karl Falk, CEO of BotDoc, a cybersecurity company that enhances security while ensuring operational convenience. Karl shares the inspiration behind BotDoc’s technology, the importance of listening to clients, and the challenges of market adoption. He emphasize…
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31 - Revolutionizing Contracts with Agree.com Co-Founder Marty Ringlein
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26:28In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Marty Ringlein, Co-Founder and CEO of Agree.com. Marty discusses how Agree.com improves the process of contracts by bridging the gap between signature and payment, making it free and user-friendly for sales teams. He emphasizes the importance of customer exper…
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30 - Automating Airborne Intelligence with Overwatch Imaging's Greg Davis
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23:10In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Greg Davis, founder and CEO of Overwatch Imaging. Greg discusses Overwatch’s focus on automating airborne imagery intelligence for various sectors, including defense and civil applications. Greg shares insights on the company’s dual hardware-software model, an…
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29 - Redefining Financial Analytics with dataroomHQ Founder Jeff Schwartz
20:34
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20:34In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Jeff Schwartz, CEO of Data Room HQ. Jeff discusses Data Room HQ’s automation services for B2B SaaS companies and investors, Jeff’s journey from a successful startup to founding his company, the importance of metrics in business management, and the evolving dyn…
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28 - Investing in the Mountain West with Next Frontier Capital General Partner Les Craig
31:51
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31:51In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Les Craig, General Partner with Next Frontier Capital. Les discusses the investment firm’s focus on early-stage companies in the Mountain West region, and how the unique dynamics of this area provide opportunities for founders. Les also shares insights on the …
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27 - Driving Impact: Balancing Metrics, Culture, and AI in Business with Tree and Leaf Partners Founder Andy Galpin
22:21
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22:21In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Andy Galpin, founder of Tree & Leaf Partners, a redemptive acquisition fund focused on acquiring and scaling companies in the education and healthcare sectors. Andy discusses the importance of creating impact through business, evaluating companies based on fin…
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26 - Investing in Web3 and Decentralized Blockchain Networks with Arcanum Capital Founding Partner James McDowall
29:44
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29:44In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews James McDowell, founding partner at Arcanum Capital. James discusses Arcanum’s investment thesis in the blockchain and crypto space, emphasizing early-stage investments, the unique characteristics of Bitcoin and Ethereum, and the evolving landscape of decentra…
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25 - Investing in the Skies: Aero X Ventures' Kyle Mounts on Aerospace, Drones, and Capital Efficiency
28:50
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28:50In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Kyle Mounts, general partner at Aero X Ventures and Singularity Capital Advisors. Kyle discusses Aero X’s focus on early-stage investments in aerospace and defense, the importance of capital efficiency, and the evolving role of drones in logistics and warfare.…
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24 - Inside a Hands-On Venture Studio with Paragraph Partner Michelle Cole
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28:38In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Michelle Cole, Partner at Paragraph. Michelle shares her extensive experience as a former COO and discusses the importance of product-market fit, customer success, and the challenges of scaling operations in software companies, emphasizing the need for resilie…
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23 - Hands-On Investing with Blu Venture Investors Partner and ColoWatch Co-Founder Bikram Bakshi
31:43
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31:43In this episode of the Innovators and Investors podcast, host Kristian Marquez speaks with Bikram Bakshi, Partner with Blu Ventures and Co-Founder of ColoWatch. Bikram discusses Blue Ventures’ hands-on investment approach focusing on B2B SaaS, cybersecurity, and health tech. Bikram also shares insights about ColoWatch, a non-invasive colon cancer s…
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22 - From Nonprofit AI to BoodleBox with Founder Shawn Olds
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24:02In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Shawn Olds, co-founder and COO of boodleAI. Shawn discusses his journey from a nonprofit-focused AI platform to BoodleBox, an AI tool designed for marketing, sales, and higher education. He emphasizes the importance of understanding customer needs, pivoting ba…
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21 - Unlocking Active Investment Success with Latimer Ventures' Founding General Partner, Luke Cooper
23:29
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23:29In this episode of the Innovators and Investors Podcast, host Kristian Marquez talks with Luke Cooper, founding general partner of Latimer Ventures. They discuss Latimer’s investment thesis, which focuses on building M&A capabilities in startups, particularly among diverse founders. Luke shares insights from his entrepreneurial journey, emphasizing…
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20 - From HealthTech IPO to Family Office Success with Dan Rizzo
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25:35In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with investor Dan Rizzo. Dan shares his journey from management consulting to leading a successful healthcare IT company that went public. Dan also discusses the importance of understanding client needs, the balance between consulting and software services, and his…
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19 - From Exit to Empowerment: A LegalTech Operator’s Journey with Ishan Girdhar
27:03
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27:03In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Ishan Girdhar, a legal tech entrepreneur who shares his journey from founding Preva to leading a legal tech studio. They discuss the importance of niche markets, founder-led sales, and the role of human services in tech products. Ishan emphasizes the value of …
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18 - Bridging Healthcare Innovation and Investment with Joel Martin with HealthX Ventures' Joel Martin
34:22
34:22
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34:22In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Joel Martin, Chief of Staff at Veda Data Solutions and Operating Partner at HealthX Ventures. Joel discusses his career journey and the challenges in healthcare technology. He emphasizes the importance of accurate provider data, the transition from fee-for-ser…
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17 - Redefining Venture Support with Paragraph Founding Partner Brad Wisler
26:53
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26:53In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Brad Wisler, founding partner of Paragraph, a venture studio focused on building and investing in scalable software companies. They discuss the unique approach of recruiting co-founders before developing ideas, the importance of understanding distribution, and…
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16 - Inside Angel Investing: Strategies and Insights from Early-Stage Investor Bernard Chong
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24:55In this episode of the Innovators & Investors podcast, host Kristian Marquez talks to angel investor and entrepreneur, Bernard Chong. Bernard shares his diverse background in coffee, retail, tech platforms, and eSports, highlighting his journey into angel investing. He emphasizes the importance of a founder's character and alignment in business par…
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15 - Streamlining On-Site Project Management with OnStation Founding CEO Patrick Russo
21:53
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21:53In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Patrick Russo, the founding CEO of OnStation, a software solution aimed at improving location and documentation for roadway construction projects. Patrick discusses the inception of OnStation, its growth strategy, the importance of user feedback, and the compa…
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14 - Investing in Disruption with Recursive Ventures Founder and General Partner Itamar Novick
27:05
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27:05In this episode of the Innovators Investors podcast, host Kristian Marquez interviews Itamar Novik, founder and General Partner of Recursive Ventures. Itamar discusses his extensive experience in startups, investment strategies focusing on data and AI, and the importance of founder quality in venture capital. Itamar emphasizes the need for startups…
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13 - Revolutionizing Legal Depositions with Skribe Founder Karl Seelbach
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43:01In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Karl Seelbach, founder of Skribe and law firm Doyle & Seelbach. Karl discusses his journey from aspiring attorney to innovator in legal technology. He emphasizes the challenges and opportunities in modernizing deposition processes through AI, which makes them …
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12 - Bridging Science and Consumer Satisfaction with Tastry Founder and CEO Katerina Axelsson
27:41
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27:41In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Katerina Axelson, founder of Tastry. Katerina shares her journey from aspiring scientist to entrepreneur, highlighting the importance of understanding consumer preferences through chemistry. She discusses the challenges of introducing innovative technology in …
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11 - Backing Extraordinary Founders with Founder and Managing Director of Forefront Venture Partners Phil Nadel
22:38
22:38
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22:38In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Phil Nadel, founder, and Managing Director at Forefront Venture Partners. Phil discusses his journey into venture capital, the investment thesis of Forefront Venture Partners, and the importance of founder evaluation and communication. He emphasizes the need f…
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10 - Investing in Early-Stage Cybersecurity and Enterprise Software Startups with Rain Capital Partner David Cross
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25:03In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews David Cross, a venture partner at Rain Capital. David discusses his journey into venture capital, the importance of cybersecurity, the influence of AI on the industry, and key factors in evaluating startups. David emphasizes the need for passion in founders, t…
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9 - Empowering Founders to Win with Early Light Ventures Managing Partner Scott Garber
27:16
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27:16In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Scott Garber, managing partner of Early Light Ventures. Scott shares his unconventional journey to venture capital, emphasizing his focus on backing hungry first-time founders in second-tier cities. He discusses the importance of founder tenacity, the nuances …
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8 - Transforming Post-Acute Care with Citus Health Founder Melissa Kozak
23:46
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23:46In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Melissa Kozak, founder of Citus Health. Melissa shares her journey from being a nurse to launching a successful healthcare startup. She discusses the challenges of raising capital, the importance of aligning with investors, and the value of her nursing backgro…
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7 - Amplifying Citizen Voices with Polco Co-Founder Nick Mastronardi with Polco's Nick Mastronardi
22:26
22:26
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22:26In this episode of the Innovators and Investors Podcast, host Kristian Marquez interviews Nick Mastronardi, co-founder and CEO of Polco. They discuss Nick’s background in data science and economics, the inspiration behind Polco, and the company’s mission to enhance civic participation through data-driven decision-making for public sector officials.…
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6 - Championing South Africa's Female Founders with Enygma Ventures Managing Partner Sarah Dusek
29:15
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29:15In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Sarah Dusek, Managing Partner of Enygma Ventures. Sarah shares her journey from entrepreneur to investor, emphasizing the importance of supporting female founders, particularly in Africa. She discusses the unique strengths of female entrepreneurs, the need for…
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5 - Harnessing Collective Intelligence with IdeaScale's Nick Jain
28:36
28:36
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28:36In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Nick Jane, CEO of IdeaScale. Nick discusses his background in investing and leadership, the founding of IdeaScale, and the importance of innovation management. He shares insights into building a resilient company culture, effective marketing strategies, and th…
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4 - Investing in Legal Innovation with The LegalTech Fund's Co-Founder and Managing Director Zach Posner
27:19
27:19
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27:19In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Zach Posner, Co-Founder and Managing Director of The Legal Tech Fund. They discuss the fund’s investment thesis, focusing on companies transforming the legal industry. Zach also shares insights on their approach to identifying startups, the importance of found…
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3 - AI-Driven Marketing for Law Firms with FirmPilot Founder Jake Soffer
21:39
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21:39In this episode of the Innovators & Investors Podcast, host Kristian Marquez speaks with the CEO and Founder of FirmPilot, Jake Soffer. Jake shares his journey of creating FirmPilot to help law firms with marketing and SEO challenges, inspired by assisting his attorney brother. Jake covers the value of using AI and data-driven strategies, focusing …
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2 - Revolutionizing the Hourly / Shift Workplace with GAGE Founder Justin Henshaw
22:12
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22:12In this episode of the Innovators & Investors Podcast, host Kristian Marquez speaks with the Founder and CEO of GAGE, Justin Henshaw. Justin shares his entrepreneurial journey, highlighting his military background and transition into business. He discusses the inspiration behind GAGE, a platform designed to recognize and score the contributions of …
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1 - Introducing The Innovators & Investors Podcast with FinStrat Management Founder Kristian Marquez
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13:17In the inaugural episode of the Innovators & Investors podcast, Josh Elledge of UpMyInfluence speaks to the creator and host of the show, Kristian Marquez. Kristian is also the Founder, CEO, and CFO of Finstrat Management, which provides accounting, finance, and reporting services for AI, SaaS, investor backed cos., HNW individuals, family offices,…
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Breaking Down Annual Planning with CJ Gustafson of Mostly Metrics
46:16
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46:16In this episode of The Role Forward, host Joe Michalowski welcomes CJ Gustafson, CFO of PartsTech and the mind behind Mostly Metrics. They dive into the intricacies of annual planning, a critical period for finance professionals. CJ shares his unique journey from M&A consulting to private equity and finally to his current role, emphasizing the impo…
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Mapping the Path to Profitability with Kristian Marquez, CEO of FinStrat Management
45:55
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45:55In the latest episode of The Role Forward podcast, host Joe Michalowski sits down with Kristian Marquez, founder of FinStrat Management. Kristian shares his diverse journey in the finance sector, highlighting his experiences from being part of a billion-dollar IPO to the challenges faced in a telemedicine startup. The duo dives deep into the evolvi…
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Exploring AI in Finance with Todd Spartz, CFO of LinkLive
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47:37In the latest episode of The Role Forward, Joe Michalowski welcomes Todd Spartz, the CFO at LinkLive. Todd dives deep into his rich background in the tech world. From semiconductor equipment manufacturing to networking, and from web analytics to web advertising, Todd's journey is vast. As he transitioned to enterprise SaaS, he shares the insights a…
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Getting the Best Out of Fractional CFO Services with Scot Mollot, CFO at Attivo Partners
48:11
48:11
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48:11In this episode of The Role Forward, Joe and Scot dive into the world of fractional CFO services and the transition to in-house teams. They discuss the inflection points where companies outgrow fractional CFO services and the economic factors that drive the decision to hire in-house. The complexity of business activities and the need for a 24/7 fin…
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The Collaborative Finance Function with Zack McCarty, Director of FP&A at Qwick
49:44
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49:44In this episode of The Role Forward, Joe Michalowski hosts Zack McCarty, Director of FP&A at Qwick. McCarty shares insights on the importance of collaborative planning and stakeholder buy-in in the food and beverage industry. He emphasizes the transformative power of basic financial information in driving valuable change within a company. McCarty d…
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The State of Strategic Finance in Q3 2023
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42:12In this episode of The Role Forward, Joe Michalowski hosts a deep dive into strategic finance with Bijan Moallemi and Joe Garafalo, co-founders of Mosaic. The trio unpacks the evolving landscape of business and the increasing complexity that demands more from finance professionals. Joe emphasizes the importance of investing in finance functions, es…
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The State of Venture Funding in 2023 with OMERS Ventures
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48:53In this episode of The Role Forward, Joe Michalowski hosts a deep dive into the world of venture funding. The guests — Joe Garafalo, Marissa Moore, and Eugene Lee — share their insights and experiences. The conversation revolves around the importance of good financial modeling practices, the current state of venture funding, and the future outlook.…
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Board and Investor Communications Q&A with XYZ Capital, Spiff, and Mosaic
54:36
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54:36In this episode of The Role Forward, host Joe Michalowski brings together a panel of industry leaders for a Q&A-style discussion. The guests include Bijan Moallemi, Co-Founder and CEO at Mosaic, Chauncey Kerr Hamilton, Partner at XYZ, and Jeron Paul, CEO of Spiff. The conversation revolves around board management, investor communications, and effec…
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Modern Finance Tech Stack Q&A with Spiff, XYZ Capital, and Mosaic
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54:36In this episode of The Role Forward, host Joe Michalowski brings together a panel of industry leaders for a Q&A-style discussion. The guests include Bijan Moallemi, Co-Founder and CEO at Mosaic, Chauncey Kerr Hamilton, Partner at XYZ, and Jeron Paul, CEO of Spiff. The conversation revolves around board management, investor communications, and effec…
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Making Sense of SaaS Billing Data with Brian Campbell, Co-Founder of Mosaic
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45:45In this episode of The Role Forward, Joe Michalowski hosts Brian Campbell, the co-founder at Mosaic. The two delve deep into the world of strategic finance, discussing the challenges and solutions of handling high-volume data. Brian shares his experience working with Stripe, a platform often used by B2C and product-led growth companies. He highligh…
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30-60-90 Plan for New Finance Leaders with Jervis Williams, CFO of Second Front Systems
50:23
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50:23In this episode, our host Joe Michalowski speaks with Jervis Williams, the CFO of Second Front Systems. Jervis shares his experiences and lessons learned from his journey as a finance professional, particularly during his first 90 days as Second Front's new CFO. He highlights the importance of establishing a solid finance team early on and engaging…
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