Scott Orn, CFA
Scott Orn, CFA
All 232 podcasts
Alex Kracov, CEO and Founder of Dock, explains how Dock helps businesses collaborate by hosting all the information that two organization share, to improve the way companies interact and build relationships.
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Andrew Miller, Chief Operating Officer of the Minnesota Vikings, talks about his sports and educational background and how that led him into operations management for two MLB teams and into his current position, overseeing the business operations for an NFL franchise.
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Tim Menard, CEO and Founder of LYT, discusses LYT's connected vehicle and machine learning technologies that optimize traffic flow, including public transit, emergency vehicles, and other traffic.
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Ann Jaskiw, CEO of Tactic, talks about how Tactic's cryptocurrency accounting platform helps businesses track crypto transactions and integrates with other accounting solutions.
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Sarah Jacobson, co-founder of FairStreet, discusses how FairStreet helps insurance brokers enroll older adults in the right Medicare health insurance plans, and simplifies and streamlines the enrollment process.
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David Mayer, founder of Elemmir and Emmy-nominated director/producer, talks about the value of video for B2B businesses and the cost-effective video solutions Elemmir delivers to help companies with B2B marketing.
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Leslie Hensley and Lee Turner, co-founders of HENSLEE, discuss HENSLEE's HR solutions and how it can help develop a human resource strategy that scales as your company grows.
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Adam Markowitz, CEO and Founder of Drata, discusses how Drata can streamline data audits and help companies protect their data.
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Courtney McCrea, co-founder and managing partner of Recast Capital, discusses how Recast Capital helps link investors to emerging managers in venture.
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Harris Stolzenberg, co-founder and CEO of Flok, discusses how Flok streamlines and simplifies event planning, making it easier and more cost-effective to bring remote teams together in person.
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Michal Cieplinski, Chief Business Officer of Pipe, discusses how Pipe helps startups by transforming recurring revenue into working capital, allowing them to invest in growth without using additional venture debt or venture capital.
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Rose Punkunus, Founder and CEO of Sudozi, discusses how the company streamlines workflows by digitizing offline data and worksheets to help monitor vendor spending and budgets, improving budget insights and decisions.
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Blake Oliver from Earmark discusses the Earmark app which empowers CPAs to earn Continuing Professional Education credit easily from their smartphone by listening to accounting and tax podcasts.
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Marcelino Pantoja from Measurement discusses launching the first venture capital index fund that brings in investors at the beginning of Series A funding, allowing smaller investors, endowments, and foundations to access these investment opportunities.
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Brian Sterz of Wavepoint Capital talks about launching the Wavepoint Fund, an equity hedge fund focused on disruptive opportunities in technology, media, healthcare, and financial services.
Read moreAlex Song of Ramp discusses the company's new products for credit cards and cash management, including an assisted travel solution and crypto options.
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David Greenbaum of OnPlan discusses OnPlan's product, combining spreadsheets, native business intelligence, and a multidimensional database to help companies integrate and visualize financial forecasting data with greater ease and fewer errors.
Read moreDon Muir of Arc explains how Arc's technology and data can streamline the venture debt underwriting process, providing greater accuracy and access to funding for SaaS companies.
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Natalie Paterson discusses Ingarden, and talks about the advantages of cultivating microgreens in your home and how Ingarden's technology can help grow food for families.
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Kareem Saleh of FairPlay AI talks about how the company is working with lending institutions to improve and advance their lending practices to reduce systemic bias.
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CoreWeave provides companies with compute products on an enterprise scale, supporting intensive workloads.
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Avalara is tax compliance software for businesses, and Sona Akmakjian talks about the challenges businesses face in tracking, collecting, paying, and filing state tax returns, and how Avalara can help streamline that process.
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Lauren Dai of Cocoon explains how the company started, Cocoon's mission, and how Cocoon helps employers more effectively manage employee leave time.
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Jason McKinney, co-founder and CEO of Truffle Shuffle, discusses how the company began and shares some of the programs and successes.
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Kelsey Chase provides an overview of Aumni, an analysis tool that provides financial insights into venture capital investment.
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Tom Nguyen discusses the creation and development of Café, a software solution that allows employees to easily and quickly schedule time in and out of the office.
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Katie Shea of Divergent Capital talks about her background, industries in which she invested, and things she looks for when investing in a startup.
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Mark Khavkin discusses his experience and the importance of finance in startups, and how finance helps companies operate cohesively with common goals.
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Startups need an investment strategy for the capital they raise, and that strategy needs to incorporate the unique needs of startup companies.
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Mike Lederman of Bridge Bank discusses the bank's phenomenal growth and the bank's ability to service companies from startup through public offerings.
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Benjamin Wu on Brex Venture Debt, a new startup lending service from the same company that offers the Brex credit card.
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Tyler Griffin, Managing Partner at Financial Venture Studio stops by to talk more about how his venture capital and private equity firm invests in great teams who are seeking to improve how Americans conduct their financial lives.
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Shensi Ding, Merge API's co-founder, explains how her team’s needs led to a startup with product-driven growth.
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09/07/2021
Ted Bojorquez & Steve Tessler Executive Vice President, Silicon ValleyTed Bojorquez and Steve Tessler of California Bank of Commerce on how they help the businesses they serve succeed in a constantly evolving and dynamic business world.
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Roger Philipp of UWorld stops by to talk about how taking the UWorld Roger CPA Review courses can help future-proof your accounting career.
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Lauren Creel, partner at Cooley, an American international law firm, talks about how she represents startups and venture capital funds with an emphasis on early-stage companies and financing.
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Antonio Soler, Managing Director of Vistra, stops by to chat about how with a laser focus on minimizing risk and enhancing efficiencies, Vistra provides expert advisory and administrative support to Fund, Corporate, Capital Market, and Private Wealth clients.
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Chiara Portner, Shareholder, and Counsel at Hopkins Carley, a Silicon Valley law firm, stops by to chat about how she offers practical advice on technology and commercial transactions as well as privacy matters.
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Nate Willaims, Founder of Union Labs stops by the Founders & Friends podcast to chat about how his company Union Labs, a Seed Fund/Incubator is applying DeepTech to solve real problems in our physical world.
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Suneel Gupta, Entrepreneur, activist, and author of BACKABLE stops by Founders & Friends to chat about his book and how the opposite of success isn’t failure. It’s boredom.
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Job van der Voort, Co-founder and CEO of Remote stops by to talk about the future of work.
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Dan Westgarth, COO of Deel stops by Founders & Friends to tell us more about how Deel helps businesses hire anyone, anywhere.
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Charly Kevers, CFO of Carta stops by the Founders & Friends podcast to tell us more on how Carta creates more owners - by helping private and public companies, investors, and employees manage equity and ownership.
Read moreBryce Emo, EVP of Sales at Quid stops by to chat about how Quid's new way of helping employees of privately-held companies get the liquidity they need to pay for life today.
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Brian Parks, co-founder and managing partner of Bigfoot Capital stops by to talk about how his company helps provide Growth-oriented loans for B2B SaaS companies and fuels their growth, and saves their equity.
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Thejo Kote, Founder of Airbase, a cloud-based business spend management software company, chats on the importance of, and the strategy behind controlling spend, and so much more.
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John Houston, the founder of Houston Advisors, chats with Kruze COO, Scott Orn, about how his management consulting firm provides revenue operations expertise for Private Equity and Venture Capital investors and their portfolio companies.
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Sandra Miller joins us to talk about Runway, a technology innovation hub bringing together entrepreneurs, startups, VCs, mentors, Fortune 500 Corporations, and industry experts.
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On this podcast, we welcome Krista Mitzel of the Mitzel Group. The Mitzel Group is an integrative law firm that connects businesses all over the world with their strategic legal vision, ultimately guiding their clients to achieve their goals.
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Casey Woo stops by to share more on Operators Guild and how they created an organization that brings together like-minded professionals.
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Evan Meagher Evan Meagher, VP of Finance at Logikcull, a powerful DIY Legal platform, talks about having a remote workforce, 2021 business predictions, bitcoin, and more.
Read moreBen Parr stops by to tell us more about how Octane AI, a real-time marketing platform, helps merchants to connect, convert, and retain customers.
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Taylor Matthews of Farther, talks about how his modern judgement-free wealth management company.
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Joshua Gilbert, Regional Manager of American Express stops by to talk to us about how American Express' business cards help startups run, grow and expand their business.
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John Garrett, consultant, comedian and creator of What's Your And?, a book and podcast, talks with us today about how sharing personal interests makes work and life better.
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Gina Gutierrez Forbes 30 under 30, brand builder, storyteller, chaser of big feelings, and founder of Dipsea Stories.
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John Schroeder of Nova Foresight stops by to talk about his company's mission of helping leaders accelerate growth by uncovering hidden opportunities in today's chaotic marketplace.
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Q Motiwala of DNX Ventures talks about partnering with entrepreneurs on their crazy startup journey.
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Weston Rice of Silicon Valley Bank joins us to talk about how Silicon Valley Bank helps innovative companies and their investors move bold ideas forward fast.
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Everett Cook of Rho talks about co-founding Rho, the all-in-one digital bank for startups.
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Mang-Git Ng of Anvil stops by to talk about his company's mission of helping companies and governments transition from paper-based forms to PDF-based processes and online workflows.
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Haje Kamps talks about founding Konf, the virtual conference platform for planning and running events with a focus on networking and social connection.
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Andrew Farah talks about co-founding Density, a software and sensor platform that helps keep people safe.
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Mark Loranger talks about founding Braavo, a leader in on-demand funding for mobile apps and games.
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Michael Martin, co-founder of Avenue 8, talks about the startup's residential brokerage platform that empowers agents to be more entrepreneurial.
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Patrick Lee stops by to tell the founding story of Top Corner Capital, a venture debt fund for early-stage startups.
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Tarin Calmeyer shares how she founded Remote Team Wellness which has become the world's first live virtual corporate wellness solution designed to bring health and balance to companies and their employees through group sessions.
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Zoe shares her own Operations journey, EQT's emphasis on building tools that produce insights into entrepreneurs, and EQT's future.
Read moreIan White is the Founder & CEO of ChartHop, an Org Chart Tool & more that brings transparency to your organization.
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Alex Baluta of Flow Capital, which provides founder-friendly growth capital for companies across North America and the UK through venture debt and revenue-based financing.
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Matt Van Itallie on Sema Software's platform that powers technical due diligence for executives and provides tools to find and fix technical debt.
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Jordan Smyth stops by to discuss Gleamin, a beauty company that helps women look their best while empowering them.
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Tamara Steffens retraces her career as an entrepreneur at Software.com, Boingo, and others.
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Matt Martin shares how Clockwise optimizes your calendar for thinking time via smart meeting re-scheduling.
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Rock Felder explains the SquadCast origin story and how Covid has made the service more indispensable than ever for podcast creators.
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Dave Zohrob on Chartable's podcast analytics and attribution for publishers & advertisers.
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Eric Gonzales of Montage Capital on offering minimally dilutive loans for capital-efficient companies.
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Parker Conrad on Rippling's all in one payroll, benefits, and employee management system, and how making Employee Record data accessible with controls will make the organization more productive.
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Natalie Arora is Head of Operations at Susa Ventures, an early-stage VC firm. Natalie shares how she operationalizes an incredible founder experience and announces the Venture Fellows Program.
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07/27/2020
Eli Ceryak Senior Vice President and Commercial Real Estate BrokerEli Ceryak from Cushman Wakefield on How Startups should manage commercial real estate during Covid.
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Nick Ducoff of Edmit - helping families make smarter financial decisions about college, with advice about college savings, the true cost of college, and return on investment.
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Nelson Chu of Cadence - makes investing in Alternative Assets easy and affordable - Cadence works with many alternative asset providers - especially alternative lenders to open up alternatives asset classes.
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Brian Balfour of Reforge - the growth career development company - talks about product led growth.
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Mike Whitmire traces his journey from accountant at a high growth startup to the founder of Floqast, which has raised over $90 million in VC funding, has 150 employees, and hundreds of paying clients.
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Lylan Masterman traces his journey from startups, through the Kauffmann program into venture capital.
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David Bergeron of T3 Advisors, a leading commercial real estate advisor to venture-funded companies, discusses how COVID will change the future of the startup office.
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The founder of Biome, Collin Cavote, joins Kruze Consulting’s podcast to discuss how bioengineering and careful indoor plants can positively improve air quality, worker safety, and productivity.
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Glen Evans, VP of Core Talent at VC firm Greylock Partners digs into why venture capital firms have in-house recruiting partners.
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Lea Dessi-Olive, experienced outsourced CFO to over 20 funded startups, discusses how she is helping her clients manage through the COVID crisis.
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Seth Freedman, General Manager at Intelligent Observation, talks about technology that can drive behavior modification to dramatically reduce hospital infections.
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Chris Savage of Wistia discusses the impact of video content as a powerful marketing tool and as a training platform for COVID health workers and everyone else learning or working from their homes.
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Safety, security, and facilities management robots in the time of COVID, with Travis Deyle, CEO of Cobalt Robotics.
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Special episode with two experienced CFOs, Evan Meagher from Logikcull and Jay Goldberg, talking about SBA Cares Act, PPP loans, and how startups can update their financial modeling to adapt it for the COVID-19 crisis.
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Matt Belloni of Hollywood Reporter walks us through the impact the Covid-19 shutdown is having on Disney, the Streaming Wars, and online entertainment news business models.
Read moreJeff Lee talks about how Origin pivoted its 3D Manufacturing business to help produce swabs for Covid-19 testing.
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Michael Wang, founder and CEO of Inspiren, and Rohit Prakash, founder and CEO of Coast App, talk about how their companies are making a difference helping healthcare and frontline workers during the COVID crisis.
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In a pre-COVID interview, Anne Dwane of Village Global, a $100 million venture capital fund, explains her fund’s “founder-driven” investment thesis.
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Prashant Fonseka, a venture capitalist with Tuesday Capital (formerly the CrunchFund), lists the advice he gives to portfolio companies during the COVID crisis.
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Lighter Capital provides revenue-based loans to startups. Jon Prentice discusses how this funding strategy works, and how his firm is helping fund startups during the COVID crisis.
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David Blumberg of Blumberg Capital on Fintech & Supply Chain Software's Role in Helping During Covid-19.
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Kelsey Chase of Aumni Discusses the CARES Act PPP Loans and how SBA Affiliate Rules Affect Startups.
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Kathryn Hickey of PilieroMazza PLLC discusses eligibility for startups under the CARE Act stimulus loans.
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Brock Blake of Lendio, a small business and SBA loan expert, talks about the recent COVID / coronavirus stimulus act for startups and small businesses.
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Jacob Yormak, one of the co-founders of and Partner at Story Ventures, discusses his journey into venture capital.
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Congress is about to pass legislation that may make it possible for VC and seed backed companies to access “disaster” type SBA loans.
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M&A expert Michael Frankel of Deloitte discusses the steps startups can take to increase their enterprise value during a sale.
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Evan Meagher, who is not only the VP of Finance of Logikcull but who also wrote, performed and recorded the theme song to this podcast, talks about the challenges needed to upgrade a late-stage SaaS business to enterprise quality accounting systems.
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VC Jennifer Vancini explains how her early-growth VC firm, Mighty Capital, uses a network of product professionals to evaluate investments - and drive value for portfolio companies.
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Brex's Michael Tannenbaum shares how they are building an interconnected FinTech company, and how partnerships with other innovative startups enhance the customer experience.
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Rich Keen, COO of Mind Candy, discusses building a world class-brand that combines apps, media, and celebrities.
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Amy Lazarus, founder of InclusionVentures, shares strategies to increase diversity - and innovation - by building a more inclusive startup culture.
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Kelly Nyland, a multi-time startup founder, discusses how eCommerce has evolved, and where she thinks it is going in the age of text messaging.
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Don Butler has been a Fintech VC for 20 years - he shares his experiences in investing in the original wave of Peer to Peer lenders, and his predictions on why startups have a strong chance to disrupt traditional banks.
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Ron Bland and Dillon Castro of AEIS Advisors strategize on the best ways for startups to provide healthcare benefits to their employees.
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Scott Orn and Healy Jones of Kruze Consulting break down the massive amount of innovation happening in the startup banking space.
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John Popeo of the Gallatin Group talks with Scott Orn of Kruze Consulting about how financial regulations are impacting the growth of the Fintech startup market.
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Nicole Sahin, CEO and Founder of Globalization Partners, has helped thousands of high-growth companies set up their first international hires.
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Kati Radziwon, founder and CEO of iFlipd, talks to Scott Orn about the journey of growing her startup from a textbook rental company to a video game rental business to a FinTech play helping college students pay for college.
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Kruze Consulting COO, Scott Orn, discusses why Gusto and Zenefits are no longer letting their APIs talk to each other, and what this means for startups who use Gusto for payroll and Zenefits for benefits.
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Scott and Healy, our VP of FP&A, get together to discuss Brex, Stripe, Amex, Expensify and the main startup focused banks.
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Kelsey Chase of Aumni is a startup founder, offering technology that helps VCs and founders turn complex deal document data into valuable information.
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David Spreng of Runway Capital talks with Kruze Consulting about how his experience led him to found a venture debt firm.
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Serial entrepreneur Immad Akhund of Mercury Bank discusses why startups need a bank built specifically for their needs.
Read moreAman Mann, Procurify Founder and CEO, dives into how strategically managing a team's spend can drive purpose, mastery, and autonomy inside organizations.
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Chelsea Shukov, the founder of Sugar Paper, talks about focusing on quality and distribution to build a successful, offline consumer business.
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09/10/2019
Dave Schappell Investor, Board Advisor and Director Of Marketing OperationsDave Schappell of My Perfect Color talks about raising seed and VC funding as a repeat entrepreneur.
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Brad Gakenheimer of Roast Umber Coffee Company explains what it takes to start a coffee company.
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Jamie Ceglarz, Guild Talent founder, has helped many startups make their first finance and operations leadership hire.
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Andre Gharakhanian of Silicon Legal Strategy talks startup legal strategy and about growing a law firm totally focused on serving fast-growth startups.
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Robbie Mitchell, Heads of Operations of Frame.ai, discusses his founder journey - and much more.
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Stephanie Mann and Anne Foreman of At Your Core discuss how to set the foundation for a strong culture in a startup.
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Andrew Miller of the Toronto Blue Jays discusses aligning an organization to focus on a single goal, winning.
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Mark MacLeod, an investment banker to fast-growing SMB software startups, dives into how SaaS companies prepare for an exit.
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Evan Meagher of Logikcull discusses how to scale finance and sales scale together in fast growth SaaS startups.
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Venture debt expert Scott Orn, of Kruze Consulting, explains what venture debt is and how startups use debt to boost growth while optimizing their cap table.
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Parker Conrad founded Rippling to simplify a startup's entire back-office by uniting Payroll, Benefits, HR & IT.
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Charles Hudson of Precursor Ventures goes over the challenges of raising a seed fund in today's environment.
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Audrey Grubman & Christina Kramlich of Parkside Advisors discuss Financial Planning Strategies for Startup Founders & Employees.
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Joel Gragg of ORIX discusses how growth stage startups use debt as part of their capital structure.
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David Bergeron, a second-time guest (!!!) discusses T3's analytical approach to the 2019 Startup Real Estate Market.
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Paul Lappas of Intermix comes by to explain how his company gives developers and data scientists a single dashboard to monitor mission-critical data.
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Brian Mullen of InfluxData comes by to discuss the Company's Open Source Time Series Database for Metrics & Events.
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Michael Chapp of Utomic talks about the entrepreneurial journey and his Company's iPhone protection hardware.
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Haje Kamps is a Hardware VC at Bolt VC but in this podcast, Haje gets back to his journalist roots by interviewing me (Scott Orn)!
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Russ Heddleston of DocSend on the Company's Content Management & Tracking System that helps sales and marketing teams be more efficient.
Read moreBen Raffi of Growlabs discusses the company's B2B Lead Generation & Sales Automation solution.
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Haim Zaltzman & Ben Potter of Latham & Watkins discuss startup funding strategies including the benefits and differences between Growth Equity & Growth Debt.
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Sumeet Howe of Hover stops by to talk Startup Product Management and share her career path.
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Jennifer Saxton of Tot Squad talks about her on-demand cleaning for baby gear. Jen started the company out of Kellogg where she foresaw a huge cohort of millennial moms needing on-demand cleaning services.
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Ryan Shaening Pokrasso of SPZ Legal stops by to walk us through Startup Legal Best Practices.
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Patrick Johnson of Silicon Valley Bank (SVB) stops by to talk about Startup Banking, Venture Debt, and the other ways SVB partners with founders and and investors to support innovation.
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Blake Oliver of FloQast stops by to discuss the latest trends in Cloud Accounting. Before joining FloQast, Blake owned and operated a cloud accounting practice in Southern California
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Maren Kate Donovan of Recruit explains how to scale your startup's recruiting efforts. We also go over frequent recruiting mistakes and best practices. Kruze Consulting uses Recruit and is a huge fan!
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Matt Gunnin of Esports One explains the Esports phenomenon and how his company's computer vision powered audience experience makes it that much more enjoyable for viewing. Esports One allows the audience to track the pros and even learn from them. After taping the podcast, Esports One released its new Twitch Extension.
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Kevin Busque of Guideline 401k drops by to talk Startup 401ks. Kevin talks about his experience being in charge of TaskRabbit 401k and realizing the 401k system could be improved dramatically. Guideline is built from the ground up and handles all of its own record keeping & compliance. This approach strips out an entire layer of fees through automation. Guideline delivers high-quality service at low price points.
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Beth Stevens of Opendoor comes by to talk about her experiences running Legal & Compliance at a Fast Growing Startup. Before joining Opendoor, Beth ran Legal & Compliance at Earnest and did the same for Sidecar. Beth has a wealth of operational knowledge. She always shares her philosophy and tactics to make sure women & minorities get equal time and equal opportunities at startups. Beth is not your lawyer and she is not giving you legal advice. Please consult an attorney for any specific legal guidance.
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Shruti Merchant of HubHaus is pioneering long-term home sharing. HubHaus members share a large house and use the platform to connect with potential roommates, easily pay rent and split bills. The community is designed for young professionals who want more from their housing than just a place to sleep. A week after taping the podcast, Shruti announced a $10M investment from Social Capital, General Catalyst, and other angel investors. :)
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Aaron Tyler, Managing Director at TriplePoint Capital, discusses Venture Debt for Startups. Aaron covers the East Coast for Triplepoint but does deals nationally. Aaron has worked in Venture Capital or Venture Debt for 15+ years. Aaron shares how startups can best leverage venture debt to extend their runway and hit key milestones that create a valuation inflection point.
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Evan Meagher, VP of Finance at Logikcull and another 2nd-time guest (!), stops by to discuss SaaS Startup life. Evan helps run Logikcull which has become a major player in the Legal Discovery software market. In fact, Logikcull just closed a $25M round and is poised for even faster growth.
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Eli Ceryak of Cushman & Wakefield, our first 2 time guest on Founders and Friends, stops by to discuss the 2018 Startup Real Estate Outlook. Eli has done a fantastic job for Kruze Consulting finding two offices in San Francisco already and has also helped locate our new San Jose office. Eli is one of the best Startup Real Estate Brokers in San Francisco and has some great advice and predictions in this podcast.
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Rob Sadow of Scoop talks about how Scoop makes commuting fun and easy. Scoop allows company team members to share rides to and from work through an easy-to-operate app. Scoop has become a widely offered perq in the Bay Area and Seattle.
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Lee Firestone of OpenReel makes creating video easy for businesses through OpenReel's remote capture technology. Kruze Consulting uses OpenReel and absolutely loves it. You can see our OpenReel video library at youtube.com/kruzeconsulting.
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Ben Munoz of Nadine West discusses the entrepreneurial journey - from sleeping in his office and renting out his apartment to help fund Nadine West - to a successful subscription commerce business that is profitable and growing rapidly.
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Michael Piacente discusses his firm, Hitch Partners, the leading Executive Search Firm for Security Professionals. Michael talks about the explosion in demand for Executives in Security and the downside companies face when they haven't invested properly in securing their IT Operations. Michael is a long time recruiting expert and shares tons of Best Practices for Recruiting as well.
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Matt Miller of Embroker comes by to discuss his companies efforts to automate insurance for startups. Embroker is an online service that lets startups fill out an online form and get quotes for all kinds of insurance. Kruze Consulting is a large channel partner and a big believer in Embroker's mission of making it easier for startups to get insurance.
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Chuck Pettid discusses Republic's unique brand of crowdfunding equity investments for startups. Chuck runs Republic's Deal Team which means he leads origination and then vets all Republic equity crowdfunding campaigns. Every deal on Republic is vetted with professional due diligence, making it a more attractive place to invest in startups. In the interview, we talk about Republic's explosive growth and the company's future.
Read moreJosh Lowy discusses Hugo's software which makes documenting meeting insights easy and sharing with your team even easier. Hugo lets the team 'be in the Know without being in the Room.' Go to Hugo.ai and use the discount code KRUZE to get 6 months of Hugo for free!
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Will Hawthorne of Code Advisors discusses M&A for Startups. Will explains how a startup can create leverage with multiple buyers, the importance of reliable financials and accounting and important deal points every Startup CEO should know.
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Leslie Sagalowicz Barber of Intuit's Quickbooks discusses Quickbook's excellent online software package including the newly launched QB Community. Kruze Consulting has 150+ clients on Quickbooks Online and loves the service. QBO makes our clients' lives simpler and Kruze Consulting faster & more efficient. With the launch of QB Community, Intuit has made life even better for startups and small business owners. Now they can ask their peers accounting, finance and even business operations question in a safe and productive community.
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Kaushik Ranchod of the Ranchod Law Group stopped by to outline the H1B Visa Process for Startups. Kaushik walks us through all the deadlines and best immigration practices. The Ranchod Law Group has an excellent track record with Kruze Consulting's team members and is recommended to all of Kruze's clients.
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Zack Blum joins us to discuss Fleetsmith's new Cloud Based Mac Management Software. Zack talks about coming up with the idea while at Wikia, meeting his future co-founder Jesse Endahl at Dropbox and building the software at night and weekends for a whole year before raising venture funding.
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Raphael Crawford-Marks has built a next generation employee recognition service called Bonusly. The Service's integration with Slack makes it quick and easy to reward co-workers for a job well done. Bonusly has become one of Kruze Consulting's most popular tools.
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Reilly Brennan of Trucks VC invited us over to discuss early stage transportation startups. Reilly is a seed Venture Capitalist in the sector and also a Lecturer at Stanford. HIs passion is helping founders build their dream companies.
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Devon Tivona of Pana discusses how Pana combines mobile app technology and virtual travel assistants to make travel easy. Although Pana is for business travel, I used it on a recent vacation and loved it. Recently Pana added features for corporate recruiters to make coordinating candidate travel simple.
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Sarah Schaaf of Headnote retraces her journey from Google Lawyer to legal industry startup founder. Headnote makes billing and collections easy for lawyers. It's a huge pain point for lawyers and the company has already handled over $1M in its very short life. We discuss the value of an incubator (NFX) and how it helped Headnote's team pivot to the right idea. Finally, we talk about working with your spouse and how rewarding and challenging that can be.
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Jesse Freese of Sequoia Consulting Group discusses the PEO approach for employee benefits at startups. Sequoia is a highly regarded, full-service Benefits and Risk Management provider that delivers payroll, benefits and other compliance needs. Rapidly growing startups often turn to Sequoia’s PEO solution, Sequoia One, to help scale benefits and people management.
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Jeron Paul of Capshare stops by to talk about Cap Table Management for Startups. Capshare is the leading software provider for Cap Table Management. It allows startups to escape unreliable excel reports and bring their Cap Table into the cloud.
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Laurie Lumenti-Garty of Square One Bank joins Founders & Friends to explain the services that every startup should receive from its bank. Square One focuses entirely on startups and does an excellent job. Laurie walks through Cash Management, Venture Debt and other financial services that are helpful to startups. Laurie & Square One have been great partners of Kruze Consulting and we recommend them to our clients.
Read morePeter Lai joins Founders & Friends to discuss his new company, Emburse. Peter is a serial entrepreneur and sold his last company to Box. He shares his tips on attacking new markets, grinding out the product / market fit stage of a startup and explains how he came up with the idea for Emburse. Kruze Consulting recommends Emburse virtual cards and expense management and it was fantastic to have Peter on the podcast.
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Mike Lederman runs the West Coast Region for Bridge Bank, one of the premier banks that serves startups. Mike explains venture debt and the other services that Bridge Bank provides to its startup clients. Bridge Bank is a division of Western Alliance Bank, member FDIC.
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Ronjini Joshua is the founder of The Silver Telegram, a PR agency for startups and crowdfunding campaigns. She walks us through the best practices for Startup PR, how to get the most out of your PR Agency and a few 'what not to do' stories.
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James Schramko of SuperFastBusiness discusses building productive habits both personally and professionally. James has founded multiple successful businesses on the web and now focuses on SuperFastBusiness, an Executive Coaching service with international clientele. James' SuperFastBusiness podcast is excellent and a must listen.
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Rene Lacerte is Founder & CEO of Bill.com, the leading online business payment provider and one of Kruze Consulting''s favorite software tools. Rene discusses how growing up in an entrepreneurial family shaped him, the insights that led him to start Bill.com, the culture of customer service at Bill.com and where Bill.com is going next.
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Tye DeGrange of Round Barn Labs talks startup growth marketing. Tye takes a data driven approach to marketing. It's all about performance for Round Barn Labs. We talk tactics including the power of Influencer Marketing.
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Peggy Chang, Co-Founder & CEO of Activity Hero, explains how she came up with the idea of building a one-stop shop website to find and book kids camps and classes. Peggy lived the problem and after a growing frustration, she decided to do something about it and ActivityHero was born. Now parents across the US can easily book and find information on camps and activities for children.
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Vincent Turner of Uno Home Loans is a Fintech pioneer in Australia & the US. Vincent's latest company, Uno Home Loans, is dramatically simplifying the Australian mortgage process by making it completely digital. The company is growing rapidly and is backed by some of the largest institutions in Australian Finance. In the podcast we discuss the evolution of Fintech, some of the lessons Vincent learned at his last two companies and how he has applied them to Uno.
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Mark MacLeod founded SurePath Capital after serving as Startup CFO for Shopify and Freshbooks. Mark was also a VC at Canada's Real Ventures. Mark started SurePath to help startup founders fundraise more effectively and even help sell their companies. Mark talks about the metrics a startup needs to raise money, how much money to raise and the difference in fundraising approaches between a Seed & Series A Stage Companies and Later Stage Companies.
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Augie Rakow of Orrick is one of the best startup lawyers in the Valley. He stopped by to share tips how he got into law in the first place, why he loves venture backed startups and his best advice for Founders building their startup dream.
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Steve Gillan of Azure Capital Partners discusses his firm's strategy of investing in Post Seed Stage Startups. Steve shares what he looks for in startups including metrics like Life Time Value of the Customer and Customer Acquisition Cost. Steve also shares some great stories from his day as an Operating CFO at two successful startups. Azure capital partnerspost seed investingventure capital
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Healy Jones of ForUsAll discusses Startup 401k's, including why startups should offer them and how to make them cost effective for employers and employees. ForUsAll is the leading 401k provider for startups and Kruze Consulting is a huge fan.
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Josh Reeves of Gusto shares his vision and people first values. Gusto is the premier payroll system for startups and a huge Kruze Consulting partner. The company has added Insurance Benefits, 401k and Employee Onboarding & Management in recent months and early feedback from the Kruze Consulting client base is excellent.
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Haje Jan Kamps of TechCrunch comes by to explain How to Get Your Startup Covered. Haje also talks about his love of photography and how a simple crowdfunding campaign turned him into an entrepreneur.Haje can be found on Twitter and TechCrunch.
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Matt Ziser of Tobi stopped by to talk about running Operations at a fast growing eCommerce startup. Tobi is an online retailer that compares to Forever 21. The company has successfully bootstrapped into a large eCommerce business. Matt does a great job talking about the challenges and opportunities in eCommerce.
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Jacob Colker of Lighter Capital discusses startup funding and how to minimize dilution through Lighter Capital's startup loans. Lighter does not take equity like traditional venture lenders and has minimal covenants compared to traditional startup bank loans.
Read moreEd Aten of Merchar shares his experiences building the leading ecommerce site for all things music merchandise. Merchbar has been featured in the iTunes Appstore 20+ times because it greatly simplifies buying your favorite bands t-shirts, albums and other gear.
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Aaron Moskowitz, an Enterprise SEO Executive, stops by to share his best Startup SEO Tips. Aaron has tons of experience in online marketing and SEO. He also shares what not to do so your startup won't end up in the penalty box. :)
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Sonja Hoel Perkins shares her passion for two women centric organization she has founded, Project Glimmer and Broadway Angels. Project Glimmer inspires girls to believe in themselves. Through the gift of beautiful jewelry, Project Glimmer lets young woman know their community cares. Glimmer has given over 120,000 gifts of jewelry since founding and will deliver another 50,000 gifts this holiday season. You can still donate to Glimmer or host a Glimmer Drive in time for the 2016 holiday season. Broadway Angels is an investment network consisting of successful women VC's & CEO's. The goal of the organization is to fund the best women entrepreneurs while also helping women break into the venture capital business.
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Steve Walker, Founder of Cobaltix, coaches us through how startups can outsource their IT systems. Cobaltix works with hundreds of startups and knows all the best practices. Steve is also an accomplished long distance swimmer and his new book, Where Do the Crazy People Swim is available on Amazon.
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Glen Evans runs Recruiting at Slack. Before Slack, Glen managed a large recruiting organization at Facebook. Glen retraces his career in recruiting and the lessons he learned along the way. He shares advice on recruiting for fast growing startups and on building a successful career in recruiting.
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Evan Meagher of SigFig came by to share the lessons he has learned helping SigFig scale. Evan is Chief Compliance Officer and VP of Operations so he's seen it all. SigFig has revolutionized smart personal investing by offering algorithmic index investing. Sometimes SigFig is called a 'Robo Advisor' because the machines and algorithms do all the work, leaving higher returns and lower fees for consumers.
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Eli Ceryak Cushman & Wakefield stops by Kruze Consulting to talk about the Startup Real Estate Market. Eli specializes in the San Francisco Bay Area but we covered some of the other big startup hubs as well. We also talked about the trade-off's between sub-leasing and being the master tenant with a longer term lease. Eli is super knowledgeable and such a pleasure to work with. He's Kruze Consulting's Real Estate Professional so we know he is terrific!
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Steve Bennet is an active Angel Investor, Professor of Entrepreneurial Studies at San Jose State University, and consults as a Startup CFO. Steve talks walks us through what Angel Investors look for in an investment and tells some great stories about big wins (iControl)and near misses (Lyft). Steve is a great startup mentor and we're so happy he came by.
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Jeff Samuels of Founder Shield joins us to talk Insurance for Startups. We discuss General Liability, Errors & Omissions, Workers Comp, and Benefits. It's an episode designed to answer every possible question a startup could have about Insurance.
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Jeff Smith of Facebook joins us to discuss Facebook.Design, the company's initiative that gives back to the design community with free GUI tools and much more to come. Jeff's career has come full circle as he broke into the design industry by leveraging similar open source GUI tools - Teehan & Lax's GUI's. Facebook.Design is an excellent example of a successful team and company giving back to the rest of the world.
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Brian Sterz of Miracle Mile Advisors talks personal money management for startup founders and team members. Brian talks shares methods for achieving diversification and smart tax planning, two of the most impactful ways startup folks can manage their money intelligently.
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John Pettus is the Founder & CEO of Fiskkit, which is developing a better way to discuss the news. Fiskkit is a social enterprise that has created a commentary and fact checking system for the Internet. John came by to discuss the election and how Fiskkit will help people on the Internet have more productive and respectful discussions in the future.
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Amber Merrigan of Avison Young talks Startup Real Estate in Oakland. Amber has covered Oakland for years and it's startup ecosystem is exploding. Find out how to get the best deals, where the hottest locations are and some key terms you need in your lease.
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Lynn Perkins of UrbanSitter is the Co-Founder and CEO of UrbanSitter. UrbanSitter makes finding a babysitter easy. The mobile service lets parents view the reputations and experience of sitters. It even makes paying your sitter through the app super easy, so you don't have to fumble around with cash after a few drinks. :) Lynn talks about her founding team, how she convinced investors to fund the company and the 'playbook' that the team has developed to make expanding into new markets faster and easier.
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Matt Rissell is the Co-Founder & CEO of TSheets. He shares a great story from his last company that led to the founding of TSheets Time Tracking Software. Matt talks about the early days of prototyping TSheets and wondering whether it could become a real business. Matt bootstrapped for a long time and he shares some great tips on building a startup to last.
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Robert Kohler started Kohler Law Group to provide outsourced in-house counsel for startups. Robert is an entrepreneur himself, having started his own firm and a series of restaurants in San Francisco. He understands the importance of good legal work while keeping the bills manageable for his clients. Robert was also kind enough to share his favorite startup legal tips with us.
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Jamie Ceglarz of The Sourcery came by to talk about recruiting for growth stage startups. The Sourcery is an outsourced recruiting solution for early stage startups. As the startup scales, so does the relationship with the Sourcery. Jamie shares his best tips on hiring and on how a startup should build its teams.
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Matthew Belloni is the Executive Editor of The Hollywood Reporter and Billboard. In this episode, Matt talks about the evolution of his own career from entertainment lawyer to journalist and editor. The Hollywood Reporter dominates Entertainment Industry coverage online and offline. However, 5 years ago the Company was an industry trade magazine with competitors. Belloni explains how the print version evolved into a weekly and how the web version has become a traffic monster.
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Patrick Sullivan is the Co-Founder & COO of 2600hz. Patrick shares his thoughts on bootstrapping to startup success. 2600hz is a cloud telecom company gives developers and businesses access to cloud telecom services. At Kruze Consulting, we use 2600hz and we love it.
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Monica Ohara & Hannah Russin of Datascore came on the podcast to talk Growth Marketing for Startups. Monica & Hannah are all about the data. In this day and age, so much marketing and advertising is done over the Internet, that you should be taking a data-centric approach to your marketing. Datascore tells you how to do it.
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Kathy Woeber Gardner is a Partner at Montgomery Pacific LLP and has spent her career as a lawyer working with startups. Kathy began at Orrick and then moved to Montgomery Pacific. She talks about the transition from big to boutique law firm and building her client base including a special connection with Australian & Asia Pacific Startups. We end with an incredible series of tips for running a startup M&A process.
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Mike is the founding partner at Codeword (formerly Knock Twice), a hybrid PR, content, advertising, branding and design agency that puts start-ups on the map and builds campaigns for some of the biggest brands in the world. Mike is one of the best in the business and we're lucky to have him as a guest. He walks us through the Startup PR Playbook and also gives some great career advice.
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In this episode, Ashish talks about how a failed Internet venture (with me :)) helped him recognize the opportunity at 99designs. He talks about managing a development team on two different continents and how 99designs' Australian culture helps the team focus on the future and improvement.
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David Bergeron of T3 Advisors walks us through the San Francisco Startup Real Estate Market. David shares his 3 Tips every startup should know when negotiating a new real estate deal.
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Jen O'Neal and Jeff Manheimer founded Tripping.com to make finding a vacation home anywhere in the world easy. Tripping is like Kayak for the vacation home market. Consumers can go to Tripping and find available vacation homes across many other services, which guarantees the best selection and pricing. The first portion of the the interview occurs as Tripping hit product market fit. The second half comes six months later and you'll hear about the explosive growth.
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Bill Growney is a Partner at Goodwin Procter, one of Silicon Valley's leading startup law firms. Bill has 20+ of startup law experience both inside big firms and on the company side while at iMeem and Rich Relevance, a late starge eCommerce software company. Bill talks about common mistakes early stage startups make while setting up their company including securing the IP, stock options, and how to navigate liquidation preferences if you're raising a venture capital round.
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David Barrett is the Founder & CEO of Expensify, the world's best expense management software. The Company's motto is Expensive Reports That Don't Suck. Expensify is backed by Redpoint & Openview Partners and the Company is growing rapidly. David talks about his original idea for Expensify, his previous startup experience building a company with Uber's Travis Kalanick and some of Expensify's unique approaches to hiring and team building.
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Brian Mullen of Twilio was the company's first business hire. He's a Business Development guru. In this episode he talks about what attracted him to Twilio, how the company's focus on developers paid off and he even manages to sneak in a few comments about Oakland and his Cal Bears.
Read moreRod Drury is the Founder & CEO of Xero, a multi-billion publicly traded accounting software company. Xero began in New Zealand and is going head to head with Intuit's Quickbooks across the globe. The Company has been a publicly traded startup since the early days because that was the easiest way to raise capital in New Zealand. But now Matrix and Accel have invested and Xero has just hit an annual run rate of $250M in Revenue.
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