In this episode, Sasha Orloff sits down with Jason Mok, VP & GM of Startups at Brex, about the company's evolution from credit cards to a comprehensive financial platform and their new partnership with Puzzle to offer "one-click accounting" that automatically sets up bookkeeping for startups during Brex onboarding, eliminating the friction that typically delays founders from getting proper financial infrastructure in place from day one.
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SPONSORS:
Notion
Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle
Puzzle
📈 No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at https://puzzle.io/
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RECOMMENDED IN THIS EPISODE:
https://www.linkedin.com/in/jasonmok/
https://www.brex.com/
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X/SOCIAL:
@jasonmok (Jason)
@brexHQ (Brex)
@sashaorloff (Sasha)
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TIMESTAMPS:
(00:00) Preview
(00:50) Intro
(01:18) Live from Brex offices with Jason Mock
(02:19) Early days of Brex and startup credit challenges
(04:20) Silicon Valley bank's role in the startup ecosystem
(12:26) From SVB to Andreessen Horowitz
(18:50) Sponsors: Notion | Puzzle
(20:13) Bridging the knowledge gap for first-time founders
(22:48) Joining Brex during a time of change
(28:02) Starting at Brex: Initial goals and challenges
(28:52) Evolving role and team growth
(29:39) Bespoke go-to-market strategies
(32:08) Defining startups at Brex
(36:54) Importance of accounting for startups
(42:25) Introducing one-click accounting
(46:52) Partnerships and future vision
(55:13) Wrap
