Today’s guest, Arvind Kadaba, the CFO of Aidoc, started his career as a high-profile investor before transitioning into the role of a CFO. He joins CJ to share his career journey and discuss the challenges he faced in transitioning into an operational role. The conversation explores the “grass is always greener” mentality that drives career shifts, and how to find the right career fit. Arvind describes the evolving landscape of healthcare technology and AI. He emphasizes the need for innovation and how to choose whether to build, buy, or partner to achieve this, giving listeners a masterclass in portfolio theory for operators. He also gives helpful tips for balancing short-term and long-term investments and explaining long-term shareholder value to employees. The episode concludes with Arvind defending his contrarian views that not all businesses should be venture-backed and not all great businesses are tech businesses.
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SPONSORS:
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Tropic is an intelligent spend management solution that consolidates your spend data and processes into one unified offering, enabling insights and decisive action. It doesn’t just show you where the problems are—it helps you solve them. From spotting hidden optimization opportunities, like duplicative spend, to automating those painful procurement workflows, to giving you the best market data that turns every vendor negotiation in your favor. Tropic combines smart insights with real human expertise to keep you ahead of the curve. Visit tropicapp.io/mostlymetrics to learn how
RightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. Whether it's multi-element arrangements, subscription renewals, or complex usage-based contracts, RightRev takes care of it all. That means fewer spreadsheets, fewer errors, and more time for your team to focus on growth. For modern revenue recognition simplified, visit rightrev.com and schedule a demo.
Planful is a financial performance management platform designed to streamline financial tasks for businesses. It helps with budgeting, closing the books, and financial reporting, all on a cloud-based platform. By improving the efficiency and accuracy of these processes, Planful allows businesses to make better financial decisions. Find out more at www.planful.com/metrics.
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TIMESTAMPS:
(00:00) Preview and Intro
(02:21) Sponsor – Brex | Vanta | Tropic
(06:59) Transitioning from Investor to Operator
(11:13) The Problem-Specific Nature of Being an Operator
(14:29) Sponsor – RightRev | Planful
(16:39) Personal Product Market Fit
(23:18) “All You Need Is One”
(25:46) How Arvind Decided to Switch Careers
(33:07) The State of Healthcare Technology in AI
(36:05) Innovation: Build Versus Buy Versus Partner
(37:36) Portfolio Theory for Operators
(44:36) Explaining Long-Term Shareholder Value to Employees
(47:50) Not All Businesses Should Be Venture-Backed
(53:38) Not All Great Businesses Are Tech Businesses
(57:03) Long-Ass Lightning Round: Cross-Functional Trust
(58:04) Finance Software Stack
(58:54) Craziest Expense Story
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