

"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech
Puzzle, Turpentine
On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work.Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.ioTech Finance is part of the Turpentine podcast network. Learn more: turpentine.co
Episodes
Mentioned books

Aug 1, 2024 • 46min
E17: Why a16z is All-In on AI for Finance Teams with Partner Seema Amble
Seema Amble, a Partner at Andreessen Horowitz, dives into the disruptive potential of generative AI in finance teams. She explains how AI is transforming CFO practices by streamlining manual tasks, thereby allowing finance professionals to focus on strategic decisions. The discussion highlights the transition from software as a service to service as software, and explores the evolving landscape of bundled solutions in CFO software. Seema also sheds light on investment cycles and the trajectory of AI adoption in enterprises, urging a new approach to traditional finance practices.

Jul 26, 2024 • 48min
E16: CFO Dilemmas Decoded: Growth vs. Profit, VC vs. PE, and M&A Insights w/ Dan Fletcher, CFO of Planful
CFO Dan Fletcher shares insights on building trust with the CEO and board, balancing growth and profitability, nuances of VC vs. PE investors, and more. He also reflects on transitioning from journalism to CFO and the evolution of the CFO role in modern finance.

Jul 18, 2024 • 43min
E15: Building Tax Compliance for Tech Companies with Michelle Valentine, Cofounder and CEO of Anrok
Michelle Valentine, CEO of Anrok, talks about tax compliance challenges faced by tech companies, remote work implications, sales tax complexities, and the importance of early tax compliance efforts. She shares insights on Anrok software, navigating tax challenges, and the perfect timing for tax compliance solutions in a changing global landscape.

4 snips
Jul 11, 2024 • 45min
E14: Revenue Models 101 & the New Stack with Riya Grover, CEO of Sequence
Riya Grover, CEO of Sequence, delves into B2B revenue models & pricing strategies. They discuss challenges in managing hybrid pricing models, adoption of usage-based pricing, & unifying quote-to-cash process. Sequence simplifies revenue processes by integrating CPQ billing & rev recognition, emphasizing RevOps teams' rising trend.

Jun 27, 2024 • 1h 19min
E13: Architecting IPO Readiness from Day One with Nadia Asoyan, Formerly of Square, Robinhood, and Strike
Former CFO Nadia Asoyan shares insights on IPO readiness, financial processes in startups, and the balance between growth and profitability. She gives advice for aspiring CFOs, emphasizes cross-functional partnerships, and discusses the challenges faced in venture-backed startups. The episode also explores innovative pricing strategies for hyper growth.

Jun 21, 2024 • 43min
E12: Customer Obsession Meets Unit Economics: Product-Finance Harmony w/ Gusto's CPO Tomer London
Tomer London, Co-founder and Chief Product Officer at Gusto, discusses aligning product and finance teams for responsible growth. He shares insights on trade-offs between core products, expansion opportunities, and moonshot ideas while maintaining a focus on customer needs and healthy unit economics. Tomer dives into Gusto's iterative product development approach, fundraising philosophy, and managing the product-finance relationship. The episode explores the interplay between product and finance in startups, Gusto's Embedded Business Line Development, competition, fundraising strategy, and evolving thinking on CAC and unit economics.

10 snips
Jun 13, 2024 • 57min
E11: CFO Whisperer Jim Cook of Netflix, Intuit, & Mozilla: "Stop Trying To Be Precise"
Jim Cook, the CFO Whisperer with experience at Netflix, Intuit, and Mozilla, shares insights on CFO hiring mistakes, the CFO role misunderstandings, the importance of impactful communication in board meetings, and why being precise is a finance professional's Achilles heel

6 snips
Jun 6, 2024 • 48min
E10: How OpenAI Controller Sowmya Raganathan Uses AI to Superpower Accounting
Sowmya Ranganathan, OpenAI Controller, discusses using AI in accounting, automation benefits at Rippling, and streamlining workflows at OpenAI. She predicts future accounting teams to be small and broadly skilled due to AI advancements. The podcast also explores the impact of AI on accounting, transitioning between companies, best practices for startups, and the potential of AI in reshaping the accountant's role.

May 30, 2024 • 1h 5min
E9: An Insider's Guide After $2B of M&A with Serial CFO Steve Love of Sift, Dialpad, and Heap
Seasoned CFO Steve Love shares insights on high-stakes M&A, discussing challenges, aligning stakeholders, strategic decisions, evaluating targets, negotiating terms, and executing integrations. His experiences overseeing complex acquisitions provide a rare behind-the-scenes look at successful transactions.

May 23, 2024 • 48min
E8: When Your Biggest Competitor Crashes, with Mercury CEO Immad Akhund
Immad Akhund, CEO of Mercury, discusses crisis management when a competitor falls, rapid product development to boost confidence, and the customer-first approach at Mercury. He shares insights on navigating post-competitor crash challenges, launching innovative products, and scaling startup experiments in the banking sector.