Slice of Finance

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Stephanie Song, Co-Founder & CEO at Invictus.What you’ll get out of this episode:Stephanie Song, CEO of Invictus, aims to streamline deal execution with AI, targeting investment teams.Invictus integrates with email systems to create a collaborative, real-time view of transaction progress.The platform offers tools that save deal teams hours daily, reducing inefficiencies and manual tasks.Inspired by her M&A experience at Coinbase, Stephanie envisions AI becoming as transformative as Excel was in the 1980s.To learn more about Invictus: Website: https://www.tryinvictus.co/LinkedIn: https://www.linkedin.com/company/try-invictus/Guest's Socials:LinkedIn: https://www.linkedin.com/in/stephanie-song-768965129/Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Michael Spelfogel, President & Co-Founder at Cardless.What you’ll get out of this episode:Inception of Cardless: Michael Spelfogel explains the inspiration behind Cardless and its vision for a digital-forward credit card landscape.Cardless for Businesses: Details on how Cardless enables brands like Alibaba to offer tailored credit solutions to small businesses.Innovative Rewards Programs: Cardless’s approach to custom rewards and loyalty programs designed around specific brand and customer needs.Future of Co-branded Credit Cards: Spelfogel’s insights into how Cardless is expanding co-branded card offerings beyond traditional bank partnerships.Memorable Startup Moments: Spelfogel shares a story of determination that helped Cardless secure its first client, Manchester United.To learn more about Cardless:Website: https://www.cardless.com/ LinkedIn: https://www.linkedin.com/company/cardless/ Guest's Socials:LinkedIn: https://www.linkedin.com/in/michael-spelfogel/ Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Monica Eaton, CEO at Chargebacks911.What you’ll get out of this episode:Industry Pioneer: Monica Eaton shares how Chargebacks911 has transformed the chargeback management landscape over 15 years.Role of AI: Insights on AI and machine learning’s impact on chargeback mitigation and how technology shapes the future of payments.Leadership & Innovation: How fostering a startup mentality keeps Chargebacks911 innovative and agile in a rapidly evolving market.Parenting & Technology: Monica offers valuable advice on parenting in a digital age, emphasizing discipline and exposing kids to technology.To learn more about Chargebacks911:Website: https://chargebacks911.com/LinkedIn: https://www.linkedin.com/company/chargebacks911/ Guest's Socials:LinkedIn: https://www.linkedin.com/in/monicaeatoncardone/ Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Mo Al Adham, Founder & CEO at Frec.What you’ll get out of this episode:What is Frec?: Mo Al Adham explains Frec’s mission to provide market returns with tax savings through direct indexing.The Evolution of Index Investing: Frec offers a modern twist on traditional ETFs, providing both returns and capital losses for tax efficiency.Portfolio Customization: Frec allows investors to tailor portfolios by excluding specific stocks or industries, offering more control.Portfolio Lines of Credit: Mo discusses how Frec's portfolio lines of credit empower investors without the need to sell assets.The Future of Fintech & AI: Insights on how Frec utilizes AI for compliance and personalization and its potential impact on the fintech industry.To learn more about Frec:Website: https://frec.com/LinkedIn: https://www.linkedin.com/company/frecfinance/ Guest's Socials:LinkedIn: https://www.linkedin.com/in/maladham/ Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Zuben Mathews, Co-Founder & CEO at Brigit.What you’ll get out of this episode:Brigit is the most downloaded financial health app in the U.S., offering tools like paycheck advances, credit building, and personalized advice.Zuben Mathews explains how Brigit has helped users save over $1 billion in fees while reducing financial stress for 94% of its users.The platform uses advanced cashflow technology to provide financial inclusion for the 75% of Americans living paycheck to paycheck.Brigit has scaled rapidly, achieving over $100 million in revenue with a lean team, and aims for further exponential growth.To learn more about Brigit:Website: https://www.hellobrigit.com/LinkedIn: https://www.linkedin.com/company/hellobrigit/ Guest's Socials:LinkedIn: https://www.linkedin.com/in/zuben-mathews-0ba6b95/ Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Bobby Pinero, Co-Founder & CEO at Equals.What you’ll get out of this episode:Bobby Pinero’s journey from Intercom analyst to CEO of Equals.How Equals aims to simplify financial modeling for spreadsheet lovers.The challenges of creating user-friendly live data connections in Equals.Lessons learned from introducing a freemium model and pivoting back.To learn more about Equals:Website: https://equals.com/LinkedIn: https://www.linkedin.com/company/equalshq/ Guest's Socials:LinkedIn: https://www.linkedin.com/in/bobbypinero/ Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Renato Villanueva, Co-Founder & CEO at Parallel.What you’ll get out of this episode:Renato Villanueva shares the inspiration behind founding Parallel and the excitement of solving tough problems.The critical role of financial forecasting in the success of early-stage startups.Common financial mistakes founders make and how to avoid them.The importance of making strategic bets rather than just cutting costs.Advice for new founders on getting their products to market quickly.To learn more about Parallel:Website: https://getparallel.com/ LinkedIn: https://www.linkedin.com/company/getparallel/ Guest's Socials:LinkedIn: https://www.linkedin.com/in/villanuevar/Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Adam Tzagournis, Founder & CEO at FlowCog Canvas.What you’ll get out of this episode:Introduction to FlowCog Canvas, a tool for managing business finances and avoiding cash flow problems.Insights from Adam Tzagournis, a CPA and full-stack developer, on integrating finance and technology.The importance of forward-looking projections in financial planning for startups.FlowCog's use of AI to simplify financial data and enhance user experience.New features and future plans for FlowCog, including the "Explain in Plain English" function.To learn more about FlowCog Canvas:Website: https://canvas.flowcog.com/LinkedIn: https://www.linkedin.com/in/adam-tzagournis-cpa/ Guest's Socials:LinkedIn: https://www.linkedin.com/company/flowcog/ Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Sasha Orloff, Co-Founder & CEO at Puzzle.What you’ll get out of this episode:Sasha Orloff's Vision for Puzzle: Describes Puzzle as a transformative combination of QuickBooks, OpenAI, and Stripe, aiming to automate and enhance financial processes with a focus on accuracy and customization.Challenges in Traditional Accounting: Discusses the limitations of existing accounting software, particularly around accrual accounting, visibility of cash, and timeliness of financial data.Role of AI in Accounting: Highlights how AI can improve judgmental accuracy and decision-making in finance, moving beyond traditional data visualization to provide actionable business intelligence.Integration and User Experience: Details how Puzzle seamlessly integrates with modern financial tools and platforms, offering an intuitive user interface that simplifies complex financial data for users.Future of Puzzle and Financial Software: Shares the roadmap for Puzzle, focusing on increasing accuracy, integration capabilities, and real-time financial insights that empower founders and businesses.To learn more about Puzzle:Website: https://puzzle.io/LinkedIn: https://www.linkedin.com/company/puzzlefin/ Guest's Socials:LinkedIn: https://www.linkedin.com/in/sashaorloff/Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc. 

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Christopher Lay, Founding Partner at LEONID.What you’ll get out of this episode:Chris Lay's Background: Transitioned from neurobiology into finance, co-founding LEONID to leverage government contracts for venture debt.LEONID's Investment Strategy: Specializes in sectors with low cancellation rates, utilizing proprietary data to secure financing against government contracts.Client Interaction and Process: Describes how LEONID customizes financial solutions from initial consultation to final execution, focusing on client objectives.Sector Specialization: LEONID thrives in aerospace, defense, and cybersecurity, avoiding areas like construction where expertise doesn't align.Future Growth and Market Recognition: LEONID's increasing brand recognition and its implications for future expansion and client engagement.To learn more about LEONID:Website: https://leonidfinance.io/LinkedIn: https://www.linkedin.com/company/leonidcapital/Guest's Socials:LinkedIn: https://www.linkedin.com/in/christopherlay/Show and Host's Socials:Slice of FinanceLinkedIn: https://www.linkedin.com/company/slice-of-finance/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/Slice of Finance is produced by Slice of Media, Inc.