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에피소드 71 개
2022년 8월 31일부터
episodic

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Avantos AI is replacing the fragmented patchwork of CRMs, task managers, and paper-based workflows that financial services firms have relied on for decades with a single operating system for client management. Built on a knowledge graph and AI-native from the ground up, Avantos models the full comp…

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Most AI finance startups are chasing the same crowded ground — invoice processing, AP automation, SMB-friendly dashboards. ⁠Nominal⁠ is doing something different. ⁠Guy Leibovitz⁠, a three-time founder with two exits, is building AI agents that replace the full manual workload of controllers and acc…
Extend's model is built on a specific bet: that banks want to offer their SMB clients a better expense management product but won't build it themselves. Extend builds that product and sells it to the bank, who then distributes it to their business customers as their own offering. In a recent episod…
Safebooks AI is building the infrastructure layer that makes agentic AI safe to operate inside the office of the CFO. Where most finance automation tools solve point problems — AP, AR, billing, reconciliation — Safebooks ingests data end to end across every system in a company's financial stack: CP…
Ed Brandman⁠ spent decades in global financial services before retiring in 2018. His last chapter before stepping away was at KKR — where he joined when the firm had just 390 people and left having helped build it into one of the most recognizable names in alternative assets. Five years later, a co…
Every year, more than half of private student loan applicants get declined. Not because they're unserious about their education — but because they narrowly miss a credit cutoff. For upperclassmen and grad students already deep into a degree, that rejection often means dropping out. ⁠Jen O'Donald⁠ s…
Savvy Wealth⁠ is an AI-enabled platform for independent financial advisors — solo operators and small teams — that handles everything from CRM and billing to compliance, investment management, and financial planning. In this episode of BUILDERS, I sat down with ⁠Ritik Malhotra⁠, Founder & CEO, …
Jacob Casson⁠ spent years trying to solve cash flow for the entertainment and media industry — influencer agencies, production houses, film and TV — while nearly running his own company into the ground twice. In this episode, he breaks down how ⁠Monet⁠ evolved from a creator banking product into a …
The cross-border payments market remains stubbornly difficult despite billions in venture capital and countless smart founders attacking the problem. The core challenge isn't technology—it's economics. Western Union's margins weren't exploitative greed; they reflected the brutal reality of cash dis…
Maxima is building AI agents that automate enterprise accounting while maintaining the auditability and control standards finance teams require. In a recent episode of BUILDERS, we sat down with ⁠Yogi Goel⁠, CEO and Co-Founder of ⁠Maxima⁠, to explore his eight-year journey at Rubrik from Series C t…
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