In this episode, we speak with Matt Brown, Founder, CEO and Chairman of CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

CAIS is backed by Apollo, Franklin Templeton, and Motive Partners, among others.

Matt has spent over 30 years at the intersection of wealth management, alternative investments, and platform design. He began his career as a financial advisor at Shearson Lehman Brothers and Smith Barney.

I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Tre Sayle, a Partner at Thoma Bravo, where he heads the firm’s growth investment strategy. Tre led growth investments in FTX, Illumio, and ServiceTitan along with several other notable companies.

Thoma Bravo is one of the most successful software investment firms in the world with over 40 years of experience and more than $100 billion in assets under management. Throughout Tre’s 16-plus-year career at Thoma Bravo, he has been instrumental in orchestrating 22 deals representing approximately $50 billion of transaction value.

Tre was named a Top 25 Software Investor by GrowthCap in 2021.

We hope you enjoy the show.

In this episode, we speak with Jack Kokko, CEO and founder of AlphaSense, a market intelligence platform used by the world’s leading companies and financial institutions.  AlphaSense is trusted by over 1,600 enterprise customers, including a majority of the S&P 100.

The company is backed by Goldman Sachs, Viking Global, Morgan Stanley, and many other notable investors.

Before AlphaSense, Jack was the founding CEO of Silecs, building the company into a global supplier of advanced materials, improving the performance of billions of semiconductor devices used in mass market electronics.

I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Prashant Fuloria, CEO of Fundbox, a financial platform for small businesses.  The company has connected with nearly 300,000 businesses, unlocked over $2 billion in working capital, and invested over $100 million into its AI platform, gaining deep insights into the small business ecosystem.

Fundbox is backed by Khosla Ventures, General Catalyst, Healthcare of Ontario Pension Plan, MUFG Innovation Partners, BNY Mellon, Allianz, and others.

Prior to joining Fundbox as COO in 2016, Prashant served as SVP, Advertising at Yahoo! and Chief Product Officer at Flurry.  He was also the Senior Director of Product Management at Facebook and a Product Management Director at Google.

We hope you enjoy the show.

In this episode, we speak with Brian Saunders, the founder and CEO of BigTime Software, a company with more than 2,000 customers that has created and marketed software responsible for tracking over $2 billion in professional time each year.

The company is backed by Vista Equity Partners, Wavecrest Growth Partners and others.

Prior to founding BigTime Software in 2002, Brian was the CEO of DaVinci Software, a software strategy and consulting firm that was named one of Crain's Top 25 software companies in 2000, shortly before being acquired by LiquidThinking in early 2001. 

We hope you enjoy the show.

In this episode, we speak with Rob Gurzeev, CEO and Co-Founder of CyCognito, a cybersecurity company that enables customers to take full control over their attack surface by uncovering and eliminating critical security risks. 

CyCognito’s investors include Accel, Lightspeed, Sorenson and The Westly Group among others. 

Previously, Rob served as Head of Offensive Security for C4, where he built an intelligence-gathering platform for government agencies.  He began his career with the Israeli Intelligence Corps where he rose to CTO of the product department. 

We hope you enjoy the show.

In this episode, we speak with Jason Fiedler, Managing Partner at Left Lane Capital, a venture capital firm investing in high-growth, high-retention consumer and internet technology businesses.

Jason joined the firm in 2019 after working previously as a Principal at Red Sea Ventures. Currently, he serves on the board of directors of Talkiatry, Smalls, and Tovala. He is also involved in investments including Abound, Renegade Insurance, and Jackpocket.

We hope you enjoy the show.

In this episode, we speak with Ed Boyajian, President and CEO of EDB, a global data software company serving over 4,000 customers, including leading financial services, government, media and communications, and information technology organizations.

EDB is backed by Great Hill Partners.

Ed has steered the company through 45 consecutive quarters of recurring revenue growth. A pioneer of the open source software business model, Ed was previously the GM of Red Hat North America. Ed is an Army veteran and a board member for Project Citizenship, a nonprofit that helps permanent U.S. residents become citizens.

We hope you enjoy the show.

In this episode we chat with Robert M. Lee, the Founder and CEO of Dragos, which is an industrial cybersecurity company that detects and responds to threats in industrial controls systems. 

Dragos has raised over $360 million and is backed by Blackrock, Koch Disruptive Technologies, Canaan Partners, and others.

Robert M. Lee is a recognized pioneer in the industrial security incident response and threat intelligence community. He gained his start in security as a U.S. Air Force Cyber Warfare Operations Officer. He went on to build the industrial community’s first dedicated monitoring and incident response class at the SANS Institute.

We hope you enjoy the show.

In this episode we chat with Ron Schneidermann, the CEO of AllTrails, which is the most trusted and used outdoors platform in the world.  The Company is frequently ranked as a top-5 Health and Fitness app and has been downloaded by over 40 million people worldwide.

AllTrails has raised over $225 million in funding and is backed by Permira, Spectrum Equity, and others.

Prior to joining the Company as COO in 2015, Ron was the Head of Growth at Yelp and before that was Co-founder and CMO of Liftopia.  He began his career as a business consultant with Accenture.

We hope you enjoy the show.