Value Drivers

Val Lee, co-founder of Manifest, transitioned to entrepreneurship after over a decade in management consulting at Deloitte, where he focused on economics and business. He realized his increasing draw to entrepreneurial projects, which large consulting firms are not structured to support, necessitating a "decompression period" to rewire his brain from high-pressure deliverables to long-term learning and strategic thinking.

Manifest's core mission is to unlock access to private equity real estate investment via blockchain, originating from an exploration of value creation in the crypto space. With his co-founder Nathan, Val focused on homes as a significant area for value creation. Their product allows homeowners to sell a portion of their home's value for cash, with investors sharing in the property's growth, rather than receiving interest. This model uniquely creates an alignment of interest between the occupant and investor, differing from traditional rental businesses that often have conflicting incentives.

For other founders, Val emphasizes that fundraising is about "finding someone who's already convinced" by your venture's thesis, rather than trying to persuade them. This strategy involves thorough pre-research on VCs and leveraging AI tools like ChatGPT to identify aligned investors and tailor pitches to resonate with their existing investment theses. Manifest's approach to capital utilization focuses on sequencing business activities to reduce risk as much as possible for each dollar spent, viewing risk reduction as direct value creation for investors. Their current primary risk is securing initial seed capital for the real estate fund to acquire assets. While having a core team of four, Val views their team broadly to include over 40 individuals, comprising partners, advisors, and vendors, underscoring the "it takes a village" approach crucial for startup success.

Key Takeaways

• Strategic Shift from Consulting to Entrepreneurship: Val's transition from over a decade in management consulting to co-founding Manifest highlights the importance of a "decompression period" for founders. This period allows for rewiring the brain from constant deliverables and high-pressure activities to a focus on long-term learning and strategic thinking, which is essential for identifying and pursuing entrepreneurial opportunities that major consulting firms often cannot support due to their business model.

• Innovative Value Creation in Real Estate through Aligned Incentives: Manifest's core value proposition is to unlock access to private equity real estate investment via blockchain. They do this through Home Equity Investments (HEIs), a relatively new product that allows homeowners to sell a portion of their home's value for cash, with investors being repaid based on the home's value growth. This model uniquely creates an alignment of interest between the occupant (who cares about property quality and financial results) and the investor, avoiding the conflict often seen in traditional rental businesses and expanding the dream of homeownership.

• Optimized Fundraising Strategy: Finding "Convinced" Investors and Leveraging AI: A crucial lesson in fundraising is that it's less about convincing someone and more about finding an investor who is "already convinced" by your venture's underlying thesis. This necessitates thorough pre-research into VCs' past investments and leveraging software tools to identify aligned firms, prioritize outreach, and tailor pitches with relevant talking points, thereby accelerating the fundraising process and making conversations more productive.

• Risk Reduction as the Core of Value Creation: Manifest strategically utilizes capital by sequencing business activities to reduce risk as much as possible for each dollar spent. This approach views risk reduction as direct value creation for investors, as successfully mitigating risks directly increases the perceived value and readiness of the business for scaling.

Chapter Summary

(00:01:04) Introduction & Personal Balance: Val Lee, Manifest co-founder, shares his improv passion for focus and stress relief. He discusses his pivot from 11 years at Deloitte consulting, emphasizing a "decompression period" for entrepreneurial thinking.

(00:06:58) Manifest's Core Innovation: Manifest uses blockchain for private equity real estate through Home Equity Investments (HEIs). This unique model aligns homeowner and investor incentives, unlike traditional rentals.

(00:11:17) Market & Product Specifics: HEIs repay investors based on home value growth. Manifest targets liquid markets, avoiding environmental risks like floodplains for stability.

(00:14:33) Optimized Fundraising Approach: Val emphasizes finding "already convinced" investors via thorough pre-research and leveraging AI (e.g., ChatGPT) to identify aligned VCs and tailor pitches efficiently.

(00:19:07) Capital Allocation & Risk Reduction: Manifest uses capital to reduce risk "for the next dollar spent," equating risk reduction to direct value creation. They're building necessary tech for their unique real estate fund.

(00:25:51) Addressing Key Challenges: The main current risk is securing initial seed capital for the fund. Val manages personal stress and anxiety through consistent daily journaling and improv practice.

Books Mentioned in this Episode

The Body Keeps the Score by Bessel van der Kolk

https://www.amazon.com/Body-Keeps-Score-Healing-Trauma/dp/0143127748

You Are the One You've Been Waiting For by Richard Schwartz

https://www.amazon.com/You-Youve-Been-Waiting-Relationships/dp/1683643623

Like War by P. W. Singer and Emerson T. Brooking

https://www.amazon.com/LikeWar-Weaponization-P-W-Singer/dp/1328695743

Resources:

Manifest Finance

https://manifest.finance

Stay Updated:

Please visit Brio360 on other episodes and resources on driving value creation

https://brio360.com

Follow our host:

Peter Ho

https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

Voltaire is an AI-powered program founded by Yo Sub Kwon, designed to help insurance carriers by making claims correspondence faster, more accurate, and cheaper. Kwon, a technologist who started programming at 12 and launched his first company at 16, has a background in founding multiple companies, including Launchkey and one of the earliest US-based crypto exchanges. His entry into the P&C insurance industry was sparked by the rise of ChatGPT, leading him to discover an unrelated AI software being used for claims letters and eventually partnering with Bryan Layne, who brought crucial insurance industry expertise, to start Voltaire.

The insurance industry faces significant challenges in claims correspondence, primarily due to the manual and time-consuming process of writing letters, especially denial letters. Adjusters must interpret unique, often 100-plus page policy documents, which can be further complicated by special provisions and endorsements. This complexity leads adjusters to use shortcuts like recycling old letters, introducing errors that create litigation risks for carriers, particularly if incorrect language or policy citations are used. Voltaire addresses these issues by dramatically improving the accuracy and consistency of letter writing, preventing the citation of language not present in the actual policy, and reducing "claims leakage" where coverage decisions are made incorrectly. The software drastically reduces the time spent on writing letters and the need for multiple layers of quality assurance, leading to significant time savings, reduced costs, and lower risks for carriers. Voltaire charges on a per claim basis, which can sometimes allow carriers to pass costs to reinsurers.

Kwon believes the AI cycle is still in an early stage and on a "parabolic trajectory," with advancements rapidly transforming various industries. While few direct competitors focus solely on AI-powered letter writing, the market is ripe for disruption, as most insurance carriers are slow to innovate and often rely on older software. Voltaire recently closed a $4.2 million seed funding round to accelerate its growth. The capital is being used to expand the team, particularly in marketing and sales, and to aggressively attend industry events to increase awareness and capture market share. The company emphasizes empowering its team with AI, dedicating 25% of engineering time to experimentation and research, and conducting hackathons to foster innovation and ensure they stay ahead in the rapidly evolving AI landscape.

Key Takeaways

• Leverage Past Experience and Build on Lessons Learned: Kwon emphasizes that every past company provided valuable lessons, even from mistakes, contributing to better pattern recognition and faster decision-making. This highlights the compounding value of entrepreneurial experience.

• Strategic Partnerships Fill Skill Gaps: A crucial lesson is to identify weaknesses and seek strong partners or resources to cover those areas. For Voltaire, Kwon, a technologist, partnered with Bryan Layne for essential insurance industry experience and connections, which was vital since he had no prior insurance background.

• Validate the Problem and Market Demand Early: Before significant investment, it's vital to clearly define the problem you're solving and ensure customers are willing to pay for the solution. Voltiare gained overwhelming positive feedback from insurance carriers for their prototype, validating their entry into the claims space.

• Identify and Aggressively Capture Untapped Market Opportunities: Kwon highlights a "massive opportunity" in insurance where less than 1% of the market currently uses software like Voltaire's for claims correspondence. He advocates for aggressive market expansion through industry events and sales/marketing efforts to capture early market share, anticipating a rapid shift away from manual processes.

• Embrace AI as a Transformational Enabler and Foster an AI-Native Culture: Kwon believes AI is in an early, rapidly advancing stage, capable of unlocking automation previously requiring engineers. Companies should empower their teams with AI (e.g., through hackathons and dedicated experimentation time) to significantly increase individual impact and build an AI-native culture where continuous learning and discussion of AI advancements are central.

• Build Strong Networks for Talent and Funding: Leveraging connections from previous ventures helped Kwon attract "extremely talented engineers" for Voltaire, ensuring cutting-edge development. Similarly, his quick fundraising was attributed to reaching out to known investors directly, relying on established relationships and a clear business case.

• Sustain Motivation through Problem-Solving and Impact: Kwon's motivation stems from the inherent challenge of problem-solving in business and being involved in AI, which he sees as having a "tremendous impact on humanity". This suggests linking work to a larger purpose and fostering excitement for technological advancements can drive sustained motivation for both leaders and teams.

Chapter Summary

(00:01:03) Voltaire: AI for Claims: Yo Sub Kwon founded Voltaire, using AI to make insurance claims correspondence faster, accurate, and cheaper. He entered insurance through an unexpected AI application.

(00:06:53) Current Claims Challenges: Manual letter writing is time-consuming and error-prone, leading to litigation risks and extensive quality assurance for carriers.

(00:10:34) Voltaire's Accuracy & Efficiency : Voltaire's AI improves accuracy and consistency by citing policy language verbatim. This reduces errors, saves time, and lowers costs.

(00:22:03) Massive Untapped Market: With under 1% market penetration, Voltaire sees immense opportunity. They're expanding aggressively, expecting manual letter writing to cease within five years.

(00:25:02) AI's Early, Transformative Stage: Kwon believes AI is in an early, rapidly advancing stage, enabling widespread automation. This empowers individuals and drastically increases organizational impact.

(00:35:60) Problem-Solving & AI Impact: Kwon's motivation is problem-solving and AI's tremendous impact. Voltaire fosters an AI-native culture, sharing excitement for technological advancements.

Books mentioned in this episode

Great Expectations by Charles Dickens

https://www.amazon.com/Expectations-Penguin-Classics-Charles-Dickens/dp/0141439564

The Count of Monte Cristo by Alexandre Dumas père

https://www.amazon.com/Count-Monte-Cristo-Penguin-Classics/dp/0140449264

Stay Updated:

Please visit Brio360 on other episodes and resources on driving value creation

https://brio360.com

Follow our host:

Peter Ho

https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

Peter Ho welcomed Alejandro Castellano to the podcast to discuss how he uses technology to make operations and businesses work smarter. Alejandro shared his background, starting with a childhood dream of being an inventor in Lima, Peru, leading him to study electrical engineering. He pursued entrepreneurial ventures early, starting an EdTech company in college where he learned the basics of running a business. This first company connected him with business people, leading to an opportunity to join a family office, which he described as his "on the streets MBA," where he learned how businesses grow from one to ten million in revenue across various industries. Despite this valuable experience, he always wanted to build something more disruptive in software, promising himself he would pursue a master's in computer science in the US. He eventually attended Cornell Tech, specializing in computer vision and machine learning, with a focus on entrepreneurship.

After completing his master's, Alejandro had the idea to combine his two experiences: the operational knowledge from the family office, particularly in non-tech professional services, with the exploding potential of generative AI to improve these operations. He applied to the Allen Institute for AI incubator, AI2, choosing it because they had invested in AI startups before AI was mainstream, trusting their approach. Moving to Seattle for the incubator, he began exploring his idea. The motivation to start a company stemmed from his preference for working on something he owned or had a stake in, a mission that led him to seek the "best place to build companies in the world".

Observing bottlenecks in admin and back office work in various businesses, Alejandro saw an opportunity to apply generative AI. He initially thought legal would be a good starting point due to AI's text analysis capabilities. Through conversations with attorneys, he identified common manual admin tasks that technical solutions could solve, but which firms lacked the resources to build. He realized this opportunity extended to other professional services like finance and accounting. This led to the core idea of Caddi: an extremely easy-to-use system that could watch a user's screen and replicate their process, like having a consultant ask to be shown a task and then automating it.

Caddi works by having users record their screen interactions while performing a process; Caddi then documents the steps and replicates the process via software, such as API calls. This approach is different from traditional UI-based RPAs, which can break if the user interface changes and might make errors in decision-making, posing a significant liability in sensitive industries like legal and finance. Caddi's hybrid model starts like an RPA but generates actual code, making it extremely reliable.

A key differentiation for Caddi is its focus on professional services users who are non-technical, often highly regulated, cautious about data, and value their time immensely. Caddi was designed to be customizable, allowing each firm to automate processes exactly the way they work today, rather than forcing them to adopt a standard pattern. They position Caddi as a "new AI employee" that users can teach manual processes to, which Caddi then performs reliably, saving time and cost and enabling employees to focus on revenue-generating activities. Caddi also facilitates process standardization across an organization and provides visibility into automated tasks. While they started exploring legal, their current clients are primarily in the financial services industry, as the pattern of needing operational support for expert practitioners is similar across professional services. Their revenue model is subscription-based with different tiers depending on platform usage, offering unlimited seats to encourage widespread adoption within a firm.

Caddi recently raised $5 million in funding, a process Alejandro described as challenging but ultimately quick, taking about three weeks to find lead investors. The AI2 incubator was immensely helpful, providing diverse advisor perspectives (VC, entrepreneur, technical) and, crucially, a network that provided warm introductions to investors, making the fundraising process significantly easier.

Key Takeaways

· Combine your unique background with technological shifts to identify opportunities. Alejandro combined his experience in operations within non-tech businesses from a family office with the "explosion" of generative AI to see a need for improving operations in professional services. This suggests that looking at how your specific skills and past experiences intersect with emerging technologies can reveal promising market gaps.

· Focus on a specific customer segment and deeply understand their unique needs and constraints. Caddi initially focused on professional services like legal and financial advisory. Alejandro emphasizes that these users are often non-technical, highly regulated, have concerns about data security, and value their time immensely. Tailoring the product's ease-of-use and reliability, as well as the go-to-market strategy, to these specific characteristics is crucial for differentiation and adoption.

· Prioritize reliability, especially in sensitive industries. In fields like legal and finance, even small errors can be very costly. Caddi addressed this by developing a hybrid approach that, while starting with recording user actions, generates validated code to ensure processes are replicated reliably, offering a significant advantage over less dependable methods. Making the solution reliable is paramount for building trust with these customers.

· Leverage incubators and their networks for guidance and fundraising. Alejandro found the AI2 incubator incredibly helpful, not only for diverse advisor perspectives covering business, technology, and entrepreneurship, but also for providing warm introductions to investors within their network. This network significantly eased the fundraising process, demonstrating the value of connecting with established communities.

· Balance visionary dreaming with grounded realism. Founders need a "reality distortion field" to dream big and believe they can change the world. However, Alejandro stresses the importance of being "quite real, quite transparent, and humble" when receiving customer feedback, analyzing usage data, and assessing the company's actual progress. The ability to switch between these two mindsets is vital for navigating the entrepreneurial journey.

Chapter Summary

(00:01:02) Host Peter Ho introduces Alejandro Castellano, CEO of Caddi, focusing on using tech for smarter business operations. Shares background: Peru, engineering, first company A plus Tutoring, and "on the streets MBA" experience in a single-family office.

(00:03:23) Pursuit of US education led to a Master's in AI at Cornell Tech and joining the AI2 incubator in Seattle. The idea for Caddi combined his operations experience with generative AI's potential to automate manual admin/back-office tasks in non-tech professional services.

(00:06:50) Identified that professionals were overqualified for manual admin tasks. Realized an opportunity in industries like legal and finance. Caddi's concept aims for ease of use by watching and replicating processes, using a recording app to capture steps and build automations via software.

(00:11:11) Caddi differentiates from RPA/no-code by focusing on professional services lacking tech talent. Unlike UI-based RPA, Caddi generates reliable custom code, crucial for accuracy in legal/finance where errors are costly.

(00:15:23) Caddi's value proposition: act as a reliable AI employee, freeing up time for higher value tasks, offering standardization and visibility. Business model is subscription for financial services and law firms with unlimited seats.

(00:17:40) They recently raised $5M, lead investor Sunil Nagaraj (Uig), also AI2 network. Differentiation lies in specializing for the professional services segment's specific needs and constraints (e.g., regulation, hesitation to adopt new tech, value of time).

(00:22:40) Scaling in this segment requires credibility and case studies. The AI2 incubator provided significant help with advisors and warm investor introductions. Keeping current on AI means constant experimentation.

(00:30:12) Advice for entrepreneurs: balance the dreamer's reality distortion field with being realistic and transparent about operations.

Resources:

Black Swan by Nassim Nicholas Taleb

https://www.amazon.com/Black-Swan-Improbable-Robustness-Fragility/dp/081297381X

Caddi

https://www.trycaddi.com/

Stay Updated:

Please visit Brio360 on other episodes and resources on driving value creation

https://brio360.com

Follow our host:

Peter Ho

https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

This podcast episode features an interview with Chat Joglekar, the founder and CEO of Baton, a company aiming to be the "Zillow for small business". Chat, an experienced executive with previous roles at Google and Zillow, was inspired to start Baton after a friend's frustrating experience trying to buy a small business, highlighting the lack of transparency in valuations. The market for small business transactions is substantial, estimated to be north of one trillion dollars annually. Baton seeks to address the illiquidity and opacity of this market by providing transparent valuations based on comparable sales data and reconciled financial information for listed businesses, unlike many other listing sites.

Baton operates as a two-sided marketplace, and their initial strategy focused on building a high-quality and "legible" supply of businesses. Chat drew parallels to his experience scaling the new construction marketplace at Zillow, where focusing on quality listings attracted demand. Baton's monetization primarily comes from success fees charged to sellers upon a successful transaction, along with a small monthly retainer to ensure seller engagement . While currently working mostly directly with sellers, Baton is also testing partnerships with third-party brokers who see value in leveraging their platform. Despite existing and potential competitors, Baton believes its full-stack approach, guiding transactions from valuation to closing, sets it apart. The company recently raised a $10 million Series A funding round, with investors resonating with the large market opportunity and the need for Baton's solution. Key internal metrics for Baton include contracted retainer revenue and gross listing value, which help track the platform's health and future success. He emphasizes that motivating his team comes from a shared vision of helping small businesses, strong core values, and a focus on solving challenging problems by deeply understanding their customers.

Key Takeways

1. Identify and Validate a Clear Market Need by Drawing Analogies: Chat's inspiration for Baton came from a friend's frustrating experience trying to buy a small business, which he articulated as the need for a "Zillow for small business". This highlights the power of identifying a tangible problem and using a familiar analogy to frame the solution and understand the missing elements in the market.

2. For Two-Sided Marketplaces, Focus on Building Quality Supply First to Drive Demand: In the context of Baton, the initial focus was on making the supply of small businesses "legible" and bringing high-quality listings to the platform. Chat emphasizes that once they had good supply with comprehensive information, demand from buyers naturally followed. This suggests that in marketplaces where supply is opaque, prioritizing its quality and availability is crucial for attracting users on the demand side.

3. Deeply Understand and Address the Unique Characteristics of Your Target Market: Chat points out that the small business transaction market is unique because the vast majority of both buyers and sellers are first-timers. This requires a different approach than more experienced markets, necessitating more education, support, and a platform that simplifies complex processes. Entrepreneurs should tailor their solutions to the specific challenges and inexperience levels of their users.

4. Establish Core Metrics Aligned with Long-Term Success, Not Just Immediate Outcomes: Baton focuses on "contracted retainer revenue" as a key internal metric. This leading indicator helps predict future successful deals, which typically take several months to close. This illustrates the importance of identifying and tracking KPIs that reflect the underlying health and momentum of the business, even if they don't provide immediate gratification.

5. Build a Strong Vision, Mission, and Values to Inspire and Motivate Your Team: Chat emphasizes that Baton's mission to help small businesses resonates deeply with many people. Their core values, such as "Know your customer" and "Problems energize us," create a shared sense of purpose and excitement within the team. This highlights that beyond financial incentives, a compelling vision and well-defined values are critical for attracting and retaining talented individuals who are passionate about solving the problem.

Chapter Summary

(00:01:00) Host Peter Ho introduces Chat Joglekar, the founder and CEO of Baton, highlighting his experience in building businesses. Chat shares his background, including roles at Google and Zillow, and the inspiration behind Baton – a friend's frustrating experience in trying to buy a small business, sparking the idea for a "Zillow for small business".

(00:03:09) Peter and Chat discuss the significant market opportunity in small business transactions, estimated to be north of one trillion dollars annually, comparable to the real estate market. Approximately 8-10% of businesses trade hands each year, representing a large volume of potential transactions.

(00:04:50) The conversation explores the lack of a great ecosystem for small business transactions compared to real estate. Emotional aspects for owners and the fact that most buyers and sellers are first-timers create unique challenges.

(00:10:04) Chat explains Baton's core strategy of providing apples-to-apples comparisons using cash flow multiples and a database of 70,000 recent sales comps. Baton aims to reduce the gap between buyer and seller valuation expectations by offering data-backed insights. They verify financial data for listings, unlike many other sites.

(00:15:51) Drawing on his experience at Zillow's new construction marketplace, Chat emphasizes the importance of building a high-quality and "legible" supply of businesses to attract demand. Baton focuses on comprehensive listings with video interviews and reconciled financials. This approach has led to a significant number of registered buyers.

(00:24:32) Chat acknowledges existing and potential competitors but highlights Baton's full-stack approach, assisting with the transaction process all the way to closing, as a key differentiator. They believe this comprehensive model provides a superior service compared to basic listing sites.

(00:26:29) Chat discusses Baton's recent $10 million Series A funding round. Investors were drawn to the large market and the need for Baton's solution. Chat reflects on the importance of understanding investor perspectives and addressing their concerns, particularly around being a tech-enabled broker versus a true marketplace.

(00:31:59) Chat shares that key internal metrics include contracted retainer revenue and gross listing value . He also discusses his approach to motivating his team, emphasizing the inspiring vision of helping small businesses, core values like "Know your customer" and "problems energize us," and fostering a collaborative environment. He personally stays motivated by the opportunity to solve problems and support small business owners.

Resources mentioned in the podcast

https://www.batonmarket.com/

Acquired podcast

Lenny podcast

Superagency by Reid Hoffman

https://www.amazon.com/Superagency-Could-Possibly-Right-Future-ebook/dp/B0D886ZQHY

The Nvidia Way by Tae Kim

https://www.amazon.com/Nvidia-Way-Jensen-Huang-Making/dp/1324086718

Stay Updated:

Please visit Brio360 on other episodes and resources on driving value creation

https://brio360.com

Follow our host:

Peter Ho

https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

In this episode, we interview Alex Smereczniak, a serial entrepreneur and the co-founder and CEO of Franzy, a franchise discovery and acquisition platform, and former CEO of 2 U Laundry and Laundry Lab. Alex shares his journey of growing 2 U Laundry/Laundry Lab to over 30 locations and his decision to hire a CEO and move to a board position. This transition allowed him to focus on his idea for Franzy, which he describes as the "Zillow for franchising," aiming to solve the gap in how people discover and research franchise opportunities. The franchise market is massive, accounting for 6-8% of the US GDP. Alex points out that finding franchise opportunities is currently inefficient, often relying on Google searches or potentially biased franchise brokers who don't disclose their commissions. Franzy offers a transparent, all-in-one platform with AI-powered matching, educational tools, and a tech-enabled coaching experience for prospective franchisees. For franchisors, Franzy provides access to high-quality leads with a success-based flat fee model. Alex discusses the challenges of scaling a marketplace and Franzy's multi-faceted approach to drive awareness. Interestingly, he notes that economic uncertainty can actually drive growth in franchising as people seek more control over their careers. Reflecting on entrepreneurship, Alex emphasizes the importance of building a team that wants to be part of something bigger than themselves and constantly reinforcing that vision. To connect with Alex and learn more about Franzy, visit www.franzy.com.

Here are 5 key takeaways from the interview that may be useful for other entrepreneurs or CEOs:

1. Prioritize the health of the business over personal attachment: Alex Smereczniak made the strategic decision to hire a CEO for 2 U Laundry and Laundry Lab, recognizing that someone with more retail and operational experience could better lead the company's growth, even though he had dedicated eight years to building it. This highlights the importance of putting the business's needs first, even if it means stepping back from a day-to-day leadership role.

2. Identify and capitalize on market inefficiencies: Alex recognized a significant gap in how individuals discover and acquire franchise opportunities. The lack of a transparent, centralized platform, coupled with potential conflicts of interest with franchise brokers, led to the creation of Franzy. This demonstrates the value of identifying pain points in an existing market and developing innovative solutions to address them.

3. Leverage technology to create transparent and efficient marketplaces: Franzy aims to be the "Zillow for franchising" by providing a platform with transparent pricing, AI-powered matching, and comprehensive information, contrasting with the fragmented and sometimes opaque nature of traditional franchise discovery methods. This underscores the power of technology in creating more efficient and trustworthy marketplaces by offering greater transparency and value to users.

4. Recognize opportunities within economic shifts: Despite economic uncertainty, franchising has historically seen growth as individuals seek more control over their careers and futures. This suggests that entrepreneurs and CEOs should be aware of how broader economic trends can create new demands and opportunities within their respective markets.

5. Build a team driven by a shared, larger purpose: Alex emphasizes the importance of hiring individuals who want to be part of something bigger than themselves and constantly reinforcing that vision. Creating a sense of shared purpose and excitement about the company's mission can be a powerful motivator for teams, especially in the challenging environment of a startup.

Chapter Summary

(00:01:04) Peter Ho introduces Alex Smereczniak, co-founder/CEO of Franzy and former CEO of 2 U Laundry/Laundry Lab.

(00:01:33) Alex discusses 2 U Laundry/Laundry Lab's growth to over 30 locations and his move to a board position. He explains Franzy, inspired by his franchising experience, aims to be the "Zillow for franchising."

(00:02:45) Alex highlights the massive franchise market, accounting for 6-8% of the US GDP, encompassing diverse industries beyond fast food.

(00:07:00) Peter asks how business owners find franchises. Alex points out the lack of a great platform and issues with franchise brokers. Franzy aims to be a transparent solution.

(00:09:12) Alex explains Franzy's AI matching, coaching, and success-based flat fee model for franchisors . It leverages FDD data for accessible brand profiles.

(00:17:25) Alex discusses overcoming the cold start problem and how economic uncertainty can drive franchise growth , though tariffs can impact specific sectors.

(00:27:26) Alex shares that building a startup requires a team wanting to be part of something bigger than themselves and constantly reinforcing that vision.

(00:29:53) Alex notes "crazy finds crazy" in startups . He provides contact information for Franzy and himself.

Books mentioned in the podcast

Zero to One by Peter Thiel and Blake Masters

https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296

The Hard Thing About Hard Things by Ben Horowitz (Author)

https://www.amazon.com/Hard-Thing-About-Things-Building/dp/0062273205

Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com

Follow our host: Peter Ho https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

Peter Ho welcomes Julian Lange, an experienced CFO who has guided companies from startup to IPO, including scaling Marley Spoon and leading VC fundraising for Aiven. Currently CFO at Upvest, Julian brings strategic financial leadership and a passion for team development.

Julian's Career Journey: Julian shares his background, starting with 10 years in the corporate world at General Electric (GE), where he held various finance roles and learned the importance of finance helping to run the business. He gained exposure to corporate FP&A among other important finance functions. After GE, Julian transitioned to the startup and scale-up world.

Experience at Marley Spoon: Julian was the first finance hire at Marley Spoon, a global meal kit competitor to HelloFresh. He discusses the company's rapid growth from zero to $250 million revenue and its IPO within four years. He emphasizes the importance of building processes early and shaping the finance team with a vision. Julian also highlights the significance of unit economics even in early stages, focusing on customer acquisition cost and lifetime value to build a "marketing machine".

Experience at Aiven: Julian joined Aiven, a software business providing value-added cloud infrastructure for open-source software, and experienced hypergrowth, with the team and topline revenue quadrupling in 18 months. Aiven reached a multi-billion dollar valuation.

Current Role at Upvest: Julian is currently the CFO at Upvest, an investment API company that enables other companies to offer stock and ETF trading. He explains the technical complexities Upvest solves in the investment space.

Key Takeaways for Finance Professionals and Entrepreneurs:

Finance should be a business partner, actively helping to run the company, not just focusing on numbers. Julian mentioned that what interested him at GE was being told that in finance, you help run the business. He found this to be true, noting that CFOs and finance teams have a huge say and impact on how things are done, which comes with the responsibility of knowing the business details. This perspective suggests that finance professionals should strive to understand the operational aspects of the business and contribute to strategic decision-making, rather than being purely reactive or focused solely on reporting. This is also reflected in his emphasis on business partnering later in the interview.

• Building strong unit economics is crucial for sustainable growth, even from the early stages of a company. Julian highlighted that even at super low revenue, they started looking at unit economics at Marley Spoon, specifically the relationship between customer acquisition costs and lifetime value . He described the goal as building a "marketing machine" that "magically... multiplies the money." This takeaway emphasizes the importance of understanding the profitability of each customer and ensuring that growth efforts are financially sound, rather than just focusing on top-line revenue. This principle applies to both startups and more mature businesses looking to expand efficiently.

• Don't underestimate the value of hiring individuals with the right attitude and potential for growth, even if they are less senior initially. Julian shared the "famous example from Marley Spoon days" where his first finance hire was a working student who is now the CFO of one of their largest countries. He stated that he is "fine to hire less senior, but a person that I'm fully convinced otherwise can develop". This suggests that entrepreneurs and finance leaders should look beyond immediate experience and consider the long-term potential and adaptability of candidates, investing in their development for future success.

• Expect and embrace change and uncertainty, especially in high-growth environments, and focus on the ability to react quickly based on data. Julian's career has involved navigating various significant events, from the great financial crisis at GE to the rapid growth and market shifts at Marley Spoon and Aiven. He mentioned that he has "seen a career full of events that normally say people, oh, this happens once in a lifetime. But for me, it happens like once in a job." His approach is not to over-plan for every possibility but to "quickly react," look at the data, understand the new context, and make solid decisions. This suggests that agility and data-driven decision-making are vital for navigating the unpredictable nature of business, particularly in dynamic industries.

• Continuous learning and a focus on process improvement are essential for effective financial leadership. This highlights the importance of ongoing learning, adopting best practices, and continuously refining financial and operational processes to improve efficiency and effectiveness within the finance function and across the organization.

Chapter Summary

(00:01:04) Introduction to Julian Lange

(00:01:35) Early Career at General Electric (GE)

(00:03:06) Transition to Startups and Marley Spoon

(00:09:04) Hypergrowth and IPO of Marley Spoon

(00:17:17) Recruiting and Experience at Aiven

(00:21:25) Current Role at Upvest

(00:25:16) Balancing Growth and Navigating Uncertainty

(00:43:08) Book Recommendations and Career Advice

Book Recommendations

The Pyramid Principle:Logic in Writing and Thinking by Barbara Minto

https://www.amazon.com/Pyramid-Principle-Logic-Writing-Thinking/dp/0273710516

The Checklist Manifesto Atul Gawande

https://www.amazon.com/Checklist-Manifesto-How-Things-Right/dp/0312430000

Atomic Habits by James Clear

https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299

Deep Work by Cal Newport

https://www.amazon.com/Deep-Work-Focused-Success-Distracted/dp/1455586692

The Phoenix Project by Gene Kim, Kevin Behr, George Spafford

https://www.amazon.com/Phoenix-Project-DevOps-Helping-Business/dp/0988262592

Radical Candor by Kim Scott

https://www.amazon.com/Radical-Candor-Revised-Kick-Ass-Humanity/dp/1250235375

Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com

Follow our host: Peter Ho https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

The interview with Alex Lee, CEO of Truewind, explores how his company uses artificial intelligence to streamline accounting processes for accounting firms. Truewind is presented as a "digital staff accountant" that utilizes AI to perform accounting tasks with greater efficiency and predictability.

Lee's background is in aerospace engineering, having worked at Boeing on the 777X program. He transitioned to venture capital after obtaining an MBA. His experience supporting portfolio companies exposed him to the inefficiencies in finance and reporting, which led him to start two technology companies, including Truewind.

Inefficiencies exist across the entire accounting stack, from basic journal entries to reporting and analytics. Truewind focuses on the foundation of this pyramid by addressing manual journal entries.

Truewind operates on a monthly subscription model, positioning itself as a digital staff accountant. Customers view Truewind as a labor solution rather than a software expense. Truewind serves various clients, including top 50 accounting firms, regional firms, solo practitioners, and fractional CFO firms.

Truewind integrates with existing general ledgers like QuickBooks, Xero, NetSuite, and Sage Intacct. It enhances the work that human accountants do, such as classifying transactions, ensuring documentation, and reconciling sub-ledgers. Truewind's document system reads PDFs and matches them to transactions, which helps with audits.

The goal is not to replace accountants but to make them more efficient and allow them to upskill. The ultimate value of accountants is trust, which AI cannot replace. AI can assist with lower-value tasks and free up accountants for advanced analysis and client engagement.

Addressing the risk of AI "hallucination," Lee views the non-deterministic nature of AI as a feature that allows it to handle complex nuances in accounting. Human review remains essential.

Truewind prioritizes product engineering and go-to-market strategies with its capital. They focus on reliability, accuracy, user experience, and a streamlined sales process. Truewind is metrics-driven and uses its software internally.

Key takeaways from the interview that are particularly relevant for entrepreneurs:

1. Solve fundamental problems within an industry using AI, but recognize the enduring value of human expertise. Truewind focuses on the foundational inefficiencies in accounting, like manual journal entries, rather than superficial issues. This approach highlights the importance of identifying core problems that AI can address while recognizing that AI will not replace human accountants, whose value lies in building trust and providing complex analysis .

2. Industry-Specific AI Requires Nuanced Training and a Human-in-the-Loop Approach Developing AI solutions for specific industries, such as accounting, demands careful training to understand industry nuances. Truewind invests in training its AI model to recognize the differences between industries, indicating the need for tailored AI solutions. Lee emphasizes the importance of a "human-in-the-loop" approach, where AI suggestions are reviewed by humans, ensuring accuracy and trust.

3. Prioritize Product Development, User Experience, and a Streamlined Go-to-Market Strategy For early-stage companies, disciplined capital allocation is crucial . Truewind prioritizes product engineering, reliability, user experience, and a streamlined sales process tailored to accountants' busy schedules . Recognizing the user and meeting their needs is of utmost importance.

Chapter Summary

(00:01:04) Introduction and Background: Introduction of Alex Lee, founder and CEO of Truewind, his background, and how Truewind is a digital staff accountant using AI. Lee's career journey from aerospace engineering at Boeing to venture capital and starting Truewind is discussed.

(00:03:17) Addressing Inefficiencies and Market Opportunity: Discussion of the inefficiencies in accounting that Truewind addresses by focusing on the foundational level of journal entries. Truewind's business model as a monthly subscription fee is mentioned. The market opportunity is huge due to the shortage of accountants, and the accounting industry welcomes AI to enhance practices.

(00:08:08) AI and the Role of Accountants: Truewind integrates with general ledger software and enhances the work done by human accountants. AI will not replace accountants but will make them more efficient. The value of accountants lies in building trust, and AI's role is to assist and allow them to upskill. The need for accuracy in accounting is emphasized.

(00:16:33) AI's Nature, Lee's Investment Experience, and Truewind's Priorities: AI's non-deterministic nature is viewed as a feature, and human review remains essential. Lee's prior experience as an investor was helpful during fundraising and in sales. Truewind prioritizes product engineering and go-to-market strategies with its capital.

(00:22:50) Internal Operations, AI Usage and Motivation: The focus is on reliability, accuracy, user experience, and a streamlined sales process. Truewind uses its own software internally and is metrics-driven. AI is used in various business processes, and the team is encouraged to experiment with it. Lee shares book recommendations and discusses motivating his team by leading by example, building a strong team, and providing clear direction.

Books Mentioned in this Episode

Red Notice by Bill Browder

https://www.amazon.com/Red-Notice-Finance-Murder-Justice/dp/1476755744

Pachinko by Min Jin Lee

https://www.amazon.com/Pachinko-National-Book-Award-Finalist/dp/1455563927

The Outsiders by William N. Thorndike Jr.

https://www.amazon.com/Outsiders-Unconventional-Radically-Rational-Blueprint/dp/1422162672

Resources:

https://www.truewind.ai/

Stay Updated:

Please visit Brio360 on other episodes and resources on driving value creation

https://brio360.com

Follow our host:

Peter Ho

https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

Nate Helbach, founder and CEO of Neutral, discusses his company's mission to redefine real estate development through sustainable practices and a focus on tenant wellness. Neutral aims to construct mixed-use and multifamily developments that achieve carbon neutrality.

Inspiration and Background: Nate was inspired to start Neutral by the lack of differentiation and sustainability in typical multifamily projects. He saw a need for buildings that prioritize wellness, longevity, and environmental responsibility. Neutral is vertically integrated, with development, construction, and architectural arms.

Neutral's Strategy and Projects: Neutral focuses on creating unique living experiences with a holistic approach, incorporating wellness packages, community-building amenities, and high-quality design. The company starts with a base-case financial model and then evaluates sustainability features based on cost-benefit analysis, ensuring that increased costs are offset by increased income or long-term value. Nate highlights the importance of community in tenant retention, emphasizing the creation of environments where residents form relationships . Current projects include Baker's Place in Wisconsin, with plans to expand into Arkansas and San Francisco.

Financing and Capital: Neutral utilizes various methods for raising capital, including wealth advisors, wealthy individuals, and an investor portal. The company has established relationships with banks like Bank Ozk and Pro market for debt financing.

Competition and Vision: Neutral differentiates itself by being a "first mover" , bringing a holistic, differentiated experience to the market, combining sustainable features, wellness programs and community focus .

Key Takeaways

1. Differentiate your product: Identify gaps in the market and offer unique value propositions that go beyond the ordinary. Neutral's focus is on sustainability, wellness, and community in real estate development.

2. Implement a holistic cost-benefit analysis when considering sustainable features . Balance increased costs with potential increases in income, government credits, and long-term valuation.

3. Build community to foster loyalty: Creating a sense of community can significantly improve renewal rates.

4. Diversify capital raising strategies: Explore various avenues, including wealth advisors, individual investors, and online portals, to secure funding.

5. Be flexible and adaptable: Being a "first mover" allows for quick implementation of innovative ideas, giving a competitive edge against larger, more entrenched companies.

Chapter Summary

(00:01:05) Introduction

(00:01:30) Neutral's Mission: Nate explains Neutral's core competency in ground-up multifamily construction and its mission to provide a differentiated product focused on carbon reduction, tenant experience, wellness, and longevity.

(00:03:16) Wisconsin Roots and Expansion: Nate discusses starting in Wisconsin due to it being his home state, while also having a San Francisco office and expanding into Arkansas.

(00:08:02) Inspiration and Vision: Nate shares his inspiration for starting Neutral, driven by a desire to move away from ordinary projects and create sustainable buildings focused on wellness.

(00:17:37) Balancing Sustainability and Financials: Nate explains how Neutral balances sustainable features with financial metrics by using a cost-benefit analysis to ensure costs are offset by income.

(00:25:18) Creating Differentiated Living Experiences: Nate details Neutral's strategy to create differentiated living experiences with holistic wellness packages, high-end interior design, and community-building amenities.

(00:34:58) Competing with Larger Companies: Nate describes how Neutral competes as a "first mover" by being flexible, revolutionary, and delivering a holistic experience that larger companies struggle to replicate due to being entrenched in their ideals.

(00:37:48) Book Recommendation and conclusion

Mastering The Market Cycle: Getting the Odds on Your Side by Howard Marks

https://www.amazon.com/Mastering-Market-Cycle-Getting-Odds/dp/1328479250

Resources:

https://www.neutral.us/

Stay Updated: Please visit Brio360 on other episodes and resources on driving value creation https://brio360.com

Follow our host: Peter Ho https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

In this episode of Value Drivers, we welcome Dan Hilton, the CFO of BluMetric (Ticker: BLM), a Canadian environmental consulting and water technology company. Dan shares his extensive experience spanning over 30 years in both startup and established technology firms. He discusses his varied career, which includes serving on both public and private company boards, involvement in the Canadian artificial heart program, running the Conservative Party of Canada, and numerous successful M&A transactions. Dan delves into the role of a strategic CFO, emphasizing a balance between risk-taking and financial prudence, the importance of understanding and storytelling in finance, and managing organizational growth while maintaining culture. Additionally, Dan provides insights into BluMetric's business model and their work in water and wastewater solutions, as well as his thoughts on the future of work and the impact of AI in finance.

Key Takeaways

1. Risk Management and Strategic Boundaries: Understand the operational boundaries, assess risks, and understand potential outcomes to set a baseline for the organization.

2. Catalyst for Growth: A successful CFO should encourage calculated risk-taking and foster creativity within the organization to fuel growth.

3. Deep Business Understanding and Storytelling: Develop a deep understanding of the business to make informed decisions and communicate effectively with the market. Effective storytelling is rooted in a deep understanding of the business.

4. Prioritizing Culture and People in M&A: In M&A, prioritize culture and people over financial metrics. Forcing an acquisition without considering culture can lead to loss of talent and value destruction.

5. Building Trust in M&A: Building trust with the seller is important in M&A. Spend the time to get to know the people on the other side of the table .

6. Continuous Learning: Embrace continuous learning , and don't be afraid to explore opportunities outside your comfort zone .

Chapter Summary

(01:00) Introduction of Special Guest Dan Hilton

(05:30) The Role of a Strategic CFO

(12:16) Understanding BluMetric

(17:54) Managing Company Growth and Culture

(25:23) Insights on M&A Transactions

(34:22) Final Thoughts and Book Recommendations

Book Mentioned in this Episode

Thinking, Fast and Slow by Daniel Kahneman

https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman/dp/0374533555

Resources:

https://www.BluMetric.ca/

Stay Updated:

Please visit Brio360 on other episodes and resources on driving value creation

https://brio360.com

Follow our host:

Peter Ho

https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.

Anatoly ("Toly") Kvitnitsky, founder and CEO of AI or Not, an AI detection startup, was interviewed on the Value Drivers podcast. Kvitnitsky's background includes a decade in fraud and KYC protection, followed by a stint as a VC at a major financial institution, which ultimately led him to start AI or Not in late 2023. His motivation stemmed from the realization that generative AI, while beneficial, could be exploited by bad actors. He felt there wasn't enough being done to protect individuals and companies from these risks and wanted to help people enjoy AI while maintaining safety and trust. Kvitnitsky notes his career has moved from M&A to startup to investment and back to startup, which gives him a unique perspective.

The interview highlighted the rapid advancements in AI and the potential dangers, especially from open source models. The emergence of DeepSeek, a Chinese open-source model that rivals the performance of models like ChatGPT at a fraction of the cost, has shown how quickly models can evolve and be adopted. Open-source models are particularly risky because they lack the safeguards of closed-source models, allowing bad actors to "jailbreak" them for malicious purposes like creating phishing emails and catfishing scams. Kvitnitsky points out that criminals are combining open-source tools to create fraud at scale, utilizing multiple modalities.

AI or Not is focused on detecting AI-generated content across different modalities, including video and audio. They provide tools for both consumers and businesses, offering a free tier for individual use and API integrations for businesses. The company believes that the problem of AI-generated content is both a B2B and consumer issue, and they are developing a multi-tiered product approach to address that. The company's focus is on identifying AI-generated content from both closed and open source models, as that is where the most risk exists. AI or Not is targeting risk and fraud groups, compliance teams, and companies that are vulnerable to AI-generated fraud, such as financial institutions, dating apps, and even medical insurance. They have even seen use cases involving fake x-rays for insurance claims .

Kvitnitsky also discussed the potential of AI to democratize content creation, allowing for high-quality content to be created at lower costs. However, he also expressed concern about the potential for the internet experience to become dominated by AI-generated content, which could create a poor experience for users . He predicted that AI-generated content will soon exceed human-generated content and emphasized the need to distinguish between real and AI-generated content. To stay ahead, AI or Not has a team of AI researchers focused on keeping up with new models and training their detection tools. They have a real-time daily checker to find new content and train their models .

AI or Not raised a $5 million seed funding round, led by Foundation Capital with participation from Plug and Play and GTM Fund . The investors knew Kvitnitsky from his previous roles, which helped the funding come together quickly. The funding is used to expand the company's efforts to keep up with the rapidly changing AI landscape. A key performance indicator for the company is usage on a per client basis, which shows whether the company is providing value.

The most challenging aspects of running his startup are hiring talent in the competitive AI space, and balancing the product roadmap with immediate customer needs.

Key Takeaways

· Focus on a clear problem: Kvitnitsky's motivation for starting AI or Not stemmed from a clear problem, which is the potential misuse of generative AI by bad actors and the lack of sufficient protection against it. A well-defined problem helps define your company's mission and attract investors.

· Be aware of emerging technologies and their risks: The discussion about DeepSeek highlights the importance of keeping up with rapidly evolving technologies and understanding their implications, particularly with open-source models.

· Integrate with existing systems: AI or Not's strategy of integrating its technology into existing workflows shows an understanding of business needs and a practical approach to implementation. Make it easy for customers to adopt your solution.

· Stay ahead of the curve: The company's focus on constant research and training to keep up with new models demonstrates the importance of staying nimble and adaptable in the face of rapid technological advancements.

· Key metrics matter: Focusing on usage per client as a key performance indicator shows that the company is laser focused on whether they are providing value. Track key metrics to understand if you are providing value.

· Relationships matter: Kvitnitsky's ability to quickly secure funding was partly due to the pre-existing relationships he had with investors. Build and nurture professional connections.

Chapter Summary

(00:01:05) Introduction and Background

(00:01:42) Kvitnitsky's Journey; Kvitnitsky discusses his background in fraud and KYC and his motivation for starting AI or Not. He was concerned about the potential for misuse of generative AI.

(00:03:27) AI Landscape and Risks; The discussion covers the rapid advancements in AI, especially the risks of open source models like DeepSeek.

(00:09:51) AI or Not's Approach; Kvitnitsky explains how AI or Not addresses the risks of AI, particularly with multimodal and open source models.

(00:12:53) Product Approach; The company's multi-tiered product approach for both consumers and businesses is described.

(00:15:04) Target Industries; AI or Not targets risk, fraud, and compliance teams.

(00:17:31) Volume of AI Content; The interview addresses the increasing volume of AI-generated content and how AI or Not keeps up with the pace of innovation. Kvitnitsky predicts AI generated content will soon exceed human content.

(00:19:41) Seed Funding; A discussion of AI or Not's recent $5 million seed funding round.

(00:22:42) Key Performance Indicators; The interview covers key performance indicators for the company, such as usage per client.

(00:26:07) Democratization of Content Creation; The potential of AI to democratize content creation is discussed along with the risks of AI generated content becoming too prevalent online.

(00:29:53) Book Recommendations; Kvitnitsky recommends Rework and Amp It Up.

(00:32:49) Challenges of Running a Startup; Kvitnitsky shares his current challenges, such as hiring and balancing product roadmaps.

(00:36:14) Contact Information; The interview ends with how to contact him if interested in working at AI or Not.

Books Mentioned in this Episode

Rework by Jason Fried and David Heinemeier Hansson

https://www.amazon.com/Rework-Jason-Fried/dp/0307463745

Amp It Up: Leading for Hypergrowth by Raising Expectations, Increasing Urgency, and Elevating Intensity by Frank Slootman

https://www.amazon.com/Amp-Unlocking-Hypergrowth-Expectations-Intensity/dp/1119836115

Resources:

https://www.aiornot.com/

Stay Updated:

Please visit Brio360 on other episodes and resources on driving value creation

https://brio360.com

Follow our host:

Peter Ho

https://linkedin.com/in/peterhocm

Please note that information provided in the podcast is for informational and educational purposes only and is not a recommendation to take any particular action, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Brio360 does not provide legal or tax advice.