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First Pitches is a series where famous founders share the first version of their pitch. No founder starts their journey with the perfect pitch; the beginning of every journey is filled with self-doubt and lack of support. In each episode, we demonstrate that every founder (even the most well known today) had to go through the humbling experience of getting started with an imperfect pitch. We’ll travel back in time to when our guests made their first pitch, listen to their actual pitch, and d ...
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Welcome to Ursa Consultants: Beyond the Balance Sheet, hosted by Jace Lotz. Through focused interviews with Founders and Operators of people-first companies, I sit down with guests and dive into the nuances of the numbers, and the humans who ultimately make these businesses successful. From people-first strategies to crunching the numbers, this podcast will explore what it takes to thrive in the current economy and build a successful start-up. Whether you are a CEO, operator, or accountant, ...
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Why You Should Care About the Financial Health of Your Employees with Andy Bandyopadhyay of Attune Insights
28:58
In the most recent episode of Beyond the Balance Sheet, Jace sat down with Andy Bandyopadhyay, PhD, founder & CEO of Attune Insights. Andy teaches at the Berkeley Haas School of Business, where he challenges Silicon Valley founders to put people first, and at the Berry College MBA program, where he teaches business owners to build people-first rese…
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In the most recent episode of Beyond the Balance Sheet, Jace sat down with Bill Tyndall, founder & CEO of Tynrose, Inc. Bill is a former D1 college football player, turned seasoned entrepreneur and investor. Tynrose, Inc. is a holding company focused on long-term innovation within the digital transformation industry. Throughout his career, he has b…
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In the most recent episode of Beyond the Balance Sheet, Jace sat down with Mehdi Tehranchi, co-founder and CEO of KnowledgeNet.ai. Mehdi Tehranchi is a seasoned software entrepreneur who is currently working on his third startup. KnowledgeNet is an AI solution designed to help companies retain knowledge across their organization. Jace and Mehdi tal…
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It’s Friday night – having just finished your final Zoom call of the week, you hop into an Uber to pick up your friend from their Airbnb, while you check Yelp for a good restaurant to grab dinner downtown. Sounds like a pretty realistic scenario, right? In that sentence, I mentioned four different startups that we can't imagine life without. But wi…
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What happens when a Navy SEAL gets put in a leadership position at a company? According to Casey Woo, that is exactly what the operator role is. “They are specialists at being generalists.” In our most recent episode of Beyond the Balance Sheet, Jace sat down with Casey, the founder and CEO of Operators Guild – an independent, invitation-only group…
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In our most recent episode of Beyond the Balance Sheet, Jace sat down with Robin Zander, founder and CEO of Zander Media – a creative agency that’s worked with clients such as Sequoia, Philz Coffee, Codility, and more. Robin is a serial entrepreneur, having built three successful companies in the last seven years. He knows a thing or two about buil…
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With all the new technologies on the rise in the past few years, the accounting landscape is evolving. There’s no question about it. With all the new AI tools, and companies automating processes more and more, a reporting revolution seems to be on the horizon. But what does this look like? In our most recent episode of Beyond the Balance Sheet, Jac…
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On average, it takes startups 40-50 meetings to raise a $1M+ round of capital. This investor often invests after just one or two meetings… In our most recent episode of Beyond the Balance Sheet, Jace sat down with Eric Bahn, General Partner and co-founder of Hustle Fund. They talk about Hustle Fund’s mission and the importance of cultivating commun…
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How does a financial pro with over two decades of experience in the banking industry deal with financial uncertainty? In our most recent episode of Beyond the Balance Sheet, Jace sat down with Mike Lederman, senior managing director in Bridge Bank’s Technology Banking. They talk about topics including the current state of the banking industry, how …
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In our most recent episode of Ursa Consultants: Beyond the Balance Sheet, Jace sat down with Arvin Vermani, co-founder and COO of Perl Street. Perl Street is a New York-based fintech company with a simple mission: to empower others to fundamentally change the world. How? You might ask. Well, Perl Street transforms under-banked hardware companies in…
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In this episode of "Ursa Consultants: Beyond the Balance Sheet," host Jace Lotz, CEO of Ursa Consultants, sits down with Manik Suri, Founder and CEO of Therma, a trailblazing technology startup on a mission to protect food, health, and the planet. Dive deep into the story behind Therma's innovative solutions designed to eliminate food waste, improv…
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In this episode of "Ursa Consultants: Beyond the Balance Sheet," host Jace Lotz engages in a compelling conversation with Kevin Kinkor, the co-founder and CEO of Kinkor Consulting, an experienced recruiter with decades of expertise. Kevin shares insights into the recruiting space's ups and downs, closely tied to the ever-changing economic condition…
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In this episode of “Ursa Consultants: Beyond the Balance Sheet,” host Jace Lotz engages with Dan Myers, CEO of Flair, in a compelling discussion about revolutionizing residential HVAC systems. Myers outlines Flair’s mission, focusing on the four C’s: Comfort, Convenience, Cost, and Carbon, and shares insights into their innovative strategies like b…
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In this episode, we’re thrilled to welcome Tom Kirby, the pioneering founder of PrepDD, to our podcast. PrepDD is at the forefront of redefining efficiency and accuracy for finance and accounting teams everywhere. Jace and Tom engage in a riveting conversation about how PrepDD isn’t just enhancing financial operations—it’s leading a revolution with…
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Join "Ursa Consultants Beyond the Balance Sheet" with host Jace Lotz, as we dive into the heart of successful startups, exploring both numbers and the people behind them. Whether you’re a CEO, operator, or accountant, gain insights that enhance your business understanding. Subscribe wherever you get your podcasts or sign up at www.ursaconsultants.c…
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In this episode, show hosts Lolita Taub and Eric Bahn along with show producer Hung Pham break down last week's episode with guest Sid Viswanathan, co-founder of Truepill, and share their reactions, thoughts, and insights.Por hung pham, lolita taub, sid viswanathan, eric bahn
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11. Building a Billion Dollar Startup One Prescription at a Time with Sid Viswanathan of Truepill
44:43
Coming up with a viable business idea is hard. Coming up with the right type of business that aligns with your personality and vision such that you can’t sleep at night is even harder. We call that “founder-market fit” and when you find it, you increase your chances of building a truly transformative company. That’s because having founder-market fi…
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In this episode, show hosts Lolita Taub and Eric Bahn along with show producer Hung Pham break down last week's episode with guest Cindy Gallop, founder of MakeLoveNotPorn, and share their reactions, thoughts, and insights.Por hung pham, cindy gallop, lolita taub, eric bahn
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Founders are a rare breed and that’s because It takes a certain kind of person to create a startup. Not everyone can stomach the financial risk that comes with being a founder, the responsibility of managing employees with an uncertain future, and the constant self-doubt when nothing is going right. But when you believe you have a truly world-chang…
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In this episode, show hosts Lolita Taub and Eric Bahn along with show producer Hung Pham break down last week's episode with guest Arlan Hamilton, founder of Backstage Capital, and share their reactions, thoughts, and insights.Por hung pham, lolita taub, arlan hamilton, eric bahn
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7. Building a New Kind of VC Through Hustle and Grit with Arlan Hamilton of Backstage Capital
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According to author Angela Ducksworth, the secret to success is not talent but a special blend of passion and persistence she calls “grit.” In short, it’s the ability to persist in the face of hardship to achieve your goals no matter how long it takes. When you have this type of grit you become a force to be reckoned with, much like our guest on th…
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In this episode, show hosts Lolita Taub and Eric Bahn along with show producer Hung Pham break down last week's episode with guest Elias Torres, CTO and co-founder of Drift, and share their reactions, thoughts, and insights.Por elias torres, hung pham, lolita taub, eric bahn
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How do you define the American dream? For most, it’s the belief that anyone, regardless of where they were born or what class they were born into, can attain their own version of success in a society where upward mobility is possible for everyone. But for others, it’s a pipe dream, a fairy tale, a false hope. Because no matter how hard they work or…
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In this episode, show hosts Lolita Taub and Eric Bahn along with show producer Hung Pham break down last week's episode with guest Aaron Levie, CEO and co-founder of Box, and share their reactions, thoughts, and insights.Por hung pham, lolita taub, aaron levie, eric bahn
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They say timing is everything but if that’s true, then what’s the value of being able to predict the future? Millions? Try billions because, on this episode of First Pitches, we talk with Aaron Levie, co-founder, and CEO of Box, an enterprise software company with a market cap of nearly 3 billion dollars. What started off as a college dorm room pro…
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In this episode, show hosts Lolita Taub and Eric Bahn along with show producer Hung Pham break down last week's episode with guest Michelle Zatlyn, COO and co-founder of Cloudflare, and share their reactions, thoughts, and insights.Por hung pham, lolita taub, michelle zatlyn, eric bahn
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In a Harvard Business School commencement speech, Sheryl Sandberg famously said, “If you’re offered a seat on a rocket ship, don’t ask what seat. Just get on.” This was advice given to her by Google’s then-CEO Eric Schmidt when Sheryl was contemplating taking a job offer at Google. This advice would hold true 6 years later, when Sheryl left Google …
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First Pitches is a podcast series, where famous founders share the first version of their pitch. No founder starts his or her journey with the perfect pitch; the beginning of every journey is fraught with self-doubt and lack of support. This show was created to demonstrate that every founder, even the most well known today, had to go through the hu…
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continue reading
