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Slice of Finance

De: Slice of Media Inc.
  • Resumen

  • “Slices” on the people and organizations in finance via news, thoughts, podcasts, spotlights and more!
    © 2024 Slice of Media, Inc.
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Episodios
  • #4 - Sasha Orloff, Co-Founder & CEO at Puzzle
    May 13 2024

    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 Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/


    Slice of Finance is produced by Slice of Media, Inc.

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    31 m
  • #3 - Exploring Venture Debt with Christopher Lay, Founding Partner of LEONID
    Apr 29 2024

    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 Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/


    Slice of Finance is produced by Slice of Media, Inc.

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    19 m
  • #2 - Exploring the Future of Banking with Brian Pillmore
    Apr 15 2024

    Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Brian Pillmore, Founder and Chief Executive Officer at Visbanking

    What you’ll get out of this episode:

    • Career Transition: Brian Pillmore discusses his journey from engineering to finance, emphasizing the problem-solving mindset developed during his early career.
    • Innovative Banking System: Since its launch in January 2020, Visbanking introduces an innovative bank intelligence and action system that significantly differs from traditional banking analytics tools.
    • Data-Driven Leadership: Under Pillmore’s leadership, Visbanking utilizes over 5 billion records to drive strategic decisions and enhance customer engagement.
    • Challenges and Digital Transformation: The banking sector, especially smaller banks, faces challenges like consolidation and the need for digitization.
    • AI in Banking: Pillmore highlights AI's crucial role in banking, enhancing customer relationships and decision-making through advanced data analysis.

    To learn more about Visbanking:
    Website: https://visbanking.com/
    LinkedIn: https://www.linkedin.com/company/visbanking/

    Guest's Socials:
    LinkedIn: https://www.linkedin.com/in/brianpillmore/


    Show and Host's Socials:
    Slice of Finance
    LinkedIn: https://www.linkedin.com/company/slice-of-finance/

    Jared S Taylor
    LinkedIn: https://www.linkedin.com/in/jaredstaylor/


    Slice of Finance is produced by Slice of Media, Inc.

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    28 m

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