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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"Made It" is a podcast hosted by Connor Tomkies that delves into the journeys of successful entrepreneurs who have not only built and exited their companies, but who are writing the next chapter of their journeys. The show focuses on the unique challenges and lessons learned while moving beyond the exit, offering insights and strategies for listeners aiming to grow their own businesses. Through engaging conversations with various guests, the podcast provides a blend of motivational stories, ...
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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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Scaling Billion Dollar Dreams and Redefining Success with Gil Eyal
26:38
26:38
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26:38
In this episode of Made It with Connor Tomkies, Gil Eyal returns to discuss the unpredictable nature of success in the world of social media and business investment. They dive deep into the challenges of investing in consumer products, the importance of identifying businesses with billion-dollar potential, and the pitfalls of the dating app industr…
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Matchmaking for Dogs: The Story of All Paws, Snap Interactive and more with Darrell Lerner
27:55
27:55
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27:55
Join Connor Tomkies in this exciting episode of the Made It Podcast as he chats with Darrell Lerner, the man behind All Paws and Snap Interactive. Discover how Darrell transitioned from revolutionizing online dating to creating a successful platform connecting dogs with their forever homes. Listen as Darrell shares the unconventional journey of fou…
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Hot Takes and Padel Breaks: Benji Markoff’s Return
45:53
45:53
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45:53
Join us for a captivating conversation with Benji Markoff, a returning guest who initially appeared in Episode 3. In this episode, Benji opens up about his latest venture, Padel United Sports Club. He discusses the intricacies of launching a high-end social wellness club focused on the fast-growing sport of Padel. Discover how Benji is building a v…
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Why You Should Care About the Financial Health of Your Employees with Andy Bandyopadhyay of Attune Insights
28:58
28:58
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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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The Metrics Maestro: Alex White on Rocking the Music & Tax Industries
58:00
58:00
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58:00
In this episode we sit down with Alexander White, the co-founder of Next Big Sound. Alexander shares his journey from launching a music data business during his senior year at Northwestern to its acquisition by Pandora for a remarkable 10x revenue multiple. Discover how Alexander's passion for data led him to his next venture, focusing on uncoverin…
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Breaking the Rules: Vadim Rogovskiy's Global Tech Journey and Rebel Capital Dreams
39:40
39:40
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39:40
In this episode of "Made It with Connor Tomkies," Connor sits down with Vadim Rogovskiy, a successful entrepreneur who sold his first company in 2014 and has since been involved in various ventures, including the innovative AR company 3DLOOK. Vadim shares his journey from early entrepreneurial efforts in Ukraine, dealing with the challenges of in-g…
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Making Unsexy... Sexy with Atlas Authority Founder Boris Berenberg
37:06
37:06
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37:06
Boris shares his journey from working at Atlassian to founding his own company Atlas Authority, navigating the challenges of being a solo founder, and eventually exiting the business. Dive into their discussion about unsexy business ideas, the importance of shared context in startups, and Boris's candid insights on his entrepreneurial experiences. …
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Solving for Joy, The Power of Hustle, and More with Hustle Fund's Eric Bahn
47:25
47:25
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47:25
Eric Bahn, co-founder of Hustle Fund, discusses his journey as an entrepreneur and investor. He shares insights on building genuine communities, identifying true "hustlers", and redefining wealth and success. Eric opens up about his family's story, working with his wife and sister, and the importance of vulnerability in leadership. He also discusse…
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The Return of a Legend: Andrew Warner on Podcasts, Communities, and Post-Exit
42:04
42:04
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42:04
Andrew Warner, founder of Mixergy, returns to the pod to share his insights on the post-exit journey of entrepreneurs. The two discuss the importance of finding meaning and purpose after selling a business, the value of shadowing successful entrepreneurs, and the potential of building a community for post-exit founders. With a focus on personal gro…
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Bouncy Balls, Building Companies, and Big Exits... Dan Reich's Entrepreneurial Journey
44:14
44:14
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44:14
In this episode, serial entrepreneur Dan Reich shares his remarkable journey of building and exiting multiple companies across various industries. From his early ventures in high school to co-founding Spinback, which was acquired by Buddy Media and later Salesforce, Dan's experiences highlight valuable lessons in entrepreneurship, partnerships, and…
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Creating a Supportive and Balanced Work Environment with Bill Tyndall of Tynrose, Inc.
27:25
27:25
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27:25
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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Find Your Purpose, and Co-Founder Cuddling with Noah Abelson-Gertler
38:18
38:18
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38:18
In this candid interview, Noah Abelson, founder of ShareRoot, shares his entrepreneurial journey from starting up in a garage to taking his company public. He discusses the challenges of pivoting, fundraising, and navigating co-founder relationships, as well as the emotional toll of life after a successful exit. Noah also shares his passion for mak…
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Morning Brew, Creator Economy, and Plungers with Alex Lieberman
46:01
46:01
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46:01
Alex Lieberman, co-founder of Morning Brew and host of the Founders Journal podcast, takes us on a whirlwind journey through his post-exit adventures. From getting a full-body MRI to launching a quirky backyard game, Alex candidly shares the highs and lows of life after a successful startup. He delves into Morning Brew's evolving content strategy, …
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Protect Yourself During M&A with Thunder's Jason Kirby
48:08
48:08
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48:08
Jason Kirby shares hard-earned wisdom with Connor, from exiting his company to Walmart, after a failed acquisition by Samsung. Jason explains key lessons for founders in the acquisition process, like getting your own legal counsel and maintaining multiple options. He also details his new venture Thunder, an investment bank aiming to provide founder…
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Why Every Startup Should Use AI With Mehdi Tehranchi of KnowledgeNet.ai
27:38
27:38
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27:38
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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1
Revamping the Health Industry, Redox's Luke Bonney
40:05
40:05
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40:05
In this episode, we sit down with Luke Bonney, co-founder of Redox, a healthcare tech company that raised $95 million. Join us as Luke shares his journey from med school dropout to successful entrepreneur, discussing the challenges of building a startup, the importance of strong co-founder relationships, and the future of healthcare technology. Tun…
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1
Lil Wayne, Leo DiCaprio, and Influencer Marketing with Gil Eyal
47:45
47:45
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47:45
From celebrity crashes to influencer insights, lessons from a marketing pioneer. Join Connor Tomkies as he sits down with Gil Eyal, a serial entrepreneur who's seen it all in the world of influencer marketing. Discover the ups and downs of Gil's journey, from working with A-listers like Lil Wayne and Leonardo DiCaprio to navigating the ever-changin…
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From Nightclubs to Buying Santa Monica Pier: Shane Neman & EZ Texting
29:57
29:57
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29:57
Entrepreneur Shane Neman shares his incredible journey from founding Junebug, a nightclub software and events company, to building EZ Texting, a pioneering mass texting platform. Discover how Shane spotted opportunities, pivoted when necessary, and bootstrapped his way to success. He also shares insights into his current ventures, including an inve…
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The Best Businesses are *Not* Sexy with Adam Spector of Levy
45:51
45:51
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45:51
Serial entrepreneur Adam Spector shares his journey of building and exiting multiple startups, including his current venture, Levy, which revolutionizes back-office support. In this engaging episode, Adam discusses the lessons he's learned from navigating the entrepreneurial rollercoaster, the importance of solving real problems, and his outlook on…
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1
Banking for Startups with JP Ferro of Bridge Bank
22:39
22:39
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22:39
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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1
Beyond the Backpack: Classtag's Vlada Lotkina on Disrupting EdTech
38:15
38:15
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38:15
Join along as I sit down with the incredibly inspiring Vlada Lotkina, the brain behind ClassTag, for a journey filled with dreams, determination, and the drive to make a difference in the world of education. From her early days in Ukraine to creating waves in the U.S. tech scene, Vlada's story isn't just about building a successful platform; it's a…
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Sweat Equity to Sauna Sessions: Disrupting Insurance and Beyond with Benji Markoff
55:40
55:40
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55:40
We dive into the journey of Benji Markoff, a visionary entrepreneur who transformed the insurance industry with his startup, Founder Shield. Benji shares his rollercoaster experience from the early days of grueling work and personal challenges to achieving a monumental exit. Listeners will gain insights into the importance of resilience, innovation…
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The Role of an Operator with Casey Woo of Operators Guild
24:40
24:40
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24:40
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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From Basement to Buyout: Aaron White's Remarkable Dual Exit
40:08
40:08
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40:08
LISTENER NOTE: My Second Million asa title was always intended as a cheeky joke around the fantastic pod "My First Million" but now on April Fools we've decided to pivot as so many founder do, to the "Made It with Connor Tomkies" podcast. We can't wait for the guests we have coming up and we're excited to share more episodes. Stay tuned for more ep…
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From Swag to Riches: How Jeremy Parker Disrupted the Promo Industry and Beyond
42:55
42:55
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42:55
Connor dives deep with Jeremy Parker, the innovative mind behind Swag.com. They explore Jeremy's dynamic journey from aspiring filmmaker to successful entrepreneur. Jeremy shares the highs and lows of his entrepreneurial path, revealing how he navigated through failures and pivots to build and sell swag.com, transforming the promotional products in…
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The Evolution of Influence: Mixergy's Andrew Warner on Earning His 2nd Million and Future Trends
33:09
33:09
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33:09
In this episode host Connor Tomkies sits down with the seasoned entrepreneur, podcaster, and founder of Mixergy, Andrew Warner, to explore the intricacies of entrepreneurship in the digital age. They delve into the critical role of becoming a micro-influencer as an entrepreneur, share personal journeys of business successes and lessons learned from…
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Robin P. Zander on Storytelling and the Entrepreneurial Mindset
24:03
24:03
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24:03
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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The Future of Accounting with Anita Koimur, co-founder and COO of LiveFlow
35:47
35:47
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35:47
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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The Future of Startups with Eric Bahn of Hustle Fund
28:09
28:09
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28:09
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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The State of Banking with Senior Managing Director of Bridge Bank Mike Lederman
26:09
26:09
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26:09
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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Hardware is Hard with Arvin Vermani, Founder of Perl Street
15:47
15:47
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15:47
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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Manik Suri's Therma Brings Cutting-Edge Tech to the Central Valley
26:46
26:46
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26:46
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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Navigating Recruiting's Rollercoaster: Insights from Kevin Kinkor
25:31
25:31
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25:31
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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Revolutionizing Residential HVAC with Dan Myers of Flair
34:53
34:53
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34:53
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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Tom Kirby on Innovation with PrepDD
23:49
23:49
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23:49
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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12. Sid Viswanathan, co-founder of Truepill, Episode Debrief
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38:58
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38:58
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.โดย 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
44:43
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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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10. Cindy Gallop, founder of MakeLoveNotPorn, Episode Debrief
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45:23
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45:23
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.โดย hung pham, cindy gallop, lolita taub, eric bahn
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9. Making Money by Changing How the World Has Sex with Cindy Gallop of MakeLoveNotPorn
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55:29
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55:29
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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8. Arlan Hamilton, founder of Backstage Capital, Episode Debrief
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35:03
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.โดย 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
53:32
53:32
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53:32
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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6. Elias Torres, CTO and co-founder of Drift, Episode Debrief
41:39
41:39
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41:39
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.โดย elias torres, hung pham, lolita taub, eric bahn
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5. Beating the Odds to the Tune of 360M Dollars w/Elias Torres of Drift
45:52
45:52
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45:52
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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4. Aaron Levie, CEO and co-founder of Box, Episode Debrief
41:36
41:36
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41:36
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.โดย hung pham, lolita taub, aaron levie, eric bahn
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3. Following Massive Tailwinds En Route to a Billion Dollar Business w/Aaron Levie of Box
39:48
39:48
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39:48
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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2. Michelle Zatlyn, COO and co-founder of Cloudflare, Episode Debrief
43:07
43:07
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43:07
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.โดย hung pham, lolita taub, michelle zatlyn, eric bahn
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1. Turning Down a Seat on a Rocket Ship w/Michelle Zatlyn of Cloudflare
39:20
39:20
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39:20
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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