Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor!

Our Guest: Stephanie Song, Co-Founder & CEO at Invictus.

What you’ll get out of this episode:

• Stephanie Song, CEO of Invictus, aims to streamline deal execution with AI, targeting investment teams.
• Invictus integrates with email systems to create a collaborative, real-time view of transaction progress.
• The platform offers tools that save deal teams hours daily, reducing inefficiencies and manual tasks.
• Inspired by her M&A experience at Coinbase, Stephanie envisions AI becoming as transformative as Excel was in the 1980s.

To learn more about Invictus:
Website: https://www.tryinvictus.co/
LinkedIn: https://www.linkedin.com/company/try-invictus/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/stephanie-song-768965129/

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Michael Spelfogel, President & Co-Founder at Cardless.

What you’ll get out of this episode:

• Inception of Cardless: Michael Spelfogel explains the inspiration behind Cardless and its vision for a digital-forward credit card landscape.
• Cardless for Businesses: Details on how Cardless enables brands like Alibaba to offer tailored credit solutions to small businesses.
• Innovative Rewards Programs: Cardless’s approach to custom rewards and loyalty programs designed around specific brand and customer needs.
• Future of Co-branded Credit Cards: Spelfogel’s insights into how Cardless is expanding co-branded card offerings beyond traditional bank partnerships.
• Memorable Startup Moments: Spelfogel shares a story of determination that helped Cardless secure its first client, Manchester United.

To learn more about Cardless:
Website: https://www.cardless.com/
LinkedIn: https://www.linkedin.com/company/cardless/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/michael-spelfogel/

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Monica Eaton, CEO at Chargebacks911.

What you’ll get out of this episode:

• Industry Pioneer: Monica Eaton shares how Chargebacks911 has transformed the chargeback management landscape over 15 years.
• Role of AI: Insights on AI and machine learning’s impact on chargeback mitigation and how technology shapes the future of payments.
• Leadership & Innovation: How fostering a startup mentality keeps Chargebacks911 innovative and agile in a rapidly evolving market.
• Parenting & Technology: Monica offers valuable advice on parenting in a digital age, emphasizing discipline and exposing kids to technology.

To learn more about Chargebacks911:
Website: https://chargebacks911.com/
LinkedIn: https://www.linkedin.com/company/chargebacks911/

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

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Mo Al Adham, Founder & CEO at Frec.

What you’ll get out of this episode:

• What is Frec?: Mo Al Adham explains Frec’s mission to provide market returns with tax savings through direct indexing.
• The Evolution of Index Investing: Frec offers a modern twist on traditional ETFs, providing both returns and capital losses for tax efficiency.
• Portfolio Customization: Frec allows investors to tailor portfolios by excluding specific stocks or industries, offering more control.
• Portfolio Lines of Credit: Mo discusses how Frec's portfolio lines of credit empower investors without the need to sell assets.
• The Future of Fintech & AI: Insights on how Frec utilizes AI for compliance and personalization and its potential impact on the fintech industry.

To learn more about Frec:
Website: https://frec.com/
LinkedIn: https://www.linkedin.com/company/frecfinance/

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

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Zuben Mathews, Co-Founder & CEO at Brigit.

What you’ll get out of this episode:

• Brigit is the most downloaded financial health app in the U.S., offering tools like paycheck advances, credit building, and personalized advice.
• Zuben Mathews explains how Brigit has helped users save over $1 billion in fees while reducing financial stress for 94% of its users.
• The platform uses advanced cashflow technology to provide financial inclusion for the 75% of Americans living paycheck to paycheck.
• Brigit has scaled rapidly, achieving over $100 million in revenue with a lean team, and aims for further exponential growth.

To learn more about Brigit:
Website: https://www.hellobrigit.com/
LinkedIn: https://www.linkedin.com/company/hellobrigit/

Guest's Socials:
LinkedIn: https://www.linkedin.com/in/zuben-mathews-0ba6b95/

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Bobby Pinero, Co-Founder & CEO at Equals.

What you’ll get out of this episode:

• Bobby Pinero’s journey from Intercom analyst to CEO of Equals.
• How Equals aims to simplify financial modeling for spreadsheet lovers.
• The challenges of creating user-friendly live data connections in Equals.
• Lessons learned from introducing a freemium model and pivoting back.

To learn more about Equals:
Website: https://equals.com/
LinkedIn: https://www.linkedin.com/company/equalshq/

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

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Renato Villanueva, Co-Founder & CEO at Parallel.

What you’ll get out of this episode:

• Renato Villanueva shares the inspiration behind founding Parallel and the excitement of solving tough problems.
• The critical role of financial forecasting in the success of early-stage startups.
• Common financial mistakes founders make and how to avoid them.
• The importance of making strategic bets rather than just cutting costs.
• Advice for new founders on getting their products to market quickly.

To learn more about Parallel:
Website: https://getparallel.com/
LinkedIn: https://www.linkedin.com/company/getparallel/

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

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.

Join us on this week's episode of the Slice of Finance podcast, hosted by Jared S. Taylor! Our Guest: Adam Tzagournis, Founder & CEO at FlowCog Canvas.

What you’ll get out of this episode:

• Introduction to FlowCog Canvas, a tool for managing business finances and avoiding cash flow problems.
• Insights from Adam Tzagournis, a CPA and full-stack developer, on integrating finance and technology.
• The importance of forward-looking projections in financial planning for startups.
• FlowCog's use of AI to simplify financial data and enhance user experience.
• New features and future plans for FlowCog, including the "Explain in Plain English" function.

To learn more about FlowCog Canvas:
Website: https://canvas.flowcog.com/
LinkedIn: https://www.linkedin.com/in/adam-tzagournis-cpa/

Guest's Socials:
LinkedIn: https://www.linkedin.com/company/flowcog/

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.