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The Role Forward: A Strategic Finance Podcast
Mosaic Tech
46 episodes
1 week ago
The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become more strategic partners to the rest of their organizations.
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All content for The Role Forward: A Strategic Finance Podcast is the property of Mosaic Tech and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become more strategic partners to the rest of their organizations.
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Business
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How to Raise Debt as a Startup with Jeremy Tsui, Co-Founder and CEO of Finley
The Role Forward: A Strategic Finance Podcast
35 minutes 53 seconds
2 years ago
How to Raise Debt as a Startup with Jeremy Tsui, Co-Founder and CEO of Finley

Many of today's most innovative companies rely on debt capital to reach their full potential, and debt capital can be the difference between hypergrowth and stagnation.

But capital providers and borrowers are stuck with legacy systems, which means slow transactions, disjointed processes, and limited visibility. 

In this episode of The Role Forward, Jeremy Tsui, the Co-Founder and CEO of Finley, a company that offers software to accelerate the pace of capital, gets into the importance of capital strategy and managing capital. Jeremy and our host Joe Michalowski discuss raising debt versus equity, the process of raising debt, and how you can find a lender.

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Guest-at-a-Glance

💡 Name: Jeremy Tsui

💡 What he does: Jeremy is the co-founder and CEO of Finley.

💡 Company: Finley

💡 Noteworthy: Jeremy is a Co-Founder and CEO at Finley. He was previously in the Merchant Banking Division at Goldman Sachs, where he made investments in software, real estate, and other companies. Prior to Goldman Sachs, Jeremy was at Oliver Wyman, where he specialized in financial analysis, scenario modeling, and stress testing for major banks. Jeremy also loves side hustles: he has launched a secondhand bike shop, a chain of escape rooms, and an Instagram museum. He graduated from the University of Texas.

💡 Where to find Jeremy: LinkedIn l Website

The Role Forward: A Strategic Finance Podcast
The Role Forward is a podcast for the next wave of finance leaders. The ones looking to transform their roles by making smarter, faster, and more profitable business decisions using the power of technology and a forward-looking approach to finance. In each episode, Joe Michalowski interviews industry leaders responsible for shaping the future of SaaS finance. Ultimately, The Role Forward arms finance professionals with strategies to help them get out of the back office trenches and become more strategic partners to the rest of their organizations.