Podcasts about avidxchange

S&P futures are pointing to a higher open, up +0.6%. European equity markets are mostly weaker in early trades, except with the DAX showing mild resilience after strong German factory orders data. Asian equities traded mostly higher today, led by gains in Greater China markets following the PBOC's liquidity measures. U.S. Treasury Secretary Bessent and USTR Greer will meet China Vice Premier He Lifeng in Switzerland tomorrow, marking the first high-level talks between the two nations since imposing mutual tariffs. The discussions aim at de-escalation rather than significant trade agreements, as both sides face economic pressures from the ongoing dispute. Companies Mentioned: Uber, AvidXchange, Masimo

Join Prag Doshi, CTO of M3, and Jon Land, Senior Director of Sales at AvidXchange, for an insightful discussion on how M3's accounting system seamlessly integrates with AvidXchange's payment solutions to revolutionize financial operations in the hospitality industry. From automating accounts payable to enhancing cash flow management, this episode dives into how hoteliers can boost efficiency, reduce fraud, and gain greater financial control—all while simplifying workflows. Tune in to discover how this powerful partnership is transforming hotel finance, one smart payment at a time!

Account payable automation software is one of those areas of fintech that doesn't get as much coverage as it should. Creating an efficient accounts payable system is a pain point for pretty much every company, but particularly for those businesses occupying the middle market. This is the opportunity that our guest today seized upon when starting his company nearly 25 years ago.My next guest on the Fintech One-on-One podcast is Michael Praeger, the CEO, Chairman and Co-Founder of AvidXchange. Mike founded his company all the way back in April 2000 and it is been through several phases in its growth to where it is today. It took them 10 years to get to $10 million in revenue but in the following decade they went from $10 million to $400 million. And then he took the company public. How he was able to do this makes for a really interesting discussion.In this podcast you will learn:The catalyst that led to the founding of AvidXchange in 2000.How they were able to grow over 30% a year for 12 years in a row.What excites Mike is the business today.Why they decided to raise a large amount of money in 2015.How he describes the different components of their business.The huge number of accounting systems they integrate with.Why they focused on the middle market and have not gone after small businesses.The core benefit they are bringing to the table.How Avid Pay Direct is able to enhance a standard ACH payment.Why cross border payments is not a major part of their business.Why middle market companies are not focused on speed of the payment.Examples of how they are using AI in their systems today.How being a public company has changed AvidXchange.Why he decided to start his own podcast and what it is about.Connect with Fintech One-on-One: Tweet me @PeterRenton Connect with me on LinkedIn Find previous Fintech One-on-One episodes

Guest: Patrick Thean: CEO Coach and Bestselling Author Patrick is the bestselling author of Rhythm: How to Achieve Breakthrough Execution and Accelerate Growth, and now, he's here to talk about his latest book, The Journey to CEO Success: 7 Practices for High Growth Leadership. This book distills over 20 years of his executive coaching experience, offering battle-tested strategies that helped companies like AvidXchange reach billion-dollar valuations. Patrick's methods have been integrated into programs at EO/MIT and Cornell University, and his leadership tools have driven extraordinary success for many CEOs. In today's conversation, we'll unpack the seven practices every CEO needs to master, explore how to build world-class teams, and learn how to turn company culture into a competitive advantage. Get ready for some invaluable insights from one of the best in the business. Patrick, welcome to the show! Join us as we discuss how to turn company culture into a competitive advantage. Host: Jo Dodds

Guest: Patrick Thean: CEO Coach and Bestselling Author Patrick is the bestselling author of Rhythm: How to Achieve Breakthrough Execution and Accelerate Growth, and now, he's here to talk about his latest book, The Journey to CEO Success: 7 Practices for High Growth Leadership. This book distills over 20 years of his executive coaching experience, offering battle-tested strategies that helped companies like AvidXchange reach billion-dollar valuations. Patrick's methods have been integrated into programs at EO/MIT and Cornell University, and his leadership tools have driven extraordinary success for many CEOs. In today's conversation, we'll unpack the seven practices every CEO needs to master, explore how to build world-class teams, and learn how to turn company culture into a competitive advantage. Get ready for some invaluable insights from one of the best in the business. Patrick, welcome to the show! Join us as we discuss how to turn company culture into a competitive advantage. Listen Live (Archive Available) Host: Jo Dodds

In this episode of the Multifamily Innovation® Podcast, Patrick Antrim sits down with Jon Land, Director of Sales at AvidXchange, who's here to reveal how AP automation can transform the real estate industry. From AvidXchange's remarkable growth—from 44 employees to nearly 2,000—to the evolution of AP solutions from simple invoice automation to comprehensive payment systems, Jon shares insights into how modernizing your financial operations can lead to significant time savings, reduced errors, and enhanced fraud prevention.Hear firsthand how AvidXchange's software and services have made a substantial impact on businesses, particularly from the perspective of CFOs and finance teams. Learn about the scalability of their system, which caters to both small and large enterprises by streamlining accounts payable processes and eliminating manual interventions.Jon also discusses the essential considerations for businesses looking to adopt AP automation solutions, including growth, fraud prevention, and organizational transitions. Don't miss out on Jon's expert advice and the benefits of leveraging AI and robust partnerships within the multifamily and real estate industries to achieve seamless financial management. About the Multifamily Innovation® Council: The Multifamily Innovation® Council is the executive level membership organization that makes a difference in your bottom line, drives a better experience for your employees, and allows you an experience that keeps demand strong for your company. The council is uniquely positioned to focus on the intersection of Leadership, Technology, AI, and Innovation. The Multifamily Innovation® Council is for Multifamily Business leaders who want to unlock value inside their organization so they can create better experiences and drive profitability inside their company.To learn more or to join, visit https://multifamilyinnovation.com/council.For more information and to engage with leaders shaping the future of multifamily innovation, visit https://multifamilyinnovation.com/. Connect:Multifamily Innovation® Council: https://multifamilyinnovation.com/council/Multifamily Innovation® & AI Summit: https://multifamilyinnovation.com/Patrick Antrim: https://www.linkedin.com/in/patrickantrim/

In this episode, Brian Thayer from IREM Industry Partner AvidXchange talks about real estate management payment trends.Find knowledge for the dynamic world of real estate management at irem.org.

Jump into another episode of M3 Minutes featuring our Preferred Partner, AvidXchange! Listen in to the insights shared by Brian Thayer, Vice President and GM of Sales at AvidXchange, Inc., surrounding the details of our partnership, benefits and innovations AvidXchange is bringing to the table, and how our partner is making the customer happy by improving the relationship between the vendor and the hotel through e-payments. Did we mention AvidXchange integrates with both M3 Core Select TM and M3 Accounting Core TM ? Tune in now to find out more!

In the "Balancing Operational Efficiencies and Business Growth" episode on BetterTech, host Jocelyn Houle talks with Angelic Gibson, CIO of AvidXchange. They dive into how AvidXchange combines operational efficiency with growth, focusing on Angelic's strategy in linking IT operations to product development. Highlighting the Invoice Accelerator platform, Angelic shares how cloud solutions and AI contribute to both internal productivity and external product innovation. She emphasizes the importance of understanding business processes and the role of communication in leadership. This episode offers insights into achieving growth through operational efficiencies, drawing valuable lessons from AvidXchange's experience. --- Send in a voice message: https://podcasters.spotify.com/pod/show/bettertech/message

AvidXchange Holdings, Inc., Q3 2023 Earnings Call, Nov 08, 2023

AvidXchange Holdings, Inc., Q2 2023 Earnings Call, Aug 02, 2023

Kailee Costello hosts Matt Streisfeld, General Partner at Oak HC/FT. Oak is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech. Oak was one of the earliest venture investors in fintech, and now has over $5B in assets under management. In this episode you will hear about: - The M&A environment for fintechs - Opportunities in AI and Machine Learning, and how Matt thinks about identifying “winners” in what is increasingly becoming a crowded space - The outlook for digital assets - Matt's personal philosophy on FinTech investing - And much more! About Oak HC/FT Oak HC/FT is a venture and growth equity firm investing in companies driving transformation in healthcare and fintech. Oak HC/FT partners with leading entrepreneurs at every stage, from seed to growth, to build businesses that make a measurable, lasting impact on these industries. Founded in 2014, the firm has $5.3 billion in assets under management. The partners at the firm have had 46 realizations and 35 companies achieving valuations in excess of $1 billion. About Matt Streisfeld Matt Streisfeld is a General Partner at Oak HC/FT. Matt joined the firm in 2015 and focuses on growth equity and early-stage venture opportunities in FinTech. Matt currently serves on the Boards of AU10TIX, CLARA Analytics, Highnote, Justt, Namogoo and ZenBusiness. He is also a Board Observer at Ocrolus and is actively involved with Blend (NYSE: BLND), Pagaya Technologies (NASDAQ: PGY) and Paxos. His prior investments include FastPay (acquired by AvidXchange), Groundspeed (acquired by Insurance Quantified), Kryon (acquired by Nintex) and Urjanet (acquired by Arcadia). Prior to joining Oak HC/FT, Matt was a Vice President with LLR Partners, a middle-market growth equity firm, where he focused on investments in financial services technology companies. Matt was previously a Senior Associate at Lightyear Capital, a private equity firm focused on middle-market financial services companies. Matt was also an Associate in the insurance investment banking group of Keefe, Bruyette & Woods. For more FinTech insights, follow us on WFT Medium: medium.com/wharton-fintech WFT Twitter: twitter.com/whartonfintech WFT Instagram: instagram.com/whartonfintech Kailee's Twitter: @KaileeCostello_ Kailee's LinkedIn: https://www.linkedin.com/in/kaileecostello/

AvidXchange Holdings, Inc. - Analyst/Investor Day

Download “Joe's 12 Best Business Automation Tricks To Increase Revenue” from https://automatingsuccess.net/ Michael Prager (https://www.avidxchange.com/) is the CEO and co-founder of AvidXchange, a software company that automates the accounts payable and payment process for middle-market companies in the US and North America. This episode focuses on discussing the idea behind AvidXchange and how the company solved the problems associated with the accounts payable process for real estate companies. In this episode, Joe Langton and Michael Praeger discuss: 1. Coping with the Pressures of Entrepreneurship 2. The Art of Delegation: How It Can Make or Break Your Business 3. How to Hire for Company Culture and Mindset 4. The Importance of Passion in Customer Success https://www.linkedin.com/in/michaelpraeger-avidx https://twitter.com/MichaelPraeger https://www.avidxchange.com/ https://www.instagram.com/mikepraeger/ Connect with Joe Langton and Automating Success: Website: http://AutomatingSuccess.net TikTok: https://www.tiktok.com/@automatingsuccess Instagram: https://www.instagram.com/AutomatingSuccess YouTube: https://www.youtube.com/@automatingsuccess

AvidXchange Holdings, Inc., Q1 2023 Earnings Call, May 03, 2023

How to Achieve Breakthrough Execution and Accelerate Growth with Patrick TheanToday's episode is with Patrick Thean. Patrick is the author of Rhythm: How to Achieve Breakthrough Execution and Accelerate Growth as well as Execute Without Drama and an award-winning serial entrepreneur who has started and exited multiple companies. He is an engaging speaker and has addressed thousands of businesses globally, including YPO (Young Presidents Organization), EO (Entrepreneurs Organization) and Fortune Small Business Growth Conferences. Patrick founded and grew Metasys to over $20 million in sales and was ranked 151 on the Inc500 in 1996.As the CEO of Rhythm Systems, Patrick has helped hundreds of businesses develop their strategy and execution plans. A master facilitator, Patrick is able to tease out the right priorities and get to the right outcomes. A CEO coach, he holds CEOs and their teams accountable to do what they say they are going to do.People hire Patrick and Rhythm Systems for the following reasons:Get executive teams and key departments focused on the most important few prioritiesGet everyone accountable with the right KPIs and metricsShare data and insights to make better decisions faster.Rhythm Systems clients are always setting new goals for themselves and Rhythm has been a big part in helping them win. Mobility Works achieved record revenue and profits last year. AvidXchange increased revenues from $40+ M to $100M in 2 years.Links:Connect with Patrick Thean:Patrick Thean's Website: https://www.patrickthean.com/Rhythm: How to Achieve Breakthrough Execution and Accelerate Growth Book: https://www.amazon.com/Rhythm-Achieve-Breakthrough-Execution-Accelerate/dp/0997825707Patrick Thean's LinkedIn: https://www.linkedin.com/in/patrickthean/Connect with Tayo Rockson and the As Told By Nomads Podcast:Tayo's Website: https://tayorockson.com/Tayo on LinkedIn: https://www.linkedin.com/in/tayorockson/Tayo on Twitter: https://twitter.com/TayoRocksonTayo on YouTube: https://www.youtube.com/tayorocksonTayo on TikTok: https://www.youtube.com/tayorocksonAs Told by Nomads Podcast: https://podcasts.apple.com/us/podcast/as-told-by-nomads/id910739730UYD Management: https://www.uydmanagement.com/UYD Collective: https://tayorockson.com/uyd-collective Hosted on Acast. See acast.com/privacy for more information.

Change is hard. But what if the pain of the same was greater than the pain of change? When it comes to accounts payable (AP) automation, this is the question businesses should be asking.Automation is arguably one of the more controversial topics of recent times, evoking visceral reactions and strong opinions alike. Perhaps that's why although AP automation has the power to increase operational efficiency, visibility, and control, all while reducing complexity, fewer than 20% of businesses have fully automated AP processes, and 70% of all invoice processing globally is still paper based. So, what's stopping businesses from going all in on AP automation, or at the very least taking the first step towards automating their time-consuming AP processes?In this episode of the SAP Concur Conversations podcast, Chris Elmore, Chief Evangelist of AvidXchange, explores this question, and provides colorful commentary about how the AP profession has evolved, the optimization opportunities AP automation opens for organizations, and how automation forces organizations to be more strategic and intentional with where and how they spend their time and resources. Hosted on Acast. See acast.com/privacy for more information.

AvidXchange Holdings, Inc., Q4 2022 Earnings Call, Mar 01, 2023

Mr. Chavez said, “The creative energy the Sixth Street team brings to everything they do gives me tremendous confidence in what we are capable of building together. In addition to the development of our engineering environment, I look forward to contributing my passion for converging the life sciences and software as we explore more opportunities to work with companies delivering solutions for our most pressing health challenges.” Mr. Chavez currently serves as President of the Board of Overseers of Harvard University. He also serves on the fiduciary or advisory boards of Cambrian, Earli, Grupo Santander, the Los Angeles Philharmonic, Recursion Pharma, Stanford Medicine, and the Stanford Center on Longevity. He is among the most senior Latinos in finance, as well as among the most senior openly gay executives. Prior to joining Sixth Street, Mr. Chavez served in a variety of senior roles at Goldman Sachs, including Chief Information Officer, Chief Financial Officer, and global co-head of the firm's Securities Division. Mr. Chavez was also a partner and member of the Goldman Sachs Management Committee. Mr. Chavez was one of the first developers of SecDB, an early platform that transformed the trading business into a software business. He retired from the firm in 2019. Prior to joining Goldman Sachs, Mr. Chavez was the CEO and co-founder of Kiodex, and Chief Technology Officer and co-founder of Quorum Software Systems. He holds an A.B. magna cum laude in Biochemical Sciences and an S.M. in Computer Science from Harvard, and a Ph.D. in Medical Information Sciences from Stanford. About Sixth Street Sixth Street is a global investment firm with over $50 billion in assets under management and committed capital. Sixth Street operates nine diversified, collaborative investment platforms: TAO, Growth, Specialty Lending, Fundamental Strategies, Infrastructure, Opportunities, Insurance, Agriculture, and Credit Market Strategies. Select current and past representative Sixth Street investments include Airbnb, AvidXchange, Caris Life Sciences, Kyriba, Nektar Therapeutics, Legends, Spotify, and Talcott Resolution. Our long-term oriented, highly flexible capital base and “One Team” cultural philosophy allow us to invest thematically across sectors, geographies, and asset classes. Founded in 2009, Sixth Street has more than 320 team members including over 145 investment professionals operating from nine locations around the world. For more information, visit www.sixthstreet.com or follow us on LinkedIn. --- Support this podcast: https://anchor.fm/toby-usnik/support

With the start of a new year, many are thinking about changes in our industry and how to best prepare their businesses for what's to come. Learning about current trends is a great way to ensure you're ready. Brian Thayer of AvidXchange joins the podcast to share his insights on Environmental, Social, and Governance (ESG); Staffing; and Technology and the impact they're likely to have on your company in 2023.Learn more about Rent Manager's industry-leading accounting, reporting, maintenance, and communication features at RentManager.com, or connect with us on LinkedIn, Facebook, Instagram, YouTube, and Twitter.You can learn more about Brian Thayer on LinkedIn and AvidXchange via their company's website.Visit RentManager.com/Podcast to submit an idea for an upcoming episode of Beyond Rent and discover more about the program. 

Episode 407 Part 2 - Michael Praeger [AvidXchange] by Nexagy Education

Episode 407 Part 1 - Michael Praeger [AvidXchange] by Nexagy Education

Accounts Payable (AP) may not be the first item you consider when looking for ways to improve operations, costs, and employee morale, but maybe it should. The AP process often involves manual, redundant tasks that slow down the growth of your team, and AP automation can alleviate that concern. Jon Land of AvidXchange joins the podcast to discuss the positive impact AP automation has on businesses.Learn more about Rent Manager's industry-leading accounting, reporting, maintenance, and communication features at RentManager.com, or connect with us on LinkedIn, Facebook, Instagram, YouTube, and Twitter.You can learn more about Jon Land on LinkedIn and AvidXchange via the company's website.Visit RentManager.com/Podcast to submit an idea for an upcoming episode of Beyond Rent and discover more about the program.

Charlotte-based AvidXChange has good timing. The software company went public just before the economy turned and it turns out, inflation actually is good for their business. In this episode of Carolina Business Review, Co-Founder and CEO Michael Praeger talks about the three things that worry him. We also talked to Praeger about how his company recruits in this tight labor market. Panelists: Karen Riordan, President and CEO, Myrtle Beach Area Chamber of Commerce Thom Ruhe, President and CEO, NC IDEA Foundation

AvidXchange Holdings, Inc., Q3 2022 Earnings Call, Nov 02, 2022

AvidXchange Holdings, Inc., Q1 2022 Earnings Call, May 05, 2022

On today's show, we talk to Mike Praeger, Chief Executive Officer and Co-Founder at AvidXchange, a successful company that provides “AP” (accounts payable) automation software and payment solutions for middle-market businesses and their suppliers.  As a YEAA alumnus, Mike believes that the experience and skills he gained in our program contributed greatly to becoming who he is today - the owner of a company valued at over a billion dollars. You will find out how Mike got involved with Student Painters and what are some of the takeaways he gained from his experience as a branch manager. You will discover what Mike did to start and grow AvidXchange, and what the company does today. Mike will reveal his secrets on how to build and manage a great team and he will talk about how important it is for a CEO to have a vision of the company and be able to help execute that vision. He will also discuss the importance of surrounding yourself with people that are better than you and why getting out of your comfort zone is the key to success.  For this and much more invaluable advice from one of our most successful alumni, tune in to our latest episode! What You Will Learn In This Show  How Mike got involved with Student Painters and some of the takeaways he gained from his experience as a branch manager What Mike did to start and grow AvidXchange, and what the company does today How important it is for Mike as a CEO to have a vision of the company and be able to help execute that vision  The importance of surrounding yourself with people that are better than you Why is getting out of your comfort zone the key to success? And so much more…

While big banks mobilize billions in tech development, community banks are continuing their own technology journeys through fintech investment. Fintechs provide community banks with unique opportunities to digitize the customer experience, Boyce Adams, senior vice president at payments fintech AvidXchange, tells Bank Automation News in this episode of “The Buzz” podcast.  “Your community or regional bank is going to be investing into different type of fintech applications that help power their solution set,” Adams says. “There's good reason for that. At the end of the day, the core business is still writing loans, managing people's money and moving money.” Listen as Adams discusses the potential for bank and fintech investments, along with the impact of FedNow on payment data flows and the revenue potential of real-time payments for banks.  

(^ You can listen to Ledger editor Tony Mecia read this letter to readers by clicking above) Dear Ledger reader:It's the end of 2021, the time of the year when organizations look back and look ahead.At The Ledger, we'll try to spare you the overly sappy reflections, but we do think it's healthy to share with our readers what we've done and where we're heading. We can exist only because of our readers' support, so we think you deserve periodic updates on how our business is doing.The short version: In 2021, we continued growing, with more paying members climbing aboard, more people hearing about us and more efforts on our part to experiment with new things that readers might like. We plan to keep that up in 2022.The longer version: Man, we did a lot. We sent 292 email newsletters, broke a ton of news, highlighted trends and introduced you to fascinating people in our city. We are pretty sure we made you smarter and better-informed.Some of the work we are most proud of includes:Investigations: We shared some ambitious investigative pieces, including in-depth looks at the sexual assault allegations at Myers Park High, an unexpected $10,000 colonoscopy bill from Atrium Health, the decline of the Arts & Science Council and the trend toward replacing pediatricians with nurses in hospital nurseries.New newsletters: We started 2 new newsletters this year — Ways of Life (obituaries); and Transit Time, in conjunction with WFAE and UNC Charlotte's Urban Institute. Not to brag (too much), but Transit Time was named “Best Local Newsletter” by Queen City Nerve and won a national award from our trade group, Local Independent Online News (LION), for “Collaboration of the Year.”Trends: Because we are connected to Charlotte, we clued you in to interesting and important trends before they became widely apparent. Supply chain disruptions? We looked into the causes months before politicians made it a talking point. Book shortages? We told you about them two weeks before the New York Times. Wild bidding wars for houses? We shared Realtors' eye-opening stories a week before The Wall Street Journal had the same idea. And when teens started stocking up on feta cheese in February because of a TikTok video, guess which local newsletter was ON IT — two weeks before The New York Times took note.The Ledger displayed plenty of range in 2021. Clockwise, from upper left: Midnight hockey in Pineville; J.T. Williams, one of N.C.'s first Black surgeons, who became a politician and diplomat; feta cheese supplies running low in February; the prototype of a drive-thru-only Bojangles in Cotswold; analysis of enrollment declines at south Charlotte public schools; a financial salesman who pursued his dream of opening an east Charlotte reptile shop; the bread-only “Sandwiche” from the fictional Breadland restaurant in our April Fools' edition; pickleball action heats up among newly vaccinated Sun City residents.Interesting people: We introduced you to Charlotte people with stories to tell and lessons to share, including an Atrium Covid ICU nurse who experienced the pandemic through different eyes when her grandmother became ill with the virus; newly vaccinated seniors in Sun City who were happy to resume playing pickleball and attending Saturday night '60s dance parties again; a Broadway fan who received a get-well video message from Lin-Manuel Miranda; investors who put money into tech company AvidXchange and waited 20 years to reap big windfalls; and relocated Northerners who play hockey at midnight in Pineville.Interviews: We gave you Q&As with well-known and fascinating Charlotte people, including former Bank of America CEO Hugh McColl Jr.; former mayors Sue Myrick and Harvey Gantt; the Bechtler Museum of Modern Art's new executive director, Todd Smith; Charlotte Mecklenburg Library's new CEO, Marcellus “MT” Turner; and basketball broadcast analyst Jay Bilas.Growth and development: The story of Charlotte is the story of growth, and we have continued to offer unparalleled and authoritative local coverage of this important topic — from insights on the 2040 Comprehensive Plan; to development trends in Sugar Creek, NoDa, west Charlotte, Ballantyne, SouthPark and University City; to repeated scoops on land deals and development plans and, of course, our popular monthly listing of Charlotte's rezoning petitions

AvidXchange Holdings, Inc., Q3 2021 Earnings Call, Nov 16, 2021

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In today's episode we speak to Frank Rotman, a Founding Partner of QED Investors which is a global leading venture capital firm based in Alexandria, Virginia founded by Nigel Morris and Frank Rotman in 2007. QED Investors is focused on investing in early stage, disruptive financial services companies in the US, the UK, Latin America and South East Asia. QED Investors is dedicated to building great businesses and uses a unique hands on approach that leverages its partners decades of entrepreneurial and operational experience helping their companies achieve breakthrough growth. Those investments include Avant, AvidXchange, ClearScore, Current, Creditas, Credit Karma, GreenSky, Kavak, Konfio, Loft, Mission Lane, NuBank, QuintoAndar, Remitly and Sofi. We kickstart the show by asking Frank how do you become a VC/PE guy and what has led him to this point: University of Virginia - graduated in a few degrees, systems engineering, artificial intelligence and applied math and statistics Joined Signet Bank later became Capital One One of the first fintech In 2005 built a student lending company Landed up creating QED Investors Innovate in the banking ecosystem Helping cracking the code Then we ask Frank, what does the thirst to make a difference look like in his world: What motivates you Steep part of the learning curve at all times Look at the problem as your life's work We then ask Frank, what are some of the must haves to a big business or big idea: Where you can personally get involved What is the problem unaddressed - we have a solution for that Pairing problem statements with solution statements We have Frank explain, what is the journey of getting product market fit and where do you guys come in? As early as taking an idea and go out finding a CEO Helping founders overcome profound problems Systemic de-risking of the business Great companies are built on good companies We move on to the personality stuff, asking Frank what has been his journey when working with founders and making them leaders? Great people cant be great at everything Feedback is the other person trying to turn you into them Know people before you give advise Five key roles that a CEO plays - visionary, team manager/leader, sounding board, Chief Procurement Officer and brand champion Well designed organisational structure If you're not allowing your team to make decisions you can't hold them accountable for the results A brand is a promise that when kept creates preference Next we have Frank tell us, does he feel like it's possible to fill all those roles or do you gravitate towards one? Founders can grow If they can surround themselves with amazing lieutenants that can pick up the slack A CEO who became better as the business and talent grew We ask Frank, regarding Series A funding, setting expectations with companies around investment? The asset class is evolving and professionalising Money from public markets moving into private markets More banks becoming inquisitive We move on to asking Frank where he feels fintech is going? Lending is a dark art Lending to people who are unemployed Lending is complicated and one of the pillars of banking We ask Frank to highlight some trends of what his seeing in his portfolio: Underbuilt by single family housing In 2008 the entire country was on sale, nobody knew what a house was with until things stabilized Demographic issues --- Send in a voice message: https://anchor.fm/gloabl-tech-leaders/message

Yield PRO TV presents Power Pros. Host Linda Hoffman talks with Dan Drees, Chief Growth Officer of AvidXchange.

Nigel Morris is the Co-Founder and Managing Partner of QED Investors, one of the leading fintech-focused venture firms of the last decade with numerous unicorn investments, including Credit Karma, NuBank, Avant, SoFi, Klarna, GreenSky, and AvidXchange. Prior to QED, Nigel co-founded Capital One Financial Services in 1994. During his 10-year tenure, Nigel transitioned Capital One from an emerging start-up to an established public company valued at over $20 billion with over 15,000 employees. Finally, Nigel also sits on or has sat on the board of Nubank, Prosper, Zopa, Klarna, The Economist and London Business School to name a few. In Today’s Episode with Nigel Morris You Will Learn: 1.) How Nigel made his way into the world of startups with Capital One back in 1994 and how that journey led to his founding one of the leading fintech investment firms in QED? What made Nigel want to develop QED from a family office into a large scaling venture firm? 2.) Where does Nigel's passion for mental health stem from? Why does Nigel believe VC and entrepreneurship is riddled with mental health problems? How does Nigel deal with his own self-doubt and insecurity? In what way does Nigel analyse his own relationship to money today? How has it changed over time? How has that relationship to money changed how he thinks about investing? 3.) What does Nigel believe it takes to be a great listener? How does Nigel think about asking the risk questions to move the founder to the right insight? How does Nigel create the conditions where the entrepreneur can be much more open? What questions would Nigel never ask? How does Nigel describe his style of board membership? How has it changed? 4.) How does Nigel think about the centrality of unit economics? What does Nigel look for in the way that the entrepreneur thinks through and analyses unit economics? When does Nigel believe you have tangible data to rely on to justify unit economics? What is the biggest challenge with unit economics? What should companies do when their competitors raise massive funding rounds? 5.) Why does Nigel believe that "bundling" is a canard? What does not work regarding how traditional "bundling" works? Why might it be different for the next generation of fintech providers to bundle different products? Why does Nigel believe lending is a much harder insertion point to start than current accounts? How does Nigel think about the right insertion point? Item’s Mentioned In Today’s Episode with Nigel Morris Nigel’s Favourite Book: Leadership and the New Science: Discovering Order in a Chaotic World Nigel’s Most Recent Investment: Bitso As always you can follow Harry and The Twenty Minute VC on Twitter here!  

'“How do we talk about data? And how do we understand it?” In episode #6 of The Data Heroes Podcast, Courtney Tobe (Manager of Marketing Operations and Automation AvidXchange, Inc.) strikes up an interesting conversation about the strategic account approach and the best way to look at data relevant to the customer journey. She also talks about her day-to-day campaign operations, her role in shaping their go-to-market strategy, and the customer experience.“We have implemented an intelligent lead routing tool to do a better job of improving the overall prospect and customer experience,” says Courtney. Empowering customers with a consistent experience can boost sales, and that's where a data orchestration platform like RingLead really comes in.Courtney delves into the importance of data health for streamlining business and alignment of sales and marketing. “You have to be able to start with your data in a really good place in your CRM system to effectively do account-based marketing.”

This episode highlights how Chris Elmore grew AvidXchange to a $1.4 billion company from scratch, and what he's up to now. Learn his insights behind the importance of action, overnight success, sustaining growth, hiring great people, and many other entrepreneurial topics. Thanks to Chris Elmore of AvidXchange for sharing his entrepreneurship story – learn more about his business here: https://www.avidxchange.com/

“At the end of the day, the biggest, [most] important thing in this role is that customer relationship. You don't want to lose that customer relationship just to get another customer.” – Liv Schichtel Liv Schichtel is the Customer Marketing Manager at AvidXchange. A popularly requested topic for this show is around setting up sales reference...

“At the end of the day, the biggest, [most] important thing in this role is that customer relationship. You don’t want to lose that customer relationship just to get another customer.” – Liv Schichtel Liv Schichtel is the Customer Marketing Manager at AvidXchange. A popularly requested topic for this show is around setting up sales reference...

Our recently launched research report, “What Makes a Training Organization Great?”, identifies strategic alignment as the most important process capability. With that in mind, today, we spoke with Maggie Redling, manager of learning and development at AvidXchange, Inc., and Coleman Williams, senior manager of human resources and talent operations at AvidXchange, Inc., to learn more about strategic alignment. 

Chris Elmore has been with AvidXChange, the first unicorn (billion dollar valuation of a private company) in Charlotte, NC. Stacy Cassio is the Founder & CEO of the Pink Mentor Network, which is a high growth female mentorship community, and the first of its kind in Charlotte. So when these two accepted coming on to Anything But Typical together to discuss mentorship, we knew it would be a powerful episode. Chris & Stacy packed this episode with nuggets of wisdom. Stacy shared her 6 Mentorship Levels. Chris, who has published 9 books and over 500 articles, gave us insight on his writing process. Each went in depth on each side of mentorship- including how to approach getting a mentor and what the mentor can get out of the relationship. Be sure to check out TheChrisElmore.com and follow Chris on LinkedIn. Also check out PinkMentorNetwork.com, follow Stacy on LinkedIn. Follow @PinkMentorNetwork and @TheChrisElmore on Instagram. 

Avidxchange is one of the most well known startups in Charlotte. It has been recognized for many awards and has raised over $1 billion of capital. In this episode John interviews Chris Elmore, one of Avid's first employees. Chris talks about the early days at Avid, scaling it, raising multiple rounds of capital from big name investors across the US, keys to sales success, and also talks about the classes he teaches in NC. John talked about Jeff Bezos's day one letter Chris likes the How I Built This podcast Chris also likes The Pitch podcast

Today we have breakfast with Chris Elmore - author, speaker, AvidXchange evangelist, adjunct professor, board member, fellow entrepreneur and so much more! Hear Doug and Chris talk about strategic talents along with the correlation between mission, purpose and value.

Mike Praeger recently took his double unicorn startup from CLT to new levels, finishing up nearly a quarter-billion dollar raise. Mike joins Tariq on Episode 45 to discuss his plans […]

The Big ones AvidXchange, a developer of accounts payable automation software, has raised $128m to hike its latest round to $388m. Mastercard was among the investors, having contributed to the company’s last round, when it secured $300m in 2017 at a $1.4bn valuation. Reports in December stated AvidXchange was chasing a $2bn valuation for this … Continue reading "27 April 2020 – AvidXchange Raises $128m Bringing Total Round to $388m Plus Audio from our Second COVID19 Webinar"

On Episode 36 of the Fintech Moshpit – Profiles, We are joined by Chris Elmore, Community Evangelist at AvidXchange, who discusses intangibles and long term impacts of COVID-19

If Charlotte NC-based B2B payment network AvidXchange is worth $2 billion, what is the valuation of similar-sized Paymode-X? If something similar, this would imply that Paymode-X parent company - Bottomline Technologies (ticker: EPAY)- is undervalued given its $2.3 billion Market Cap.

Chris Elmore rolls into the Sherpa studio--Company Evangelist for AvidXchange, a fintech unicorn based in Charlotte, North Carolina, as well as author, teacher, speaker, father of four, and husband of 25 years.  Referring to someone as “one of a kind” can be kind of cliché, but Chris lives up to the billing.  He's a dynamic and authentic purveyor of innovation and entrepreneurship wisdom.  Hear his perspectives on innovation, as well as the outlook for a blooming innovation and entrepreneurship ecosystem in Charlotte.  Can you hear his beard?  Listen closely . . .@thechriselmore @AvidXchange@SherpaPod @TheBenReportTheChrisElmore.comCreative Mornings Charlotte: Taming the Chaos in Your Life, by Chris ElmoreShout out to Stacy Cassio at the Pink Mentor Network- A Sherpa's Guide to Innovation is a proud member of the Health Podcast Network @HealthPodnet - Support the show (https://healthpodcastnetwork.com/)

If you’re considering a reseller/channel partner program, this is the episode for you. Marc Palombo joins host Chip Rodgers to discuss channel partnerships. Marc has worked with channels for over 25 years. Now, he’s the Reseller Program Manager at AvidXchange, a payment solution that's now working with over 540,000 B2B suppliers, which, according to Marc, makes it the largest B2B supplier network. What we talked about: Finding the best mix of direct selling vs. resellers can be a challenge Revenue share agreements Cost plus wholesale model Why there’s more creatively allowed inside of wholesale models There’s a control tradeoff when you engage with channel alliances You need executive buy-in from your alliance Actively seeking out alliances where your solution is an easy add-on   To contact the host, Chip Rodgers, with topic ideas, suggest a guest, or join the conversation about alliances, he can be reached by: Email: chip@workspan.com Twitter: @chiprodgers LinkedIn: linkedin.com/in/chiprodgers

Welcome to Business North Carolina's Weekly Roundup, a podcast bringing you some of the state's biggest and most interesting business news stories from the week. On this episode, AvidXchange's Chris Elmore gives a company update and reveals the tunes that are currently inspiring him.

Dan is the founder of Packard Place and Queen City Fintech. These two activities put him squarely in the middle of Charlotte and even the Southeast's entrepreneurial eco-system. He and John cover a lot of ground quickly in this podcast: Time: 1:50-4:39 -Dan's background and references of his Linkedin profile opening sentence: "I know more about M&Ms and Tequila than anyone you have ever met in your life." -Dan's history on Tequila Time: 5:17-8:05 -Dan on what being an entrepreneur means -Dan quote, "In the corporate world I was always seen as someone coming in to be a change agent." -Dan speaks on cofounding Red Ventures and naming the company -Dan discusses cofounding 3 different companies that made it onto the inc.500 list -Links: https://www.redventures.com/ https://www.inc.com/magazine/201309/how-the-inc.500-companies-innovate.html Time: 12:07-16:59 -John references why he started the podcast: "A lot of people are interested in hearing what makes people like you tick." -John and Dan on being entrepeneurs -Packard Place what is was and what its become -Packard Place named after James Packard founder of 'Packard Automobiles' because of his entrepreneurialism -Dan references Packard Place Launch party and youtube video reference -Dan, "Packard Place is a really large, community crowdsourced project." -CLT Joules born out of Packard Place -Links: youtube video: https://www.youtube.com/watch?v=B1HFGhHdo7M https://www.packard.place/ https://en.wikipedia.org/wiki/James_Ward_Packard https://en.wikipedia.org/wiki/Packard Time 22:08-26:17 -John speaks on what he got out of RevTech Labs and meeting 2 influential people within his life: 1. David Miller (Co-Founder of AvidXchange) 2. Jeremy Olson -Dan, "One of the things we have to get used to in this community is trying things that don't work." -Links: https://www.qcfintech.co Time: 26:39-28:00 -Dan explains Packard Place community impact report -Dan, "What makes entrepreneurs great is that they are doing stuff that makes people think they're crazy, until they actually do it." Time: 31:17-36:25 -Greg Brown reference -Dan on Angel funding versus Venture funding -Venture South reference -Dan references Packard Place events to go to: 1. Third Thursday Legal Lunch 2. Pitchbreakfast 3. Packard Place Public House -Links: https://venturesouth.vc/ http://pitchbreakfast.com/events/ https://www.meetup.com/packardplace/ https://www.meetup.com/packardplace/events/ptlnnpyxjbbc/ https://www.wraltechwire.com/event/packard-place-public-house/2019-05-15/ Time: 44:59-47:23 -Dan on the catalyst that will help Charlotte continue to grow and be a great place to do business -Ben Harrison DealCloud reference and starting at Packard Place -Dan's recommendation on how to be a successful entrepreneur -John previews content for his upcoming Solosode- 'Get in the Game' Time: 51:18 -Dan's book recommendation- 'Venture Deals' by Brad Feld -Link: https://www.venturedeals.com Time: 57:50 -Dan references what a fantastic entrepreneur-Mike Praeger (CEO and Co-Founder of AvidXchange)

In our latest podcast, Keane Ehsani (WG ’20) attends the FinTech Innovation Lab 2019 Demo Day in New York, where 11 enterprise tech companies got to showcase innovative products and services. In this podcast, Keane is joined by Maria Gotsch of the Partnership Fund for New York, Hans Morris of Nyca Partners, George Hessler of Magma Trading, and Nir Perry of Cyberwrite. The FinTech Innovation Lab (https://www.fintechinnovationlab.com) was founded in 2010 by Accenture and the Partnership Fund for New York City. The Lab provides early- and growth-stage FinTech companies with access to the world’s leading financial institutions. The Lab was established to help make New York a leader in FinTech and to grow technology jobs by leveraging the concentration of large financial institutions and deep domain expertise that exist in New York. Maria Gotsch, President and CEO of the Partnership Fund for New York City The Partnership Fund (https://partnershipfundnyc.org) has invested $173mm to preserve New York City’s competitive edge and to mobilize the city’s financial and business leaders to help build a stronger and more diversified local economy. In addition to leading the Fund’s investment operations, Maria has spearheaded the creation and operation of a number of the Fund’s strategic initiatives, including the FinTech Innovation Lab for New York. Hans Morris, Managing Partner of Nyca Partners Nyca (https://www.nyca.com) is a leading venture capital firm focused on connecting innovative companies to the global financial system. In addition to being the Managing Partner of Nyca, Hans also serves as chairman of the board of Lending Club and as a board member of AvidXchange, Boomtown, Payoneer, and SigFig.  Prior to Nyca, Hans held several senior management positions at General Atlantic, Visa, and Citigroup. George Hessler, CEO and Founder of Magma Trading Magma Trading (https://www.magmatrading.com) has created a new kind of stock market that allows broker-dealers to trade large blocks of equities. This structure allows market-making firms to post large potential trades without fear of getting run over by high-speed electronic sweeps. Nir Perry, CEO and Founder of Cyberwrite Cyberwrite (https://cyberwrite.com) enables insurers, brokers, and agents to cyberprofile and benchmark the cyber insurance risk of small-medium businesses worldwide and to estimate the financial impact of potential cyber incidents on their businesses using their unique Cyber Profiling technology. Fintech Innovation Lab Demo Day Press Release: https://www.businesswire.com/news/home/20190627005121/en/11-Enterprise-Tech-Companies-Showcase-Inventive-Products Fintech Innovation Lab Demo Day Archived Video Presentations: https://www.fintechinnovationlab.com/new-york/live/

Every week the show host John Siracusa talks with impressive fintech leaders and entrepreneurs, through conversation uncovers the remarkable stories behind them, their creations and the most important topics in fintech. You can subscribe to this podcast and stay up to date on all the stories here on iTunes, Google Play, Stitcher, Spotify and iHeartRadio In this episode the host John Siracusa chats with Hans Morris, partner at Nyca Partners.   Hans is the founding and managing partner of Nyca Partners, a fintech VC in New York and San Francisco founded in 2014, He is the chairman of the board of Lending Club, and a board member of AvidXchange, Boomtown, Payoneer, and SigFig. From 2010 to 2014 he was managing director at General Atlantic, From 2007 until 2010 he served as president of Visa Inc., and from 1980 until 2007, he worked at Citigroup, Before that he was at Salomon Smith Barney.   Tune in and Listen.   Subscribe now on iTunes, Google , Stitcher, Spotify and iHeartRadio to hear Thursday's episode with Andrew Jamison from Extend.   About the host:   John is the host of the twice-weekly “Bank On It” podcast recorded onsite at offices of Carpenter Group, a creative services agency focused on the financial services industry. He's a highly sought after fintech, VC and financial services industry enthusiast and connector. He's in the center of the fintech ecosystem, keeping current with the ever-innovating industry.   Follow John on LinkedIn, Twitter or on Medium

AJ Ratani grew up in Dubai and came to America to attend college in Arkansas. His first experience in the US was flying in a propeller plane and seeing a lot of green as he landed in Arkansas – something new to someone living in a desert.  After his college years in Arkansas and Florida, he began his career with a company in Virginia, but he was not satisfied. He wanted a position that would offer him opportunity and growth.  In 2005, pursuing a Monster.com lead, he was “lucky” and was offered a job in Charlotte with a start-up firm, Red Ventures.  He started as a software engineer and grew within the organization to run Red Ventures' largest and fastest growing businesses. We discuss the opportunities and challenges in working with a start-up company of 25, growing to a large world-wide corporation of 3,000.   We also discuss what to look for when hiring, changes in the work environment, and the advantages and disadvantages of growth. In 2017, AJ left Red Ventures, and along with his wife and child, embarked on a journey around the world, visiting six continents – a life expanding and changing type of trip.   Traveling with a young infant in tow inspired them to start a blog and eventually write a book to help other families travel with their children– it’s called The 2 Idiots Travel Blog (www.2idiotstravel.com).  It’s a passion project for him now – a very different concept than when he was at Red Ventures. AJ is also actively involved with advisory roles with start-ups and in mentoring programs in the Charlotte area.  He discusses the importance in building relationships with others to connect with the right people for referrals in advisory roles. Listen to today’s episode and hear about AJ’s passion and his desire to always jump on the rocket ship. Local Notes and Thoughts  QC Fintech has Class 10 in the building already.   The Demo Day for Class 10 is set for Tuesday June 11 and culminates in an full day event.  You can register for the full day conference – known as Fintech Generations here (https://www.eventbrite.com/e/fintech-generations-tickets-55658964461).  The Demo Day for the Class 10 Cohort follows and is free.  You can register for that event also here https://www.eventbrite.com/e/queen-city-fintech-class-10-demo-day-tickets-58991659642.  Come out and support our local accelerator program and show them the southern hospitality Charlotte is known for. If nothing else, come out to see AvidXchange’s building and growing campus – it’s beautiful too.   William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.  Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.  Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under the Securities Act, and a Qualified Purchaser as defined in Section 2(a)(51)(A) under the Company Act or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.

From professional poker player to SEO and Paid Acquisition Manager at Drift, Bill King shares how the skills he learned in data, strategy and game theory as a poker player helped him become the marketer he is today. Prior to Drift, he was the Senior Growth Marketing Manager at AvidXchange, Senior Inbound Marketing Professional at Hubspot. For the show notes, tweetable quotes from Bill and other goodies, go to https://growthmarketing.today/038

Keith Luedeman is the Executive Director for Innovate Charlotte and a name you’ve heard a lot of over the last 12 months (if not before as he also was the founder of GoodMortgage.com). When Keith and I sat down to this interview I told him I had a very simple concept for it. In our interview last spring, he indicated he wanted to take a year to get his feet wet before he committed to making investments or being overly active.  I wanted to cover what the past year has been like now that he has had his chance to get acclimated and also get a sense of where things are heading. The first part of this podcast focuses a lot on Innovate Charlotte and where it is today and turns to look toward the future.  The MIT Mentoring program was launched under Walt Frye and it is having great success.  They are working to match entrepreneurs with mentors to help launch startups.  As we hear, Innovate Charlotte is actively looking for mentors and founders and Keith does an excellent job talking about what they are looking for in both groups of people. The second part of the podcast talk about the future of Charlotte and the future of where Keith where will be.  In this we discuss the BB&T and SunTrust merger, the announcement of a potential medical school and other aspects of where the startup and innovation hubs in Charlotte are going to be. Given Keith’s background as a founder and current role with Innovate Charlotte, he’s got great insight into the future of Charlotte and how it has to merge with old Charlotte.  We weave some of this discussion into a really good podcast exploring Charlotte, startups, and life here in this great city. Local Notes and Thoughts  MapAnything sold this week to Salesforce.  Terms of the deal have not been disclosed yet, but Salesforce Ventures was a lead investor in MapAnything’s Series C round last fall where they raised $42.5 million.  Congrats to all the founders and employees over at MapAnything and for continuing to advance the Charlotte startup ecosystem. QC Fintech has Class 10 in the building already.   The Demo Day for Class 10 is set for Tuesday June 11 and culminates in an full day event.  You can register for the full day conference – known as Fintech Generations here (https://www.eventbrite.com/e/fintech-generations-tickets-55658964461).  The Demo Day for the Class 10 Cohort follows and is free.  You can register for that event also here https://www.eventbrite.com/e/queen-city-fintech-class-10-demo-day-tickets-58991659642.  Come out and support our local accelerator program and show them the southern hospitality Charlotte is known for. If nothing else, come out to see AvidXchange’s building and growing campus – it’s beautiful too.   William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.  Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.  Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under the Securities Act, and a Qualified Purchaser as defined in Section 2(a)(51)(A) under the Company Act or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as,

Back with the second half of this amazing and hilarious conversation with Chris Elmore, founder and evangelist for Avidxchange a 1.4Billion dollar startup that is changing the way companies issue invoices around the world. This week Chris is sharing some of the traits and habits that can help anyone become a billion dollar salesman and the 2 mistakes you may be making that could be killing your business. We also touch on the curse of knowledge and why those who are most likely to innovate tend be be newbies like you. Be sure to connect with Chris on all social media @TheChrisElmore and also check out his companies page here https://www.avidxchange.com/ I would love to hear your thoughts on the episode! Head on over to https://www.instagram.com/mentalcement/ or https://www.facebook.com/candykay.redrobin to send me a message and see if we can build something awesome together!

Khalia Braswell received her first computer in the 4th grade and was instantly hooked. As a result of her early interest in tech, she enrolled in Phillip O. Berry Academy of Technology, in Charlotte, North Carolina, for high school, where she fell in love with computer programming. After receiving her Bachelor of Science degree in computer science from North Carolina State University College of Engineering in 2013, Braswell attained a Master of Science in Information Technology from the University of North Carolina at Charlotte in 2016. Throughout her journey in tech, Braswell interned at several companies and noticed that few people, both in academia and in the workforce, looked like her–a Black woman. As a result, she founded the INTech Foundation, a 501(c)(3) nonprofit organization whose mission is to inform and inspire girls to innovate in the technology industry. To date, INTech has reached over 500 minority girls across North and South Carolina, through hosting one-day camps, mini-camps, and summer camps. INTech has worked with the National Center for Women in Information Technology, Teach For America - South Carolina, Google, UNC Charlotte, the STARS Computing Corps, Red Ventures, AvidXchange, SAS, and the Urban League of Central Carolinas. INTech has gained social entrepreneurship coaching while participating in the Queen City Forward ImpactU summer accelerator, the Tiny Fellowship from 4.0 Schools, as well as, the SEED20 Competition. In December 2015, Braswell was invited to attend the inaugural White House Computer Science Tech Jam, which kicked off Computer Science Education Week. She was also named to the 2016 Charlotte Mecklenburg Black Chamber of Commerce 30 Under 30 list and the 2017 North Carolina State University Computer Science Outstanding Young Alumni list. Braswell was a user experience engineer at Apple in Cupertino, California where she helped design enterprise applications, which reached all Apple employees. Follow Braswell on IG, FB & Twitter at @khaliaBraswell Learn More about InTech by visiting www.khaliabraswell.com

In our latest podcast, Christian Rolon (WG '19) is joined by Frank Rotman, one of the founding partners of QED Investors. QED Investors invests in early-stage Fintech companies based in the US, UK, and Latin America. Based in Virginia, QED was founded in 2008 by Rotman, Caribou Honig, and Nigel Morris (co-founder of Capital One). QED Investors has invested in Avant, AvidXchange, ClearScore, Credit Karma, Nubank, Remitly, and SoFi. Their exits include Braintree, Klarna, and Orchard. Frank Rotman is a founding partner of QED Investors. Frank's portfolio companies include Avant, Credit Karma, GreenSky, LendUp, Prosper and SoFi. Frank publishes his thoughts on Fintech on his personal blog Confessions of a Fintech Junkie. Frank began his career at Capital One as one of its earliest analysts. At Capital One, Frank spanned a number of roles across subprime and upmarket cards, focusing on managing Capital One's credit exposure and expanding new business lines. After leaving Capital One, Frank created a Student Lending company. Frank received his BS in Applied Mathematics and his MS in Systems Engineering, both from the University of Virginia.

Hans Morris is a name to know in fintech, and as finance and tech sectors prepare for tougher time next year, he has some incisive thoughts to share about the kinds of companies that will succeed (or not) in a financial downturn. The managing partner of investment firm Nyca Partners, Morris also serves as the chairman of the board of Lending Club and is a director of other start-ups including AvidXchange, Boomtown, Payoneer and SigFig.

Welcome to the #CharlotteIsCreative podcast. Today’s show features hosts Tim Miner and Matt Olin speaking with Chris Elmore, author and co-founder of AvidXchange, immediately following the September 7 Creative Mornings Charlotte event at the Fillmore Charlotte, where Chris spoke about the global theme of “Chaos.” Since its founding in August of 2000, Chris Elmore has grown AvidXchange into a $1.4 billion dollar company and the the ninth largest fintech company in the US. He is also adjunct professor of entrepreneurialism at UNC Charlotte and Queens University, as well as an author published eight times over. In this episode of the #CharlotteIsCreative podcast, Chris talks about the power of simplicity, spreading kindness, failure as a badge of honor and what it would take for Charlotte to be the Silicon Valley of the South. Register for the next Creative Mornings Charlotte event Friday, October 5 at 8:30 a.m. at Savona Mill. The featured speaker will be Page Fehing and Jason Harper of FOX46 WJZY’s Good Day Charlotte”, speaking about the global theme of “Honesty”.  RSVPs will open at 9 a.m., Monday, October 1. Don’t forget to use the hashtag #CharlotteIsCreative, and tweet us @CM_CLT whenever you see Charlotteans showing their creativity.

Last week, we spent time with Seth Twery - who led a successful corporate career prior to leaving in 2011 to seek “growth opportunities.” Can you execute?  That’s the thing Seth sees being the reason behind success of a startup team.  He cites the fact that IDEA Fund looks at over 1,000 ideas per year, more than a few with overlap.  If there are that many ideas in the NC region (and further) then how many ideas are being incubated across the US and the world?  If you can’t execute against that type of volume and competition it is highly unlikely the founding group is going to create success. We also continue discussing the opportunity ahead of Seth as he is about to start his new role with Tookitaki – the Singapore based company looking to use Artificial Intelligence to solve.  Fortunately for Charlotte, we learn they are looking to hire a development/technical team here. From there, we transition into a discussion on early stage investing and Charlotte.  Here Seth thinks out loud about the investing and entrepreneurship scene here in Charlotte.  We touch base on the recent exit by DealCloud and the impact it may have versus the impact of a bigger exit along the lines of AvidXchange. Along the way, we veer off course and discuss all things startup and investing.  Hopefully, you’ll find a few nuggets by listening in.

This Is The Place (A Silicon Slopes Production) delivers wide-ranging, rarely serious commentary on tech, Utah, and everything in between. Hosted by Silicon Slopes editors Meg Morley Walter and Chris Rawle, This Is The Place examines Utah-centric stories that range from inspiring and relevant to completely bonkers. In episode 43, Chris and Meg discuss AvidXchange's new Utah office and a number of upcoming Silicon Slopes events. They attempt to determine what exactly went wrong in the Plane Bae saga, then they talk weird Utah news which includes sextortion and goat firefighters. 

This Is The Place (A Silicon Slopes Production) delivers wide-ranging, rarely serious commentary on tech, Utah, and everything in between. Hosted by Silicon Slopes editors Meg Morley Walter and Chris Rawle, This Is The Place examines Utah-centric stories that range from inspiring and relevant to completely bonkers. In episode 43, Chris and Meg discuss AvidXchange's new Utah office and a number of upcoming Silicon Slopes events. They attempt to determine what exactly went wrong in the Plane Bae saga, then they talk weird Utah news which includes sextortion and goat firefighters. 

In this second part of my interview with Chris Elmore, we delve into many things, including how AvidXchange fosters innovation and whether someone should be in charge of company culture. Chris Elmore also shares his daily habits that help him sleep at night. Enjoy!

In this episode, I talk with Chris Elmore of AvidXchange. AvidXchange is a unicorn startup in Charlotte, North Carolina. Chris Elmore and I touch on the early days of AvidXchange, overcoming rejection, whether millennials make for good innovative entrepreneurs, and more. Enjoy!

This week we continue our two part interview with Keith Luedeman, founder of GoodMortgage. Last week, we spent most of our time talking about Keith and GoodMortgage in a really exciting interview.  This week, we wanted to turn the page and talk to Keith about his newfound role as startup advisor and angel investor.  Since he is new to this space/role, we were fortunate to get some really good insight into where Keith is in the process and I think we get a glimpse into where he will be in the future too.  It’s an awesome discussion with someone Charlotte should be thankful we have on our team. Enjoy listening to Keith discuss the following and more. At what point in time after selling Good Mortgage did you realize you wanted to get involved in the startup community? How did Keith find the Charlotte angel investing and entrepreneur scene? How is Keith going to tackle his new hobby of being an angel investor?   After all, it’s not something he has done before so how does he expect to grow into this new role? He had profitability in the 1st quarter of Good Mortgage – is that something he is going to look for? If not, what does Keith expect to be a priority when he starts to look at companies? Does Keith expect to be an active role as an investor by serving on multiple boards? What does Keith think about the Charlotte startup and investor scene?  (Hint: Keith is excited about where things are and where they are going). Keith has owned real estate (commercial and residential) and Charlotte has many real estate investors.  Why is Keith interested in early stage investments instead of sticking with something he has known and understood for the last 15-20 years? How does Keith think about risk capital?  How does Keith come up with his ‘number’ when determining how much he is going to invest in risk companies?  (FULL DISCLOSURE: every investor should talk with their financial planner or investment professional before committing risk capital as every family has different risk tolerance AND risk capacity). With such a low investment minimum for the Charlotte Angel Fund ($25,000), why aren’t more people participating in an angel investment?  (VentureSouth has a minimum investment of $50,000 or a $2,500 subscription fee – click here to learn more about VentureSouth and Charlotte Angel Fund). How much of the process for the Charlotte Angel Fund has been surprising to Keith?  What has he learned along the way of going to these meetings? And much more…. That was fun.  Don’t forget to join Keith and many others at the Fintech Generations Conference on June 13 at AvidXchange. Next week, we will host Dan Roselli and Sarah Smith to talk more about the Fintech Generations conference and Class 8 from the QC Fintech Accelerator program before we jump back into some interviews with local entrepreneurs.  And when you register, use the coupon code CLTANGEL for 50% off the conference price.   William Bissett is an Investment Advisor Representative with Secrest Blakey & Associates, a Registered Investment Adviser.  Opinions expressed on this program do not necessarily reflect those of Secrest Blakey & Associates. The topics discussed and opinions given are not intended to address the specific needs of any listener.  Secrest Blakey & Associates does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.  Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under the Securities Act, and a Qualified Purchaser as defined in Section 2(a)(51)(A) under the Company Act or an eligible employee of the management company. There generally is no public market for the Interests.  Prospective investors should particularly note that many factors affect performance,

Today we have Greg Brown, Administrator of the Charlotte Angel Fund I and Charlotte Angel Fund II as well as owner of Cardinal Finance – a fractional CFO firm – back on the podcast for a continuation of our discussion from last week.  Greg has been firmly involved in the startup community for at least five years now and talks with a bunch of investors AND founders.  As such, he has a very unique perspective on what’s happening in the ecosystem of high growth companies. In today’s podcast we cover the following and more: What’s the difference in the startup/investment space since our first interview in October 2016? Are you talking with more Charlotte based founders who want or need to raise money?  Is there a difference in the founders you talk with today versus the founders you talked with in Charlotte three years ago? Besides getting Mike Praeger and his team at AvidXchange to IPO – which seems to be everyone’s solution for Charlotte’s lack of new companies and funding – what does Charlotte need to do more of to attract new founders and companies? Why doesn’t Fund II have 1,000 members? How can people find out more about the Charlotte Angel Fund? Tune in next week for the first of our two part series with John Espey – Co-Founder and CEO of Levvel – as we explore how Levvel started out (hint it was more about credit cards), why they pivoted to their current mission and where they are going along with much more.  It’s a great interview that will lead us into our second part of the interview in two weeks – a discussion of what’s most important now for Charlotte’s startup scene.   William Bissett is an Investment Advisor Representative with Secrest Blakey & Associates a Registered Investment Adviser.  Opinions expressed on this program do not necessarily reflect those of Secrest Blakey & Associates. The topics discussed and opinions given are not intended to address the specific needs of any listener.  Secrest Blakey & Associates does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.  Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under the Securities Act, and a Qualified Purchaser as defined in Section 2(a)(51)(A) under the Company Act or an eligible employee of the management company. There generally is no public market for the Interests.  Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.

Mike Praeger, CEO & Co-Founder of AvidXchange, joins Tariq Bokhari for episode 8 of the Carolina Fintech Hub podcast. Then, Tariq covers news with Patrick Rivenbark from MEDICI and the […]

In this episode, we talk to Chris Elmore of AvidXchange about the entrepreneurial journey, personal branding and more!

Mike Praeger notes that there has been an evolution in the last five years with real estate companies following other industries and getting comfortable with software as a service. The innovations are twofold: it is within the business process and automating it in a web based service environment and how quickly more people are adopting the service.