small-business-finance

(6)
Legend
Brad Rosenfeld Is Making the Complicated Parts of Finance Easier to Act On
Executive · Operator · Founder

Brad Rosenfeld Is Making the Complicated Parts of Finance Easier to Act On

His career has moved through affinity marketing, payments, digital identity and private-market software. Now back at Biz2X, Brad Rosenfeld is applying the same practical idea to AI-powered lending: technology matters when people can understand it, trust it and use it.

brad-rosenfeld · biz2xRead →
Legend
Joseph Thalinjan Is Rewriting the Most Stubborn Date in Business: The First
Founder · Executive · Operator

Joseph Thalinjan Is Rewriting the Most Stubborn Date in Business: The First

The former McKinsey consultant found a calendar problem hiding inside commercial real estate. With RentFlow, he is building a payment layer for businesses whose revenue refuses to arrive on schedule.

joseph-thalinjan · rentflowRead →
Legend
Okky Pratama Reads the Numbers Everyone Else Avoids
Founder · Operator · Executive

Okky Pratama Reads the Numbers Everyone Else Avoids

The Delegasi co-founder turned an unfashionable hobby - reading financial statements - into a practical bet on Indonesia's small businesses. His path from Malang to ITB, MIT and Y Combinator is really a story about choosing useful problems.

okky-pratama · yudha-okky-pratamaRead →
Legend
Adam Stettner Bet His Second Act on Cannabis’s Missing Clock
Founder · Executive · Operator

Adam Stettner Bet His Second Act on Cannabis’s Missing Clock

After decades in conventional lending, Adam Stettner walked into an industry conventional lenders avoided. His wager is that useful capital does more than arrive - it keeps time with the business using it.

adam-stettner · fundcannaRead →
Legend
Jessica Chen Riolfi
Founder · Executive · Operator

Jessica Chen Riolfi

Jessica Chen Riolfi is the co-founder and CEO of Uprise, a fintech building embedded tax and financial advisory for small business owners. She spent more than a decade shipping products at Wise, Earnin and Robinhood, ran TransferWise's Asia business across 15 countries, and started out in J.P. Morgan investment banking before pairing human advisors with AI to make real financial advice affordable for entrepreneurs.

jessica-chen-riolfi · upriseRead →
Legend
Jerry Connelly
Executive · Operator · Advisor

Jerry Connelly

Jerry Connelly is the Chief Executive Officer of KeepingCount, a remote-first outsourced accounting and advisory firm that gives growing small businesses and nonprofits the bookkeeping, reporting, and fractional-CFO horsepower they usually cannot afford to hire in-house. Built around the promise of 'better numbers for growing businesses,' KeepingCount pairs platform technologies like Sage Intacct and QuickBooks Online with hands-on accounting teams serving construction, consumer products, professional services, real estate, life sciences, and vacation-rental clients. Originally headquartered in Boise, Idaho, the company now runs as a distributed organization, and Connelly leads it with a stated emphasis on values - conscientious, disciplined, gracious, integrity, and serving all clients.

jerry-connelly · keepingcountRead →