Episode 27

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Published on:

4th Jan 2023

Private Equity & VC Money in Accounting: Isaac Heller

In today's episode 27, "Private Equity & VC Money in Accounting: Isaac Heller."

You can also watch this on youtube here: https://youtu.be/KUPfSnzIxyk

Isaac Heller is the Co-founder and CEO of Trullion, an AI-powered SaaS platform that automates financial workflows for CFOs, accountants, and auditors. Trullion unifies the unstructured and structured worlds of accounting by reading PDFs and Excel documents and translating them into financial workflows, such as Lease Accounting and Revenue Recognition.

Isaac has an extensive background in finance & software, including a 2014 IPO with Sabre Holdings. His experience with accounting regulatory changes has helped drive successful partnerships with financial leaders, from CFOs to modern accounting firms.

Key areas covered in this episode include:

1. Why are venture capitalists investing in accounting software currently?

2. Is the recession sparking investors to re-evaluate where they put their funding? Why accounting and fintech?

3. How does fintech help companies flourish during challenging times?

4. Are investors looking to invest in companies that provide data that drives better business decisions more so than previously? Why?

5. Do you have examples of recent VCs investing in accounting and fintech or data to prove the increase?

6. How do you see the future of the accounting and fintech market?

7. Who are your investors? And why did they invest in you?

8. What are investors specifically looking for in a fintech company before they decide to make an investment?

Originally hailing from Texas, Isaac holds a BA from the University of Texas @ Austin and an MBA from the University of Texas @ Dallas. He lives between New York and Israel and enjoys spending time with his wife and children.

https://www.linkedin.com/in/isaacheller/

https://twitter.com/isaacis

https://trullion.com/

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❸ Influencers in Accounting - WEDNESDAYS. Deep dive 1-1 interviews with leaders, experts, influencers from around the world.

❹ Best Practice in Accounting - THURSDAYS. Practice development, growth, management, consulting, examples, stories and practical here's what works stuff for accountants, bookkeepers and the fintech/software people who serve them.

❺ UK Matters in Accounting - FRIDAYS. A UK focused show featuring UK related topics, news items, events and interviews.

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About Talent in Accounting

Welcome to Talent in Accounting, one of the world's leading podcasts in this genre, with several spinoff shows. Our focus now is on talent, a significant challenge for the accounting world. We interview experts, influencers, and leaders on various aspects of talent, from culture to leadership, mental well-being, and more. With over a thousand listeners, we appreciate your support and encourage you to share the show. If you know potential guests with valuable insights on talent, please contact me on LinkedIn. We're also seeking sponsors interested in talent and the accounting finance space. This is an excellent opportunity to showcase your brand and share key messages. Subscribe to our main show, Accounting Influencers, for brilliant interviews with top leaders and influencers in accounting and FinTech. Join our community for virtual speed networking sessions every two months, connecting accounting, finance, and tech professionals worldwide. Please register for our next event at accountinginfluencers.com. Stay competitive, relevant, and informed about all things talent in Accounting with us!

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About the Podcast

Accounting Talent Podcast
Exploring talent, people, recruitment, retention and succession in the accounting profession with high level panels, expert interviews, commentary and insights.
The ACCOUNTING TALENT PODCAST is hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable (AIR) along with Jeff Phillips of AccountingFly and Going Concern. The show explores talent, people, culture, employer brand, recruitment, retention and succession in the accounting profession with high level panels, expert interviews, commentary and insights. Key topics include soft skills, examinations, qualifications, leadership, mental wellbeing, the brand of the profession, employee value propositions, engagement, capacity and headcount in accountancy firms, career development, HR, L&D, the great resignation, quiet quitting and a range of talent issues in accounting.

Host Rob Brown is a renowned presenter, facilitator and chair of high-level conferences, panels and events globally for the accounting and fintech profession. He is also a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. https://www.linkedin.com/in/therobbrown/
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About your host

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Rob Brown

Rob Brown hosts the multiple accounting podcast and chair conferences, panels and events globally for the accounting and fintech profession. He is co-founder of Accounting Influencers Roundtable (AIR) which helps vendors, experts and influencers serve the accounting and finance world. He is a dynamic speaker and accomplished expert on trust, reputation, employer brand, talent, career development, succession, gen z/generations, employee advocacy and executive presence. Rob is author of the bestselling book Build Your Reputation (Wiley) and his TEDx talk ‘The Personal Brand of You’ has been viewed 400,000 times on YouTube. He is a stroke survivor, has epilepsy, is a committed Christian and has a black belt in kickboxing. He is based in Nottingham UK, home of Robin Hood, plays chess and backgammon, loves orange chocolate and is allergic to grapefruit.