"Allocate" | Startup Finance, Strategy, and Operations

About "Allocate" | Startup Finance, Strategy, and Operations

On Tech Finance, host Sasha Orloff brings you inside the office of the CFO - covering major tech finance news including funding announcements, deals, product launches, and emerging players shaping B2B fintech. We break down the week's biggest developments in finance tech and accounting, and explore how finance leaders are putting AI to work. Tech Finance is brought to you by Puzzle, the modern accounting platform with an AI-first ledger, built for speed, automation, and real time decision making. Learn more: puzzle.io Tech Finance is part of the Turpentine podcast network. Learn more: turpentine.co

Publisher

Puzzle, Turpentine

Category

business

Language

en

Explicit

Yes

First episode

27 Aug 2023

Latest episode

3 Jun 2026

Latest episodes

108 of 123 episodes have a transcript.

1. 

   3 Jun 2026TRANSCRIPT

   E69: Agentifying the $7 Trillion Tax Payment Network with Solon Angel of Remitian

   Sasha Orloff interviews Solon Angel, CEO of Remitian, exploring how AI agents revolutionize the $7 trillion tax payment network for accountants and taxpayers.

2. 

   6 May 2026TRANSCRIPT

   E68: Jeff Grimes of Perplexity on the New AI-Native Analyst

   Sasha Orloff and Jeff Grimes, Perplexity’s Product Lead for Finance, explore the evolution of search from a simple "answer engine" to a high-stakes "action engine." They discuss the disruption of legacy platforms like the Bloomberg Terminal and how Perplexity is building an AI-native operating system designed specifically for the rigors of financial analysis. The conversation tackles the industry's skepticism toward AI accuracy, detailing the "auditability-first" approach that allows finance teams to verify every data point back to its original SEC filing, effectively turning complex technical workflows into plain-English commands. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Puzzle 📈  No more waiting for month's end. No more manual reconciliations, just financials that keep up with you. Puzzle is leading a new movement with an AI first ledger, built for speed, automation, and real time decision making. Join today at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://puzzle.io/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -- RECOMMENDED IN THIS EPISODE: https://www.linkedin.com/in/jeffgrimes9/ https://www.perplexity.ai/finance -- X/SOCIAL: @jeffgrimes9 (Jeff) @sashaorloff (Sasha) -- TIMESTAMPS: (00:00) Preview (00:50) Intro (02:28) Why it went viral (06:50) Comet and agentic browsing (08:57) WSJ controversy breakdown (10:40) What versus How (12:52) Google innovators dilemma (14:33) Sponsors: Notion | Puzzle (16:13) Perplexity finance users (18:24) Off the shelf data deals (22:37) Future of finance workflows (26:19) Workflows and automation (27:05) Proactive assistants (28:28) Trust in finance (31:31) Audit trails by design (34:20) Getting started with computer (36:16) Multi model orchestration (37:47) Wild user stories (39:48) Domain specific finance (41:40) Where to learn more (42:28) Wrap

3. 

   1 Apr 2026TRANSCRIPT

   E67: Navigating the Era of "AI Slop" in Accounting with Luke Frye

   Host Sasha Orloff interviews Luke Frye, founder of LukeFrye.co, exploring AI's transformation of accounting from data entry to strategic advisory.

Inside a recent episode

E69: Agentifying the $7 Trillion Tax Payment Network with Solon Angel of Remitian

Published 3 Jun 2026 · Transcript excerpt

[…] It's 2026 right now. The concept of payments isn't a new thing. The concept of compliance is a new thing. Why is this so hard to solve? Why hasn't it been solved before? Well, there was not enough pressure to solve it. There was an executive order by this administration on September 1st of last year that says no more checks for tax payments. So before that, there was a certain tolerance to checks. But checks are a great way to commit fraud, massive fraud. Cartels launder money through tax authorities sometimes. Like it's crazy. They will send, this is a case I worked on where they will send a tax payment, but put a different EIN for the return. […]

Who has been a guest on "Allocate" | Startup Finance, Strategy, and Operations

Names identified in recent episode analyses. Showing up to five guests.

• Solon Angel
• Tarek Alaruri
• Sam Ross
• Usman Gul
• Renato Villanueva

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

156,796

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

43 ratings

Spotify

5.0 / 5

66 ratings

Podcast Authority Score: 81 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

92

Social presence

0

YouTube

86

Engagement

92

Contact "Allocate" | Startup Finance, Strategy, and Operations

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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