Category Visionaries

Josh Levy, CEO & Co-Founder of Document Crunch: $38 Million Raised to Transform Construction Risk Management Through AI

Document Crunch is revolutionizing risk management in the $14 trillion global construction industry, addressing a critical challenge where 50% of projects finish over budget or behind schedule. In this episode of Category Visionaries, we sat down with Josh Levy, a former construction attorney turned tech founder who has raised $38 million to bring AI-powered contract intelligence to an industry plagued by legal complexity and financial risk. Document Crunch helps construction professionals understand and comply with complex contract terms, democratizing legal expertise that was previously available only to the largest firms with in-house counsel.
Topics Discussed:
Document Crunch's mission to reduce the $43 million average construction lawsuit by improving contract administration
How construction's thin margins make document compliance critical to profitability
The company's evolution from a "Harvey for construction" to a field-ready construction AI platform
Josh's journey from construction management major to attorney to tech founder
The importance of authentic industry expertise in construction tech
How the construction technology landscape has evolved over the past five years
Document Crunch's partnership with Procore and vision for industry transformation
GTM Lessons For B2B Founders:
Build solutions from lived experience: Josh's background as a construction attorney gave him deep industry knowledge that translated directly into product vision. He explains, "You can't fake what the experience brings to you...I close my eyes and think about interactions I've had with stakeholders that now are our user base in my former life." This authentic industry expertise has been critical to Document Crunch's success and ability to maintain a clear vision without pivoting.
Focus on problems, not features: Josh learned early to emphasize the real-world problems Document Crunch solves rather than its AI capabilities. "We're not like an AI company. We're solving complex risks for our industry company," he notes. This problem-focused approach resonated more with construction professionals than technical features. Only recently has the company begun highlighting its AI capabilities, as the market has caught up with the technology.
Marketing in verticals requires authentic brand building: In construction tech, Josh emphasizes that "brand reputation matters so much" and "that's not something you can fake your way to. That's earned on the conference floor. That's earned in the relationships." Document Crunch built trust by assembling a team of construction industry experts alongside their technical talent, creating credibility that has fueled adoption.
Product-market fit comes from consistent industry focus: Document Crunch achieved success without pivoting because they remained focused on construction's specific challenges. Josh explains, "Zero freaking pivots, man. Zero. I always knew that we had a problem not just in the back office, but in the field." This clarity enabled them to refine their product methodically rather than chasing different markets.
Find founder-market fit for vertical SaaS: For founders interested in construction tech, Josh advises, "My founder-market fit was a huge unlock at the onset of this venture." He recommends either having deep industry knowledge yourself or partnering with someone who does, as construction is "a unique industry" that requires specialized understanding. This principle applies broadly to any vertical-focused B2B solution.
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co
 

Marty Kausas, CEO & Co-Founder of Pylon: $20 Million Raised to Build the First B2B Support Platform

Pylon is pioneering the first customer support platform purpose-built for B2B companies, securing $20 million in funding to transform how B2B companies interact with customers post-sale. In this episode of Category Visionaries, I spoke with Marty Kausas, CEO and Co-Founder of Pylon, about his journey from Airbnb software engineer to category creator. Marty shares how Pylon evolved from a Slack connector tool to a comprehensive platform challenging incumbents like Zendesk and Salesforce Service Cloud by addressing the unique challenges of B2B support.
Topics Discussed:
Pylon's evolution from a Slack connector to a full B2B support platform
The fundamental differences between B2B and B2C customer support needs
How B2B companies struggle with disconnected post-sales teams (support, success, solutions, professional services)
The pivot process: from failed ideas to finding product-market fit
Leveraging LinkedIn for marketing and pipeline generation
Using "villain brands" as positioning targets (positioning against Zendesk)
Founder-led marketing strategies that drive growth
The process of creating and evangelizing a new category
 
GTM Lessons For B2B Founders:
Customer discovery through direct outreach: Marty's team sent 120 personalized LinkedIn messages daily to potential customers before landing on their product idea. Rather than starting with their own problems, they systematically researched market gaps by targeting professionals with newer job titles that might indicate emerging workflows.
Follow emerging communication trends: Pylon identified a key trend where B2B companies were supporting customers through Slack and Teams channels but lacked tools to track, measure, and integrate these conversations with their existing systems. B2B founders should look for similar shifts in how their target customers are working and identify the gaps in tooling.
Identify "villain brands" in your space: Positioning against an incumbent that customers are frustrated with can be powerful. Marty's team positions Pylon as "building the next Zendesk," which immediately resonates with prospects tired of tools built for B2C use cases being forced into B2B environments.
Double down on what works: When Pylon discovered LinkedIn was generating half their pipeline, they intensified their efforts rather than diversifying too early. Marty now spends 5+ hours every Sunday batch-writing LinkedIn posts for all three co-founders.
Embrace founder-led marketing for early-stage B2B: Personal brands drive B2B buying decisions. Marty emphasizes that people connect with people, not companies. His most successful content combines build-in-public transparency (showcasing Pylon's growth) with personal storytelling that humanizes the brand and creates emotional connections with prospects.
 
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co
 

Bryan Kester, CEO of SiteWire: $3.2 Million Raised to Transform Construction Finance

SiteWire is pioneering a new category in construction technology by combining financial progress tracking with visual job site documentation. With $3.2 million in funding, SiteWire is tackling one of construction's most critical pain points: cash flow. Through their mobile app and cloud platform, they've reduced the traditional 1-3 week construction loan disbursement process down to just two hours, dramatically increasing the likelihood of projects finishing on time and on budget. In this episode of Category Visionaries, Bryan Kester shares insights from his journey building SiteWire and his extensive Silicon Valley experience dating back to the early internet days.
Topics Discussed:
SiteWire's innovative approach to construction finance and virtual inspections
The massive cash flow challenges that plague residential construction projects
Bryan's journey from 90s internet consulting to VC to founding multiple companies
The significant challenges of driving technology adoption in real estate and construction
The dot-com crash of 2000/2001 and lessons from previous market cycles
Why building relationships and trust is essential for GTM in construction tech
The importance of being strategic and thoughtful about fundraising timing and valuation
 
GTM Lessons For B2B Founders:
Innovate where you have personal domain expertise: Bryan leveraged his family background in construction and experience at Autodesk to identify a genuine market need. His personal experience building his own home directly informed SiteWire's value proposition around cash flow's critical importance. B2B founders should pursue opportunities where they have unique industry insights that help them identify non-obvious pain points.
Embrace relationship-building as your core GTM strategy: In relationship-driven industries like construction, digital marketing often falls flat. Bryan explained, "This whole industry is driven by relationships and trust. What we've had to do is get boots on the ground, go to conferences, make friends. It's literally about making friends and establishing a relationship that you're not a shark." For B2B founders targeting traditional industries, prioritize building personal connections and industry credibility before expecting digital channels to deliver results.
Be consultative where others are transactional: In industries dominated by transactional relationships, creating a consultative sales approach can be a strategic differentiator. Bryan noted, "A lot of folks, particularly in our industry, have never had a salesperson come along and be consultative and really focused on problems versus trying to ram something down their throats." B2B founders should train sales teams to lead with problem-solving rather than product-pushing when entering traditional markets.
Avoid premature fundraising and valuation traps: Bryan warns against the "chase for magically high valuations" that can severely limit future options. "Valuation is a magic number. It makes you whole, makes the investor whole, and also keeps your options open down the road for doing different things." B2B founders should raise capital only when they have validated demand and have a clear path to accelerate, not as a vanity metric or accomplishment.
Connect disconnected stakeholders to create value: SiteWire's core innovation lies in bringing together construction professionals and finance professionals who "got into their jobs for different reasons." Bryan explains, "Finance folks get into finance to be wealthy, and construction people do get in to be wealthy, but they also get in to be wealthy by working outside with their hands and actually staying away from technology." B2B founders should look for opportunities to create value by building bridges between stakeholders who struggle to communicate and collaborate effectively.
 
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co

Gage Caligaris, CEO & Founder of Ledgebrook: $50 Million Raised to Revolutionize Commercial Insurance Technology

Ledgebrook is transforming the commercial insurance industry with a technology-driven approach that prioritizes speed and service for wholesale brokers. With $50 million in funding, the company has rapidly scaled to a $100 million run rate in less than two years since writing its first policy. In this episode of Category Visionaries, I spoke with Gage Caligaris, CEO and Founder of Ledgebrook, about his journey from spending nearly a decade as an actuary at Liberty Mutual to launching an insurtech startup focused on making commercial insurance quoting faster and easier.
Topics Discussed:
Ledgebrook's mission to bring faster quoting experiences to wholesale brokers
The 14-month journey from founding to writing their first insurance policy
Scaling from 30 to nearly 100 employees in just one year
Reaching $100 million run rate within 19 months of their first policy
The company's expansion strategy of rapidly launching new insurance products
Building a distributed team culture that remains connected and engaged
The E&S (Excess and Surplus) insurance market opportunity exceeding $100 billion
 
GTM Lessons For B2B Founders:
Simplify your value proposition: Ledgebrook succeeded by focusing on two clear promises: being the fastest to quote and the easiest to do business with. Gage explained, "Fast and cheap is what they like. We'd prefer to be fast over cheap." B2B founders should identify the 1-2 most critical pain points in their industry and build their entire value proposition around solving them.
Choose boots-on-ground engagement over flashy marketing: Despite their rapid growth, Ledgebrook has minimal formal marketing. Instead, their underwriters travel two weeks each month to visit brokers in person. "We're in our broker's offices... instead of a marketing campaign, it's a boots on the ground approach," Gage shared. For B2B startups, prioritizing direct customer engagement can be more effective than traditional marketing campaigns.
Maintain consistent service delivery: Ledgebrook built their reputation by simply delivering on their promises consistently. "We kept showing up, right? We kept coming back with those fast quotes, we kept picking up the phone," noted Gage. B2B founders should recognize that reliability and consistency are powerful differentiators in markets where competitors often overpromise and underdeliver.
Integrate customer-facing and technical teams: Ledgebrook has tech team members do regular "ride-alongs" with underwriters to see how their products are actually used. This collaboration ensures they build the right features and move faster. B2B founders should create structured opportunities for engineers and product teams to directly observe customer interactions.
Leverage referral recruiting for growth: Ledgebrook has scaled their team primarily through employee referrals. Gage shared, "People are like, man, I'm having a blast here. Let me bring my friends." Creating a workplace where employees genuinely enjoy their work can transform your hiring process, especially when scaling rapidly.
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co

Marty Ringlein, CEO & Co-Founder of Agree.com: $3M Raised to Transform Contract-Based Revenue Management

With $3M in pre-seed funding, Agree.com is challenging the status quo in the agreements space by offering free e-signature capabilities while building a comprehensive platform for contract-based revenue management. In this episode of Category Visionaries, Marty Ringlein shares how Agree.com is positioning itself to own the critical intersection between contract execution and money movement, targeting the underserved mid-market segment where deals typically range from $1M to $50M in annual revenue.
Topics Discussed:
The evolution from free e-signature tool to comprehensive revenue management platform
Strategic approach to acquiring the Agree.com domain name through relationship building
Guerrilla marketing tactics and creative event strategies in B2B
The company's expansion strategy from sales teams to broader financial operations
Building a strategic wedge through free e-signature against established players
The vision for transforming contract-based financial operations
 
GTM Lessons For B2B Founders:
Leverage Guerrilla Marketing Constraints: Ringlein emphasizes how budget constraints can fuel creativity in marketing. Rather than viewing limited resources as a handicap, Agree.com turns them into an advantage by executing quick, memorable campaigns that larger competitors can't match. Their approach at Dreamforce - setting up mobile coffee stations when the conference ran out of coffee - demonstrates how being nimble and opportunistic can create outsized impact with minimal spend.
Create a Compelling Market Entry Narrative: Agree.com's strategy of positioning against "villain brands" like DocuSign provides a clear, relatable entry point for customers. By anchoring against a well-known but frequently criticized incumbent, they can quickly establish context and focus conversations on their differentiated value proposition rather than explaining basic functionality.
Use Product-Led Growth to Drive Enterprise Expansion: Instead of targeting finance teams directly, Agree.com enters organizations through individual sales reps who can adopt the free e-signature product without formal approval. This bottom-up adoption creates organic expansion opportunities, making it easier to later engage finance teams about premium features when multiple sales teams are already using the platform.
Focus on Transaction-Heavy Use Cases: Rather than trying to serve all potential signature use cases, Agree.com specifically targets scenarios where signatures are tied to payment obligations. This focus allows them to build deeper value through payment processing, invoicing automation, and financial insights - capabilities that create stronger differentiation than pure e-signature functionality.
Build Strategic Optionality Into Your Product: Agree.com's architecture gives them multiple potential revenue streams beyond basic e-signature, including payment processing, escrow services, invoice factoring, and yield on stored funds. This optionality allows them to start with a disruptive free offering while maintaining clear paths to significant monetization as customer relationships deepen.
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co
 

Robyn Scott, CEO & Co-Founder of Apolitical: $15 Million Raised to Transform Government Learning and Innovation

Apolitical is revolutionizing how government officials learn and share knowledge globally, serving 250,000 verified public officials across 160 countries. Through its innovative learning platform, Apolitical partners with prestigious institutions like Oxford University and Stanford to deliver high-impact training on critical topics from AI to climate change, helping make government smarter and more efficient at scale.
Topics Discussed:
Building the global network for government, connecting 200 million public servants worldwide
Creating democratized access to high-quality learning at scale across government departments
Partnering with top universities to deliver mandatory training programs for entire governments
Using AI to provide contextualized learning experiences incorporating local laws and policies
Transforming how governments share best practices and successful innovations globally
 
GTM Lessons For B2B Founders:
Find and amplify hidden innovators: Apolitical succeeded by identifying and highlighting innovative public servants who weren't getting attention elsewhere. This strategy earned them access to key decision-makers and helped build credibility. B2B founders should look for overlooked champions within their target market who can become powerful advocates.
Build trust through compliance leadership: In risk-averse sectors like government, Apolitical learned to lead with their compliance and security credentials. They proactively demonstrate their data handling capabilities to overcome the natural skepticism toward smaller vendors. B2B founders targeting regulated industries should invest early in compliance and make it a core part of their pitch.
Leverage strategic partnerships: Apolitical partners with established institutions like Oxford and Stanford to deliver high-quality content, and works with prime contractors to access procurement frameworks. This helps them punch above their weight class and compete with larger incumbents. B2B founders should identify strategic partners who can provide credibility and market access.
Create unique market insights: Apolitical generates valuable research and insights from their network of public servants, publishing reports that help them gain visibility and authority. Their recent AI in government report showcases their unique market perspective. B2B founders should leverage their customer data and community to create differentiated thought leadership.
Diversify your customer base: While focused on government, Apolitical also works with private sector organizations interested in government innovation, such as their partnership with Google.org. This diversification provides stability and funding while building the core government business. B2B founders in complex markets should consider multiple customer segments that can benefit from their solution.
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co
 

Veer Gidwaney, CEO & Founder of Ansel Health: $50 Million Raised to Transform Supplemental Health Insurance

Ansel Health is revolutionizing supplemental health insurance by automating claims processing and delivering higher value to consumers. In a recent episode of Category Visionaries, I sat down with Veer Gidwaney, CEO and Founder of Ansel Health, to learn about the company's journey from identifying a critical market need to securing Fortune 500 clients and achieving an industry-leading NPS in the high 80s.
Topics Discussed:
The staggering problem of medical debt affecting 100 million Americans
Evolution of health insurance costs and diminishing consumer value
Ansel's approach to redefining supplemental insurance through automation
The importance of product-market fit in insurance products
Building a platform-based solution that powers other insurance companies
The process of validating ideas in a heavily regulated industry
 
GTM Lessons For B2B Founders:
Focus on market expansion through strategic partnerships: Ansel identified that the supplemental insurance market could be 4-5x larger with the right product. Instead of competing head-on with incumbents, they created a platform that enables established insurance companies to offer their own versions of Ansel's product, leveraging existing distribution channels and brand credibility.
Build for ownership and adaptability: Gidwaney emphasized the importance of owning their technology platform rather than relying on third-party solutions. This decision enables rapid adaptation to partner needs and efficient automation implementation. They balanced this by building on Salesforce's infrastructure, combining control with scalability.
Validate before building in regulated industries: When entering regulated markets, Gidwaney's team first validated market interest through conversations with industry experts, then confirmed regulatory feasibility. This two-step validation process ensures resources aren't wasted on technically unfeasible solutions, regardless of market demand.
Prioritize automation for customer experience: Ansel achieved a high NPS in an industry known for poor customer satisfaction by automating 75% of claims processing. This removes friction from the customer experience and delivers on the promise of "the best insurance product is one you don't have to think about."
Align investors with mission and values: For products aimed at solving significant social problems, Gidwaney stressed the importance of finding investors who understand and support the mission. This alignment becomes crucial when making decisions that prioritize long-term impact over short-term gains.
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co

Jerad Leigh, CEO & Co-Founder of Supercede: $21.6 Million Raised to Power the Future of Reinsurance

Supercede is revolutionizing the reinsurance industry with purpose-built software solutions, addressing a critical gap in enterprise technology. With $21.6 million in funding, Supercede is building specialized tools for an industry that has historically relied on generic enterprise software or inefficient in-house solutions. In this episode of Category Visionaries, I sat down with Jerad Leigh, CEO and Co-Founder of Supercede, to explore how they're bringing innovation to what he calls the "unsexy" but crucial world of reinsurance technology.
Topics Discussed:
The opportunity in building "boring" enterprise software for reinsurance
Why the reinsurance industry has been underserved by technology
How Supercede leverages content marketing and community building
The role of authenticity in B2B marketing and brand building
Balancing professional credibility with creative marketing in a serious industry
The evolution of their podcast strategy and content creation
GTM Lessons For B2B Founders:
Embrace the unsexy: Jerad emphasizes that some of the best business opportunities exist in "boring" enterprise spaces that aren't getting attention from flashy consumer or AI startups. B2B founders should look for valuable problems to solve in industries that others might overlook due to their perceived lack of excitement.
Build vertical-specific solutions: Generic enterprise software often falls short for specialized industries. Jerad notes that while solutions like Salesforce are powerful, there's significant value in building purpose-built solutions that address industry-specific workflows and challenges. B2B founders should deeply understand their vertical's unique needs rather than trying to force-fit horizontal solutions.Lead with authenticity in B2B: Despite operating in a serious industry,
Supercede successfully employs creative marketing approaches like meme calendars with personalized notes. Jerad argues that authentic, personality-driven content can work well even in traditional B2B sectors - the key is finding the right balance between professional credibility and engaging creativity.
Leverage content for category leadership: Supercede's podcast strategy demonstrates how content can establish category leadership. By creating the first reinsurance-focused podcast and consistently delivering valuable content, they've built relationships with senior industry leaders and helped educate the next generation of professionals. B2B founders should consider how content can help them own their category's conversation.
Take calculated marketing risks early: Jerad advises that early-stage companies have more freedom to experiment with creative marketing approaches since they have less to lose. He suggests using this period to find an authentic voice and build a core group of passionate supporters rather than trying to appeal to everyone with "safe" messaging.
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co
 

Thomas Sisto, CEO & Co-Founder of XL Batteries: $20 Million Raised to Transform Grid-Scale Energy Storage

XL Batteries is pioneering a revolutionary approach to grid-scale energy storage, leveraging organic molecules derived from oil and gas feedstocks to create long-duration batteries that can operate for 50+ years. Founded in 2019, the company has raised $20 million to develop their non-lithium flow battery technology that aims to enable the transition to renewable energy by solving the critical challenge of intermittent power generation from solar and wind sources. In this episode of Category Visionaries, Thomas Sisto shares insights from shipping their first commercial unit and discusses their vision for transforming the energy storage landscape.
Topics Discussed: 
The $4 trillion market opportunity in grid-scale energy storage 
Technical breakthrough in organic molecule-based flow batteries 
Evolution from laboratory discovery to first commercial shipment 
Advantages over traditional lithium and vanadium flow batteries 
Strategic approach to building world-class technical teams Commercial product development and scaling challenges
GTM Lessons For B2B Hardware Founders: 
Build an elite technical team early: Thomas emphasized the importance of bringing in experienced leaders from successful companies in adjacent spaces. He recruited the co-founder/CTO of A123 Systems (largest battery IPO of 2009) as chief commercialization officer and executives from Pfizer and Plug Power. This mix of startup scaling experience and deep technical expertise helped them avoid costly mistakes and technical debt.
Start with proven architectures: Rather than inventing entirely new systems, XL Batteries focused on innovating within established frameworks. They used the proven flow battery architecture but replaced expensive vanadium/sulfuric acid with organic molecules in saltwater. Thomas explained, "We haven't invented a new mousetrap. It's an old mousetrap. The key for us is to just really drive cost out of it."
Focus relentlessly on cost in utility markets: Thomas highlighted that unlike consumer products where premium pricing can work, utility products must prioritize cost and reliability above all else. "Energy and electricity is hidden... you just want your lights to work and you don't want to pay more than 15 cents per kilowatt hour." This drives every product design decision.
Leverage existing industry infrastructure: By using organic molecules from oil and gas feedstocks, XL Batteries tapped into established supply chains and manufacturing capabilities. This reduced scaling risk compared to approaches requiring entirely new manufacturing processes or rare materials.
Time market entry carefully: Despite having revolutionary technology, XL Batteries waited until they had a fully integrated demonstration unit before pursuing major marketing efforts. Thomas noted they're only now approaching the "tipping point" for marketing as they near commercial product availability.
 
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co

Omri Mor, CEO & Co-Founder of Routable: $100 Million Raised to Transform AP Automation for Fast-Growing Companies

Routable is revolutionizing accounts payable automation by bridging the gap between finance teams and engineering requirements. With $100 million in funding, Routable has built a platform that handles everything from basic invoice processing to complex mass payouts, focusing on companies where AP is central to their business model. In this episode of Category Visionaries, I sat down with Omri Mor, CEO and Co-Founder of Routable, to explore how they're transforming a market where only 3.4% of potential customers currently use AP automation solutions.
Topics Discussed:
Evolution from in-house solution to scalable AP automation platform
The state of AP automation adoption and market opportunity
Routable's approach to product development and feature prioritization
The importance of customer feedback in shaping product roadmap
Strategic pivot from SMB to mid-market and enterprise customers
Building trust in financial technology through customer referrals
Integration of AI and automation in financial workflows
 
GTM Lessons For B2B Founders:
Find your wedge through empathy: Omri and his co-founder succeeded initially because they had built similar solutions internally and deeply understood the pain points. They approached customers with genuine curiosity and empathy, spending 45-60 minutes just listening about what wasn't working in their finance departments. B2B founders should leverage their authentic experience and empathy to build initial trust.
Focus on critical pain points: Rather than trying to change established workflows entirely, Routable looks for specific pain points as entry points - like payment failures that take 30-45 minutes to correct manually. B2B founders should identify acute pain points that provide natural openings for their solution, rather than trying to force wholesale process changes.
Build trust through demonstration: In the mid-market and enterprise space, Routable found success by showing rather than telling. They implement a "try before you buy" approach with customers' own data, demonstrating their capabilities concretely rather than just making sales promises. B2B founders should prioritize proving their value through actual demonstrations over sales rhetoric.
Leverage customer feedback channels: Routable built in-product feature request capabilities and maintains a dedicated product feedback channel where customer conversations are shared and discussed. B2B founders should create systematic ways to capture, share, and act on customer feedback across the organization.
Strategic pricing for growth: One of Routable's most important GTM decisions was strategically increasing prices to reflect their value and improve unit economics, even though it meant moving away from smaller customers. B2B founders should price their products to enable sustainable growth and continued investment in product development.
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Sponsors:
Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership.
www.FrontLines.io
The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. 
www.GlobalTalent.co