Join Yogi Goel, Co-founder, CEO, and CFO of Maxima, for an unvarnished conversation on breaking the legacy architecture of corporate finance. After a 20-year career spanning auditing at EY, tech IPOs at Citi and Barclays, and scaling Rubrik from $5M to $900M in ARR, Yogi was firmly on the venture-backed CFO track. Instead, he realized that despite decades of enterprise software, accounting teams were still trapped in a monthly cycle of manual data wrangling and spreadsheet anguish. In this episode, we explore how Maxima secured $41M in funding from Kleiner Perkins and Redpoint, why the "semi-annual close" debate misses the mark, and why the future of finance relies on AI acting as a horizontal system of work layered directly over existing ERPs.

🎯 Insights You’ll Learn:

The Rubrik Inflection Point: How helping scale a tech giant to it ...