Started a company and raised money but I’ve never stepped foot in SF… until next week 👀 Who’s around March 8-11?! Have more coffee chats booked than my bladder can handle but got room for a few more!!

While I’m relieved (all funds were in SVB), founders need to be practical about the trickle effect of this on employee retention in tech, how to communicate their company’s stability to customers, and fundraising plans. Rooting for everyone that had a crazy past 72 hours ❤️

In less than a week we went from possible collapse due to a bank run to being the top voted new to market software in an industry-wide report on financial services technologies. Whoever warned me of the ups and downs of startup life didn’t tell me they’d be THIS EXTREME!!

Just met with Christine Simone and got a peak at Caribou. Impressive platform for helping clients with their healthcare planning.

Love having days where you sit down and look up 12 hours later

The first round drought is over!!!😭😭

Quote from Caribou's newest celebrity user, a NYT best selling author whose book was turned into an Oscar-winning movie: "Do you offer this for any other types of insurance like auto or home? This would be great to use on all my products. It was an amazing experience." 😎

This was so much fun! Two years ago, a session about Medicare wouldn’t have made it onto a conference agenda for financial professionals - let alone get 150+ attendees with one standing up midway through to say it was worth the whole trip to San Diego 🥲

Wow, what an incredible list of to be part of! Looking forward to sharing the stage with people doing incredible things in fintech and wealth management at @FutureProofAC, co-hosted by @AdvisorCircle & Ritholtz Wealth

The odd circumstance I’m okay with someone being late to our zoom meeting

Closing deals on the 31st after 5pm is a thrill that never gets old.

Very few things I care about more than the intersection of health and wealth 💙 Incredible past 48 hours at @FutureProofAC!

Life update: I moved to SF 👋🏻 Miami was good to me but it was hard to find people in the trenches, building in the early days. I’ve learned most things from other founders and I’m pumped to be around that 24/7. SAY HI IF YOU SEE ME!!

Forbes 30 under 30 🥹

One down, one to go 👍🏼👍🏼

The T3 Technology Tools survey is out, and Caribou has one of the best user ratings out of any product used in wealth management. With an average satisfaction score of 8.54, we're considered one of the "Software All Stars" ⭐ #T32024

Babe wake up taylor just won her first super bowl