Ep. 44: Striking the balance of growth and profitability as a bootstrapped company with Jessica Katz, Director of Finance at Format

Jessica Katz, Director of Finance at Format

1. Her journey into tech and finance from EY to Wave and DHX Media before taking on her current role at Format as the Director of Finance.
2. Format — what the company does and what is it all about.
3. The challenges and opportunities faced as a finance leader in a 100% bootstrapped company having raised no outside capital. Including managing financial reporting when you know there are no outside stakeholders, certain metrics that she’s really keen on that a venture backed company may not be.
4. How she balances profitability (or break even) and growth as a bootstrapped company and how she thinks about the competition that has raised a lot of venture capital funding and can afford to outspend Format.
5. The biggest misconception about the finance function within a technology company.

We close things off with a quickfire round:

• Your go to online resource for all things startup finance related
• Your favourite productivity hack
• Tech jargon that makes you cringe
• The best advice you’ve received
• One thing you don’t leave the office before finishing