Uploaded July 2026 | Updated September 2026, 3 weeks ago
Watch the full episode here: inspiredinsider.com/dan-lee-interview
Dan Lee is a Partner at Pin High Strategies, a merchant banking and advisory firm serving independent sponsors and founder-led businesses on capital raising and strategic growth. He has spent 25 years investing in private companies across both debt and equity. Previously, Dan was a Partner at Garnett Station Partners and a co-founder of Comvest Capital Partners, which he helped grow from $250 million to $12 billion. He has partnered with more than 100 founders and small businesses to support long-term growth and value creation.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Dan Lee, Partner at Pin High Strategies, to discuss building resilient business platforms and leveraging deep networks for capital and growth. They explore why independent sponsors are gaining traction, how strategic niches accelerate success, and how to turn professional setbacks into new opportunities. Dan also shares lessons on raising capital, scaling platforms, and building partnerships that last.
Watch the full episode here: inspiredinsider.com/dan-lee-interview
Dan Lee is a Partner at Pin High Strategies, a merchant banking and advisory firm serving independent sponsors and founder-led businesses on capital raising and strategic growth. He has spent 25 years investing in private companies across both debt and equity. Previously, Dan was a Partner at Garnett Station Partners and a co-founder of Comvest Capital Partners, which he helped grow from $250 million to $12 billion. He has partnered with more than 100 founders and small businesses to support long-term growth and value creation.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Dan Lee, Partner at Pin High Strategies, to discuss building resilient business platforms and leveraging deep networks for capital and growth. They explore why independent sponsors are gaining traction, how strategic niches accelerate success, and how to turn professional setbacks into new opportunities. Dan also shares lessons on raising capital, scaling platforms, and building partnerships that last.
![[Top Giver & Agency Series] The Power of Relationships and Masterminds in Business With Eric Berman](https://i.ytimg.com/vi/C8ZZ6E4rGrI/mqdefault.jpg "[Top Giver & Agency Series] The Power of Relationships and Masterminds in Business With Eric Berman
[Top Giver & Agency Series] The Power of Relationships and Masterminds in Business With Eric Berman")
![[Top Agency Series] CRO Readiness and the Future of Revenue Leadership With Warren Zenna](https://i.ytimg.com/vi/D6V06biUeN0/mqdefault.jpg "[Top Agency Series] CRO Readiness and the Future of Revenue Leadership With Warren Zenna
Book a Complimentary B2B Podcast Strategy Call:
https://rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
https://rise25.com/podcastcheatsheetyt
Warren Zenna is the Founder of The CRO Collective, a B2B consultancy focused on helping CEOs and CROs design stronger revenue strategies, operating models, and CRO readiness. A seasoned revenue leader and advisor, he brings more than 25 years of experience across B2B sales, marketing, digital media, and emerging technology. Warren is also Founder and CEO of Zenna Consulting Group, where he advises companies on organic growth, marketing, and go-to-market strategy. He is the author of What Chief Revenue Officers Actually Do and hosts The CRO Spotlight Podcast, where he explores the evolving responsibilities, challenges, and strategic importance of the modern CRO.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [4:55] Warren Zenna explains why he founded The CRO Collective
• [8:32] Evolution of The CRO Collective from a CRO course into advisory work
• [13:54] Why CROs often fail despite being strong revenue leaders
• [17:23] The authority, autonomy, resources, and runway CROs need to succeed
• [22:17] How CRO candidates can set expectations during the interview process
• [27:34] When companies should hire a CRO and why timing matters
• [31:55] How AI is transforming the CRO role and revenue organizations
• [39:28] Why Warren wrote his book on what Chief Revenue Officers actually do
In this episode…
Hiring a chief revenue officer can transform a growing company — but only if the business is ready. Many organizations expect a CRO to fix revenue problems, yet success depends just as much on structure, authority, and timing. So, how can companies set CROs up to succeed rather than fail?
For Warren Zenna, a longtime revenue leader and advisor to B2B executives, the answer starts with CRO readiness: companies must understand when they need a CRO, what authority the role requires, and how the revenue engine must be structured before making the hire.
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: https://rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: https://rise25.com/contact
Powered by Rise25 Podcast Production Company - https://rise25.com")
![[SaaS & AI Series] Smarter Way To Turn Meetings Into Outcomes With Artem Koren](https://i.ytimg.com/vi/E7tEeLg-JN8/mqdefault.jpg "[SaaS & AI Series] Smarter Way To Turn Meetings Into Outcomes With Artem Koren
Artem Koren is the Co-founder & Chief Product Officer at Sembly AI, a company that develops AI-powered meeting intelligence technology, transforming conversations into structured insights and actionable data. He leads product vision and innovation, building tools that help organizations capture knowledge, automate workflows, and improve collaboration. With a background in systems engineering, enterprise consulting, and product leadership, he has held roles at EY and Visual Trading Systems and co-founded earlier ventures. Artem focuses on advancing human-AI collaboration by creating intelligent systems that enhance decision-making and productivity.
In this episode… Most work still resides in conversations — meetings, calls, and discussions where critical decisions are made but rarely captured in a usable way. What if every conversation could instantly turn into something actionable, eliminating the gap between talking and doing? Could AI finally bridge that disconnect and reshape how work gets done?
Artem Koren, a longtime AI product leader and innovator, explains that AI can now transform raw conversations into structured outputs like proposals, reports, and workflows in real time. He highlights how capturing full meeting context allows systems to automate complex tasks, from identifying action items to generating deliverables without manual effort. The result is a shift from fragmented communication to continuous execution. By leveraging this context, teams can move faster, reduce repetitive work, and improve consistency across projects. He also notes that this approach enables smarter decision-making by preserving institutional knowledge. Over time, organizations become more efficient as AI continuously learns from their workflows.
In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Artem Koren, Co-founder & Chief Product Officer at Sembly AI, to talk about how AI is transforming meetings into actionable deliverables. They discuss automating sales proposals from conversations, using AI for real-time project reporting, and integrating AI into development workflows. Artem also shares insights on the rise of agentic AI and its impact on the future of work.")
![[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff](https://i.ytimg.com/vi/EtjJikIzeQo/mqdefault.jpg "[SaaS & AI Series] Reinventing Accounting in the AI Agent Era with Sasha Orloff
Book a Complimentary B2B Podcast Strategy Call:
https://rise25.com/bookcall
Download our B2B Podcast Strategy & Tools List PDF:
https://rise25.com/podcastcheatsheetyt
Sasha Orloff is the CEO and Co-founder of Puzzle, an AI-powered accounting platform helping startups, small businesses, and accounting firms gain real-time financial insights through a smart general ledger. Before Puzzle, he was a serial entrepreneur, serving as Co-founder and CEO of LendUp and Co-founder & Advisor to Mission Lane, with previous ventures collectively raising over $1 billion. Sasha also hosts the “Tech Finance” with Sasha Orloff podcast, where he interviews leaders shaping the future of finance and accounting.
Here’s a glimpse of what you’ll learn:
• [0:00] Intro
• [1:44] Sasha Orloff explains how modern platforms make building startups easier
• [5:49] Why strong accounting practices are critical for raising capital and scaling a business
• [8:34] How Puzzle uses AI to improve financial accuracy rather than just increase speed
• [13:45] Rebuilding accounting infrastructure for the AI era
• [16:44] The advantages of AI agents over traditional accounting automation
• [19:01] Puzzle’s evolution from serving startups to becoming a platform for accounting firms
• [20:32] Why great go-to-market execution often beats having the best product in SaaS
• [35:20] Creating customer “wow” moments through AI-powered error detection
In this episode…
For many businesses, accounting remains a slow, backward-looking process that delivers insights long after decisions have already been made. As AI reshapes industries across the economy, could financial operations become real-time, accurate, and proactive rather than reactive? What would it take to modernize one of the most critical yet overlooked functions in business?
Sponsor for this episode
At https://rise25.com, we help B2B businesses give to and connect to your Dream 200 relationships and partnerships.
We help you cultivate amazing relationships in 2 ways:
#1 Podcasting
#2 Strategic Gifting
#1 Our Predictable Podcast ROI Program
We’re committed to helping you connect with your Dream 200 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution — you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI — plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Amazon Podcasts. We’ll also create copy for each episode and promote your show across social media.
Cofounders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
#2 Our Comprehensive Corporate Gifting Program
Elevate business relationships with customers, partners, staff, and prospects through gifting.
At Rise25, thoughtful and consistent gifting is a key component of staying top of mind and helps build lasting business relationships. Our done-for-you corporate gifting service ensures that your referral partners, prospects, and clients receive personalized touchpoints that enhance your business gifting efforts and provide a refined executive gifting experience.
Whether you’re looking to impress key stakeholders or boost client loyalty, our comprehensive approach makes it easy and affordable to create lasting impressions. Get started today and experience the difference a strategic gifting approach can make.
You can learn more and watch a video on how it works here: https://rise25.com/giftprogram
Contact us now at support@rise25.com or message us here: https://rise25.com/contact
Powered by Rise25 Podcast Production Company - https://rise25.com")
