Charlotte Angel Connection Episode 141: Tyler Traudt, CEO and Co-Founder of DebtBook

Today we welcome Tyler Traudt to the podcast. Tyler is the founder and CEO of DebtBook, a software company that provides debt and lease management software to government, higher education, and healthcare finance teams. After a two-year stint in Citigroup’s public finance investment banking team, Tyler spent several years consulting for public finance teams before connecting with his cofounder, Erik Pelletier. They started DebtBook in 2019 and recently closed a $7.5M Series A round. We cover many topics in this episode, including how Tyler… Signed DebtBook’s first 15 clients pre-product Thinks about fundraising (and why they’ve raised 4 seed rounds) Shaped DebtBook’s culture as it scaled from 0 to 85 FTEs Learned to onboard new employees more quickly Shares DebtBook’s 10-Year Vision regularly with new hires and at All-Hands meetings …as well as a few lessons Tyler learned from reading The Great CEO Within by Matt Mochary. Please enjoy this wide-ranging conversation with Tyler Traudt.   William Bissett is the owner of and an Investment Advisor Representative of Portus Wealth Advisors, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Opinions expressed on this program do not necessarily reflect those of Portus Wealth Advisors. The topics discussed and opinions given are not intended to address the specific needs of any listener.    Portus Wealth Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.  Investments described herein may be speculative and may involve a substantial risk of loss. Interests may be offered only to persons who qualify as accredited investors under applicable state and federal regulation or an eligible employee of the management company. There generally is no public market for the Interests. Prospective investors should particularly note that many factors affect performance, including changes in market conditions and interest rates, and other economic, political or financial developments. Past performance is not, and should not be construed as, indicative of future results.