Show Notes(01:33) Bobby shared his upbringing in DC and high-school experience at St. Albans School.(04:10) Bobby described his academic experience at Stanford studying Management Science and Engineering.(07:39) Bobby recalled valuable career lessons learned working as a Finance Analyst at IBM and Inflection.(09:56) Bobby reflected on his rationale for joining Intercom as one of the company's early employees right after its Series A financing in 2013.(14:16) Bobby unpacked his 2016 talk "Scaling Analytics at Intercom," which explained the analytics journey at Intercom.(18:46) Bobby shared a few metrics that are fundamental to the health of a startup across its growth stages (read his Intercom blog about the data points that startups should measure).(22:50) Bobby shared the founding story of Equals.(27:33) Bobby explained his decision to choose Ben McRedmond as his co-founder.(29:35) Bobby expanded on the appealing traits of using spreadsheets.(31:54) Bobby described the evolution of spreadsheet-like products and how the Equals product works at a high level.(34:35) Bobby gave his take on how the concept of a next-generation spreadsheet fits into the quickly evolving modern data stack.(38:31) Bobby shared valuable hiring lessons to attract the right people who are excited about Equals' mission.(44:34) Bobby shared the challenges of finding Equals' early design partners and lighthouse customers.(47:17) Bobby recapped key lessons about hiring financial analysts at Intercom.(51:45) Bobby shared advice to a smart, driven finance operator looking to get more influence within a startup environment.(56:26) Bobby emphasized the valuable skills acquired from his analyst career for his current founder journey.(58:45) Closing segment.Bobby's Contact InfoLinkedInTwitterEquals ResourcesWebsite | Twitter | LinkedInSpreadsheet TemplatesInsights In Action interview seriesIntroducing Pivot Tables for Equals (Aug 2022)Equals raises $16M Series A from a16z to replace Excel (Nov 2022)

Equals is hiring across Engineering, Design, Growth, and an Executive Assistant. Reach out to Bobby if you are interested!

Mentioned ContentArticles + Talk23 SaaS Metrics for Fundraising + Optimization (March 2015)Scaling Analytics at Intercom (Intercom Analytics Meetup, April 2016)Data Points: What Should Your Startup Measure? (Oct 2017)Every analyst is a finance analyst (May 2021)The only question that matters when interviewing analysts (May 2021)When to make your first finance hire (May 2021)The hardest leap to make as a scaling finance leader (June 2021)Finance and describing product-market fit (Sep 2021)The curious analyst (Sep 2021)The less lonely finance leader (Sep 2021)Why every scaling finance team is understaffed (Nov 2021)Revenue is the best North Star metric (March 2022)PeopleKaren Church (VP of Research and Data Science at Intercom, Founder of HER+Data)Noah Goodman (President at DataCRT)Peter Fishman (Co-Founder of Mozart Data)About the show

Datacast features long-form, in-depth conversations with practitioners and researchers in the data community to walk through their professional journeys and unpack the lessons learned along the way. I invite guests coming from a wide range of career paths — from scientists and analysts to founders and investors — to analyze the case for using data in the real world and extract their mental models (“the WHY and the HOW”) behind their pursuits. Hopefully, these conversations can serve as valuable tools for early-stage data professionals as they navigate their own careers in the exciting data universe.

Datacast is produced and edited by James Le. For inquiries about sponsoring the podcast, email [email protected].

Subscribe by searching for Datacast wherever you get podcasts, or click one of the links below:

Listen on SpotifyListen on Apple PodcastsListen on Google Podcasts

If you’re new, see the podcast homepage for the most recent episodes to listen to, or browse the full guest list.


About the show

Datacast features long-form, in-depth conversations with practitioners and researchers in the data community to walk through their professional journeys and unpack the lessons learned along the way. I invite guests coming from a wide range of career paths — from scientists and analysts to founders and investors — to analyze the case for using data in the real world and extract their mental models (“the WHY and the HOW”) behind their pursuits. Hopefully, these conversations can serve as valuable tools for early-stage data professionals as they navigate their own careers in the exciting data universe.

Datacast is produced and edited by James Le. For inquiries about sponsoring the podcast, email [email protected].

Subscribe by searching for Datacast wherever you get podcasts, or click one of the links below:

Listen on SpotifyListen on Apple PodcastsListen on Google Podcasts

If you’re new, see the podcast homepage for the most recent episodes to listen to, or browse the full guest list.

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