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From Investment Banker To Revolutionising Workforce Management

Natasha Ratanshi-Stein

Surfboard

Powered By:

hsbcinnovationbanking logo

From Investment Banker To Revolutionising Workforce Management

Natasha Ratanshi-Stein

|

Surfboard

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Natasha Ratanshi-Stein
Full transcript here

About Natasha Ratanshi-Stein

Episode 146: Amardeep Parmar from The BAE HQ  welcomes Natasha Ratanshi-Stein, Founder of Surfboard.

Natasha Retenshi-Stein, CEO and founder of Surfboard, discusses her journey from investment banking at Goldman Sachs to founding her workforce management software company

Natasha Ratanshi Stein


Surfboard

Show Notes

00:00: Intro 

01:34 - Childhood aspirations to be a lawyer, studying at LSE, and shifting to investment banking.

02:22 - Moving to London for university and deciding against pursuing law.

03:02 - Experience at LSE and pivot to investment banking after attending a law firm networking event.

03:54 - Competitive nature of getting a job at Goldman Sachs and her journey there.

04:58 - Time at Goldman and transition to the growing technology sector.

06:29 - Move to Piton Capital and decision-making process behind joining a small VC fund.

07:30 - Choosing a smaller VC firm over larger, more established ones.

08:11 - Insights gained from time at Piton, particularly in portfolio management.

09:52 - Transition from VC to joining Bulb and experiences there.

11:20 - Feelings of imposter syndrome and various roles at Bulb.

12:45 - Roles at Bulb, including customer service and risk management during the pandemic.

13:39 - Genesis of Surfboard and struggles at Bulb that led to its creation.

15:42 - Decision to leave Bulb and start Surfboard, supported by family and colleagues.

17:30 - Steps taken after leaving Bulb, including research and finding a co-founder.

18:25 - Securing pre-seed funding and hiring a team.

19:27 - Challenges of building a startup and the importance of funding and customer validation.

20:45 - Perspective on timing of funding round and support from previous relationships.

21:40 - Utilisation of pre-seed funds and early team hiring.

22:58 - Traits looked for in early team members and learning curve in hiring.

24:18 - Description of Surfboard’s current product and its evolution.

24:53 - Major pivots and decisions in product development process.

Headline partner message

From the first time founders to the funds that back them, innovation needs different. HSBC Innovation Banking is proud to accelerate growth for tech and life science businesses, creating meaningful connections and opening up a world of opportunity for entrepreneurs and investors alike. Discover more at https://www.hsbcinnovationbanking.com/

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