• E3: Trevor Lee | Co-Founder and CEO of Genius Sheets | Building the Intelligent data layer and integration hub connecting the finance stack throughout the organizations | Empowering small business owners and their accounting firms with intelligent solutions as powerful as Bloomberg Terminal and Capital IQ used by top analysts at big companies

  • Mar 3 2022
  • Length: 24 mins
  • Podcast

E3: Trevor Lee | Co-Founder and CEO of Genius Sheets | Building the Intelligent data layer and integration hub connecting the finance stack throughout the organizations | Empowering small business owners and their accounting firms with intelligent solutions as powerful as Bloomberg Terminal and Capital IQ used by top analysts at big companies

  • Summary

  • Episode Summary:

    On today’s episode, we have Trevor Lee, Co-founder and CEO of Genius Sheets talking about his vision for an Intelligent data layer and integration hub connecting the finance stack throughout the organizations and why he is building the easy-to-use data platform for the little guys, empowering small business owners and their accounting firms with intelligent solutions as powerful as Bloomberg Terminal and Capital IQ used by top analysts at big companies.

    As a graduate from the Columbia Business School, Trevor is no stranger to financial data having worked as an Associate Director of  Leveraged Finance at Fitch Ratings and managing Financial reporting at 2 startups prior to founding Genius Sheets.


    Topics Covered by Trevor Lee in this Episode:

    • What problem is Genius Sheets solving and why Trevor thinks it's a huge problem
    • The big vision for Genius Sheets as the data layer and integration hub, connecting the finance stack throughout the organizations
    • Trevor explaining why he is the right person to address the problem and why the product he's building is much needed by small business
    • Why Genius Sheets is the next big thing and such an exciting opportunity
    • Overview of how the Genius Sheets platform works
    • The initial GTM strategy and Trevor's plan to grow and scale 
    • Trevor summarizing lesson learned so far with getting ready for first fundraise
    • Big takeaway so far in his entrepreneurial journey as first time founder
    • What Trevor wishes he had known before founding Genius Sheets
    • The biggest hurdle faced by Genius Sheets right now to growing and scaling the company
    • What’s next for Genius Sheets and finding investors who have aligned values
    • Fundraise the seed round and what Trevor looks for in investors he wants to partner with 

    Connect with Trevor:

    Trevor Lee (@TrevorJLee20) / Twitter
    LinkedIn - https://www.linkedin.com/in/trevorlee20/
    Youtube - https://www.youtube.com/c/SmartHighlights

    Check out Genius Sheets: https://www.geniussheets.com/

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    Thank you so much for listening to this episode of The Solo VC Podcast. 


    If you like what you heard, go rate and subscribe to the podcast on our website at https://www.thesolovc.com. If you found something valuable or interesting, definitely share with your friends. We’d love to hear your feedback as well so follow us and reach out on Twitter @chandlerjwang. We do this show every week, so stay tuned for more episodes!


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    About the Host:


    Chandler is an active angel investor and venture partner at NextGen Venture Partners investing in Pre-Seed and Seed technology startups. He is a 3x startup operator passionate about working with technical founders to get their big ideas off the ground. Chandler provides mentorship and helps founders build and scale their business, on Day 0.


    He holds a master degree in Financial Engineering from MIT Sloan School of Management, and a bachelor's degree in Computer Science from Washington University in St. Louis. Follow him on Twitter @chandlerjwang.

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