Transcript
A (0:00)
Foreign. Welcome to Coruscant Technologies, home of the Digital Executive Podcast. Do you work in emerging tech? Working on something innovative? Maybe an entrepreneur? Apply to be a guest at www.corazon.com brand welcome to the Digital Executive. Today's guest is Jesse Lipson. Jesse Lipson is the founder and CEO of Levitate, a SaaS relationship marketing platform on a mission to help small businesses build authentic human connections at scale. He previously founded ShareFile in 2005, bootstrapping it to over 4 million users and a 93 million acquisition by Citrix in 2011 where he later served as Corporate Vice President and General Manager of Citrix Cloud Services, a self taught software developer. Jesse launched his first company at age 23 and earned a philosophy degree from Duke University. He co founded Raleigh, founded a co working community for entrepreneurs and started Levitate through his holding company real magic. In 2023 he led a successful Series C raise of approximately $14 million, scaling Levitate to more than 4,000 small business customers nationwide. In addition to his role at Levitate, Jesse serves as an Independent Director at YEXT and is on the Board of Green Places, reinforcing his leadership in both technology and community driven ventures. He was also named Tech CEO of the Year at the 2023 North Carolina Tech Awards, further solidifying his reputation in North Carolina's tech ecosystem. Well, good afternoon Jesse. Welcome to the show.
B (1:42)
Thanks for having me, Brian.
A (1:44)
Absolutely my friend. I appreciate it. And you're hailing out of Raleigh, North Carolina today. I'm in Kansas City. We're just an hour apart, but still I appreciate it because you had to make the time to do this. So again, most thankful. And Jesse, let's jump into your first question here. Levitate's message is that authentic human connection beats transactional marketing. What gaps did you see in traditional email marketing, CRM or marketing automation tools that made you believe the market needed a new category centered on relationships rather than campaigns?
B (2:19)
Yeah, the inspiration for me for Levitate came actually from my wife's business. She had a consulting firm, a 40 or 50 person consulting firm, and I noticed that even though she was spending thousands of dollars a month on Salesforce and marketing automation, that a lot of the business she was generating was coming from her operating completely outside of those systems and really just doing a good job keeping in touch with her network in a more personal, authentic way. And so it kind of occurred to me in my previous business, ShareFile, we had 70,000 customers and a lot of them were small businesses in professional services like accounting and legal and wealth Management. And I noticed that there's a whole segment of the economy that really operates more on word of mouth and referral and just doing a good job kind of keeping in touch authentically. But the suite of sales and marketing software out there was all built for kind of mass blast transactional type businesses selling sweatshirts and e commerce products or enterprise products. Not really built for the way that a lot of businesses actually try to keep in touch with their customers. So that was my goal, is to help these relationship based businesses keep in touch authentically, but do it at scale.
