Max Brenner

Observer
DISC Type : ci

Co-Founder & CEO at WithCoverage

New York, New York, United States

Overview

Max Brenner is the Co-Founder and CEO of WithCoverage, an AI-powered risk management platform that recently secured a $42M Series B. A graduate of Washington University in St. Louis, his background includes roles at Bain & Company, SoFi, and serving as a founding team member at the digital family office, Compound.

He is passionate about financial education, particularly helping startup employees navigate the complexities of equity compensation. He has authored articles on topics like securing liquidity from company equity and understanding the financial journey of working at a startup, showing a commitment to helping others achieve financial success.

He published an article in TechCrunch to guide startup employees on the nuances of managing and gaining liquidity from their equity.

Personality Overview

Value Driven

Curious

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

AI in Risk Management
His company, WithCoverage, is described as the "first AI enabled Risk Management Team" built to replace traditional insurance brokers.
Startup Equity
He authored a TechCrunch article and frequently writes about the challenges and strategies for startup employees to manage their equity compensation.
Disrupting Insurance
He is focused on overhauling the $500B insurance brokerage industry, which he has publicly described as "fundamentally broken".

Media Appearances

Max has no verified media appearances

Work History

2-2023
Co-Founder & CEO at WithCoverage
8-2020 - 12-2022
Founding Team at Compound
9-2019 - 8-2020
Associate Consultant at Bain & Company
6-2017 - 5-2018
Growth at SoFi

Education

Bachelor's degree from Washington University in St. Louis
Education details unavailable from The Branson School

More Information

Social Presence :

Prographics :

Exp : 7 Location : New York, New York, United States Job Level : Leadership Designation : Co-Founder & CEO at WithCoverage
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Insights For Selling To Max

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Be prepared for a lot of questions, answer them objectively
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Max is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Max

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Max move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Max take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Max

Personality Compatibility


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