Jason Fan is the co-founder and CEO of Forma, a flexible employee benefits platform trusted by companies like Microsoft, Etsy, TripAdvisor, and New Balance. Since launching in 2017, Forma has scaled to over 200 employees and helped define an entirely new category—Lifestyle Spending Accounts (LSAs).
In this episode, Jason breaks down how they landed Microsoft early in their journey, what it actually takes to win in enterprise, and why they debated for months whether to even pursue the deal.