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Book employee travel with high limits and no personal guarantee

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Book employee travel with high limits and no personal guarantee

The Tera Difference

10 minutes

IMPLEMENTATION TIME

User experience, integrations, fees

PAIN POINTS

Company Info

2016

FOUNDED

San Francisco, CA

HEADQUARTERS

Company

Clearstep is a patient triage platform that helps health systems meet the demands of the modern consumer by diagnosing symptoms, scheduling appointments, estimating insurance costs, and routing customers to the appropriate health professionals.

Challenge

While scaling to meet the growing demand for telehealth solutions, Clearstep needed to uplevel its financial services partner as well. As it explored new banking options, founder and CTO David Zbarsky recalls the company’s ill-fated transition to funding its SVB account. “The process was a nightmare, to be honest,” he remembers. SVB requested a series of documents from the company, even after Clearstep had already closed its account and switched over to Brex.

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Madhu Tera

By Madhu Tera

Founder/CEO, Tera Inc

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