Joshua Lee is Founder & CEO of Ardius, a fast-growing SaaS startup that helps companies identify and recover tax credits. I’ve had the pleasure of getting to know him over the past year, and enjoy his perspective from many angles – startup founder, investor, and former big 4 accounting firm background.
Ardius has helped companies recover millions of dollars in tax credits from things like research and development that they’ve done in building their product and company, and this money can feel like non-dilutive capital to help fund ongoing operations. This is done by companies of all sizes, but historically has been a very expensive and manual effort, which Ardius is making was faster and easier and automated. I successfully recovered these credits in one of my prior companies several years ago, so I've seen the historical effort and cost firsthand, as well as how well Ardius can now do it for our Operate companies, as an example.
Prior to Ardius, Joshua was investing and building startups through an incubator and venture studio, so we’ve had a lot to talk about in that arena as well! He began his career at E&Y, where he developed expertise in tax credits.
He is a SoCal native with degrees from both UCLA & USC, and has built his company here in SoCal as well. Look for big things from him and Ardius this year!