All Episodes

Ep. 127: Jim Ferry of Volition Capital | Moats, Defensibility and Investing in the Age of AI

Ep. 125: Arvindh Kumar, EQT | Pairing Defensive Assets with AI-Forward Leadership to Drive Returns

Ep.124: Shiv Narayanan of How To SaaS | The 7-Step AI Marketing Blueprint

Ep. 123: Bob Morse, Strattam Capital | Embedding AI into Vertical Software to Drive Portfolio Growth

Ep. 122: Luke Sarsfield, Ridgepost Capital | Building a Data Advantage in the Middle Market

Ep. 121: Ray Carey, Level Equity | Prioritizing Resources to Drive Portfolio Returns

Ep. 120: Cory Eaves, BayPine | Transforming Businesses from Analog to Digital for Repeatable Value

Ep. 119: Bob Brown, Motive Partners | Investing, Operating and Innovating Model

Ep. 118: Ellen Havdala, EGI | Alignment, Apprenticeship and Enduring Partnerships

Ep. 117: Scott Neuberger, Karmel Capital | Data-Driven Secondaries in Software and AI

Ep. 116: Allen Mask of WestCap | Driving Portfolio Value Through Operating Equity

Ep. 115: Sean Dempsey, Sheridan Capital Partners | Scaling Founder-Led Healthcare Companies

Ep. 114: Bill Dupee, Aprio | Using Diligence to De-Risk Deals and Improve Outcomes

Ep. 113: Gustavo Cardenas, Wafra | Backing GPs for Long-Term Growth

Ep. 112: Anastasia Kovaleva, Poland Street | Sector Focus and Scaling Financial Services Platforms

Ep. 111: Matthew Wiener, Aon | Managing Post-Close Risk and Liquidity with Insurance

Ep 110: Scott Adams, Soul Street | Scaling Companies with Efficiency and Prioritization

Ep. 108: Alan Taetle, Noro-Mosley Partners | Building Enduring PE Firms Through Alignment

Ep. 108: Amyn Hassanally, Pantheon | Underwriting Private Equity Secondaries and Continuation Vehicles

Ep. 107: Jonathan Drillings, Riverside Acceleration Capital | The Right Capital for Early Growth Stage

Ep. 106: John Messer, Copilot Capital | Scaling Software Without Losing Focus

Ep. 105: Andrejka Bernatova, Dynamix | Public-Market Pathways and Investing in Energy

Ep. 104: Dave Lambert, Right Side Capital | Navigating Pre-VC Growth and Funding Paths

Ep. 103: Giacomo Sonnino, Charlesbank | Driving Growth and Efficiency in Services Businesses

Ep. 102: Caroline Tarpey, Lead Edge Capital | Moving Beyond AI Hype to Real Operational Impact

Ep. 101: Vik Thapar, Cypress Growth Capital | Non-Dilutive Funding with Royalty-Based Capital

Ep.100: Rafael Telahun, Altaline | Rerating Companies Through Hands-On Operational Strategy

Ep. 99: Josh Christensen, Mercato Partners | Building Billion-Dollar Ecosystems as a Minority Investor

Ep. 98: Riccardo Basile, Permira | How to Focus Your Operating Team for Real Impact

Ep. 97: Rita Ferrandino, Arc Capital Development | The Downturn Playbook: How to Thrive When Growth Stalls and Disruption Accelerates

Ep. 96: Jeremy Schein, Corsair Capital | Driving Enterprise Value in Financial Services with Strategic Collaboration

Ep. 95: Ed Byrne, Scaleworks | Scaling SaaS with Sustainable Growth through Venture Equity

Ep. 94: Lindsey Gray, Pacific Lake | Thesis-Driven Search and the Playbook for Scaling CEOs

Ep. 93: Kelly Ford Buckley, Edison Partners | Driving Enterprise Value Through Execution-Focused Growth Strategies

Ep. 92: Why Private Equity Portfolio Companies Struggle to Hit Sales Targets| Shiv Narayanan, How To SaaS

Ep. 91: Craig Jones, TPE Boulder | Scaling Value in the Lower Middle Market through Strategic Growth

Ep. 90: Gus Araya, Cordillera Investment Partners | Building Value in the Lower Middle Market with an Operational Playbook

Ep.89: Andy Lund, Houlihan Lokey | Navigating Fundraising and Liquidity in a Challenging Private Equity Market

Ep. 88: Eliot Kerlin, Broadwing Capital | Building Value in the Lower Middle Market with an Operational Playbook

Ep. 87: Mike Wilkins, Shamrock Capital | How Sector Focus Impacts Deal Flow and Growth

Ep. 86: How To SaaS Team | Turning Marketing into a Growth Engine for PE-Backed Companies

Ep. 85: Brian Boorstein, Granite Creek Capital Partners | Using Flexible Capital Structures to Unlock Growth

Ep. 84: Garrett Marsilio, Delta-v Capital | Creating Liquidity Through Secondaries in Tech

Ep. 83: Kade Thomas, Emory Oak Partners | Scaling Service Businesses with a Long-Term Approach

Ep. 82: Amanda Good, Searchlight Capital Partners | Turning Good Businesses Into Great Investments

Ep. 81: Andrew Weinberg of Brightstar Capital on Blending AI with Traditional PE Strategies

Ep. 80: Bradford Pilcher of Bonaccord Capital Partners on Building Better PE Firms Through GP Stakes

Ep. 79: Lloyd Metz, ICV Partners | Transforming Legacy Businesses with Capital, Digital, and EQ

Ep. 78: Jon Nuger, Berkshire Partners | Prioritizing Culture Within PE Firms

Ep. 77: Hilary Gosher, Insight Partners | Operational Excellence from Sourcing to Exit

Ep. 76: Richard Erickson and Stan Bikulege, Lightview Capital | Scaling Founder-Led B2B Services Businesses

Ep. 75: Raj Bakhru, BlueFlame AI | How AI Is Transforming Private Equity Workflows

Ep. 74: John Stewart, MiddleGround Capital | Optimizing Operations in Industrial Manufacturing Portcos

Ep. 73: Alex Russ, Evercore | How to Stand Out in the Fundraising Crowd

Ep. 72: Chris Sznewajs, Pacific Avenue Capital | Investing in Companies with “Unnatural” Owners

Ep. 71: Amanda Kim, Avante Capital Partners | How Your Mission Can Be a Valuable Differentiator

Ep 70: Mason Myers, Greybull Stewardship | Building Foundational Growth in Pre-Mid-Market Portcos

Ep. 69: Devon Kirk and Jonathan Metrick, Portage | How Investment and Ops Teams Can Work Together

Ep. 68: Joseph Hanna, Pivoting Model Partners | Product, Pivoting, and AI as Agents

Ep.67: Jim Sharpe, Unity Partners | Aligning Values with Growing Portcos

Ep. 66: Shiv Narayanan, How To SaaS | the Future of General vs Vertical AI

Ep. 65: Josh Schwartz, Growth Factors | Navigating Growth As An Operating Partner

Ep. 64: Todd Morrissey, Hidden River Strategic Capital | Alternative Avenues for Underserviced Companies

Ep. 63: Brad Armstrong, LMP | Supporting Portcos With an Advisor Bench

Ep. 62: Stephen Marks, Emmersion Capital | How to Navigate the Rewards and Risks of Nearshoring

Ep. 61: Diamond Innabi, Software Equity Group | Relationship between Founders and Investment Banks

Ep 60: Shiv Narayanan, How To SaaS | Creating Enterprise Value With Marketing

Ep. 59: John Bailey, OneFund Investments | What To Look For in PE Operating Teams and Partners

Ep. 58: Scott Stouffer, scaleMatters | Using Data to Make Effective Go-To-Market Investments

Ep. 57: Sean Cantwell, Volition Capital | Growing Portcos by Building the Operations Function

Ep. 56: Jordon Kruse & Matt Wilson, Oaktree Capital | Opportunities in Special Situations Investing

Ep. 55: Inovia Capital Panel | Successful Acquisitions From the People, Cultural, and Technical Side

Ep.54: Aldy Keene, Loyalty Research Center | The Importance of Customer Loyalty for Portcos

Ep.53: Randy Garg, Vistara Growth | Leveraging Growth Debt as an Alternative Means of Funding

Ep.52: Tim Strickland, Summit Partners | Fostering a Culture of Data, Accountability and Alignment

Ep.51: Brian Neider, Lead Edge Capital | How Boards Can Add Value to Portcos

Ep.50: Jeff Standridge, Innovation Junkie | Seven-Domain Diagnostic For Strategic Growth

Ep.49: Paul W. Swaney III, Swaney Group Capital | Creating Value When Investing in Industrial Businesses

Ep.48: Peter Walker, Carta | Using Equity to Attract & Retain Employees

Ep.47: David Bluth, GLC Advisors | How the Market Has Shifted for SaaS M&A

Ep.46: Omair Sarwar, Gearbox Capital | Matching Values with Founder-Led Companies

Ep.45: Shiv Narayanan and Kate Hawkes, How To SaaS I How C-Level Marketers Impact Company Growth

Ep.44: Alex Western, Terminus Capital Partners | Finding Clarity With the Vision Prism

Ep.43: Mohammad Rasouli and Philipp Reineke, AIx2 | Improving Investment Processes with AI

Ep.42: Kevin Iudicello, Realization Capital Partners | Generating Value with Secondary Investments

Ep.41: Sunaina Sinha, Raymond James | How to Improve ROI with Capital Formation Strategies

Ep.40: Richard Lichtenstein, Bain & Company | How to Create Value Using GenAI

Ep.39: Dave Mangot, Mangoteque | How to Leverage DevOps to Deliver a Competitive Product

Ep.38: David Acharya, Acharya Capital Partners| Growing Portcos through M&A

Ep.37: Matthew Safaii, Arrowroot Capital | Improving Alignment in Software Investments

Ep.36: Edgar Baum, Avasta | How to Correctly Size Your Market

Ep.35: Devin Mathews, ParkerGale | How to Create Value by Being Unconventionally Right

Ep.34: Hillel Zidel, Kennet Partners | Expanding Companies to International Markets

Ep.33: Craig Dupper, Elan Growth Partners | A Partner Equity Approach to Investing

Ep.32: Mark Kearney, Ascent CFO Solutions | Using Finance as a Strategic Growth Lever

Ep.31: Jason Caplain, Bull City Venture Partners | Why Founders Are the Secret Ingredient to Investment Success

Ep.30: Chip Baird, GreyLion Capital | Optimizing Companies With the LIFT Strategy

Ep. 29: Anna Talerico, Corporate Finance Institute | Human Capital When Growing a Bootstrapped Company

Ep. 28: Mark Buffington, BIP Capital | What Makes a Startup Ready for Investment

Ep. 27: Adam Solomon, Thoma Bravo | How to Identify and Scale High-Quality Software Companies

Ep. 26: Matthew Stevens, Stevens.VC | Helping Early Stage Companies to Professionalize and Add Value

Ep. 25: Dan Cremons, Accelera Partners | Winning the First 100 Days After an Investment

Ep. 24: Chirag Shah, Wavecrest Growth Partners | How to Increase Enterprise Value with Organic Growth Levers

Ep. 23: Joanna Arras, Baird Capital | How To Succeed in the Current Venture Market

Ep.22: Ripan Kadakia, ZMC | How To Be of Service To Your Portfolio Companies

Ep.21: Dirk Sahlmer, saas.group | A Long-Term Approach to Profitable SaaS Company Growth

Ep.20: Kevin Mosley, Jurassic Capital | How to Use SaaS Benchmarks to Build a Better Business

Ep.19: Narbe Alexandrian, Define Capital | Essential Guide to the Capital Stack and Choosing Investors

Ep.18: Unforgettable Moments From 2023

Ep.17: Legal, Tax and Accounting Panel | Essential Guide To Preparing for a Successful Founder Exit

Ep.16: Lauren Bonner, MBM Capital | The Value of Steady Growth in a ‘Unicorn or Bust’ VC Environment

Ep.15: Sunil Grover, True Blue Partners | How to Help Companies Grow With a Corporate Finance

Ep.14: Andrew Pierno, XO Capital | How to Leverage the Opportunity in Micro SaaS Investments

Ep.13: Krista Morgan, Stage Fund | How Companies Can Rebound By Refocusing on Profitability

Ep.12: Justin Johnson, Camber Partners | Maximizing Returns of PLG Software Investments

Ep.11: Cody Lee, Summit Partners | What You Need to Know About Marketing in Portcos

Ep.10: Allen Duan, B Capital Group | 5 Pillars of Value Creation for Minority Investors

Ep.9: Matt Gallagher, Hg Capital | How to Increase Efficiency with Data and Strategy

Ep.8: George Rossolatos, CBGF | How to Build Sustainable Growth with a Long Term Investment Approach

Ep.7: Vinny Prajka, JMI Equity | How to Use ICPs and Segmentation as a Foundation for Scale

Ep.6: AJ Gandhi, Marlin Equity Partners | 6 Needle Movers for Organic Growth

Ep.5: Mariza Warshawsky, Assembly Group | How to Hire the Right Team To Grow Your Portfolio Companies

Ep.4: Zane Tarence, Founders Advisors | What Makes a Business Investment-Grade

Ep.3: Mike Devine, Fortra | How Marketing Needs to Evolve for a High-Growth Platform Company

Ep.2: Bryce Youngren, Polaris Growth Fund | How to Deliver Big Returns on Small Companies

Ep.1: Daniel Pianko, Achieve Partners | How to Stand Out in the War for Capital with Talent Development