https://www.spreaker.com/podcast/private-equity-value-creation-podcast--6077517enInvestingCopyright Gordon Chenghttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4e952c718805d82014330dda3a72dc74.jpghttps://www.spreaker.com/podcast/private-equity-value-creation-podcast--6077517Thu, 06 Aug 2026 06:22:46 +0000Gordon ChengGordon Chengfeeds@spreaker.comGet behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive...falseepisodichttps://www.spreaker.com/episode/ep-140-jackie-joelson-oracle-netsuite-data-and-technology-as-growth-levers-in-private-equity--73539718]]>f3d4e2d7-ebf1-4501-9763-1b254d0d458dThu, 06 Aug 2026 05:08:28 +0000Gordon ChengOn this episode, Jackie Joelson, Head of Private Equity and Venture Capital at Oracle NetSuite, joins Shiv to break down how a dedicated PE technology practice took shape, and why ERP has become one of the established levers sponsors pull inside their...]]>2421false445fullhttps://www.spreaker.com/episode/ep-139-ian-ross-concentric-equity-partners-investing-outside-the-fund-cycle-and-feeding-winners--73256631]]>5db6c07e-3912-4586-8187-774ddaa329f9Thu, 30 Jul 2026 09:47:16 +0000Gordon ChengOn this episode, Ian Ross, Partner at Concentric Equity Partners, discusses how a family office-private equity hybrid changes the economics of lower middle market investing. Learn why fund-cycle pressure pushes firms to sell their best companies...]]>2086false444fullhttps://www.spreaker.com/episode/ep-138-ari-landsberg-17-capital-nav-lending-and-fund-level-capital-strategy--7312056772f93411-d080-4aee-a527-37126eb61eceThu, 23 Jul 2026 04:00:00 +0000Gordon ChengOn this episode, Ari Landsberg, Managing Director at 17 Capital, explains how NAV lending works as a flexible, fund-level capital tool for private equity managers—and why demand has been driven by opportunity rather than stress.Hear how NAV facilities...2303false443fullhttps://www.spreaker.com/episode/ep-137-jonathon-ferguson-ashgrove-capital-bespoke-financing-and-underwriting-b2b-software--73008065876851d6-b077-491c-a59e-002d0d3beddaThu, 16 Jul 2026 04:00:00 +0000Gordon ChengOn this episode, Jonathon Ferguson, Co-Founder and Managing Partner at Ashgrove Capital, explains how bespoke financing solutions for B2B software differ fundamentally from both direct lending and venture debt—and why underwriting on conviction rather...2444false438fullhttps://www.spreaker.com/episode/ep-136-jonty-yamisha-axxonsoft-investor-operator-divide-and-the-three-factory-value-creation-model--728834624472b68d-bf1b-4f8a-9b1e-83d0a17c47c2Thu, 09 Jul 2026 06:46:43 +0000Gordon ChengOn this episode, Jonty Yamisha, CEO of Axxonsoft, draws on a career that has spanned private equity underwriting, operating partner roles and the CEO seat to explain what gets lost when investors and operators don't speak the same language—and how to...2873false431fullhttps://www.spreaker.com/episode/ep-135-tyler-newton-catalyst-growth-investing-and-creating-value-from-entry-to-exit--72683533a543d941-850b-4a00-b6ad-ad87cb4b01f2Thu, 25 Jun 2026 04:00:00 +0000Gordon ChengOn this episode, Tyler Newton, Managing Partner at Catalyst, makes the case for a disciplined approach to growth investing that sits between VC and buyout—and what operators and investors can learn from it.Learn how to underwrite deals at the growth...2484false430fullhttps://www.spreaker.com/episode/ep-134-christian-chauvet-lee-equity-vertical-investing-and-value-creation-in-healthcare-and-financial-services--72573703ca1ddae4-28ca-401e-bea9-27efb3db3016Thu, 18 Jun 2026 04:00:00 +0000Gordon ChengOn this episode, Christian Chauvet, Partner at Lee Equity, shares how vertical focus creates a structural advantage in healthcare and financial services investing—and what it takes to build and scale founder-led businesses in highly regulated,...2173false429fullhttps://www.spreaker.com/episode/ep-133-michelle-noon-clearhaven-partners-partnership-driven-software-investing-in-the-ai-era--72544892beafee7d-8384-4b51-bee8-50311c61cd55Tue, 16 Jun 2026 04:00:00 +0000Gordon ChengOn this episode, Michelle Noon, Managing Partner and Founder of Clearhaven Partners, joins Shiv Narayanan to break down how investors and operators build enterprise value in software companies through true partnership, concentrated bets and...2525false428fullhttps://www.spreaker.com/episode/ep-132-eugene-polevoy-blue-c-capital-the-independent-sponsor-model-and-alignment-first-deals--72336804909c4724-f7d1-4eda-ae51-480995031c7cThu, 04 Jun 2026 04:00:00 +0000Gordon ChengOn this episode, Eugene Polevoy, Founder and Managing Partner at Blue C Capital, joins the show to unpack the independent sponsor model—how the firm closes nine-figure deals without raising a committed fund and structures economics around carry...2353false427fullhttps://www.spreaker.com/episode/ep-131-matt-amico-turn-river-capital-growth-engineering-and-the-fvcp-framework--72227190acf285e4-67c9-4e7f-9b41-287736a348aaFri, 29 May 2026 14:00:05 +0000Gordon ChengOn this episode, Matt Amico, Partner and Co-head of the Investment Team at Turn/River Capital, walks through the growth engineering playbook his firm uses to drive returns across its software portfolio. Learn why software investing has moved past...2378false426fullhttps://www.spreaker.com/episode/ep-130-bobby-ocampo-blueprint-equity-the-missing-middle-and-hands-on-value-creation--72093342faef0772-2d2c-463e-a110-a4210ca0aa91Thu, 21 May 2026 04:00:00 +0000Gordon ChengOn this episode, Bobby Ocampo, Co-Founder and Managing Partner at Blueprint Equity, discusses how to identify whether a bootstrapped business has what it takes to scale, and what it takes to build the go-to-market infrastructure that gets it...2495false425fullhttps://www.spreaker.com/episode/ep-129-arjan-hannink-keensight-capital-building-an-embedded-value-creation-team-at-scale--72067004The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>12dfc7b2-2e64-468a-9eff-09db6c8c9c3fTue, 19 May 2026 09:12:31 +0000Gordon ChengOn this episode, Arjan Hannink, Partner at Keensight Capital, explains how their growth buyout firm structures hands-on value creation support across a portfolio of B2B software and IT services companies. Learn why Keensight built an internal team of...The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2045false424fullhttps://www.spreaker.com/episode/ep-128-amy-kramer-level-equity-go-to-market-benchmarks-outbound-efficiency-and-ai-visibility--72001144d94e35d6-70e3-49d7-a50d-fcabf17fc261Thu, 14 May 2026 04:35:26 +0000Gordon ChengOn this episode, Amy Kramer, Head of the Go-To-Market Operating Group at Level Equity, shares findings from their 2026 Go-To-Market Insights Report—a benchmark study covering sales efficiency, marketing spend, headcount, compensation and AI adoption...2438false423fullhttps://www.spreaker.com/episode/ep-127-jim-ferry-of-volition-capital-moats-defensibility-and-investing-in-the-age-of-ai--7192093206d758c3-2a4e-407e-88c6-714da69f1f84Fri, 08 May 2026 09:17:03 +0000Gordon ChengOn this episode, Jim Ferry, Partner at Volition Capital, shares how AI is reshaping the growth-stage investment landscape and what it means for the companies they back.Jim covers why employee count is no longer a reliable signal of company maturity,...2232false422fullhttps://www.spreaker.com/episode/ep-126-joe-mancini-front-porch-venture-partners-the-hybrid-fund-model-and-building-software-moats--71805599ed77fa7e-b399-4e44-886d-7f5dc9c86258Fri, 01 May 2026 04:00:00 +0000Gordon ChengOn this episode, Joe Mancini, Co-Founder and Partner at Front Porch Venture Partners, explains how a hybrid fund-of-funds model works in practice—deploying capital both into early-stage venture funds as an LP and directly into seed and Series A...2185false421fullhttps://www.spreaker.com/episode/ep-125-arvindh-kumar-eqt-pairing-defensive-assets-with-ai-forward-leadership-to-drive-returns--715820923826820d-9461-4f2a-9dc4-80f5720f7145Thu, 23 Apr 2026 04:00:00 +0000Gordon ChengOn this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companies into AI winners — and why getting that transformation right starts with the CEO.Arvindh walks...2452false420fullhttps://www.spreaker.com/episode/ep-124-shiv-narayanan-of-how-to-saas-the-7-step-ai-marketing-blueprint--715167266126f3b1-282a-4625-b491-bab433f90b6cTue, 21 Apr 2026 00:35:00 +0000Gordon ChengOn this episode adapted from a recent webinar, Shiv Narayanan, CEO and Founder of How To SaaS and bestselling author of AI Marketing Blueprint, explains how companies can adapt their go-to-market and thrive in an AI-first world.Companies everywhere...3081falsefullhttps://www.spreaker.com/episode/ep-123-bob-morse-strattam-capital-embedding-ai-into-vertical-software-to-drive-portfolio-growth--71224770b2a67885-a000-45e4-945e-9e4b6e8f3825Fri, 10 Apr 2026 04:00:00 +0000Gordon ChengOn this episode, Bob Morse, Co-Founder and Managing Partner at Strattam Capital, shares how founder-led vertical software companies can embed AI meaningfully into their products and avoid being left behind as the market shifts.Hear how Strattam...2495false418fullhttps://www.spreaker.com/episode/ep-122-luke-sarsfield-ridgepost-capital-building-a-data-advantage-in-the-middle-market--71055971b9d75272-c0f4-476c-b1ad-eeebec06798bThu, 02 Apr 2026 04:00:00 +0000Gordon ChengLuke Sarsfield, CEO and Chairman at Ridgepost Capital, shares how a fund of funds platform can generate differentiated alpha by staying disciplined about market focus and building proprietary data advantages over time.Luke explains why concentrating...2224false417fullhttps://www.spreaker.com/episode/ep-121-ray-carey-level-equity-prioritizing-resources-to-drive-portfolio-returns--708863640e4e0848-2d0d-4513-8e5a-d499fa044c06Thu, 26 Mar 2026 04:00:00 +0000Gordon ChengRay Carey, Head of NextLevel Operations at Level Equity, explains how private equity firms can take a more systematic approach to driving value across their portfolio with operational support. Hear how Level Equity prioritizes their time and...2343false416fullhttps://www.spreaker.com/episode/ep-120-cory-eaves-baypine-transforming-businesses-from-analog-to-digital-for-repeatable-value--70731133The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>f2d4f9c1-ce46-4fd7-b1f2-a14f01df84feThu, 19 Mar 2026 04:00:00 +0000Gordon ChengOn this episode, Cory Eaves, Partner and Head of Portfolio Operations at BayPine, discusses how private equity firms can turn a need for technology transformation into a repeatable value creation lever, rather than a diligence risk. Drawing on his...The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2242false415fullhttps://www.spreaker.com/episode/ep-119-bob-brown-motive-partners-investing-operating-and-innovating-model--70603390a0a310ca-a3e1-47cb-9eec-d5460ee4a92fThu, 12 Mar 2026 04:00:00 +0000Gordon ChengOn this episode, Bob Brown, Founding Partner and Head of Capital Formation and Investor Relations at Motive Partners, shares lessons from three decades inside private equity, including how operational discipline and a clear understanding of what...3123false414fullhttps://www.spreaker.com/episode/ep-118-ellen-havdala-egi-alignment-apprenticeship-and-enduring-partnerships--7047215964c5dd10-5af2-4c3a-bd5c-bc1671e17e98Thu, 05 Mar 2026 05:00:00 +0000Gordon ChengOn this episode, Ellen Havdala, Managing Director at Equity Group Investments, explains how a flexible capital base and an operator-led mindset shape a different approach to private equity. Hear how to evaluate barriers to entry, structure liquidity...3275false715fullhttps://www.spreaker.com/episode/ep-117-scott-neuberger-karmel-capital-data-driven-secondaries-in-software-and-ai--704031279fb6b798-700d-4222-b7be-6fec99fcfd63Tue, 03 Mar 2026 05:00:00 +0000Gordon ChengScott Neuberger, Co-Founder and Managing Partner at Karmel Capital, shares how later-stage secondaries can provide access to high-quality technology companies. Learn how to assess capital efficiency, management quality and growth durability using data...1978false415fullhttps://www.spreaker.com/episode/ep-116-allen-mask-of-westcap-driving-portfolio-value-through-operating-equity--70294086ef492782-04b6-4ebb-9ad4-2d86fd135c29Thu, 26 Feb 2026 05:00:00 +0000Gordon ChengAllen Mask, Partner at Westcap and Head of CōLab, shares how the firm leverages an "operating equity" model to go beyond capital to drive real value creation in marketplace businesses.Learn how to structure an operating team that founders want to work...2473false411fullhttps://www.spreaker.com/episode/ep-115-sean-dempsey-sheridan-capital-partners-scaling-founder-led-healthcare-companies--70143279]]>cbaf7870-777a-4b74-b903-45465bff758cThu, 19 Feb 2026 05:00:00 +0000Gordon ChengSean Dempsey, Co-Founder and Partner at Sheridan Capital Partners, shares how deep sector specialization in healthcare shapes sharper investment theses and more disciplined value creation in regulated markets—grounded in a practical understanding of...]]>2656false410fullhttps://www.spreaker.com/episode/ep-114-bill-dupee-aprio-using-diligence-to-de-risk-deals-and-improve-outcomes--70092679046f69cb-a7ea-414f-b5f3-bb182f36216aTue, 17 Feb 2026 05:00:00 +0000Gordon ChengOn this episode, Bill Dupee, Partner, Transaction Advisory Services at Aprio, breaks down how buyers and sellers can use diligence to clarify the true economic engine of a business, identify risk early and build a narrative that stands up in a...2773false49fullhttps://www.spreaker.com/episode/ep-113-gustavo-cardenas-wafra-backing-gps-for-long-term-growth--700070795bd3f457-bd65-4844-b6ec-7d9e0b3344c3Thu, 12 Feb 2026 05:35:21 +0000Gordon ChengIn this episode, Gustavo Cardenas, Managing Director and Co-Head of Strategic Partnerships at Wafra, explains how GP stakes investors evaluate and partner with private equity firms—what “edge” looks like, how managers fit within LP portfolios and what...2191false48fullhttps://www.spreaker.com/episode/ep-112-anastasia-kovaleva-poland-street-sector-focus-and-scaling-financial-services-platforms--69940337d32e16d5-d044-4afa-86c7-ffd7d5e3196dTue, 10 Feb 2026 05:00:00 +0000Gordon ChengOn this episode, Anastasia Kovaleva, Partner at Pollen Street Capita;, shares how sector focus informs value creation across financial services and how her team approaches scaling mid-market businesses across Europe. Hear how specialist playbooks...2145false47fullhttps://www.spreaker.com/episode/ep-111-matthew-wiener-aon-managing-post-close-risk-and-liquidity-with-insurance--69808925bad72666-c199-4140-b36b-2636b5bee927Thu, 05 Feb 2026 05:00:00 +0000Gordon ChengOn this episode, Matthew Wiener, Co-Head of Aon Transaction Solutions, shares how private equity firms can use insurance to manage the risks that diligence can’t fully eliminate. You’ll learn where post-close issues most often arise, how insured...2947false46fullhttps://www.spreaker.com/episode/ep-110-scott-adams-soul-street-scaling-companies-with-efficiency-and-prioritization--69755164d6d36aca-e37b-42bf-946b-65676bb059a9Tue, 03 Feb 2026 05:00:00 +0000Gordon ChengOn this episode, Scott Adams, Co-Founder and Managing Partner at Soul Street Asset Management, discusses the value operators bring to portfolio companies through real boots-on-the-ground experience. Scott shares his expertise on the execution gaps...2560false45fullhttps://www.spreaker.com/episode/ep-108-alan-taetle-noro-mosley-partners-building-enduring-pe-firms-through-alignment--695418705de4f012-10ab-4f61-a5ed-f1b2fedf5186Thu, 22 Jan 2026 05:00:00 +0000Gordon ChengAlan Taetle, General Partner at Noro-Mosley Partners, draws on decades of investing experience to share what makes portfolios and PE firms successful, including differentiated expertise and an aligned sense of purpose.Learn how to create long-term...2501false43fullhttps://www.spreaker.com/episode/ep-108-amyn-hassanally-pantheon-underwriting-private-equity-secondaries-and-continuation-vehicles--695149596fef9129-b019-4aa7-b9fd-f7aa89e9d0d7Tue, 20 Jan 2026 05:00:00 +0000Gordon ChengOn this episode, Amyn Hassanally, Partner and Global Head of Private Equity Secondaries at Pantheon, explains why secondaries are better understood as a core portfolio management tool, rather than a source of distressed liquidity, offering practical...2288false46fullhttps://www.spreaker.com/episode/ep-107-jonathan-drillings-riverside-acceleration-capital-the-right-capital-for-early-growth-stage--694153763aa87fa9-eeb4-47c2-ad98-8b0cd3dfc237Tue, 13 Jan 2026 05:00:00 +0000Gordon ChengJonathan Drillings, Partner at Riverside Acceleration Capital, discusses how B2B software companies can bridge the gap between early traction and scalable growth. Jonathan explains RAC’s sister fund model—how growth lending and growth equity are...2688false42fullhttps://www.spreaker.com/episode/ep-106-john-messer-copilot-capital-scaling-software-without-losing-focus--69349588f3b40d5e-bd47-4f63-be04-eeb54b652abeThu, 08 Jan 2026 05:00:00 +0000Gordon ChengOn this episode, John Messer, Co-Founder and Managing Partner at Copilot Capital, breaks down how value is built in scaling European B2B software businesses—including how to professionalise go-to-market, sharpen customer segmentation and pricing and...2152false41fullhttps://www.spreaker.com/episode/ep-105-andrejka-bernatova-dynamix-public-market-pathways-and-investing-in-energy--689868448d788f4c-b1b1-478e-84ba-a51acaaa9d98Thu, 11 Dec 2025 05:00:00 +0000Gordon ChengOn this episode, Andrejka Bernatova, Founder and CEO of Dynamix Corporation, shares how investors can evaluate mission-critical energy and infrastructure businesses by focusing on fundamentals such as contract quality, customer durability and...3498false346fullhttps://www.spreaker.com/episode/ep-104-dave-lambert-right-side-capital-navigating-pre-vc-growth-and-funding-paths--689534131b9affff-b057-4635-8f47-8db58bf92294Tue, 09 Dec 2025 05:00:00 +0000Gordon ChengOn this episode, Dave Lambert of Right Side Capital Management shares what thousands of early-stage investments reveal about how pre-VC companies actually grow. Get clarity on how to evaluate early traction, set realistic fundraising paths and use...2338false345fullhttps://www.spreaker.com/episode/ep-103-giacomo-sonnino-charlesbank-driving-growth-and-efficiency-in-services-businesses--68873402
]]>8d663769-3d07-41b9-aeac-7d49d43abcbfThu, 04 Dec 2025 05:00:00 +0000Gordon ChengIn this episode, Giacomo Sonnino, Advisory Director and Operating Partner at Charlesbank Capital Partners, shares how top PE firms connect diligence, underwriting and value creation to shape the first 12–24 months of an investment. This discussion...
]]>3057false344fullhttps://www.spreaker.com/episode/ep-102-caroline-tarpey-lead-edge-capital-moving-beyond-ai-hype-to-real-operational-impact--688279493bee7cce-e2aa-46bc-8ea4-60110e6380cdTue, 02 Dec 2025 05:00:00 +0000Gordon ChengCaroline Tarpey, Managing Director of Lead Edge Capital, outlines a practical approach to AI adoption in PE-backed companies—grounded in trust, clear goals and disciplined execution. She explains why most AI initiatives fall short and where teams can...2505false345fullhttps://www.spreaker.com/episode/ep-101-vik-thapar-cypress-growth-capital-non-dilutive-funding-with-royalty-based-capital--68766339c6cc3826-15b0-481b-85c8-72ffcf7e84bfThu, 27 Nov 2025 05:00:00 +0000Gordon ChengShiv sits down with Vik Thapar, Managing Director at Cypress Growth Capital, to explore how royalty-based growth capital helps bootstrapped B2B companies scale without dilution. Vik breaks down when this structure works best, how repayment is designed...2216false342fullhttps://www.spreaker.com/episode/ep-100-rafael-telahun-altaline-rerating-companies-through-hands-on-operational-strategy--68650634]]>a57bd7fb-a5cb-48c4-92d6-a42f9408e85eThu, 20 Nov 2025 05:00:00 +0000Gordon ChengOn this episode, Shiv is joined by Rafael Telahun, Managing Director at Altaline Capital Management, to discuss value creation that is built on strategy, rather than just institutionalization. Rafael breaks down how to meaningfully rerate a business...]]>2455false341fullhttps://www.spreaker.com/episode/ep-99-josh-christensen-mercato-partners-building-billion-dollar-ecosystems-as-a-minority-investor--68549723c6524bd2-313e-4b4b-8ef4-07293cddefe8Thu, 13 Nov 2025 05:00:00 +0000Gordon ChengJosh Christensen, Director at Mercato Partners, shares how minority growth investors can turn ecosystem-building into a true competitive advantage—without taking control or over-engineering outcomes. Drawing on his experience scaling Mercato’s...2164false340fullhttps://www.spreaker.com/episode/ep-98-riccardo-basile-permira-how-to-focus-your-operating-team-for-real-impact--684426057095aa38-a06d-4a54-bbb0-cc28715ed0e8Thu, 06 Nov 2025 05:00:00 +0000Gordon ChengRiccardo Basile, Operating Partner, Head of Value Creation at Permira, shares how firms can turn value creation into a true competitive advantage—without overcomplicating the model. Drawing on his experience building and scaling Permira’s 24-person...2379false339fullhttps://www.spreaker.com/episode/ep-97-rita-ferrandino-arc-capital-development-the-downturn-playbook-how-to-thrive-when-growth-stalls-and-disruption-accelerates--68350833f458dc5e-c1ef-4e61-a27f-dbb3edc687eeThu, 30 Oct 2025 14:16:04 +0000Gordon ChengOn this episode Shiv interviews Rita Fiorentino, Co-Founder of Arc Capital Development, to unpack a battle-tested playbook for steering portfolio companies through economic downturns—especially when AI disruption, political volatility, and...2394false338fullhttps://www.spreaker.com/episode/ep-96-jeremy-schein-corsair-capital-driving-enterprise-value-in-financial-services-with-strategic-collaboration--68261162]]>a56340d8-4f27-4c5d-add9-b2a7403dc4c8Fri, 24 Oct 2025 04:00:00 +0000Gordon ChengOn this episode Shiv interviews Jeremy Schein, Partner and Member of the Buyouts Investment Committee at Corsair Capital, to discuss how private equity firms can drive enterprise value in financial services through collaborative operating...]]>2314false237fullhttps://www.spreaker.com/episode/ep-95-ed-byrne-scaleworks-scaling-saas-with-sustainable-growth-through-venture-equity--68256670c3243c29-0b20-4e78-b5c5-e57d71dda171Thu, 16 Oct 2025 16:36:00 +0000Gordon ChengOn this episode Shiv Narayanan interviews Ed Byrne, co-founder of Scaleworks, a venture equity firm based in San Antonio. Ed shares his background as a software entrepreneur and the lessons learned from his experiences that led to founding Scaleworks...2417false336fullhttps://www.spreaker.com/episode/ep-95-ed-byrne-scaleworks-scaling-saas-with-sustainable-growth-through-venture-equity--68215045f86b2ec2-3cfe-409a-8ac1-63ee2718f1bdThu, 16 Oct 2025 13:26:00 +0000Gordon ChengOn this episode Shiv Narayanan interviews Ed Byrne, co-founder of Scaleworks, a venture equity firm based in San Antonio. Ed shares his background as a software entrepreneur and the lessons learned from his experiences that led to founding Scaleworks...2417false336fullhttps://www.spreaker.com/episode/ep-95-ed-bryne-scaleworks-scaling-saas-with-sustainable-growth-through-venture-equity--68160251f4fef0fd-88d5-483c-b44f-d2bb31af7554Thu, 16 Oct 2025 04:00:00 +0000Gordon ChengOn this episode Shiv Narayanan interviews Ed Byrne, co-founder of Scaleworks, a venture equity firm based in San Antonio. Ed shares his background as a software entrepreneur and the lessons learned from his experiences that led to founding Scaleworks...2492false336fullhttps://www.spreaker.com/episode/ep-94-lindsey-gray-pacific-lake-thesis-driven-search-and-the-playbook-for-scaling-ceos--6807269932cfb198-aeb1-46a7-8ccb-b764b895f68bThu, 09 Oct 2025 04:00:00 +0000Gordon ChengOn this episode Shiv interviews Lindsay Gray, Partner at Pacific Lake, to explore how the firm backs entrepreneurs through the Entrepreneurship Through Acquisition (ETA) or search fund model—an approach that turns traditional private equity on its...2909false335fullhttps://www.spreaker.com/episode/ep-93-kelly-ford-buckley-edison-partners-driving-enterprise-value-through-execution-focused-growth-strategies--67981636d894f8de-73d0-4e45-9343-84e49295f2abThu, 02 Oct 2025 04:00:00 +0000Gordon ChengOn this episode, Shiv interviews Kelly Ford Buckley, General Partner at Edison Partners, a growth equity firm with over 39 years of experience investing in high-growth software companies in secondary markets. Kelly dives into Edison's hands-on...2705false334fullhttps://www.spreaker.com/episode/ep-92-why-private-equity-portfolio-companies-struggle-to-hit-sales-targets-shiv-narayanan-how-to-saas--67887683

Cut wasted marketing spend and improve efficiency

Reignite stalled deals and boost close rates

Maximize existing customer value through upsells and account expansion

Leverage intent data and contextual outreach for short-term wins

Build long-term enterprise value with authentic thought leadership

]]>a24d8f3c-438c-4024-bd2a-c22ae95cb64bThu, 25 Sep 2025 04:00:00 +0000Gordon ChengIn this solo episode of the Private Equity Value Creation Podcast, Shiv Narayanan breaks down the challenges facing portfolio companies in today’s market—and shares a clear roadmap for investors, CEOs, and revenue leaders to drive growth.From slowing...

Cut wasted marketing spend and improve efficiency

Reignite stalled deals and boost close rates

Maximize existing customer value through upsells and account expansion

Leverage intent data and contextual outreach for short-term wins

Build long-term enterprise value with authentic thought leadership

]]>2491false333fullhttps://www.spreaker.com/episode/ep-91-craig-jones-tpe-boulder-scaling-value-in-the-lower-middle-market-through-strategic-growth--6780326650c38cec-c6ab-4616-8f89-655f4e602b3eThu, 18 Sep 2025 04:00:00 +0000Gordon ChengOn this episode Shiv Narayanan interviews Craig Jones of TPE Boulder to discuss value creation in lower middle market private equity, focusing on smaller companies with $2-5 million in EBITDA.Craig shares TPE Boulder’s approach to scaling businesses...2269false332fullhttps://www.spreaker.com/episode/ep-90-gus-araya-cordillera-investment-partners-building-value-in-the-lower-middle-market-with-an-operational-playbook--67774458616847c0-e659-407e-a173-c8d8b61b6facTue, 16 Sep 2025 04:00:00 +0000Gordon ChengOn this episode Shiv interviews Gus Araya, Co-Founder and Co-Managing Partner of Cordillera Investment Partners, to discuss how PE firms can generate alpha by investing in alternative assets like marinas, music royalties, and spirits.Gus shares...2553false731fullhttps://www.spreaker.com/episode/ep-89-andy-lund-houlihan-lokey-navigating-fundraising-and-liquidity-in-a-challenging-private-equity-market--676976083d49592a-0792-4c5d-b775-d83b6d2e44ceWed, 10 Sep 2025 04:00:00 +0000Gordon ChengOn this episode, Shiv Narayanan interviews Andy Lund, Managing Director and Global Co-Head of the Private Funds Group at Houlihan Lokey, to discuss strategies for private equity firms navigating today's challenging fundraising and liquidity...3321false330fullhttps://www.spreaker.com/episode/ep-88-eliot-kerlin-broadwing-capital-building-value-in-the-lower-middle-market-with-an-operational-playbook--67628235e8146010-59a0-490a-be82-29017ac6db0eThu, 04 Sep 2025 04:00:00 +0000Gordon ChengOn this episode Shiv interviews Eliot Kerlin, Co-Founder of Broadwing Capital, to explore how PE firms can create value in the lower middle market by combining a systematic playbook with deep operational resources.Eliot explains Broadwing’s five-part...2222false329fullhttps://www.spreaker.com/episode/ep-87-mike-wilkins-shamrock-capital-how-sector-focus-impacts-deal-flow-and-growth--67538933 Mike explains how industry focus and long-term networks translate into proprietary deal flow, why value creation plans need to be tailored to each company rather than run from a single playbook, and how to balance partnership with hands-on support. He also shares how firms can approach AI in practical, incremental ways—turning it from a perceived threat into a tool for margin expansion and growth.]]>1043bf0b-393a-4616-8c48-828ad6d70b51Thu, 28 Aug 2025 04:00:00 +0000Gordon ChengShiv interviews Mike Wilkins, Partner at Shamrock Capital, to explore the opportunities PE firms can unlock through deep expertise in sectors including media, entertainment and sports. Mike explains how industry focus and long-term networks translate... Mike explains how industry focus and long-term networks translate into proprietary deal flow, why value creation plans need to be tailored to each company rather than run from a single playbook, and how to balance partnership with hands-on support. He also shares how firms can approach AI in practical, incremental ways—turning it from a perceived threat into a tool for margin expansion and growth.]]>2716false328fullhttps://www.spreaker.com/episode/ep-86-how-to-saas-team-turning-marketing-into-a-growth-engine-for-pe-backed-companies--67464154Chief Client Officer Farhad Chikhliwala, VP of Marketing Taylor Moore and Director of Marketing Tatiana Morand discuss why poor tracking and misaligned spend can drain ROI, how to prioritize the right order of operations for go-to-market, the role of the CMO as a “custodian of investment” and how to align team structure with the investment thesis. Tune in to hear about overlooked growth levers like upsell and cross-sell, how to find 20–40% efficiency in existing spend and how to balance AI adoption with the marketing fundamentals that still drive enterprise value.]]>240790bc-a7de-423b-9420-5a8987cbab42Thu, 21 Aug 2025 04:00:00 +0000Gordon ChengIn this episode, Shiv Narayanan sits down with members of the How To SaaS client services team to talk about the most common marketing challenges inside PE-backed portfolio companies—and how to solve them. Chief Client Officer Farhad Chikhliwala, VP...Chief Client Officer Farhad Chikhliwala, VP of Marketing Taylor Moore and Director of Marketing Tatiana Morand discuss why poor tracking and misaligned spend can drain ROI, how to prioritize the right order of operations for go-to-market, the role of the CMO as a “custodian of investment” and how to align team structure with the investment thesis. Tune in to hear about overlooked growth levers like upsell and cross-sell, how to find 20–40% efficiency in existing spend and how to balance AI adoption with the marketing fundamentals that still drive enterprise value.]]>3232false327fullhttps://www.spreaker.com/episode/ep-85-brian-boorstein-granite-creek-capital-partners-using-flexible-capital-structures-to-unlock-growth--67368526b5940b0f-16a2-460d-aecd-b515a9de0697Thu, 14 Aug 2025 13:33:13 +0000Gordon ChengShiv interviews Brian Boorstein, Co-Founder and Partner at Granite Creek Capital Partners. On this episode, Brian shares how to leverage flexible investment structures to unlock growth in lower middle market companies. Learn about the importance of...2132false326fullhttps://www.spreaker.com/episode/ep-84-garrett-marsilio-delta-v-capital-creating-liquidity-through-secondaries-in-tech--672807741b09b1bc-1bed-40a2-8fa8-d0e2531d3aedThu, 07 Aug 2025 04:00:00 +0000Gordon ChengShiv interviews Garrett Marsilio, Partner at Delta-v Capital. On this episode, Garrett dives deep into the evolving landscape of secondaries in private markets. Learn how secondary investments are creating new liquidity pathways for venture-backed...2025false325fullhttps://www.spreaker.com/episode/ep-83-kade-thomas-emory-oak-partners-scaling-service-businesses-with-a-long-term-approach--67197158425c8f1e-9322-40bf-9c5b-0fb2acb809dbThu, 31 Jul 2025 04:00:00 +0000Gordon ChengShiv interviews Kade Thomas, Founder & CEO of Emory Oak Partners.On this episode, Kade explains how his firm grows service businesses. Learn about a proven approach to building companies from the ground up, integrating acquisitions, using...2443false327fullhttps://www.spreaker.com/episode/ep-82-amanda-good-searchlight-capital-partners-turning-good-businesses-into-great-investments--6709557558fda5e4-6111-4eff-8ab9-f731f47fee74Thu, 24 Jul 2025 04:00:00 +0000Gordon ChengShiv interviews Amanda Good, Partner and Head of Value Creation at Searchlight Capital Partners. In this episode, Amanda shares practical strategies to transform good companies into great ones through operational excellence, team enhancements, and a...2347false323fullhttps://www.spreaker.com/episode/ep-81-andrew-weinberg-of-brightstar-capital-on-blending-ai-with-traditional-pe-strategies--6700983492c95518-2801-4b1c-89d8-d8fa785014d3Thu, 17 Jul 2025 04:00:00 +0000Gordon ChengShiv interviews Andrew Weinberg, Founder, CEO & Co-Chair at Brightstar Capital Partners.On this episode, Andrew talks about transforming traditional private equity through an “invest and operate” or ”us and us” model. Learn how AI is becoming an...2109false322fullhttps://www.spreaker.com/episode/ep-80-bradford-pilcher-of-bonaccord-capital-partners-on-building-better-pe-firms-through-gp-stakes--669228334bb52203-c46d-4623-9354-3d5fc3fb51f5Thu, 10 Jul 2025 04:00:00 +0000Gordon ChengShiv interviews Bradford Pilcher, Partner at Bonaccord Capital Partners. In this episode, Brad unpacks the GP stakes strategy – what it is, how it works, and why it’s more than just a passive investment. Learn how mid-market private equity firms can...3437false321fullhttps://www.spreaker.com/episode/ep-79-lloyd-metz-icv-partners-transforming-legacy-businesses-with-capital-digital-and-eq--66752931b2673e72-ad26-440f-a621-b7589348b5dbThu, 26 Jun 2025 04:00:00 +0000Gordon ChengShiv interviews Lloyd Metz, Managing Director at ICV Partners. In this episode, Shiv and Lloyd discuss investing in legacy or family-owned businesses in sectors like consumer goods (CPG), food and beverage (F&B), and business services. Learn how...2806false320fullhttps://www.spreaker.com/episode/ep-78-jon-nuger-berkshire-partners-prioritizing-culture-within-pe-firms--66620212f14362cd-2497-4b08-9ab5-259fc9b2af81Thu, 19 Jun 2025 04:00:00 +0000Gordon ChengShiv interviews Jon Nuger, Managing Director at Berkshire Partners.Shiv and Jon discuss the importance Berkshire Partners places on culture within the firm and the impact this has on the way they invest and create value. Learn how a focus on culture...2598false319fullhttps://www.spreaker.com/episode/ep-77-hilary-gosher-insight-partners-operational-excellence-from-sourcing-to-exit--6652247906e36b1d-f72d-4b89-8c46-90420014ba78Thu, 12 Jun 2025 04:00:00 +0000Gordon ChengShiv interviews Hilary Gosher, Managing Director at Insight Partners.In this episode, Shiv and Hilary discuss how Insight’s 120-person Onsite team gives the firm a competitive edge across its portfolio. Learn how having an in-house operations team can...3142false318fullhttps://www.spreaker.com/episode/ep-76-richard-erickson-and-stan-bikulege-lightview-capital-scaling-founder-led-b2b-services-businesses--66403746efc9a94c-6017-48c8-8e2b-0c820010e02fThu, 05 Jun 2025 04:00:00 +0000Gordon ChengShiv interviews Richard Erickson, Co-Founder and Managing Director, and Stan Bikulege, Principal, at Lightview Capital. In this episode, Richard and Stan discuss how they invest in and scale founder-led B2B services-based businesses. Learn about the...2042false317fullhttps://www.spreaker.com/episode/ep-75-raj-bakhru-blueflame-ai-how-ai-is-transforming-private-equity-workflows--663305971a87e61c-9edf-431f-a6cf-37ede31e6073Thu, 29 May 2025 17:19:49 +0000Gordon ChengShiv interviews Raj Bakhru, CEO and Co-Founder at BlueFlame AI.In this episode, Shiv and Raj discuss how generative AI is transforming private equity operations. Learn how AI agents are already reshaping workflows across sourcing, diligence, and...2293false316fullhttps://www.spreaker.com/episode/ep-74-john-stewart-middleground-capital-optimizing-operations-in-industrial-manufacturing-portcos--66203731f9d3311e-3283-4686-92f2-408cd0f929cbThu, 22 May 2025 15:01:27 +0000Gordon ChengShiv interviews John Stewart, Founder and Managing Partner at MiddleGround Capital.In this episode, John shares his expertise in investing in the industrial B2B manufacturing space — from his two decades at Toyota, to moving to the investment side of...2798false315fullhttps://www.spreaker.com/episode/ep-73-alex-russ-evercore-how-to-stand-out-in-the-fundraising-crowd--66093321e3e6ab54-de7f-4b68-b552-51a3e3f20f8eWed, 14 May 2025 04:00:00 +0000Gordon ChengShiv interviews Alex Russ, Senior Managing Director & Head of North America at Evercore’s Private Funds Group. In this episode, Alex shares his experience helping private equity GPs raise funds from LPs. Learn how to approach fundraising in the...2736false314fullhttps://www.spreaker.com/episode/ep-72-chris-sznewajs-pacific-avenue-capital-investing-in-companies-with-unnatural-owners--65962917e1e43d69-459f-4372-9097-70efae6039fdWed, 07 May 2025 04:00:00 +0000Gordon ChengShiv interviews Chris Sznewajs, Founder and Managing Partner at Pacific Avenue Capital.In this episode, Chris and Shiv discuss carve-outs, buyouts, and the non-traditional types of investment deals available for “unnatural” owners – founders who are...2624false313fullhttps://www.spreaker.com/episode/ep-71-amanda-kim-avante-capital-partners-how-your-mission-can-be-a-valuable-differentiator--65660394949c37ab-3e56-4d20-b338-03dca3a5bed3Tue, 22 Apr 2025 04:00:00 +0000Gordon ChengOn this episode of the Private Equity Value Creation podcast, Shiv speaks with Amanda Kim, Principal at Avante Capital Partners. As a majority women- and minority-owned private credit and structured equity fund, the team at Avante Capital Partners...2290false312fullhttps://www.spreaker.com/episode/ep-70-mason-myers-greybull-stewardship-building-foundational-growth-in-pre-mid-market-portcos--654267516acfccae-fe1a-4550-9de2-0055a8e32121Tue, 08 Apr 2025 04:59:00 +0000Gordon ChengShiv interviews Mason Myers, Founder and CEO at Greybull Stewardship. In this episode, Mason explains why Greybull Stewardship focuses on pre-middle-market companies and the steps they take to set these companies up to be true middle-market companies...2359false311fullhttps://www.spreaker.com/episode/ep-69-devon-kirk-and-jonathan-metrick-portage-how-investment-and-ops-teams-can-work-together--65331854925d0406-46b2-4ec5-aa89-776367bd2a5fThu, 03 Apr 2025 04:00:00 +0000Gordon ChengShiv interviews Devon Kirk, General Partner, and Jonathan Metrick, Chief Growth Officer, at Portage Capital Solutions. Devon and Jonathan share their perspectives from different sides of the investment table – Devon is on the investing team while...2489falsefullhttps://www.spreaker.com/episode/ep-68-joseph-hanna-pivoting-model-partners-product-pivoting-and-ai-as-agents--65267762bc7fd8c6-2001-4482-b95a-fb35b3ee0432Tue, 01 Apr 2025 04:00:00 +0000Gordon ChengShiv interviews Joseph Hanna, Founding Partner at Pivoting Model Partners.In this episode, Joseph talks about differentiating between your product’s feature set and the customer’s perceived value in that feature set. Learn why companies should...2991false39fullhttps://www.spreaker.com/episode/ep-67-jim-sharpe-unity-partners-aligning-values-with-growing-portcos--650947706fa6bec6-606a-42ae-a8ee-f4a0fb54084dTue, 25 Mar 2025 04:00:00 +0000Gordon ChengShiv interviews Jim Sharpe, Partner and Head of Propel at Unity Partners.In this episode, Jim talks about how to truly action a company’s values and incorporate them into your growth plans while ensuring alignment with founders. Learn about building a...2018false38fullhttps://www.spreaker.com/episode/ep-66-shiv-narayanan-how-to-saas-the-future-of-general-vs-vertical-ai--649890080d8919da-89ab-4646-9a7c-184b2e62f393Thu, 20 Mar 2025 04:46:00 +0000Gordon ChengShiv Narayanan, Founder and CEO of How To SaaS, explains how AI can be leveraged by the private equity world. Learn about the differences between general and verticalized (or specialized) AI and how data is the product. Listen to how PE firms can use...2451false37fullhttps://www.spreaker.com/episode/ep-65-josh-schwartz-growth-factors-navigating-growth-as-an-operating-partner--649487118015bd00-a7b3-4d51-8e25-2f5f896751c1Tue, 18 Mar 2025 04:55:23 +0000Gordon ChengShiv interviews Josh Schwartz, Operating Principal at Growth Factors. In this episode, Josh talks about the unique operating partner model between Growth Factors and Bregal Sagemount. Learn his approach to value creation from the GTM side, how to look...2329false36fullhttps://www.spreaker.com/episode/ep-64-todd-morrissey-hidden-river-strategic-capital-alternative-avenues-for-underserviced-companies--64803223685c04ed-cea1-468b-8fa9-1fa109d48884Tue, 11 Mar 2025 04:00:00 +0000Gordon ChengShiv interviews Todd Morrissey, Partner at Hidden River Strategic Capital. In this episode, Todd shares alternative avenues for founders and entrepreneurs other than a growth equity buyout and private credit deals. Learn how they help companies...1992false35fullhttps://www.spreaker.com/episode/ep-63-brad-armstrong-lmp-supporting-portcos-with-an-advisor-bench--64686829791984fc-ddb1-4473-aae2-2566e0a29178Tue, 04 Mar 2025 05:00:00 +0000Gordon ChengShiv interviews Brad Armstrong, Partner at Lovell Minnick Partners (LMP). In this episode, Shiv and Brad talk about LMP’s approach to supporting their portfolio companies with a robust operating partner bench, as well as how to prioritize where to...2147false34fullhttps://www.spreaker.com/episode/ep-62-stephen-marks-emmersion-capital-how-to-navigate-the-rewards-and-risks-of-nearshoring--64427423ee3d43a1-6c11-4452-8181-567d25125f1eTue, 18 Feb 2025 01:59:00 +0000Gordon ChengShiv interviews Stephen Marks, Managing Director, Emmersion Capital.In this episode, Shiv and Stephen discuss the benefits and challenges of nearshoring, including the economies of scaling your workforce in Latin America, onboarding and company...2449false33fullhttps://www.spreaker.com/episode/ep-61-diamond-innabi-software-equity-group-relationship-between-founders-and-investment-banks--64312600]]>b933e874-bf1f-457b-aca5-e84a9d1d33f7Tue, 11 Feb 2025 05:00:00 +0000Gordon ChengShiv interviews Diamond Innabi, Principal at Software Equity Group. In this episode, Diamond shares how investment banks can help founders position their companies to increase the likelihood of transactions. Learn how successful founders think about...]]>1845false32fullhttps://www.spreaker.com/episode/ep-60-shiv-narayanan-how-to-saas-creating-enterprise-value-with-marketing--64182353b07f415c-952b-4750-b312-466b3a44e21eTue, 04 Feb 2025 05:00:00 +0000Gordon ChengShiv Narayanan, Founder and CEO at How To SaaS, shares his presentation from Silicon Y’All 2024. Learn about the nine critical marketing problems most companies face, from poor gross revenue and net retention problems to not generating enough traffic...2115false31fullhttps://www.spreaker.com/episode/ep-59-john-bailey-onefund-investments-what-to-look-for-in-pe-operating-teams-and-partners--63781123f79691e8-5441-4e65-80c6-faae8728375fTue, 21 Jan 2025 11:13:45 +0000Gordon ChengShiv interviews John Bailey, Co-Founder at OneFund Investments. In this episode, John shares how he runs his fund of funds, how he vets the PE firms they invest in, and the pros and cons of how PE firms approach operating teams. Learn about key...2193false241fullhttps://www.spreaker.com/episode/ep-58-scott-stouffer-scalematters-using-data-to-make-effective-go-to-market-investments--63249375572eacd6-4227-4fe9-87b4-8fef8687cfa8Tue, 10 Dec 2024 05:00:00 +0000Gordon ChengThis episode is sponsored by scaleMatters. Shiv interviews Scott Stouffer, CEO and Founder at scaleMatters.  This episode is all about data – data hygiene, data infrastructure, and the insights that come from data to make those important value...2927false240fullhttps://www.spreaker.com/episode/ep-57-sean-cantwell-volition-capital-growing-portcos-by-building-the-operations-function--6312001813ea0c95-26bc-457c-8313-ed75155f9741Tue, 03 Dec 2024 05:00:00 +0000Gordon ChengShiv interviews Sean Cantwell, Managing Partner at Volition Capital.  In this episode, Sean shares how Volition Capital’s  operations teams support their portcos with the resources, tools, and frameworks they need to grow. Learn about  best practices...2439false239fullhttps://www.spreaker.com/episode/ep-56-jordon-kruse-matt-wilson-oaktree-capital-opportunities-in-special-situations-investing--63009976The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>206fa7f2-0edc-4b0b-8c78-5422f6e4e42dTue, 26 Nov 2024 05:37:00 +0000Gordon ChengShiv interviews Jordon Kruse, Managing Director and Co-Portfolio Manager, and Matt Wilson, Managing Director and Co-Portfolio Manager, at Oaktree Capital.  In this episode, Matt and Jordon explain their approach to special situations investing,...The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2637false438fullhttps://www.spreaker.com/episode/ep-55-inovia-capital-panel-successful-acquisitions-from-the-people-cultural-and-technical-side--62808585ec808dcc-068f-49d6-9aa4-a1367f0da321Tue, 19 Nov 2024 05:00:00 +0000Gordon ChengShiv interviews Krista Skalde, Chief Talent Officer Partner at Inovia Capital, Meryl Almeida, Director of Corporate Development at Inovia Capital, and Kory Jeffrey, Principal & VP, Technology at Inovia Capital. In this episode, Krista, Meryl, and...2355false237fullhttps://www.spreaker.com/episode/ep-54-aldy-keene-loyalty-research-center-the-importance-of-customer-loyalty-for-portcos--627008647d23b23f-0f98-4a0c-8e3a-95d47d656029Tue, 12 Nov 2024 05:00:00 +0000Gordon ChengShiv interviews Aldy Keene, CEO at Loyalty Research Center. In this episode, Aldy shares how to evaluate the quality of relationships to understand how loyal a company’s customer base really is, and how both founders and investors can use that data to...2507false236fullhttps://www.spreaker.com/episode/ep-53-randy-garg-vistara-growth-leveraging-growth-debt-as-an-alternative-means-of-funding--6261851890737d98-5ce1-4763-97c5-79ff3e995ae5Tue, 05 Nov 2024 05:00:00 +0000Gordon ChengShiv interviews Randy Garg, Founder and Managing Partner at Vistara Growth.  In this episode, Randy explains the situations in which debt is a viable avenue for funding companies, how growth debt differs from growth equity, and how to decide which is...2030false235fullhttps://www.spreaker.com/episode/ep-52-tim-strickland-summit-partners-fostering-a-culture-of-data-accountability-and-alignment--6253803055dc22b3-7044-4a83-8da7-b298f060f110Tue, 29 Oct 2024 04:00:00 +0000Gordon ChengShiv interviews Tim Strickland, Advisory Partner at Summit Partners.  In this episode, Tim draws on his experience as CRO of Zoom Info and in leadership roles at large martech companies to discuss what it takes to build and grow multi-hundred and...2501false234fullhttps://www.spreaker.com/episode/ep-51-brian-neider-lead-edge-capital-how-boards-can-add-value-to-portcos--62458761eba4e7a3-3dcb-4fde-ad88-3cbda3d1a142Tue, 22 Oct 2024 04:00:00 +0000Gordon ChengShiv interviews Brian Neider, Partner at Lead Edge Capital. In this episode, Shiv and Brian discuss best practices for building boards and what board members can do to add value to  portfolio companies. Learn how to guide a business as a board member...3165false233fullhttps://www.spreaker.com/episode/ep-50-jeff-standridge-innovation-junkie-seven-domain-diagnostic-for-strategic-growth--62369357745f1a7a-6ce2-405a-9b65-59f0fd00fd27Tue, 15 Oct 2024 04:00:00 +0000Gordon ChengShiv interviews Jeff Standridge, Managing Director at Innovation Junkie. In this episode, Jeff shares his framework for a strategic growth plan and how his firm conducts an introductory diagnostic based on seven domains. Jeff discusses some of the...2665false232fullhttps://www.spreaker.com/episode/ep-49-paul-w-swaney-iii-swaney-group-capital-creating-value-when-investing-in-industrial-businesses--62280028263f981e-1c87-4476-8b9e-313858b23a78Tue, 08 Oct 2024 04:00:00 +0000Gordon ChengShiv interviews Paul Swaney, Managing Director of Swaney Group Capital. In this episode, Shiv and Paul discuss how to create value when investing in industrial and manufacturing industries, and how that differs from B2B tech and software investments....3445false231fullhttps://www.spreaker.com/episode/ep-48-peter-walker-carta-using-equity-to-attract-retain-employees--62205629Ownership Trends in Private Equity: 2024 report.   If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>0a64c19c-ef48-41b5-b860-f16dd0a6513fThu, 03 Oct 2024 04:00:00 +0000Gordon ChengShiv interviews Peter Walker, Head of Insights for Carta. In this episode, Peter and Shiv discuss how PE-backed companies can use equity to attract, compete for, and retain employees, as well as to grow companies and increase continuity. Plus, learn...Ownership Trends in Private Equity: 2024 report.   If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2340false230fullhttps://www.spreaker.com/episode/ep-47-david-bluth-glc-advisors-how-the-market-has-shifted-for-saas-m-a--62175247bd41731a-35fa-4bea-826b-7aa55c9545a1Tue, 01 Oct 2024 04:00:00 +0000Gordon ChengShiv interviews David Bluth, Managing Director of GLC Advisors.  Shiv and David discuss how the tech M&A market has changed since 2021, with deal volume dropping by 45% in 2023. Learn the top reasons David sees deals fall apart in the last few...2479false229fullhttps://www.spreaker.com/episode/ep-46-omair-sarwar-gearbox-capital-matching-values-with-founder-led-companies--6208717358d8ebc0-5b61-4e30-bdde-f22de87482a4Tue, 24 Sep 2024 04:00:00 +0000Gordon ChengShiv interviews Omair Sarwar, Founder & CEO of Gearbox Capital. In this episode, Omair and Shiv discuss how to vet founder-led companies to ensure they share the same values, how to build deep relationships with those founders, and the benefits...2172false228fullhttps://www.spreaker.com/episode/ep-45-shiv-narayanan-and-kate-hawkes-how-to-saas-i-how-c-level-marketers-impact-company-growth--62027681 If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>6df3da77-d1f8-49d3-8cf1-9a7b587b1149Thu, 19 Sep 2024 11:55:05 +0000Gordon ChengShiv speaks with Kate Hawkes, VP of Marketing at How To SaaS.  Shiv and Kate talk about the challenges businesses face when they don’t have C-level marketers on their team, and how CEOs and investors can support marketers to advance to this level.... If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2202false227fullhttps://www.spreaker.com/episode/ep-44-alex-western-terminus-capital-partners-finding-clarity-with-the-vision-prism--61894868367fb96e-6a82-4e6f-9363-125db128b7b7Tue, 17 Sep 2024 04:00:00 +0000Gordon ChengShiv interviews Alex Western, Managing Director of Terminus Capital Partners.  Shiv and Alex talk about how TCP’s Vision Prism offers a more focused strategy, targeted positioning, builds better products, and provides a lot of enterprise value. Learn...2804false226fullhttps://www.spreaker.com/episode/ep-43-mohammad-rasouli-and-philipp-reineke-aix2-improving-investment-processes-with-ai--6131823576134185-78e3-4d72-b3e7-75af9d41a6f0Tue, 10 Sep 2024 04:00:00 +0000Gordon ChengShiv interviews Mohammad Rasouli, CEO of AIx2, and Philipp Reineke, COO of AIx2.  Learn how AI can be leveraged in the investment industry, from sourcing and vetting deals, to getting VDDs and CIMs ready, as well as optimizing and exiting investments....2556false225fullhttps://www.spreaker.com/episode/ep-42-kevin-iudicello-realization-capital-partners-generating-value-with-secondary-investments--612476954d46e3f0-b02a-4561-8d40-418429664030Tue, 03 Sep 2024 04:00:00 +0000Gordon ChengShiv interviews Kevin Iudicello, Partner at Realization Capital Partners, on the data-driven strategies that enable the firm to create value in a crowded market. You’ll learn about the possibilities for investors in the secondary market, how the high...2914false224fullhttps://www.spreaker.com/episode/ep-41-sunaina-sinha-raymond-james-how-to-improve-roi-with-capital-formation-strategies--61166956fb630cf0-234b-41a1-b96f-0e9d16b5ecb9Tue, 27 Aug 2024 04:00:00 +0000Gordon ChengShiv interviews Sunaina Sinha, Global Head, Private Capital Advisory at Raymond James. Shiv and Sunaina discuss how PE sponsors can look at overall capital formation for their funds and portcos in order to generate the highest ROI. Learn about what...2602false223fullhttps://www.spreaker.com/episode/ep-40-richard-lichtenstein-bain-company-how-to-create-value-using-genai--6111090337584f7f-d344-4b83-9713-7b4aa7b55fdaThu, 22 Aug 2024 04:00:00 +0000Gordon ChengShiv interviews Richard Lichtenstein, Expert Partner and Chief Private Equity Data Officer at Bain & Company. Shiv and Richard discuss how PE firms and their portfolio companies can leverage generative AI to improve investment processes and create...2553false222fullhttps://www.spreaker.com/episode/ep-39-dave-mangot-mangoteque-how-to-leverage-devops-to-deliver-a-competitive-product--6108849773d9d332-2dc9-4b69-af3a-f5a0356d9049Tue, 20 Aug 2024 04:00:00 +0000Gordon ChengShiv interviews Dave Mangot, CEO of Mangoteque. Dave discusses how he helps PE firms navigate DevOps and technological processes in their portcos, and the approaches that help companies deliver better products and be more competitive in the...2895false221fullhttps://www.spreaker.com/episode/ep-38-david-acharya-acharya-capital-partners-growing-portcos-through-m-a--61009781fdc34392-1aca-4350-b10d-29a6118c2789Tue, 13 Aug 2024 04:00:00 +0000Gordon ChengShiv interviews David Acharya, Managing Partner of Acharya Capital Partners. Learn about the differences between the traditional committed fund model of PE firms and the independent sponsor model. David shares his proven process for using acquisitions...2613false219fullhttps://www.spreaker.com/episode/ep-37-matthew-safaii-arrowroot-capital-improving-alignment-in-software-investments--60933483bbb3b844-2d8b-4b46-a1d0-6145e028b7baTue, 06 Aug 2024 04:00:00 +0000Gordon ChengShiv interviews Matthew J. Safaii, Founder & Managing Partner of Arrowroot Capital. Shiv and Matthew discuss the alignment-focused strategy that helps Arrowroot separate themselves from a crowded market, including how they deliver positive...2141false219fullhttps://www.spreaker.com/episode/ep-36-edgar-baum-avasta-how-to-correctly-size-your-market--608577645ccf71c4-4bda-4547-8d3b-76014e08526aTue, 30 Jul 2024 04:00:00 +0000Gordon ChengShiv interviews Edgar Baum, Founder & CEO of Avasta.  Learn how sizing the market for B2B companies and PE investors is critical to properly creating sales projections. Edgar shares his thoughts on what is flawed with the TAM, SAM, and SOM...2964false218fullhttps://www.spreaker.com/episode/ep-35-devin-mathews-parkergale-how-to-create-value-by-being-unconventionally-right--607978482d699fce-39aa-4a38-b72b-ec166308c92bThu, 25 Jul 2024 04:00:00 +0000Gordon ChengIn this episode, Shiv and Devin discuss how ParkerGale invests in smaller companies that many investors would consider ‘too hard’. Learn how Devin and his team view potential challenges as value creation opportunities, and how they prioritize their...2958false317fullhttps://www.spreaker.com/episode/ep-34-hillel-zidel-kennet-partners-expanding-companies-to-international-markets--607733020f969a71-e87a-472e-8d02-90d56298b8f3Tue, 23 Jul 2024 04:00:00 +0000Gordon ChengShiv interviews Hillel Zidel, Managing Director of Kennet Partners. On this episode, Shiv and Hillel focus on how founders and investors can expand companies to international markets – whether that’s going into the U.S., Europe, or APAC. You’ll learn...2092false216fullhttps://www.spreaker.com/episode/ep-33-craig-dupper-elan-growth-partners-a-partner-equity-approach-to-investing--60649236acbc1ef1-cd05-4efc-a069-ff825392b77aWed, 10 Jul 2024 04:00:00 +0000Gordon ChengShiv interviews Craig Dupper, Founder of Elan Growth Partners.  In this episode, Craig shares his firm’s Partner Equity investing strategy, which includes a value growth and enhancement approach. Shiv and Craig discuss the key areas founders should...2754false215fullhttps://www.spreaker.com/episode/ep-32-mark-kearney-ascent-cfo-solutions-using-finance-as-a-strategic-growth-lever--605853256eb2a0db-d5f5-47db-8793-3fd96267f4e7Wed, 03 Jul 2024 04:00:00 +0000Gordon ChengShiv interviews Mark Kearney, Fractional CFO of Ascent CFO Solutions.  In this episode, Shiv and Mark discuss how finance can be used as a strategic lever inside companies and should become part of their broader planning process. They discuss when...2711false214fullhttps://www.spreaker.com/episode/ep-31-jason-caplain-bull-city-venture-partners-why-founders-are-the-secret-ingredient-to-investment-success--60512754 The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>c689560c-4d4c-4b4c-b4ac-ef224fb87bcbWed, 26 Jun 2024 04:00:00 +0000Gordon ChengShiv interviews Jason Caplain, Co-Founder and General Partner of Bull City Venture Partners. In this episode, Jason shares why his firm values founders above an idea or business, and walks listeners through a tried-and-tested approach to assessing... The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2093false213fullhttps://www.spreaker.com/episode/ep-30-chip-baird-greylion-capital-optimizing-companies-with-the-lift-strategy--60381481bde06484-367a-42d1-a02e-ca27d3295b65Fri, 14 Jun 2024 04:00:00 +0000Gordon ChengShiv interviews Chip Baird, Managing Partner at GreyLion Capital. Shiv and Chip take a deep dive into GreyLion’s core LIFT (Leadership, Investment, Flexibility, Technology) strategy for optimizing companies to increase enterprise value. Learn how to...3216false211fullhttps://www.spreaker.com/episode/ep-29-anna-talerico-corporate-finance-institute-human-capital-when-growing-a-bootstrapped-company--60205075685c79b9-7410-4454-b27b-de3e66fe7093Wed, 29 May 2024 04:00:00 +0000Gordon ChengShiv interviews Anna Talerico, CEO at Corporate Finance Institute™ and Operating Partner at Arthur Ventures. Learn how capital-efficient companies can make better hiring decisions by really focusing on what role they really need to fill. How can...2478false210fullhttps://www.spreaker.com/episode/ep-28-mark-buffington-bip-capital-what-makes-a-startup-ready-for-investment--60041584 The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>78efa414-1da1-43ea-b9a3-5d562e858543Wed, 15 May 2024 04:00:00 +0000Gordon ChengShiv interviews Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures.  Learn why the concept of permanent capital from a multistage fund might be a better long-term approach to funding a startup. Mark explains how not all... The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2922false210fullhttps://www.spreaker.com/episode/ep-27-adam-solomon-thoma-bravo-how-to-identify-and-scale-high-quality-software-companies--59725022096a2554-a985-4722-9365-0f8aeef24bddTue, 30 Apr 2024 04:00:00 +0000Gordon ChengOn this episode, Shiv interviews Adam Solomon, Partner at Thoma Bravo. Shiv and Adam discuss how Thoma Bravo’s focus on market-leading companies impacts their approach to evaluating assets and value creation. Hear how one of the biggest PE firms in...2925false29fullhttps://www.spreaker.com/episode/ep-26-matthew-stevens-stevens-vc-helping-early-stage-companies-to-professionalize-and-add-value--59482753f13b4a2a-c702-4f95-9b73-923d0e2e1a7fTue, 16 Apr 2024 04:00:00 +0000Gordon ChengShiv interviews Matthew Stevens, Founder of Stevens.VC. Shiv and Matt discuss the business fundamentals that founders and investors should be focusing on in early-stage companies. Hear how to add value and prepare for future investment by...1979false28fullhttps://www.spreaker.com/episode/ep-25-dan-cremons-accelera-partners-winning-the-first-100-days-after-an-investment--5925734640b8e487-dc94-431e-aa8a-5953d27d1995Tue, 02 Apr 2024 04:00:00 +0000Gordon ChengShiv and Dan discuss how the first 100 days can shape the outcome of private equity deals and explain the actions investors, founders and business leaders can take to set a business on the path to growth. Tune in for expert advice on when to start...3223false17fullhttps://www.spreaker.com/episode/ep-24-chirag-shah-wavecrest-growth-partners-how-to-increase-enterprise-value-with-organic-growth-levers--59028967cdabce56-d8bb-43fa-b9a0-21620b68ebc7Wed, 13 Mar 2024 04:00:00 +0000Gordon ChengShiv Narayanan interviews Chirag Shah, Growth Partner at Wavecrest Growth Partners. Chirag and Shiv discuss the wide variety of value creation levers that Wavecrest uses to grow their portfolio companies. Learn how to identify the most effective...2562false26fullhttps://www.spreaker.com/episode/ep-23-joanna-arras-baird-capital-how-to-succeed-in-the-current-venture-market--58844893

⁠Baird Capital website⁠

Connect with ⁠Joanna Arras⁠

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>70d378aa-fb24-4444-b605-242d781e4a9bTue, 27 Feb 2024 05:00:00 +0000Gordon ChengShiv interviews Joanna Arras, Partner at Baird Capital in the US venture fund. Joanna and Shiv discuss the challenges and opportunities for both founders and investors in the current venture landscape. Learn about how to balance growth and capital...

⁠Baird Capital website⁠

Connect with ⁠Joanna Arras⁠

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2570false25fullhttps://www.spreaker.com/episode/ep-22-ripan-kadakia-zmc-how-to-be-of-service-to-your-portfolio-companies--58670117
]]>471ae233-12ff-4bf0-8170-b645b3399ccaTue, 13 Feb 2024 05:00:00 +0000Gordon ChengShiv Narayanan interviews Ripan Kadakia, Partner at ZMC. Ripan and Shiv discuss ZMC’s aim to serve portfolio companies through a strategy that includes business development, talent acquisition and technology. Learn about ZMC’s focus on macro trends to...
]]>2386false24fullhttps://www.spreaker.com/episode/ep-21-dirk-sahlmer-saas-group-a-long-term-approach-to-profitable-saas-company-growth--58531509

SaaS Group website: https://saas.group/

Connect with Dirk Sahlmer on Linkedin @dirksahlmer

saas.unbound podcast: https://saas.group/podcasts/

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>635470e0-45da-4f6f-bdaf-7570068f6143Tue, 30 Jan 2024 10:21:17 +0000Gordon ChengShiv Narayanan interviews Dirk Sahlmer, Head of Origination at saas.group. Dirk and Shiv discuss how saas.group’s investment approach differentiates them from traditional PE firms and influences their value creation framework. Learn about saas.group’s...

SaaS Group website: https://saas.group/

Connect with Dirk Sahlmer on Linkedin @dirksahlmer

saas.unbound podcast: https://saas.group/podcasts/

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2027false23fullhttps://www.spreaker.com/episode/ep-20-kevin-mosley-jurassic-capital-how-to-use-saas-benchmarks-to-build-a-better-business--58531549

Jurassic Capital website: https://jurassiccapital.com/

Connect with Kevin Mosley: https://www.linkedin.com/in/kevincmosley/

Jurassic Capital B2B SaaS Benchmarks Report 2023

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>c96e0075-8422-443c-b54e-122559648a31Tue, 23 Jan 2024 05:00:00 +0000Gordon ChengShiv Narayanan interviews Kevin Mosley, General Partner at Jurassic Capital. Kevin and Shiv take a deep dive into Jurassic Capital’s B2B SaaS Benchmarks Report and explore how founders, investors and business leaders can use this data to achieve their...

Jurassic Capital website: https://jurassiccapital.com/

Connect with Kevin Mosley: https://www.linkedin.com/in/kevincmosley/

Jurassic Capital B2B SaaS Benchmarks Report 2023

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>3196false22fullhttps://www.spreaker.com/episode/ep-19-narbe-alexandrian-define-capital-essential-guide-to-the-capital-stack-and-choosing-investors--58531515

Define Capital website - https://www.definecapital.ca/

Connect with Narbe Alexandrian - https://www.linkedin.com/in/narbe-alexandrian/

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>f879d293-dd9b-47e4-ab94-288340302cc9Tue, 16 Jan 2024 07:24:17 +0000Gordon ChengShiv Narayanan interviews Narbe Alexandrian, founder and CEO of Define Capital. Shiv and Narbe discuss the options investors and founders have for their deal structure and capital stack. Learn about how Define Capital builds long-term partnerships...

Define Capital website - https://www.definecapital.ca/

Connect with Narbe Alexandrian - https://www.linkedin.com/in/narbe-alexandrian/

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2439false21fullhttps://www.spreaker.com/episode/ep-18-unforgettable-moments-from-2023--58531607]]>b032a5d8-d727-4c4f-89e0-d5137b6d7e41Tue, 19 Dec 2023 05:00:00 +0000Gordon ChengTake a look at some of the highlights from the 2023 season of the Private Equity Value Creation podcast. In these bite-sized value creation insights from firms including Hg Capital, B Capital Group and JMI Equity, you’ll learn about tried-and-tested...]]>2368false118fullhttps://www.spreaker.com/episode/ep-17-legal-tax-and-accounting-panel-essential-guide-to-preparing-for-a-successful-founder-exit--58531616

Warren Averett website

Morris, Manning & Martin website

Connect with Hanny Akl

Connect with David LeGrand

Connect with Zach Crowe

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>d28d448a-eeb3-4010-bc5c-1fbcd1a102b8Tue, 12 Dec 2023 16:38:00 +0000Gordon ChengShiv Narayanan interviews Hanny Akl, Transaction Advisory Services Practice Leader at Warren Averett, David LeGrand, Member (Partner), Tax and Transaction Advisory at Warren Averett, and Zach Crowe, Partner at Morris, Manning and Martin. Hanny, David,...

Warren Averett website

Morris, Manning & Martin website

Connect with Hanny Akl

Connect with David LeGrand

Connect with Zach Crowe

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2704false117fullhttps://www.spreaker.com/episode/ep-16-lauren-bonner-mbm-capital-the-value-of-steady-growth-in-a-unicorn-or-bust-vc-environment--58531619Resources

• Connect with Lauren Bonner - LinkedIn
• Learn more about MBM Capital

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>79f430cd-0b53-42d3-b0aa-0a2663b3a79fTue, 05 Dec 2023 07:35:55 +0000Gordon ChengShiv Narayanan interviews Lauren Bonner, Managing Partner at MBM Capital. Shiv and Lauren discuss how to sustainably scale enterprise value in companies where VC funding has dried up. Learn about MBM Capital’s playbook for investing in these...Resources

• Connect with Lauren Bonner - LinkedIn
• Learn more about MBM Capital

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2325false116fullhttps://www.spreaker.com/episode/ep-15-sunil-grover-true-blue-partners-how-to-help-companies-grow-with-a-corporate-finance--58531641

Connect with Sunil Grover - LinkedIn

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>10cc0dfc-85c5-4476-b0ad-d00bc2b1db63Tue, 28 Nov 2023 14:11:00 +0000Gordon ChengOn this episode Shiv Narayanan interviews Sunil Grover, Managing Partner at True Blue Partners. Sunil and Shiv discuss how True Blue Partners’ corporate finance perspective helps early-stage AI companies scale. Learn how they identify founders and...

Connect with Sunil Grover - LinkedIn

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2238false115fullhttps://www.spreaker.com/episode/ep-14-andrew-pierno-xo-capital-how-to-leverage-the-opportunity-in-micro-saas-investments--58531602

Learn more about XO Capital

Connect with Andrew Pierno - LinkedIn 

XO Capital blog

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2268a9cd-3c90-43c9-a96d-58f6871bd555Tue, 14 Nov 2023 14:11:00 +0000Gordon ChengShiv Narayanan interviews Andrew Pierno, Co-Founder at XO Capital. Andrew and Shiv discuss XO Capital’s highly-targeted investments into small, PLG, single-purpose SaaS companies, and how their thesis contrasts with typical VC attitudes. Learn about...

Learn more about XO Capital

Connect with Andrew Pierno - LinkedIn 

XO Capital blog

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2109false114fullhttps://www.spreaker.com/episode/ep-13-krista-morgan-stage-fund-how-companies-can-rebound-by-refocusing-on-profitability--58531528

Learn more about Stage Fund

Connect with Krista Morgan - LinkedIn 

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>b8925df0-54b4-4b35-b293-8c1fcb18df8cTue, 07 Nov 2023 05:00:00 +0000Gordon ChengShiv Narayanan interviews Krista Morgan, General Partner at Stage Fund. Krista and Shiv discuss the challenges many companies experience in high-pressure VC models, and how Stage’s alternative investment approach offers a solution for founders and...

Learn more about Stage Fund

Connect with Krista Morgan - LinkedIn 

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2340false113fullhttps://www.spreaker.com/episode/ep-12-justin-johnson-camber-partners-maximizing-returns-of-plg-software-investments--58531573 Justin and Shiv discuss how Camber Partners sources, evaluates, and adds value to companies with a product-led growth focus.
Learn why PLG is such a popular approach among SaaS companies, and how Camber is leveraging AI, machine learning and a proprietary data platform to identify growth opportunities in PLG companies. Plus, get expert insights into how you can optimize the sales funnel in these types of companies.
Resources

• Learn more about Camber
• Connect with Justin Johnson

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>024d15d1-99dc-419c-b67d-8410d0142c99Tue, 31 Oct 2023 07:36:47 +0000Gordon ChengShiv Narayanan interviews Justin Johnson, Director of the Investment Team at Camber Partners. Justin and Shiv discuss how Camber Partners sources, evaluates, and adds value to companies with a product-led growth focus. Learn why PLG is such a... Justin and Shiv discuss how Camber Partners sources, evaluates, and adds value to companies with a product-led growth focus.
Learn why PLG is such a popular approach among SaaS companies, and how Camber is leveraging AI, machine learning and a proprietary data platform to identify growth opportunities in PLG companies. Plus, get expert insights into how you can optimize the sales funnel in these types of companies.
Resources

• Learn more about Camber
• Connect with Justin Johnson

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2032false112fullhttps://www.spreaker.com/episode/ep-11-cody-lee-summit-partners-what-you-need-to-know-about-marketing-in-portcos--58531610

Learn more about Summit Partners

Connect with Cody Lee - LinkedIn

Influence, by Robert Cialdini

Cody Lee’s commentary presented herein reflects the views, experience and opinions of Cody Lee and no assurances are given that the strategies referenced herein will achieve any particular result. Further, the content provided herein is not an offer or sale of any security or investment product or investment advice. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>7759384d-d826-44fa-813d-37fb0f74f4ecTue, 24 Oct 2023 13:10:00 +0000Gordon ChengShiv Narayanan interviews Cody Lee, Vice President in Summit Partner’s Peak Performance Group. Cody and Shiv discuss why marketing is a function no portco (and no investor) can afford to ignore, and what you need to know about portco marketing in the...

Learn more about Summit Partners

Connect with Cody Lee - LinkedIn

Influence, by Robert Cialdini

Cody Lee’s commentary presented herein reflects the views, experience and opinions of Cody Lee and no assurances are given that the strategies referenced herein will achieve any particular result. Further, the content provided herein is not an offer or sale of any security or investment product or investment advice. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>3027false111fullhttps://www.spreaker.com/episode/ep-10-allen-duan-b-capital-group-5-pillars-of-value-creation-for-minority-investors--58531669

Learn more about B Capital Group

Connect with Allen Duan - LinkedIn

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>94333eda-4f16-4656-a1f2-6cfc2b265293Tue, 17 Oct 2023 05:44:47 +0000Gordon ChengShiv Narayanan interviews Allen Duan, General Partner at B Capital Group. Allen and Shiv discuss how B Capital Group’s role as minority investors influences their approach to value creation and how they leverage the experience of advisors and...

Learn more about B Capital Group

Connect with Allen Duan - LinkedIn

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2532false110fullhttps://www.spreaker.com/episode/ep-9-matt-gallagher-hg-capital-how-to-increase-efficiency-with-data-and-strategy--58531611

For the latest information and data on Hg please visit: https://quarterly-update.hgcapital.com/2023/

Learn more about Hg Capital

Connect with Matt Gallagher - LinkedIn

Mastering the 7 Essentials of High-Growth Companies, by David G. Thomson

Fanatical Prospecting, by Jeb Blount

The Challenger Sale, by Matthew Dixon and Brent Adamson

The Challenger Customer, by Brent Adamson, Matthew Dixon, Pat Spenner and Nick Toman

Tech-Powered Sales, by Justin Michael and Tony Hughes

Who, by Geoff Smart and Randy Street

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>eefed32d-f763-4d55-99b7-d1c6d4497a00Tue, 10 Oct 2023 14:19:35 +0000Gordon ChengShiv Narayanan interviews Matt Gallagher, Portfolio CRO at Hg Capital. Matt and Shiv discuss how the Hg portfolio team prioritize revenue growth strategies that will move the needle most in the first months after an investment. Learn about the...

For the latest information and data on Hg please visit: https://quarterly-update.hgcapital.com/2023/

Learn more about Hg Capital

Connect with Matt Gallagher - LinkedIn

Mastering the 7 Essentials of High-Growth Companies, by David G. Thomson

Fanatical Prospecting, by Jeb Blount

The Challenger Sale, by Matthew Dixon and Brent Adamson

The Challenger Customer, by Brent Adamson, Matthew Dixon, Pat Spenner and Nick Toman

Tech-Powered Sales, by Justin Michael and Tony Hughes

Who, by Geoff Smart and Randy Street

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2421false19fullhttps://www.spreaker.com/episode/ep-8-george-rossolatos-cbgf-how-to-build-sustainable-growth-with-a-long-term-investment-approach--58531587

Learn more about CBGF

Connect with George Rossolatos - LinkedIn

Thinking in Bets, by Annie Duke

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>7a15fa7f-a471-4313-893a-77a9bfb7bb63Tue, 03 Oct 2023 04:00:00 +0000Gordon ChengShiv Narayanan interviews George Rossolatos, CEO and Managing Partner of Canadian Business Growth Fund. George and Shiv discuss how CBGF’s investment philosophy and evergreen fund are a rewarding alternative to companies choosing rapid growth at all...

Learn more about CBGF

Connect with George Rossolatos - LinkedIn

Thinking in Bets, by Annie Duke

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2456false18fullhttps://www.spreaker.com/episode/ep-7-vinny-prajka-jmi-equity-how-to-use-icps-and-segmentation-as-a-foundation-for-scale--58531614

Learn more about JMI Equity

Topics from JMI executive roundtables

Connect with Vincent Prajka - LinkedIn

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>8d601153-0550-48ba-b579-5de2cdacff3fTue, 26 Sep 2023 04:00:00 +0000Gordon ChengShiv Narayanan interviews Vinny Prajka, Partner at JMI Equity. Vinny and Shiv discuss how portfolio companies can increase efficiency and grow sustainably with a more focused approach to sales. Hear how JMI use customer segmentation to target sales...

Learn more about JMI Equity

Topics from JMI executive roundtables

Connect with Vincent Prajka - LinkedIn

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2384false17fullhttps://www.spreaker.com/episode/ep-6-aj-gandhi-marlin-equity-partners-6-needle-movers-for-organic-growth--58531617

Learn more about Marlin Equity Partners

Connect with AJ Gandhi - LinkedIn

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>b6e925de-5602-49af-9bce-83bf09940565Wed, 20 Sep 2023 04:00:00 +0000Gordon ChengShiv Narayanan interviews AJ Gandhi, CGO at Marlin Equity Partners.AJ and Shiv discuss how Marlin Equity Partners’ team of operating professionals create value in their portcos with a hands-on approach to revenue growth. Learn about the sales and...

Learn more about Marlin Equity Partners

Connect with AJ Gandhi - LinkedIn

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>3018false16fullhttps://www.spreaker.com/episode/ep-5-mariza-warshawsky-assembly-group-how-to-hire-the-right-team-to-grow-your-portfolio-companies--58531666 Resources

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The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.
]]>4dd6bb1a-98bd-48b2-abbd-53bf13f43b7bFri, 15 Sep 2023 04:00:22 +0000Gordon ChengShiv Narayanan interviews Mariza Warshawsky, Partner at Assembly Group. Mariza and Shiv discuss Assembly Group’s tried-and-tested process to source and hire for key roles for PE-backed software companies. Learn how the experts recommend laying the... Resources

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]]>2519false15fullhttps://www.spreaker.com/episode/ep-4-zane-tarence-founders-advisors-what-makes-a-business-investment-grade--58531670

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To provide securities-related services discussed herein, certain principals of Founders Advisors, LLC are licensed with Founders M&A Advisory, LLC, member of FINRA & SiPC. Founders M&A Advisory is a wholly-owned subsidiary of Founders Advisors. Neither Founders M&A Advisory nor Founders Advisors provide investment advice. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>1311a903-914e-43ef-bfc1-1623cd38b939Tue, 12 Sep 2023 07:49:00 +0000Gordon ChengShiv Narayanan interviews Zane Tarence, Partner and Managing Director at Founders Advisors Technology Practice. Zane and Shiv discuss what investors look for in potential acquisitions and how founders can make their businesses more appealing for...

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Get Zane's book, 17 Reasons Your Company Is Not Investment Grade & What To Do About It 

To provide securities-related services discussed herein, certain principals of Founders Advisors, LLC are licensed with Founders M&A Advisory, LLC, member of FINRA & SiPC. Founders M&A Advisory is a wholly-owned subsidiary of Founders Advisors. Neither Founders M&A Advisory nor Founders Advisors provide investment advice. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>3311false14fullhttps://www.spreaker.com/episode/ep-3-mike-devine-fortra-how-marketing-needs-to-evolve-for-a-high-growth-platform-company--58531522https://www.fortra.com/
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>5718554e-a33a-44d4-aa0f-5b335b46a22cFri, 18 Aug 2023 07:50:00 +0000Gordon ChengShiv Narayanan interviews Mike Devine, CMO at Fortra. Mike and Shiv discuss how the Fortra marketing function has adapted and scaled to suit the company’s changing needs and consistently drive growth. Learn how they integrated teams, built centres of...https://www.fortra.com/
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2255false13fullhttps://www.spreaker.com/episode/ep-2-bryce-youngren-polaris-growth-fund-how-to-deliver-big-returns-on-small-companies--58531667

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The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>5a8c9aa8-c0be-4775-af4f-c18b26f99d80Wed, 16 Aug 2023 07:50:00 +0000Gordon ChengShiv Narayanan interviews Bryce Youngren, Managing Partner at Polaris Growth Fund. Bryce and Shiv discuss how Polaris Growth Fund creates value in smaller businesses, and why this area of the market is under-leveraged. Learn about the tried-and-tested...

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• Access the slides Bryce shares

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2128false12fullhttps://www.spreaker.com/episode/ep-1-daniel-pianko-achieve-partners-how-to-stand-out-in-the-war-for-capital-with-talent-development--58531672

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The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>26a52499-a721-4125-9a17-f767fe7af697Tue, 15 Aug 2023 10:00:00 +0000Gordon ChengShiv Narayanan interviews Daniel Pianko, Managing Director at Achieve Partners and host of the Better Money Better World podcast. Daniel and Shiv discuss how Achieve Partners is using talent development to maximize portfolio company growth, unlock...

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The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.]]>2142false11full