Private Equity Funcast Punch it, Chewie
Sep 10, 2013
Devin and Jim kick off their discussions by exploring the intricate world of tech in private equity, specifically targeting middle-market companies. They dive into Twitter's confidential S-1 filing, its challenges in monetization, and the evolution of its developer culture. The hosts categorize IT projects into costs, revenue, and risk, offering insights on how companies should prioritize technology investments. Additionally, they share practical advice on security measures and disaster recovery planning. The lighter segment brings book and TV recommendations for a well-rounded conversation.
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Episode notes
Twitter's Monetization Tension
- Devin and Jim discuss Twitter's confidential S-1 filing and commercialization tension with developers.
- They note Twitter's curated-search value and the community backlash to promoted tweets and API changes.
Three Clear Project Categories
- Technology projects at middle-market companies fall into three clear categories: cost/efficiency, revenue (enhancement/maintenance), or risk mitigation.
- Classifying a project by its primary driver clarifies expected outcomes and measurement for CEOs and boards.
Anchor Cost Projects With Metrics
- Quantify cost-savings with concrete metrics like orders processed per clerk or avoided headcount when scaling.
- Prefer projects that remove explicit expenses (e.g., expensive licenses) over vague time-savings claims.
