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The Capital Stack

Jack Freeman of PeakSpan Capital on Thematic Investing within Growth Equity

May 31, 2022
49:45

Today, David is speaking with Jack Freeman. Jack has worked with growth-stage technology businesses his whole career and has been a partner to nearly twenty portfolio companies at PeakSpan. He currently leads Payments, Supply Chain, and E-Commerce logistics. Prior to joining PeakSpan, Jack worked for Stackpop, an early-stage startup where he helped build out a SaaS-based cost management platform to help CTOs and IT teams buy and manage their internet infrastructure. After his startup was disrupted by AWS, Jack joined Macquarie Capital where he spent three years executing software M&A and capital markets transactions. Jack holds a B.A. in Economics from Middlebury College; and prior to Middlebury, he played division I soccer for Seton Hall University. Jack lives in Brooklyn Heights with his wife and recently rescued puppy, Willow – the sweetest Great Pyrenees you’ll ever meet. Once a year, Jack champions a team of thirty in a charity bike ride to the Hamptons to support his brother’s autism program, Quest, where he’s raised over $100K. Since retiring from collegiate soccer, Jack has become an avid distance runner and is halfway to completing the “big six” world marathon majors.

What You’ll Learn:

  • Activities in a Later Stage Growth Equity Firm 
  • From Associate to Partner
  • Yearly Strategic Planning at a VC Firm
  • Supplementing SaaS Revenue with Payments 
  • Thematic Research
  • Understanding Internal Biases 
  • Understanding of Tech-Enabled Services
  • Follow-on Strategies 
  • Valuations in Growth Equity
  • 10-Year SaaS Benchmarks
  • Good vs. Bad Board Members


Favorite Quote:

“Be Patient!”


-- 

The Capital Stack

All Things Tech Investing and Value Creation

Early growth investor David Paul interviews the world's greatest ecosystem, learns how to start and scale your own business, and finds an edge in today's capital markets.  To connect with David, visit:

 

Twitter - CLICK HERE

Substack - CLICK HERE

LinkedIn - CLICK HERE

IG - CLICK HERE

 

 

DISCLAIMER:

David Paul is the founder and general partner at DWP Capital.  All opinions expressed by David and podcast guests are solely their own opinions and do not reflect the opinions of DWP capital.  This podcast is for informational purposes only and should not be relied upon for decisions. David and guests may maintain positions in the securities discussed on this podcast.



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