Evan Skorpen

Evan Skorpen, an investor at Lead Edge Capital, specializes in concentrated public investments in growth tech. He discusses the challenges and strategies in navigating valuation dislocations, known as 'air pockets,' and the evolving impact of AI on software companies. Skorpen emphasizes the importance of aligning long-term KPIs with executive incentives and the necessity of clear communication during investor days. He also shares insights on managing CEO performance metrics and how quality management can influence investment decisions.