Growth Investor with GrowthCap‘s RJ Lumba

In this episode, we speak with Albert Nieto Riera, Co-Founder and Co-CEO of Seedtag. Seedtag is the leading contextual advertising company in Europe and Latin America. With AI technology based on machine learning algorithms, the company powers the most relevant and engaging communications in a privacy-first world through contextual advertising. The company has raised over $300 million dollars from leading investors including Advent International and Oakley Capital. Seedtag was founded in 2014 by two former Googlers with a clear mission: to change how online advertising is done. Today, Seedtag has a large international presence with over 400 employees across offices in Europe, the United States, and Latin America. I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Steve Pierson, Managing Partner at Lovell Minnick Partners. Prior to joining the firm in 2016, Steve was at UBS where he served as Head of Financial Institutions Investment Banking Americas and Global Head of Financial Technology & Services. Lovell Minnick Partners is a middle market private equity firm focused on investments in financial services, financial technology and related business services.  Since its inception in 1999, the firm has raised $3.5 billion of committed capital from leading institutional investors. Lovell Minnick Partners was recognized by GrowthCap as a Top 25 Private Equity Firm of 2022. I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Alexandre de Vigan, Founder and CEO of nfinite. nfinite is the leading e-merchandising platform for online merchants to create, display and manage product visual experiences to increase their online sales. The company has raised over $100 million dollars from leading investors including Insight Partners and U.S. Venture Partners. nfinite is all about helping the world usher in the post-shoot era in which product visual availability is no longer reliant on costly, logistical, and carbon-heavy photoshoots. Visual production is shifting to computer-generated 3D imagery (CGI) — which facilitates higher performance and resource efficiencies and has less environmental impact. I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Gregg Johnson, the CEO of Invoca.  Gregg is a seasoned software leader who previously led Salesforce Marketing Cloud’s social marketing product line, where he integrated $1 billion of M&A investments into the Salesforce product portfolio.  He is also a successful entrepreneur. Invoca is the cloud leader in AI-powered conversation intelligence for revenue teams that enables marketing, sales, customer experience, and eCommerce teams to understand and immediately act on the information consumers share via conversations. The company has raised $184 million from leading venture capitalists including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures. I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Michael Kumin, Managing Director at Great Hill Partners, which he joined in 2002.  Michael serves on the firm’s Investment Committee and Executive Committee.  He focuses on digital commerce and software investments. Great Hill Partners is a Boston-based private equity firm that invests in high-growth, disruptive companies across five core sectors (software, digital commerce, financial technology, healthcare, and digital infrastructure). Over the past two decades, Great Hill has raised over $12 billion of commitments across eight funds and invested in more than 95 companies. The Firm was recognized by GrowthCap as a Top 25 Private Equity Firm of 2022. I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Nate Locke, Managing Partner and Co-Head of Growth Equity at Kayne Partners. Nate has played a key role in partnering with many of the 48 platform investments and contributing to the 25 exits completed by the Kayne Partners team across six funds and six co-investment vehicles. He was recognized by GrowthCap as a Top 25 Software Investor of 2022. Nate’s select transaction experience includes the sale of Chicago-based, 4C Insights, MaintenanceNet, Learn.com, 3CInteractive and the recapitalizations of Source Intelligence, and myKaarma. I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Rachel Geller, Managing Director at Insight Partners where she helps lead investments in high-growth software and internet companies, with a focus on application software and marketplaces. Rachel has provided investment, growth and M&A support for more than 50 portfolio companies.  She is also a vocal advocate for increased diversity in both the software and investment sectors and is a driving force behind many of Insight’s DE&I initiatives. Rachel was recognized by GrowthCap as one of the Top Women Leaders in Growth Investing of 2022. Founded in 1995, Insight has been focused on scaling software companies for over two and a half decades and has invested in over 700 companies worldwide.  The firm has over $90 billion in assets under management. I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Matthew Brockman, Managing Partner at Hg, a leading global software and services investment firm. The firm was recognized by GrowthCap as one of the Top 25 Private Equity Firms of 2022. Hg has over $55 billion in total funds under management and is supported by a team of over 280 professionals across Europe and North America, with offices in London, Munich, New York, Paris and San Francisco. Matthew is Managing Partner, Chair of the Investment Committees and a member of the Board at Hg. He focuses on the day to day leadership of the firm and also the Genesis and Mercury fund teams. Matthew joined Hg in 2010 and originally led the development of the software focused Mercury funds, acting across many of the investments in that fund including Allocate, Intelliflo and Sequel Business Solutions. I am your host RJ Lumba.  We hope you enjoy the show.

In this episode we chat with Ben Spero, Managing Director at Spectrum Equity, a leading growth equity firm that specializes in partnering with internet-based software and information services companies. Spectrum was started in 1994, and recently closed its tenth fund with $2 billion. The firm has an exceptional track record partnering with founders of high growth, bootstrapped companies as their first institutional investment partner. Ben joined Spectrum in 2001 and is co-head of the firm, leading their San Francisco office. Some of the investments he’s led for Spectrum include Grubhub, SurveyMonkey, Lucid Software, iPay Technologies, The Knot Worldwide, AllTrails, and Headspace. We chat with Ben about how the firm and growth equity have evolved during his long tenure at Spectrum and some of the investment areas he’s most excited about. I am your host RJ Lumba. We hope you enjoy the show.

In this episode we chat with Greg Moerschel, Managing Partner at BPOC, a firm committed to middle market healthcare companies, typically led by founders. Greg was recognized by GrowthCap as a Top Healthcare Investor of 2022. He joined BPOC as a Partner in 1997. Greg currently serves on the boards of Medicus Healthcare Solutions and Maxor National Pharmacy Services. Beyond capital, BPOC has over two decades of accumulated experience to convey to growing businesses. Many founder-led companies represent the life’s work of a group of dedicated individuals, so BPOC approaches each opportunity with respect and humility. The firm has produced exceptional results for all stakeholders over the years, and contributed to expanded access, improved quality and reduced costs of healthcare delivery. I am your host RJ Lumba.  We hope you enjoy the show.