Growth Investor with GrowthCap‘s RJ Lumba

In this episode, we chat with Dr. Ben Maruthappu, the Co-Founder and CEO at Cera, which is a technology-enabled home care provider using digital and data to improve elderly care services. Cera was launched in November 2016 and since then has grown to over $160 million in revenues and is EBITDA positive. The company now has 5,000+ employees, with 50 offices across the country, delivering ~30,000 care visits a day, making it the largest care company in Europe, if not beyond.  It has raised approximately $100 million of financing.  Dr. Ben is highly accomplished in the business and medical fields with degrees from Oxford University, Harvard University and Cambridge University.  He served as a Senior Advisor to Bain, Board Member of Imperial College Healthcare NHS Trust, and Operating Partner at Kairos, among other notable positions. We hope you enjoy the show.

Eliot Forster is the Chief Executive Officer of F-star Therapeutics, a clinical-stage biopharmaceutical company dedicated to developing next-generation immunotherapies to transform the lives of patients with cancer.  To date, the company has built a comprehensive IP estate, with over 200 issued patents and more than 60 pending applications, many of which have blockbuster potential. In this conversation, we discuss Eliot’s career as a corporate executive in big pharma as well as his transition to and leadership experience in venture and growth stage biotech.  Before coming to F-star in 2018, he served as chief executive officer of Immunocore and prior to that, he held executive positions at Creabilis Therapeutics, Solace Pharmaceuticals, and Pfizer. We also explore the broader biotech industry in the context of private company investing as well as the specifics of F-star’s drug development programs. We hope you enjoy the show

In this episode, we chat with Rami Karjian, Co-Founder and CEO of Medically Home, an innovative tech-enabled clinical enterprise that is transforming the way hospital care is given globally.   Rami began his career with McKinsey & Company where he worked for over 13 years across multiple offices and rose to Partner.  Subsequently, he was the President of Flextronics, the largest global technology provider of post-manufacturing supply chain logistics and repair services.   Rami then went on to co-found Medically Home in 2016.  To date, the company has raised over $60 million from strategic healthcare partners.  It continues to succeed in bringing the virtual hospital to the homes of high and medium acuity patients with common medical diagnoses. We hope you enjoy the show.    

In this episode, we chat with Andrew Dudum, the founder and CEO of Hims & Hers, which is an online healthcare platform providing products and services to millennials and others. Hims & Hers recently became public through a SPAC transaction. It was acquired by Oaktree Acquisition Corp. in January of 2021, in a deal valuing the company at $1.6 billion. Today, just a few weeks later, the company’s market capitalization is approximately $4.5 billion. What’s incredible about the Hims story is that the company was founded just three years ago and in a very short amount of time it has grown to $140 million in annual revenue, has run more than 2 million telehealth visits and operates at a 70% gross margin. Perhaps what’s even more incredible is the seemingly unlimited runway for the company in the years ahead. We’re still in the early innings when it comes to online healthcare offerings for today’s connected consumer. As for the estimated market size? About $4 trillion. We hope you enjoy the show.

In this episode, we chat with Peter Arrowsmith, a General Partner of JMI Equity and a Top 25 Software Investor of 2020. JMI is a leading growth equity firm focused on helping founders and management teams in scaling their software companies.  The firm is well equipped to do so given its long and focused track record in software, which goes all the way back to its founding and lead backer John Moores, the founder and former Chairman and CEO of BMC Software.   Notably, JMI has raised over $4 billion since it was founded in 1992.  Over the years, the firm has invested in over 150 businesses, participated in 19 IPO's, and completed over 100 exits.  Peter and I chat about how the growth equity space has evolved over time, what they look for in investment opportunities and how JMI helps the companies it invests in. We hope you enjoy the show.

In this episode, we chat with Eric Partaker, a McKinsey consultant, executive and entrepreneur turned peak performance expert. After a life altering experience, Eric decided to refocus his priorities on the things that matter most and figured out a way to consistently and effectively execute on those priorities. In our conversation, we cover his insights into the power of identity, productivity strategies and anti-fragility. These ideas can enable individuals to excel beyond measure while still being in control and balance. We hope you enjoy the show.  To learn more about Eric, visit www.ericpartaker.com.

In this episode we chat with Kyle Griswold, a Partner of FTV Capital and a Top 40 Under 40 Growth Investor of 2020. FTV Capital is a growth equity investment firm that has raised nearly $4 billion since inception and has invested in 120 high-growth companies across enterprise technology and services, financial services, and payments and transaction processing. Kyle and I chat about some of the investment areas he is most excited about, how FTV Capital drives value for the companies it backs, and how FTV has built a strong firm culture over the years. We hope you enjoy the show.

Welcome to the GrowthCap podcast where we chat with CEOs, investors, and other key industry leaders to uncover insights and strategies for accelerating growth and succeeding in business. I am your host RJ Lumba. In this episode we chat with Jan Arendtsz, a former corporate software professional turned entrepreneur. Unlike many of today’s startup founders, Jan took a more methodical approach to founding and ultimately building his company, Celigo. Celigo simplifies the integration of business applications and data sources in the enterprise. Its integration Platform-as-a-Service or iPaaS solution allows both technical and business users to connect applications together quickly through an industry-leading guided user interface. Based in San Mateo, California, Celigo is backed by growth equity. In setting out as a software entrepreneur, Jan first identified a distinct need in the market through his client engagements as an IT services provider. He then began gradually transitioning to developing a software product while ensuring a true product-market fit. As we hear from Jan, building a company is not easy but with passion and a single-minded focus, one can overcome the inevitable challenges which accompany the entrepreneurial journey. We hope you enjoy the show.

Entrepreneurs who have built their business with no outside capital understand the skill it takes and greatly appreciate when seeing others who have done it. Sana Commerce has been growing 50% each year for the past 12 years and now has approximately 400 employees.  The secret to their success is a combination of favorable market conditions and a culture which emphasizes entrepreneurship and empowerment. We spoke with the CEO Michiel Schipperus who built the b2b ecommerce software company from the start.  It was hatched as a spin off from an IT services company that recognized the need for a productized solution from their existing client base.  The spin off ended up being wildly successful as ecommerce has continued to manifest as a megatrend.  Listen to Michiel as he describes more about the company today as well as what has contributed to their success. Welcome to the GrowthCap podcast where we chat with CEOs, investors and other key industry leaders to uncover insights and strategies for accelerating growth and succeeding in business. I am your host RJ Lumba. We hope you enjoy the show.

In this episode, we chat with Nehal Raj, a Partner at TPG, which is a leading global alternative asset firm founded in 1992 with approximately $85 billion of assets under management. Nehal co-leads the firm’s investment activities in software and enterprise technology across its private equity platforms (TPG Capital, TPG Tech Adjacencies, TPG Growth, and The Rise Fund). Nehal shares with us the investment themes he’s currently most focused on as well as some of the keys to TPG’s success over the years. Today, the firm’s investment platforms span a wide range of asset classes, including private equity, growth equity, real estate, impact investing, and public equity. TPG aims to build dynamic products and options for its investors while also instituting discipline and operational excellence across the investment strategy and performance of its portfolio. We hope you enjoy the show.