Private Equity Value Creation Podcast

Shiv speaks with Kate Hawkes, VP of Marketing at How To SaaS.  Shiv and Kate talk about the challenges businesses face when they don’t have C-level marketers on their team, and how CEOs and investors can support marketers to advance to this level. Learn what being a C-level marketer entails, how this approach impacts growth strategy, how to improve communication with between marketers and the board, and about the C-Level Marketing Training Program. If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Alex Western, Managing Director of Terminus Capital Partners.  Shiv and Alex talk about how TCP’s Vision Prism offers a more focused strategy, targeted positioning, builds better products, and provides a lot of enterprise value. Learn how focusing on the right mission can help investors, founders, and CEOs use this framework to build out their companies while giving everyone in their organization a stake in the business’s overall objectives.  If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Mohammad Rasouli, CEO of AIx2, and Philipp Reineke, COO of AIx2.  Learn how AI can be leveraged in the investment industry, from sourcing and vetting deals, to getting VDDs and CIMs ready, as well as optimizing and exiting investments. They discuss the social welfare impact of AI as more and more funds start to use the technology, how AI can be used to improve and speed up certain processes, and the human element still required when using this technology.  If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Kevin Iudicello, Partner at Realization Capital Partners, on the data-driven strategies that enable the firm to create value in a crowded market. You’ll learn about the possibilities for investors in the secondary market, how the high valuations of 2020 continue to impact options for liquidity, and how companies with slower growth can present an underleveraged opportunity. Plus, hear about Realization Capital’s unique approach to underwriting, and how their comprehensive financial modeling impacts value creation. If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Sunaina Sinha, Global Head, Private Capital Advisory at Raymond James. Shiv and Sunaina discuss how PE sponsors can look at overall capital formation for their funds and portcos in order to generate the highest ROI. Learn about what alternative liquidity options are available to LPs and GPs and when it makes sense to consider a continuation vehicle, as well as what to do when investors want liquidity but a continuation vehicle isn’t an option.  The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Richard Lichtenstein, Expert Partner and Chief Private Equity Data Officer at Bain & Company. Shiv and Richard discuss how PE firms and their portfolio companies can leverage generative AI to improve investment processes and create more enterprise value. Learn how other companies are using this technology to increase efficiency, deliver better customer experiences and drive more revenue, how PE firms can streamline their due diligence, and the challenges and opportunities GenAI will likely present us with in the near future. If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Dave Mangot, CEO of Mangoteque. Dave discusses how he helps PE firms navigate DevOps and technological processes in their portcos, and the approaches that help companies deliver better products and be more competitive in the marketplace. In this episode, you’ll learn how your product release schedule is critical to value creation and generating more at-bats, the stages of technical evolution and how companies can move through them faster, as well as how internal company culture can affect these projects.  If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews David Acharya, Managing Partner of Acharya Capital Partners. Learn about the differences between the traditional committed fund model of PE firms and the independent sponsor model. David shares his proven process for using acquisitions to grow portcos and generate greater ROI for investors, how to vet those mergers, and an extensive playbook to ensure the transition is smooth for everyone.  If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Matthew J. Safaii, Founder & Managing Partner of Arrowroot Capital. Shiv and Matthew discuss the alignment-focused strategy that helps Arrowroot separate themselves from a crowded market, including how they deliver positive outcomes for previous investors and a founder-friendly approach to acquisitions. Founders will learn how to avoid misalignment in the cap table, when to consider bringing in a professional CEO, key questions to ask before signing with an investor, and much more. If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv interviews Edgar Baum, Founder & CEO of Avasta.  Learn how sizing the market for B2B companies and PE investors is critical to properly creating sales projections. Edgar shares his thoughts on what is flawed with the TAM, SAM, and SOM approach and why you should incorporate the WAM approach as well. Plus, hear how to start thinking about your target customers so you can set the right expectations for your business.   If you find the podcast helpful, please leave a rating or review. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.