Ep. 127: Jim Ferry, Volition Capital | Moats, Defensibility and Investing in the Age of AI
On this episode, Jim Ferry, Partner at Volition Capital, shares how AI is reshaping the growth-stage investment landscape and what it means for the companies they back.Jim covers why employee count is...
8 Touko 37min
Ep. 126: Joe Mancini, Front Porch Venture Partners | The Hybrid Fund Model and Building Software Moats
On this episode, Joe Mancini, Co-Founder and Partner at Front Porch Venture Partners, explains how a hybrid fund-of-funds model works in practice—deploying capital both into early-stage venture funds ...
1 Touko 36min
Ep. 125: Arvindh Kumar, EQT | Pairing Defensive Assets with AI-Forward Leadership to Drive Returns
On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companies into AI winners — and why getting that trans...
23 Huhti 40min
Ep. 124: Shiv Narayanan of How To SaaS | The 7-Step AI Marketing Blueprint
On this episode adapted from a recent webinar, Shiv Narayanan, CEO and Founder of How To SaaS and bestselling author of AI Marketing Blueprint, explains how companies can adapt their go-to-market and ...
21 Huhti 51min
Ep. 123: Bob Morse, Strattam Capital | Embedding AI into Vertical Software to Drive Portfolio Growth
On this episode, Bob Morse, Co-Founder and Managing Partner at Strattam Capital, shares how founder-led vertical software companies can embed AI meaningfully into their products and avoid being left b...
10 Huhti 41min
Ep. 122: Luke Sarsfield, Ridgepost Capital | Building a Data Advantage in the Middle Market
Luke Sarsfield, CEO and Chairman at Ridgepost Capital, shares how a fund of funds platform can generate differentiated alpha by staying disciplined about market focus and building proprietary data adv...
2 Huhti 37min
Ep. 121: Ray Carey, Level Equity | Prioritizing Resources to Drive Portfolio Returns
Ray Carey, Head of NextLevel Operations at Level Equity, explains how private equity firms can take a more systematic approach to driving value across their portfolio with operational support. Hear ho...
26 Maalis 39min
Ep. 120: Cory Eaves, BayPine | Transforming Businesses from Analog to Digital for Repeatable Value
On this episode, Cory Eaves, Partner and Head of Portfolio Operations at BayPine, discusses how private equity firms can turn a need for technology transformation into a repeatable value creation leve...
19 Maalis 37min
