Ep. 63: Brad Armstrong, LMP | Supporting Portcos With an Advisor Bench
Shiv interviews Brad Armstrong, Partner at Lovell Minnick Partners (LMP). In this episode, Shiv and Brad talk about LMP’s approach to supporting their portfolio companies with a robust operating partn...
4 Mars 202535min
Ep. 62: Stephen Marks, Emmersion Capital | How to Navigate the Rewards and Risks of Nearshoring
Shiv interviews Stephen Marks, Managing Director, Emmersion Capital.In this episode, Shiv and Stephen discuss the benefits and challenges of nearshoring, including the economies of scaling your workfo...
18 Feb 202540min
Ep. 61: Diamond Innabi, Software Equity Group | Relationships between Founders and Investment Banks
Shiv interviews Diamond Innabi, Principal at Software Equity Group. In this episode, Diamond shares how investment banks can help founders position their companies to increase the likelihood of transa...
11 Feb 202530min
Ep. 60: Creating Enterprise Value With Marketing | Shiv Narayanan, How To SaaS
Shiv Narayanan, Founder and CEO at How To SaaS, shares his presentation from Silicon Y’All 2024. Learn about the nine critical marketing problems most companies face, from poor gross revenue and net r...
4 Feb 202535min
Ep. 59: John Bailey, OneFund Investments | What To Look For in PE Operating Teams and Partners
Shiv interviews John Bailey, Co-Founder at OneFund Investments. In this episode, John shares how he runs his fund of funds, how he vets the PE firms they invest in, and the pros and cons of how PE fir...
21 Jan 202536min
Ep. 58: Scott Stouffer, scaleMatters | Using Data to Make Effective Go-To-Market Investments
This episode is sponsored by scaleMatters. In this episode, Shiv Narayanan interviews Scott Stouffer, CEO and Founder at scaleMatters, to talk all about data – data hygiene, data infrastructure, and...
10 Dec 202448min
Ep. 57: Sean Cantwell, Volition Capital | Growing Portcos by Building the Operations Function
Shiv interviews Sean Cantwell, Managing Partner at Volition Capital. In this episode, Sean shares how Volition Capital’s operations teams support their portcos with the resources, tools, and framewo...
3 Dec 202440min
Ep. 56: Jordon Kruse & Matt Wilson, Oaktree Capital | Opportunities in Special Situations Investing
Shiv interviews Jordon Kruse, Managing Director and Co-Portfolio Manager, and Matt Wilson, Managing Director and Co-Portfolio Manager, at Oaktree Capital. In this episode, Matt and Jordon explain thei...
26 Nov 202443min
