Private Equity Value Creation Podcast

Shiv interviews Joanna Arras, Partner at Baird Capital in the US venture fund. Joanna and Shiv discuss the challenges and opportunities for both founders and investors in the current venture landscape. Learn about how to balance growth and capital efficiency, the impact of the right capital raising strategy and how to select the right investment partner for your particular business. Plus, Joanna shares her insights on the current state of venture markets and how VC funds are evolving in 2024. Resources ⁠Baird Capital website⁠ Connect with ⁠Joanna Arras⁠ The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Ripan Kadakia, Partner at ZMC. Ripan and Shiv discuss ZMC’s aim to serve portfolio companies through a strategy that includes business development, talent acquisition and technology. Learn about ZMC’s focus on macro trends to identify long-term investment opportunities, and hear case studies of growth in challenging circumstances within their portfolio. Plus, we discuss the benefits of prioritizing a culture of integrity, transparency and kindness. Resources ZMC website: https://zmclp.com/ Connect with Ripan Kadakia on linkedin @ripankadakia The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Dirk Sahlmer, Head of Origination at saas.group. Dirk and Shiv discuss how saas.group’s investment approach differentiates them from traditional PE firms and influences their value creation framework. Learn about saas.group’s focus on profit margins rather than quick flips, their criteria for identifying companies with long-term revenue potential, a strategy for building efficient go-to-market motions, and much more. Resources SaaS Group website: https://saas.group/ Connect with Dirk Sahlmer on Linkedin @dirksahlmer saas.unbound podcast: https://saas.group/podcasts/ The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Kevin Mosley, General Partner at Jurassic Capital. Kevin and Shiv take a deep dive into Jurassic Capital’s B2B SaaS Benchmarks Report and explore how founders, investors and business leaders can use this data to achieve their growth objectives. Learn about the vital metrics every SaaS company should be tracking, how your company measures up to industry standards for acquisition costs and sales efficiency, how to increase your retention, and much more. Resources Jurassic Capital website: https://jurassiccapital.com/ Connect with Kevin Mosley: https://www.linkedin.com/in/kevincmosley/ Jurassic Capital B2B SaaS Benchmarks Report 2023 The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Narbe Alexandrian, founder and CEO of Define Capital. Shiv and Narbe discuss the options investors and founders have for their deal structure and capital stack. Learn about how Define Capital builds long-term partnerships with companies, their approach to valuations and risk, and hear how the current economic environment is impacting investments. Plus, hear why highly specialized software can be such a good investment. Resources Define Capital website - https://www.definecapital.ca/ Connect with Narbe Alexandrian - https://www.linkedin.com/in/narbe-alexandrian/ The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Take a look at some of the highlights from the 2023 season of the Private Equity Value Creation podcast. In these bite-sized value creation insights from firms including Hg Capital, B Capital Group and JMI Equity, you’ll learn about tried-and-tested strategies for portco hiring, financial management, sales processes and much more.

Shiv Narayanan interviews Hanny Akl, Transaction Advisory Services Practice Leader at Warren Averett, David LeGrand, Member (Partner), Tax and Transaction Advisory at Warren Averett, and Zach Crowe, Partner at Morris, Manning and Martin. Hanny, David, Zach and Shiv walk you through the essential legal and finance work it takes to set your business up for a successful exit. Learn about what many founders get wrong (and how to avoid those pitfalls), the importance of GAAP, when to start getting your finances in order, and how founders can balance preparing for an exit with the pressures of limited resources. Resources Warren Averett website Morris, Manning & Martin website Connect with Hanny Akl Connect with David LeGrand Connect with Zach Crowe The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Lauren Bonner, Managing Partner at MBM Capital. Shiv and Lauren discuss how to sustainably scale enterprise value in companies where VC funding has dried up. Learn about MBM Capital’s playbook for investing in these companies, including how they evaluate potential investments, an approach for guiding companies towards profitability and why pushing for expansion outside the core product can be a costly distraction. Resources Connect with Lauren Bonner - LinkedIn Learn more about MBM Capital The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode Shiv Narayanan interviews Sunil Grover, Managing Partner at True Blue Partners. Sunil and Shiv discuss how True Blue Partners’ corporate finance perspective helps early-stage AI companies scale. Learn how they identify founders and companies that are best suited for their approach, why product-market fit is so vital, and how they collaborate with founders throughout a company’s growth journey. Resources Connect with Sunil Grover - LinkedIn The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Shiv Narayanan interviews Andrew Pierno, Co-Founder at XO Capital. Andrew and Shiv discuss XO Capital’s highly-targeted investments into small, PLG, single-purpose SaaS companies, and how their thesis contrasts with typical VC attitudes. Learn about why micro-investing presents such a blue ocean opportunity, how Andrew’s technical capabilities inform the ways XO Capital create value, and how XO are able to scale companies profitably with limited resources. Resources Learn more about XO Capital Connect with Andrew Pierno - LinkedIn  XO Capital blog The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.