Episode 121: Ray Carey of Level Equity on
Prioritizing Resources to Drive Portfolio Returns
On this episode
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 how Level Equity prioritizes their time and resources, why they connect activities to valuation with metrics, and how firms can identify where operational intervention will have the greatest impact.
Tune in to learn how to build an effective operating team and how to create feedback loops in an environment where results take years to materialize. The conversation offers a practical view into how firms can cheer, coach or play for their portfolio company teams, and the factors that go into choosing the right approach.
Get answers to these questions:
- Why do former operators make effective portfolio advisors?
- Should a PE operating team focus on being different or effective?
- How should an operating team prioritize across a large portfolio?
- Which metrics drive most of a software company’s valuation?
- How do you spot unrealistic inflection points in an operating plan?
- What decides how hands-on an operating partner gets?
- How should investors score portfolio company executives?
- When should a PE firm bring in specialists instead of full-time operators?
- Is a PE operations team a cost or an investment?
- Can portfolio go-to-market tools improve a PE firm’s own sourcing?
Is the team the biggest lever in a transformation?
“Oftentimes when we’re pulled into change management projects or transformations, the team is one of the biggest levers, if not the biggest lever. We are asked, is our CMO good enough to take us to the next level? And we have to look at that while at the same time looking at the opportunities in front of that business.”
Shiv Narayanan, CEO and founder of How To SaaS
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.
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