All Episodes
Episodes
Ep.14: Andrew Pierno, XO Capital | How to Leverage the Opportunity in Micro SaaS Investments
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...
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Ep.13: Krista Morgan, Stage Fund | How Companies Can Rebound By Refocusing on Profitability
Shiv Narayanan interviews Krista Morgan, General Partner at Stage Fund.
Krista and Shiv discuss the challenges many companies experience in high-pressure VC models, and how Stage’s alternative investment approach...
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Ep.12: Justin Johnson, Camber Partners | Maximizing Returns of PLG Software Investments
Shiv Narayanan interviews Justin Johnson, Director of the Investment Team at Camber Partners.
Justin and Shiv discuss how Camber Partners sources, evaluates, and adds value to companies with a product-led growth...
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Ep.11: Cody Lee, Summit Partners | What You Need to Know About Marketing in Portcos
Shiv Narayanan interviews Cody Lee, Vice President in Summit Partner’s Peak Performance Group.
Cody and Shiv discuss why marketing is a function no portco (and no investor) can afford to ignore, and what you need to...
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Ep.10: Allen Duan, B Capital Group | 5 Pillars of Value Creation for Minority Investors
Shiv Narayanan interviews Allen Duan, General Partner at B Capital Group.
Allen and Shiv discuss how B Capital Group’s role as minority investors influences their approach to value creation and how they leverage the...
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Ep.9: Matt Gallagher, Hg Capital | How to Increase Efficiency with Data and Strategy
Shiv Narayanan interviews Matt Gallagher, Portfolio CRO at Hg Capital.
Matt and Shiv discuss how the Hg portfolio team prioritize revenue growth strategies that will move the needle most in the first months after an...
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Ep.8: George Rossolatos, CBGF | How to Build Sustainable Growth with a Long Term Investment Approach
Shiv Narayanan interviews George Rossolatos, CEO and Managing Partner of Canadian Business Growth Fund.
George and Shiv discuss how CBGF’s investment philosophy and evergreen fund are a rewarding alternative to...
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Ep.7: Vinny Prajka, JMI Equity | How to Use ICPs and Segmentation as a Foundation for Scale
Shiv Narayanan interviews Vinny Prajka, Partner at JMI Equity.
Vinny and Shiv discuss how portfolio companies can increase efficiency and grow sustainably with a more focused approach to sales.
Hear how JMI use...
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Ep.6: AJ Gandhi, Marlin Equity Partners | 6 Needle Movers for Organic Growth
Shiv Narayanan interviews AJ Gandhi, CGO at Marlin Equity Partners.AJ and Shiv discuss how Marlin Equity Partners’ team of operating professionals create value in their portcos with a hands-on approach to revenue...
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Ep.5: Mariza Warshawsky, Assembly Group | How to Hire the Right Team To Grow Your Portfolio Companies
Shiv Narayanan interviews Mariza Warshawsky, Partner at Assembly Group.
Mariza and Shiv discuss Assembly Group’s tried-and-tested process to source and hire for key roles for PE-backed software companies.
Learn how...
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Ep.4: Zane Tarence, Founders Advisors | What Makes a Business Investment-Grade
Shiv Narayanan interviews Zane Tarence, Partner and Managing Director at Founders Advisors Technology Practice.
Zane and Shiv discuss what investors look for in potential acquisitions and how founders can make their...
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Ep.3: Mike Devine, Fortra | How Marketing Needs to Evolve for a High-Growth Platform Company
Shiv Narayanan interviews Mike Devine, CMO at Fortra.
Mike and Shiv discuss how the Fortra marketing function has adapted and scaled to suit the company’s changing needs and consistently drive growth.
Learn how they...
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