Tech PE - Generating Alpha & Superior IRR - PE Value Creation

PE Value Creation 2.0: Helping Maximize IRR through Better Diligence & Ownership

We are in the new era of “PE Value Creation” that we can affectionately refer to as 2.0. Now it’s much more about better diligence & ownership than ever before. In the far more competitive world of PE, achieving superior risk-adjusted returns hinges on better diligence (which is surprisingly possible)… Read More >

PE Portfolio Growth Insights – What is GTM Strategy in PE?

What is a “GTM Strategy” & why it’s a key driver in PE? GTM is one of the terms that gets thrown around a lot but what does it actually mean from a PE context – here is a good definition of GTM Strategy: * “GTM Strategy: a fundamental business… Read More >

Reflecting on the PE Industry During the Past Year (& My 2024 Outlook)

Just wanted to reflect on this year – here’s a concise overview of the private equity (PE) landscape and strategic insights for navigating it: The resilience of the PE industry, even amid a slowdown, underscores the critical role of value creation and revenue growth for investment success. To stimulate deal… Read More >

Areas of Commercial & GTM Excellence PE Funds Need

I was at a PE Conference and someone asked me what the GP should look for in hiring a GTM & Revenue Growth / Commercial expert to help create value for their Investment Team and for Portfolio Companies. While on a train for a few hours, I jotted down just… Read More >

PE ROI – Revenue Growth is a Key Value Creation Driver (Revenue > EBITDA > Successful Exit)

This is how Top-Line Growth or Revenue Growth is the primary Value Creation driver for Tech PE portfolio companies. In PE, focusing on increasing revenue and profitable revenue growth initiates a cascade of beneficial downstream effects: – Increasing Revenue and Profitable Revenue Growth (Capital-Efficiently) Initiating with a strategic emphasis on… Read More >

Key Traits of Top PE Professionals

Here is what great PE professionals have that I’ve observed in the past several years but also going all the way back to my days in Investment Banking working with some investors we represented, to the days in VC and learning from our team as well as many other investors… Read More >

Achieving Great Exits for PE-backed Companies

To achieve favorable exit outcomes, PE portfolio companies typically employ a variety of strategies: Disproportionate Organic Revenue Growth (based on PE Fund’s GTM Expertise & Capital-Efficient Focus): Focusing on driving disproportionate and capital growth via market expansion, new customer acquisition, expansion sales into existing customer base, and product development, to… Read More >

What I Like Most About Working in PE

Reflecting on the last several years in PE , I’ve been contemplating what I genuinely like about the job. This is primarily for my personal reflections and to articulate my thoughts more clearly but it genuinely starts with a true privilege and a tremendous responsibility to be in PE. Similarity… Read More >

Supporting Add-On M&A Process in PE

In the role as a PE Operating Partner, your primary responsibilities involve not only helping the Investment Team with diligence in the process of add-on mergers and acquisitions for our anchor portfolio companies, but also ensuring the seamless integration and enhancement of these new additions (ex: GTM team and process… Read More >

PE: Vital Few KPIs for CROs Driving Growth at PE-Backed Companies

As the simplest level, here are the fundamental KPIs every Chief Revenue Officer should focus on in Growth PE. New Logo Sales / New Customer Acquisition Note: these should be measured per segment / per team / per territory, etc. # of New Business (aka New Logo) Opportunities in… Read More >

Tweets by zorian

About Me