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

Key Issues in PE – 2024

Number of PE Funds up 5x in the past 30 years In the late 1990s, there were < 1,000 PE funds (LBO) in the US. The number of PE funds has since grown to 5,000+ all chasing a few good deals AUM is up 44x PE assets under management… Read More >

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 >

My Book Recommendations (Random)

I’ve been asked for book recommendations so I decided to jot down a list of books I’ve enjoyed over the years. It serves as a personal record and something I can share with anyone who’s interested. [Note: I’ll try to update this list from time to time with more recent… 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 >

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 >

Few Key Points About PE (Post Fed Rate Hikes) – 2023 & Beyond

Just a few personal thoughts on the next horizon in PE after the series of rate hikes (marking the end of prolonged period of low rates in the past few years, and generally over the past few decades): PE is going to be a lot more than doing good deals… Read More >

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 >

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