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Why Successful PE CROs Distinguish Forecasting vs Pipeline Reviews

As a successful sales manager you must differentiate between your sales pipeline review meeting and sales forecasting meeting. These meetings are different and serve two different purposes. Though they are both meant as a way for sales managers to monitor sales, key leading indicators, and strategy, and to coach reps– they…  Read More >

Category: CRO & Revenue Strategy


Dated: April 5, 2013

April 5, 2013

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About Me

I work in Middle Market Tech PE.  My career began as an Investment Banking Analyst at Merrill Lynch in New York, followed by an Investment Associate role at NeoCarta, a tech-focused investment firm. Drawing on my dual background in investing and as a C-Level executive, I focus on building a community, connecting with like-minded industry peers and sharing strategies & best practices for growing PE-backed companies capital-efficiently, helping portfolio companies unlock value, helping our PE firm gain an edge, while maximizing equity value in our portfolio (with the north star of generating alpha & superior risk-adjusted returns for our LPs).

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