May 2013 - PE Alpha

The Right Sales KPIs For PE Portfolio Company Sales Reps

Measuring sales key performance indicators (KPIs) for your sales reps is critical for sales performance management and building a predictable, repeatable revenue generation process. Studying the “right” sales performance metrics lets sales managers determine which reps are struggling and in which areas they need coaching help with. Unfortunately, a lot of… Read More >

5 Key Reasons To Use Sales Forecasts

Sales managers depend greatly on the information provided by accurate sales forecasting to guide their business decisions. In order to maximize sales and revenue while delegating resources and sales reps more efficiently, sales managers need to be able to predict the future performance of their organization as closely as possible. Here… Read More >

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).

About Me