April 2017 - PE - Generating Alpha & Superior Risk-Adjusted ROI

PE – What “Sales Pipeline” Means in PE Backed Portfolio Companies

Sales Pipeline is a term that gets used often – but what does it actually mean (and how is it different from a Sales Funnel)? Sales Pipeline Definition: A sales pipeline is a set of live, qualified in-flight / open sales deals (i.e. “Opportunities”), that sales reps manage to strategically… 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