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The 3 Critical Gaps Between Planned Outcomes vs. Actual Results

There are always gaps between Strategy and its Execution, between business expectations and the actual results.  You can invest a lot of time into a solid Corporate Strategy or your Sales Strategy that you think will deliver exceptional results but some times the result will be off from what you intended to achieve.…  Read More >

Category: CRO & Revenue Strategy


Dated: August 16, 2017

August 16, 2017

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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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