PE Alpha

PE - Edge, Insights & Superior Risk-Adjusted Returns

  • Home
  • Resources
    • Books
    • Podcasts
    • Blog
    • CHAMP System
  • About Me
  • Contact

PE Portfolio – Responsibilities of a VP of Sales

Several years ago, Jason Lemkin at SaaStr wrote the post “What a Great VP Sales Actually Does. Where The Magic Is. And When to Hire One.” Recruiting – 20% of the time must be invested here the most important thing to do well for a Sales Leader is recruiting great…  Read More >

Category: CRO & Revenue Strategy


Dated: April 17, 2019

April 17, 2019

PE Boards – On “3x Sales Pipeline Coverage” for PE-Backed SaaS Companies

Many PE portfolio company CROs (and Sales Leaders across the sales organization) track their Sales Pipeline Coverage ratio as a KPI internally and use it for reporting to the Board of Directors.  They consider 3x to be a good coverage ratio. These CROs also set a goal for their global…  Read More >

Category: CRO & Revenue Strategy


Dated: April 15, 2019

April 15, 2019

When Sales Managers Should Inspect Opportunities – Early in the Process vs. Later Towards the Finish Line

When should sales managers focus on inspecting Opps during the Pipeline Review – higher up in the funnel (i.e. early) or later? Most sales managers engage later in the process when there is some problem with an Opportunity but by that point it’s too late. It’s natural to focus there…  Read More >

Category: CRO & Revenue Strategy


Dated: April 14, 2019

April 14, 2019

Sales Management: What is a Higher Priority, Good Sales Managers or Good Sales Reps?

If you could only choose one for your company, would you hire the a) top sales management or b) top salespeople? This questions puzzles a lot of folks.  And the answer I hear most often is that having better sales reps is of a higher value to a company than…  Read More >

Category: CRO & Revenue Strategy


Dated: April 3, 2019

April 3, 2019

search

Recent Posts

  • PE – 2025 Mid Year Update
  • GTM Alpha: Getting an Edge in PE
  • The Winning PE Value Creation Formula – GTM (Revenue Growth) Improvements + Operational Improvements
  • What Top PE Firms Do To Be Successful
  • PE – Ideas for 2025

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).

Sitemap

Return to top of page