June 2019 - PE - Generating Alpha & Superior Risk-Adjusted ROI

Sales Org Design: Sales Management – Scope of Control

I notice in many B2B SaaS companies there is a wrong organizational design starting with too many “player/coaching” issues which is function of what is known as a “Scope of Control“. Read on… and if this is feeling like it’s just academic or theoretical then I really recommend you to… Read More >

Why Managing Sales is Far Harder Than Just Selling

The other day there was a post on LinkedIn about how some AEs (Account Execs / sellers) want to be promoted to sales managers. I posted a comment that it is necessary for any executive to help illuminate for all AEs out there that they are misconstruing what management is… Read More >

Building Winning Teams: How to Hire Sales Talent Well – Discern the “Teachables vs. Unteachables”

Many companies don’t hire well for sales rep roles or even at executive level such as for a CRO or for a VP of Sales role. They focus too much on teachables rather than on unteachables. That’s one of the many mistakes to avoid. Dan Ross, the SVP of Commercial… 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