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PE – The “Forward-Able Introduction” Email (to Source Deals, Get LP Referrals, and More)

In PE, many of the best deals and LP relationships don’t come from cold outreach. They come from referrals.  But most professionals handle referrals sub-optimally: they either passively wait for them, or they ask for introductions in a way that creates extra work for the referrer. The result is fewer…  Read More >

Category: PE/ PE - Private Equity


Dated: December 29, 2021

December 29, 2021

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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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