Keys to PE Deal Success – What Drives Returns

These 10 principles distill what consistently drives returns in private equity, cutting through deal stories to the repeatable processes that actually compound value. Alignment with management teams is critical to sustained value creation Operational value creation ultimately outweighs financial engineering over time Incentive alignment shape outcomes more than headline strategy…  Read More >

PE: Vital Few KPIs for CROs Driving Growth at PE-Backed Companies

As the simplest level, here are the fundamental KPIs every Chief Revenue Officer should focus on in Growth PE.   New Logo Sales  / New Customer Acquisition Note: these should be measured per segment / per team / per territory, etc. # of New Business (aka New Logo) Opportunities in…  Read More >

PE Value Creation- GTM Metrics – CRC: Customer Retention Cost

Retaining customers is more cost-efficient than acquiring new ones. Once a customer is acquired, focusing on repeat business is crucial due to the higher cost of acquisition. Customer retention is more cost-effective than acquisition, which can be three to six times more expensive. Balancing acquisition and retention strategies is essential…  Read More >

5 Key Aspects of Successful PE B2B Companies (PE)

Every successful fast-growing B2B company has to have a large TAM (Total Addressable Market) and lots of greenfield upside in that TAM. But there is more – based on what I’ve seen of the best companies: Customer Experience (CX) – you have to have customer obsession and focus so that…  Read More >

Personal Note: Warren Buffett’s Advice When We Met

This weekend marks the 90th birthday of Warren Buffett who is one of the greatest investors and one of the wisest and highest-quality people I’ve met in my life. And he is one of my few role models. Back in 2004 when I was finishing my MBA, I was fortunate…  Read More >

PE – Random Notes on Key Traits of Successful PE Investors

Here is what great PE professionals have that I’ve observed in the past several years but also going all the way back to my days in Investment Banking working with some investors we represented, to the days in VC and learning from our team as well as many other investors…  Read More >

PE Value Creation – “Systems” to Systematize & Operationalize Sales

If you aiming to build a “sales machine” that generates repeatable, predictable, scalable and sustainable revenue and growth, you need to first systematize your sales – i.e. you have to develop a System for yourself. Such system, just like coaches develop for their professional sports teams, in turn comprises several sub-systems and…  Read More >

Investing in PE Funds and Understanding the LPA

Why It’s Important to Review the LPA  One of my colleagues was looking at investing at a tech Growth PE fund and we discussed the importance of reviewing not only the Subscription Agreement and the PPM, but also the LPA. Even if you’re investing a smaller amount, once you’re in…  Read More >