What I Enjoy Most About Private Equity

Reflecting on several years in private equity (on top of years I worked in growth stage / late stage VC), I’ve been contemplating what I genuinely appreciate about my daily and weekly work routines. This exercise is primarily for my personal reflection and to articulate my thoughts more clearly: Impact  Read More >

Areas of Commercial & GTM Excellence PE Funds Need

I was at a PE Conference and someone asked me what the GP should look for in hiring a GTM & Revenue Growth / Commercial expert to help create value for their Investment Team and for Portfolio Companies. While on a train for a few hours, I jotted down just  Read More >

PE ROI – Revenue Growth is a Key Value Creation Driver (Revenue > EBITDA > Successful Exit)

This is how Top-Line Growth or Revenue Growth is the primary Value Creation driver for Tech PE portfolio companies. In PE, focusing on increasing revenue and profitable revenue growth initiates a cascade of beneficial downstream effects: – Increasing Revenue and Profitable Revenue Growth (Capital-Efficiently) Initiating with a strategic emphasis on  Read More >

Key Traits of Top PE Professionals

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: Top 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-Backed CRO Guide to Growing New Logo Sales (Growth-Stage & Lower MM PE-Backed Companies)

Growing Your New Logo Sales The blueprint below is meant to be strategic and is focused on driving growth at PE-Backed companies beyond an average benchmarked industry organic sales growth. Assumptions: Consistent Sales Pillars across Every B2B Company (especially software/SaaS) every B2B SaaS company has many “commonalities” – i.e. Sales Pillars  Read More >

Top Signs a CRO Must Troubleshoot the Sales Strategy

Several times a year you must do a quick checkup and get a gauge on whether you need to rethink your Execution or troubleshoot your SaaS Sales Strategy. This is primarily about the “New Business” deals/sales rather than expansion sales (i.e. not as much about AM/CS driven renewals or upsells  Read More >