Tech PE - Generating Alpha & Superior IRR - Page 2 of 10 - PE Value Creation

Supporting Add-On M&A Process in PE

In the role as a PE Operating Partner, your primary responsibilities involve not only helping the Investment Team with diligence in the process of add-on mergers and acquisitions for our anchor portfolio companies, but also ensuring the seamless integration and enhancement of these new additions (ex: GTM team and process… 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 >

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 >

A Key GTM Metric in PE – 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 >

The #1 Impact on GTM in the Next 3-5 Years (PE-backed Companies)

What is signaling to be the *Biggest* impact on SaaS Sales & GTM in the next 5 years? This is not a prediction – it’s something anyone can hear directly from Chris Degnan the CRO at Snowflake. 1. In a discussion with Sam Jacobs (CEO of Revenue Collective/Pavillion) with Chris… 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 >

The Basic 4 “New Logo Sales” KPIs for CROs at Growth-stage SaaS

As the simplest metric, here are the most fundamental 4 “New Logo Sales” KPIs every CRO or a VP of Sales should focus on improving. Increase the # of New Opportunities in the Sales Pipeline Increase the Win Rate Increase the $ASP Reduce the Sales Cycle The CRO has other… Read More >

5 Key Aspects of Successful B2B SaaS Companies (in Growth PE)

Every successful fast-growing B2B SaaS company has to have a large TAM (Total Addressable Market) and lots of greenfield upside in that TAM. But there is more to the best of Growth-stage SaaS – based on what I’ve seen of the best companies where I’ve been on the executive teams… Read More >

Top Signs a PE 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 >

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 >

Tweets by zorian

About Me