Private Equity Funcast podcast

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Inhalt bereitgestellt von Jim Milbery and Devin Mathews. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jim Milbery and Devin Mathews oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Most Innovative Companies

1
Sweetgreen's CEO explains why his salads are so expensive 1:12:26

vor 7 Tagen1:12:26

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1:12:26

On today's episode, co-hosts Yasmin Gagne and Josh Christensen discuss the latest news in the world of business and innovation, including Apple’s newest product announcements at WWDC, Warner Bros. Discovery’s split back into two companies, and the U.S. and China meeting in London to discuss trade talks. Next, since its inception in 2008, NPR's Tiny Desk Concerts have become a staple on YouTube with over 11 million subscribers. Josh and Yaz speak with Fast Company associate editor David Salazar about the lasting influence, favorite acts, and future programming of Tiny Desk Concerts. Finally, Yaz and Josh interview Sweetgreen CEO Jonathan Neman about the company's new menu items, advancements in culinary technology like Infinite Kitchens, and the removal of seed oils from their food preparation process. For more of the latest business and innovation news, go to https://www.fastcompany.com/news To read David Salazar’s piece on NPR’s Tiny Desk concerts: https://www.fastcompany.com/91337277/npr-tiny-desk-concert-artist-impact…

Private Equity Funcast

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Hosted by Devin Mathews and Jim Milbery, partners at ParkerGale Capital, a middle-market private equity group. This bi-weekly show is a lively discussion of the uses of technology to improve business operations for companies with less than $100 million in revenue.

299 Episoden

#Tech #Business #Jim Milbery #Devin Mathews #Privateequity #Software #Technology #Venturecapital

Private Equity Funcast

updated vor 9 Tagen

Serie-Home•Feed

299 Episoden

#Tech #Business #Jim Milbery #Devin Mathews #Privateequity #Software #Technology #Venturecapital

Alle Folgen

Private Equity Funcast

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Exit-Ready Marketing: Shiv Narayanan on Making Marketing Measurable in PE-Backed Companies 1:01:50

vor 9 Tagen1:01:50

1:01:50

Paul Stansik sits down with Shiv Narayanan—founder of How to SaaS and author of Exit-Ready Marketing—to break down what most private equity firms and portfolio companies get wrong about marketing. They explore how to make marketing a measurable, scalable lever for value creation, from diligence to exit. Shiv shares the frameworks he's used across countless engagements to tie marketing strategy, budget, and team structure to real business outcomes. If you’re tired of vague brand goals and unaccountable spend—or you’re just trying to figure out what “good marketing” looks like in a PE context—this episode gives you the language, metrics, and mindset to make marketing work like a growth function.…

Private Equity Funcast

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Continuation Vehicles 101 with Houlihan Lokey 54:28

vor 6 weeks54:28

54:28

Devin sits down with Sameer Shamsi, Co-Head of Houlihan Lokey's GP Led Secondaries group. We cover everything you want to know about continuation vehicles, but were afraid to ask (or too dumb to ask?). What is the difference between LP-led and GP-led? How should GPs talk to their LPs about it? What assets are best suited for CVs? How does company management get treated in a CV? Plus so much more you didn't even pay for.…

Private Equity Funcast

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Real-Time Inflation Tracking and Forecasting: A Deep Dive into Open Brand’s Proprietary Consumer Price Index 48:04

vor 11 weeks48:04

48:04

In this episode of the Private Equity Funcast, host Ryan Milligan speaks with OpenBrand CEO Greg Munves and Chief Economist Ralph McLaughlin about their innovative approach to tracking inflation through the OpenBrand Consumer Price Index for Durable and Personal Goods (CPI-DPG). The CPI-DPG is updated weekly, providing a third independent data point for measuring inflation. Its accuracy has been validated with a mean absolute percentage error (MAPE) as low as 1.6% in specific categories. Additionally, OpenBrand offers scenario-based inflation forecasts, enabling companies and investors to tailor predictions to their expectations and market views. Munves and McLaughlin also outline practical use cases: • Manufacturers and retailers optimizing their pricing and promotional strategies. • Investors seeking early insights on market inflation trends to refine financial models. • Policymakers evaluating the effects of economic policies. Video Version…

Private Equity Funcast

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From Hype to Impact: Deploying GenAI in Real Businesses with Chris Taylor of Fractional AI 47:23

vor 12 weeks47:23

47:23

In this episode, Chris Taylor, CEO and Co-Founder of Fractional AI , joins the show to discuss how his company helps traditional businesses adopt and implement generative AI (GenAI) to improve operations and product offerings. Fractional AI focuses on transforming workflows with GenAI through practical, production-ready solutions, especially for companies lacking deep AI expertise.…

Private Equity Funcast

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Open Brand’s AI-Powered Market Intelligence Revolution 41:04

vor 15 weeks41:04

41:04

In this episode of the Private Equity Funcast, Greg Munves (CEO) and Kristopher Kubicki (CTO) join Partner Ryan Milligan to discuss the rapid growth and transformation of Open Brand, a company formed through the combination of four market intelligence companies. They share insights on leveraging AI for real-time data analytics, scaling through strategic acquisitions, and modernizing technology infrastructure. The conversation explores how Open Brand is revolutionizing market intelligence, competitive analysis, and business decision-making across industries.…

Private Equity Funcast

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Shock and Nawww : DeepSeek and the Future of LLMs 1:02:30

vor 20 weeks1:02:30

1:02:30

Join host Jim Milbery along with guests Alan Williamson (CTO of HiBid) and Kristopher Kubicki (CTO of OpenBrand) as we react to the recent DeepSeek AI announcement, its implications for the AI industry, private equity, and technology companies. We discuss the shock and awe response from the VC and tech communities, debating whether it signals a true paradigm shift or an overreaction. The conversation underscores how AI, particularly LLMs, is reshaping software development, cybersecurity, and investment strategies. While DeepSeek has fueled fears and recalibrations in the market, the real challenge is keeping up with the constant AI evolution—where new models and frameworks emerge at a staggering pace. Companies must remain agile, strategic, and realistic in their AI adoption to truly capitalize on this technological shift.…

Private Equity Funcast

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Predictions and Strategies for 2025 47:50

vor 22 weeks47:50

47:50

Jim and Paul kick off the 2025 podcast year. We discuss economic uncertainties, private equity challenges, and evolving market strategies. We explore AI’s role in portfolio management, cybersecurity concerns, and operational improvements, emphasizing practical efficiency over drastic changes. The conversation also touches on AI adoption within organizations, avoiding vendor lock-in and training teams to leverage new tools. Wrapping up, we invite listener engagement while reaffirming their commitment to authentic, ad-free content.…

Private Equity Funcast

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Enhancing Technical Due Diligence with SEMA Software 55:21

vor 31 weeks55:21

55:21

Matt Van Itallie from SEMA Software joins Jim to discuss the value of SEMA’s code analysis tools for private equity backed companies, particularly for companies managing technical debt, security, and code quality. They highlight the challenges of due diligence in software acquisitions, especially for older companies with legacy systems, and stress the importance of transparency in identifying security and licensing risks. SEMA’s AI-driven tools assess code quality and help firms measure the impact of AI-assisted development, making processes like testing more efficient.…

Private Equity Funcast

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AI-Powered observability with Jeremy Burton 59:17

vor 35 weeks59:17

59:17

Jim welcomes old friend and colleague, Jeremy Burton, CEO of Observe, to the podcast. They discuss the importance of observability in modern software development, the evolution of observability, the challenges of distributed applications, and how advancements in data technology and AI are shaping modern software development and troubleshooting.…

Private Equity Funcast

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From Startup to Search Fund: Navigating Entrepreneurship with Phillip Weinstein 52:03

vor 40 weeks52:03

52:03

Jim welcomes Phillip Weinstein , founder of Atropates Capital who discusses his background, entrepreneurial journey, and the concept of starting a search fund. The conversation covers a range of topics, including Phillip’s first entrepreneurial venture at Wake Forest University (a laundry service), through founding his search fund. The discussion explores how search funds differ from other business models, such as private equity and venture capital. Phillip shares his insights about finding and evaluating deals, the challenges of operational leadership, technical debt in software, and integrating AI tools.…

Private Equity Funcast

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Product-Market Fit with Rob Snyder 53:38

vor 42 weeks53:38

53:38

Join Paul from the ParkerGale Ops team as he unpacks the concept of “product-market fit” with special guest, Rob Snyder – multiple-time startup founder and Fellow at Harvard Innovation Labs. Paul and Rob explore the origins of the PMF concept, what it means, and why it's both an essential and confusing concept for PE-backed tech companies. Learn about the importance of building a shareable case study, the pain cave you inevitably enter while trying to connect with your customers, and how to use the concepts of demand versus supply to shorten your search for product-market fit.…

Private Equity Funcast

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ARR Lending with PNC 52:18

vor 44 weeks52:18

52:18

Devin spends an hour with Ankur Gupta, PNC's Global Head of Technology Finance, to discuss the current state of software company lending. We cover where PNC fits in the lending landscape, what a "good fit" deal looks like, what you should expect during due diligence, what covenants you should expect, and where pricing is across different lenders these days. We also cover how lenders think about Gross Retention vs Net Retention, ARR to loan values, and growth vs. profit.…

Private Equity Funcast

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Exit Readiness as a PE-Backed CFO 55:52

vor 49 weeks55:52

55:52

ParkerGale Principal Cass Ziebel sits down with CFO Jon Danielson to discuss the priorities of a PE-backed CFO and what he's learned from a recent sale process. In this episode, Jon talks about what surprised him most when he moved from an investor role to an operating role, what it means to "shrink the QofE," and advice to other CFOs as they enter a PE-backed business in the first few months and prepare a business for sale.…

Private Equity Funcast

1
Understanding the Agile/Agility Ecosystem 1:06:51

vor 1 year1:06:51

1:06:51

In this interview, Jim and Yuval Yeret discuss the implementation and challenges of agile methodologies within the private equity space. Yuval has extensive experience in product development, and he emphasizes the importance of principle-driven agility over rigid adherence to frameworks. While agile practices originated in software development, their application is beneficial across various industries and organizational functions. Companies often struggle with "agile theater," where companies follow agile rules without understanding the process. Effective agile adoption requires cross-functional collaboration, adaptability in strategic planning, and the ability to balance customer flexibility with engineering realities. Yuval shares examples from biotech and healthcare, illustrating how agility can extend to broader business operations. He also discusses the role of OKRs (Objectives and Key Results) as strategic guides rather than rigid metrics. Finally, Yuval underscores the unique position of private equity firms and consultants in driving agile transformations through pragmatic, principle-based solutions.…

Private Equity Funcast

1
How to Avoid Product Pessimism + Build a Better Sales Pitch (With Special Guest April Dunford) 57:58

vor 1 year57:58

57:58

Product positioning expert April Dunford joins Operating Partner Paul Stansik to talk about the curse of product pessimism (and how to fix it), why most software companies struggle to create a winning sales pitch, and how better product positioning fits into an effective growth plan for an emerging tech company.…

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