أفضل بودكاسات Value Creation (2024)

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Ep. 56: Jordon Kruse & Matt Wilson, Oaktree Capital | Opportunities in Special Situations Investing 43:56

4d ago43:56

43:56

Shiv interviews Jordon Kruse, Managing Director and Co-Portfolio Manager, and Matt Wilson, Managing Director and Co-Portfolio Manager, at Oaktree Capital. In this episode, Matt and Jordon explain their approach to special situations investing, including rescue financing transactions where they restructure the debt and balance sheet of companies. Th…

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Strategy Is the Breakfast of Champion Cultures 8:26

18d ago8:26

8:26

This excerpt is from a LinkedIn newsletter called "Value Creation Engines" by Darrell Amy, a value creation advisor for business owners. The newsletter explores ideas for maximizing enterprise value through a weekly series of articles focused on topics like strategic planning, process optimization, and cultivating an entrepreneurial culture. Amy of…

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Ep. 102 - How we use AI 20:08

27d ago20:08

20:08

In this episode, we reflect on our journey with AI over the past year, sharing how we use AI in both our personal and professional lives. Broadcasting from the Bay Area this time, we explore practical, day-to-day applications of AI tools, discussing how we've evolved from experimenting to leveraging AI for true productivity gains. We share personal…

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Ep. 55: Inovia Capital Panel | Making Acquisitions A Success From the People, Cultural, and Technical Side 39:14

11d ago39:14

39:14

Shiv interviews Krista Skalde, Chief Talent Officer Partner at Inovia Capital, Meryl Almeida, Director of Corporate Development at Inovia Capital, and Kory Jeffrey, Principal & VP, Technology at Inovia Capital. In this episode, Krista, Meryl, and Kory share how they evaluate acquisitions, how to create value from a corp dev perspective, and how to …

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Ep.54: Aldy Keene, Loyalty Research Center | The Importance of Customer Loyalty for Portcos 41:46

18d ago41:46

41:46

Shiv interviews Aldy Keene, CEO at Loyalty Research Center. In this episode, Aldy shares how to evaluate the quality of relationships to understand how loyal a company’s customer base really is, and how both founders and investors can use that data to create value. Learn why companies should spend more time analyzing their customer base, how to fin…

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Ep.53: Randy Garg, Vistara Growth | Leveraging Growth Debt as an Alternative Means of Funding 33:49

25d ago33:49

33:49

Shiv interviews Randy Garg, Founder and Managing Partner at Vistara Growth. In this episode, Randy explains the situations in which debt is a viable avenue for funding companies, how growth debt differs from growth equity, and how to decide which is right for your company. Learn what the targeted returns are on these types of investments and the ro…

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Five Ways an Entrepreneurial Culture Increases Company Value 12:41

28d ago12:41

12:41

In this episode, our hosts delve into Darrell Amy’s thought-provoking article, Five Ways an Entrepreneurial Culture Increases Company Value. Exploring the transformative role that culture plays in enhancing business valuation, they highlight why fostering an entrepreneurial culture—one that promotes innovation, agility, and deep employee engagement…

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Ep.52: Tim Strickland, Summit Partners | Fostering a Culture of Data, Accountability and Alignment 41:40

1M ago41:40

41:40

Shiv interviews Tim Strickland, Advisory Partner at Summit Partners. In this episode, Tim draws on his experience as CRO of Zoom Info and in leadership roles at large martech companies to discuss what it takes to build and grow multi-hundred and billion-dollar go-to-market organizations. Learn what metrics are important to track to keep everyone al…

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How To Align Business Objectives with Enterprise Value 21:38

1M ago21:38

21:38

In this episode of Value Creation Deep Dive, our hosts discuss Darrell Amy’s insightful article, How to Align Business Objectives with Enterprise Value. As companies wrap up the fourth quarter and set one- and three-year goals, the hosts examine why aligning these objectives with value creation is essential to maximizing business valuation. They br…

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Ep.51: Brian Neider, Lead Edge Capital | How Boards Can Add Value to Portcos 52:44

1M ago52:44

52:44

Shiv interviews Brian Neider, Partner at Lead Edge Capital. In this episode, Shiv and Brian discuss best practices for building boards and what board members can do to add value to portfolio companies. Learn how to guide a business as a board member once you’ve invested in a company, what the changes to the financial markets mean for PE firms, and …

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Ep.50: Jeff Standridge, Innovation Junkie | Seven-Domain Diagnostic For Strategic Growth 44:24

2M ago44:24

44:24

Shiv interviews Jeff Standridge, Managing Director at Innovation Junkie. In this episode, Jeff shares his framework for a strategic growth plan and how his firm conducts an introductory diagnostic based on seven domains. Jeff discusses some of the best practices within those domains and the questions you can use to determine how senior leadership v…

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Ep.49: Paul W. Swaney III, Swaney Group Capital | Creating Value When Investing in Industrial Businesses 57:24

2M ago57:24

57:24

Shiv interviews Paul Swaney, Managing Director of Swaney Group Capital. In this episode, Shiv and Paul discuss how to create value when investing in industrial and manufacturing industries, and how that differs from B2B tech and software investments. Learn how Paul and his team increase capacity by looking at production lines, the impact of workpla…

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Ep.48: Peter Walker, Carta | Using Equity to Attract & Retain Employees 38:59

2M ago38:59

38:59

Shiv interviews Peter Walker, Head of Insights for Carta. In this episode, Peter and Shiv discuss how PE-backed companies can use equity to attract, compete for, and retain employees, as well as to grow companies and increase continuity. Plus, learn how Carta’s first-party data helps PE firms, management companies, and founders learn from industry …

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Ep.47: David Bluth, GLC Advisors | How the Market Has Shifted for SaaS M&A 41:18

2M ago41:18

41:18

Shiv interviews David Bluth, Managing Director of GLC Advisors. Shiv and David discuss how the tech M&A market has changed since 2021, with deal volume dropping by 45% in 2023. Learn the top reasons David sees deals fall apart in the last few years, how founders should prepare themselves as the market starts to become more active, and why PE firms …

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Ep.46: Omair Sarwar, Gearbox Capital | Matching Values with Founder-Led Companies 36:11

2M ago36:11

36:11

Shiv interviews Omair Sarwar, Founder & CEO of Gearbox Capital. In this episode, Omair and Shiv discuss how to vet founder-led companies to ensure they share the same values, how to build deep relationships with those founders, and the benefits of focusing on bootstrapped companies. Plus, learn how Gearbox uses offshoring to enhance their investmen…

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Ep.45: Shiv Narayanan and Kate Hawkes, How To SaaS I How C-Level Marketers Impact Company Growth 36:41

2M ago36:41

36:41

Shiv speaks with Kate Hawkes, VP of Marketing at How To SaaS. Shiv and Kate talk about the challenges businesses face when they don’t have C-level marketers on their team, and how CEOs and investors can support marketers to advance to this level. Learn what being a C-level marketer entails, how this approach impacts growth strategy, how to improve …

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Ep.44: Alex Western, Terminus Capital Partners | Finding Clarity With the Vision Prism 46:43

2M ago46:43

46:43

Shiv interviews Alex Western, Managing Director of Terminus Capital Partners. Shiv and Alex talk about how TCP’s Vision Prism offers a more focused strategy, targeted positioning, builds better products, and provides a lot of enterprise value. Learn how focusing on the right mission can help investors, founders, and CEOs use this framework to build…

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Ep.43: Mohammad Rasouli and Philipp Reineke, AIx2 | Improving Investment Processes with AI 42:35

3M ago42:35

42:35

Shiv interviews Mohammad Rasouli, CEO of AIx2, and Philipp Reineke, COO of AIx2. Learn how AI can be leveraged in the investment industry, from sourcing and vetting deals, to getting VDDs and CIMs ready, as well as optimizing and exiting investments. They discuss the social welfare impact of AI as more and more funds start to use the technology, ho…

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Ep.42: Kevin Iudicello, Realization Capital Partners | Generating Value with Secondary Investments 48:33

3M ago48:33

48:33

Shiv interviews Kevin Iudicello, Partner at Realization Capital Partners, on the data-driven strategies that enable the firm to create value in a crowded market. You’ll learn about the possibilities for investors in the secondary market, how the high valuations of 2020 continue to impact options for liquidity, and how companies with slower growth c…

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Ep.41: Sunaina Sinha, Raymond James | How to Improve ROI with Capital Formation Strategies 43:21

3M ago43:21

43:21

Shiv interviews Sunaina Sinha, Global Head, Private Capital Advisory at Raymond James. Shiv and Sunaina discuss how PE sponsors can look at overall capital formation for their funds and portcos in order to generate the highest ROI. Learn about what alternative liquidity options are available to LPs and GPs and when it makes sense to consider a cont…

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Ep.40: Richard Lichtenstein, Bain & Company | How to Create Value Using GenAI 42:32

3M ago42:32

42:32

Shiv interviews Richard Lichtenstein, Expert Partner and Chief Private Equity Data Officer at Bain & Company. Shiv and Richard discuss how PE firms and their portfolio companies can leverage generative AI to improve investment processes and create more enterprise value. Learn how other companies are using this technology to increase efficiency, del…

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Ep.39: Dave Mangot, Mangoteque | How to Leverage DevOps to Deliver a Competitive Product 48:14

3M ago48:14

48:14

Shiv interviews Dave Mangot, CEO of Mangoteque. Dave discusses how he helps PE firms navigate DevOps and technological processes in their portcos, and the approaches that help companies deliver better products and be more competitive in the marketplace. In this episode, you’ll learn how your product release schedule is critical to value creation an…

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AI Fatigue 21:25

4M ago21:25

21:25

In this episode we dive into the growing phenomenon of AI fatigue, a sentiment increasingly felt by companies as they navigate the overwhelming number of AI technologies and startups in the market. We discuss the complexities of the AI gold rush, where massive investments and high expectations are met with varying degrees of success and skepticism.…

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Ep.38: David Acharya, Acharya Capital Partners | Growing Portcos through M&A 43:32

4M ago43:32

43:32

Shiv interviews David Acharya, Managing Partner of Acharya Capital Partners. Learn about the differences between the traditional committed fund model of PE firms and the independent sponsor model. David shares his proven process for using acquisitions to grow portcos and generate greater ROI for investors, how to vet those mergers, and an extensive…

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Ep.37: Matthew Safaii, Arrowroot Capital | Improving Alignment in Software Investments 35:40

4M ago35:40

35:40

Shiv interviews Matthew J. Safaii, Founder & Managing Partner of Arrowroot Capital. Shiv and Matthew discuss the alignment-focused strategy that helps Arrowroot separate themselves from a crowded market, including how they deliver positive outcomes for previous investors and a founder-friendly approach to acquisitions. Founders will learn how to av…

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Ep.36: Edgar Baum, Avasta | How to Correctly Size Your Market 49:23

4M ago49:23

49:23

Shiv interviews Edgar Baum, Founder & CEO of Avasta. Learn how sizing the market for B2B companies and PE investors is critical to properly creating sales projections. Edgar shares his thoughts on what is flawed with the TAM, SAM, and SOM approach and why you should incorporate the WAM approach as well. Plus, hear how to start thinking about your t…

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Ep.35: Devin Mathews, ParkerGale Capital | How to Create Value by Being Unconventionally Right 49:17

4M ago49:17

49:17

Shiv interviews Devin Mathews, Partner at ParkerGale Capital. Shiv and Devin discuss how ParkerGale invests in smaller companies that many firms would consider ‘too hard’. Learn how Devin and his team view potential challenges as value creation opportunities, and how they prioritize their resources in portfolio companies post-close. Plus, hear how …

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Ep.34: Hillel Zidel, Kennet Partners | Expanding Companies to International Markets 34:51

4M ago34:51

34:51

Shiv interviews Hillel Zidel, Managing Director of Kennet Partners. On this episode, Shiv and Hillel focus on how founders and investors can expand companies to international markets – whether that’s going into the U.S., Europe, or APAC. You’ll learn what Hillel’s strategy is for vetting companies and how they address any potential barriers such as…

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Ep.33: Craig Dupper, Elan Growth Partners | A Partner Equity Approach to Investing 45:53

5M ago45:53

45:53

Shiv interviews Craig Dupper, Founder of Elan Growth Partners. In this episode, Craig shares his firm’s Partner Equity investing strategy, which includes a value growth and enhancement approach. Shiv and Craig discuss the key areas founders should address to take their business to the next level and where their company might be underinvesting. Lear…

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Ep.32: Mark Kearney, Ascent CFO Solutions | Using Finance as a Strategic Growth Lever 45:10

5M ago45:10

45:10

Shiv interviews Mark Kearney, Fractional CFO of Ascent CFO Solutions. In this episode, Shiv and Mark discuss how finance can be used as a strategic lever inside companies and should become part of their broader planning process. They discuss when companies usually bring in a fractional CFO and the patterns Mark sees as he works with these businesse…

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Ep.31: Jason Caplain, Bull City Venture Partners | Why Founders Are the Secret Ingredient to Investment Success 34:52

5M ago34:52

34:52

Shiv interviews Jason Caplain, Co-Founder and General Partner of Bull City Venture Partners. In this episode, Jason shares why his firm values founders above an idea or business, and walks listeners through a tried-and-tested approach to assessing entrepreneurs and their teams. Founders will take away Jason’s tips on raising capital and leveraging …

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Imagine 2024 - 3 Takeaways 8:13

6M ago8:13

8:13

🌟 Insights from IMAGINE 2024: Navigating the Realities of Gen-AI Implementations 🚀 In this episode, we share our learnings from a recent customer event in Austin, Texas, where we had the opportunity to connect with fellow executives and discuss the realities of Gen-AI implementations. 🤠 We explore three key takeaways from the event: To overcome the…

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Ep.30: Chip Baird, GreyLion Capital | Optimizing Companies With the LIFT Strategy 53:35

6M ago53:35

53:35

Shiv interviews Chip Baird, Managing Partner at GreyLion Capital. Shiv and Chip take a deep dive into GreyLion’s core LIFT (Leadership, Investment, Flexibility, Technology) strategy for optimizing companies to increase enterprise value. Learn how to identify critical leadership gaps and hold new hires accountable, and how a flexible approach to cap…

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AI Stories with Kuai Kuai 26:59

6M ago26:59

26:59

In this episode, we discuss the latest trends and insights in the AI space based on our recent experiences at various tech events. We start by sharing a fascinating Taiwanese tradition of using Kuai Kuai chips to ensure smooth operation of electronics. The conversation then moves to the impact of AI on corporate strategy, the shift towards smaller,…

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Ep.29: Anna Talerico, Corporate Finance Institute | How to Find the Right Human Capital for Bootstrapped Companies 41:17

6M ago41:17

41:17

Shiv interviews Anna Talerico, CEO at Corporate Finance Institute and Operating Partner at Arthur Ventures. Learn how capital-efficient companies can make better hiring decisions by focusing on what role they really need to fill. How can companies clearly define those roles and how do they go about finding the best-fit candidates? Plus, when should…

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Ep.28: Mark Buffington, BIP Capital | What Makes a Startup Ready for Investment 48:41

7M ago48:41

48:41

Shiv interviews Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Learn why the concept of permanent capital from a multistage fund might be a better long-term approach to funding a startup. Mark explains how not all measurements of success are based on the financials, and how that might look different for different companie…

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Ep.27: Adam Solomon, Thoma Bravo | How to Identify and Scale High-Quality Software Companies 48:44

7M ago48:44

48:44

On this episode, Shiv interviews Adam Solomon, Partner at Thoma Bravo. Shiv and Adam discuss how Thoma Bravo’s focus on market-leading companies impacts their approach to evaluating assets and value creation. Hear how one of the biggest PE firms in the world approaches due diligence, performance metrics, profitable growth, and founder relationships…

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Ep.26: Matthew Stevens, Stevens.VC | Helping Early Stage Companies to Professionalize and Add Value 32:58

8M ago32:58

32:58

Shiv interviews Matthew Stevens, Founder of Stevens.VC. Shiv and Matt discuss the business fundamentals that founders and investors should be focusing on in early-stage companies. Hear how to add value and prepare for future investment by professionalizing your business operations, why a deep understanding of your market is critical to success, and…

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AI Journey: Increase Impact Part 2 19:38

8M ago19:38

19:38

In our latest episode of Digital Value Creation, my brother and I continued our discussion on the personal AI journey from entertainment through education to efficiency and effectiveness. We started with a manifesto: don't roll your own large language model (LLM)! With over 500,000 open-source LLMs available, we believe most businesses don't have p…

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AI Journey - Increase Impact and Value 23:01

8M ago23:01

23:01

In this episode we explore the recent developments in Generative AI and the 4E Model of AI Mastery: Entertainment, Education, Efficiency, and Effectiveness. We discuss Microsoft's acquisition of Inflection's Pi chatbot, the monetization concerns surrounding AI systems, and the strategies employed by big tech companies like Microsoft, AWS, Google, a…

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Ep.25: Dan Cremons, Accelera Partners | Winning the First 100 Days After an Investment 53:42

8M ago53:42

53:42

Shiv and Dan discuss how the first 100 days can shape the outcome of private equity deals and explain the actions investors, founders and business leaders can take to set a business on the path to growth. Tune in for expert advice on when to start value creation planning, how to focus your efforts and resources on the most impactful strategies, and…

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AI vs Talent - Insights from Wharton 18:39

9M ago18:39

18:39

This episode focuses on the insights gained from the inaugural Wharton Gen AI for Business Transformation course. We discuss a study conducted by Boston Consulting Group, which found that consultants with access to GPT-4 outperformed those without AI by 40% in terms of quality and efficiency. The study also revealed that AI serves as a performance …

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Ep.24: Chirag Shah, Wavecrest Growth Partners | How to Increase Enterprise Value with Organic Growth Levers 42:41

9M ago42:41

42:41

Shiv Narayanan interviews Chirag Shah, Growth Partner at Wavecrest Growth Partners. Chirag and Shiv discuss the wide variety of value creation levers that Wavecrest uses to grow their portfolio companies. Learn how to identify the most effective growth levers for each company, and how to scale revenue by optimizing pricing, sales strategy, cross-se…

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Emerging AI Event at LEAP2024 6:33

9M ago6:33

6:33

In this episode, we dive into the remarkable experiences and groundbreaking announcements from LEAP 2024 held in Riyadh, Saudi Arabia. With an overwhelming turnout of over 215,000 attendees and a staggering $13.4 billion in investments, the event showcased Saudi Arabia's ambitious drive to become a global digital leader. Underpinning this transform…

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AI Career Acceleration 20:58

9M ago20:58

20:58

Dive into the how AI can accelerate your career! In this episode, we explore the critical role of artificial intelligence in shaping careers and driving leadership in the digital era. Whether you're in tech, business, or any field in between, understanding and leveraging AI is no longer optional—it's essential for staying ahead. Discover why now is…

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Ep.23: Joanna Arras, Baird Capital | How To Succeed in the Current Venture Market 42:49

9M ago42:49

42:49

Shiv interviews Joanna Arras, Partner at Baird Capital in the US venture fund.Joanna and Shiv discuss the challenges and opportunities for both founders and investors in the current venture landscape. Learn about how to balance growth and capital efficiency, the impact of the right capital raising strategy and how to select the right investment par…

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The Impact of AI on your Business- Real or Myth? 23:37

9M ago23:37

23:37

This episode discusses the impact of AI in business, focusing on its value creation, challenges, and the future of AI-driven enterprises. The hosts, who work for AI-focused companies, share insights on AI trends, business applications, careers, and leadership in AI-enabled workplaces. We explore topics such as code generation, the monetization of A…

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Ep.22: Ripan Kadakia, ZMC | How To Be of Service To Your Portfolio Companies 39:45

10M ago39:45

39:45

Shiv Narayanan interviews Ripan Kadakia, Partner at ZMC. Ripan and Shiv discuss ZMC’s aim to serve portfolio companies through a strategy that includes business development, talent acquisition and technology. Learn about ZMC’s focus on macro trends to identify long-term investment opportunities, and hear case studies of growth in challenging circum…

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Ep.21: Dirk Sahlmer, saas.group | A Long-Term Approach to Profitable SaaS Company Growth 33:46

10M ago33:46

33:46

Shiv Narayanan interviews Dirk Sahlmer, Head of Origination at saas.group. Dirk and Shiv discuss how saas.group’s investment approach differentiates them from traditional PE firms and influences their value creation framework. Learn about saas.group’s focus on profit margins rather than quick flips, their criteria for identifying companies with lon…

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Ep.20: Kevin Mosley, Jurassic Capital | How to Use SaaS Benchmarks to Build a Better Business 53:15

10M ago53:15

53:15

Shiv Narayanan interviews Kevin Mosley, General Partner at Jurassic Capital. Kevin and Shiv take a deep dive into Jurassic Capital’s B2B SaaS Benchmarks Report and explore how founders, investors and business leaders can use this data to achieve their growth objectives. Learn about the vital metrics every SaaS company should be tracking, how your c…

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Value Creation بودكاست

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