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

Private Equity Value Creation Podcast

Private Equity Value Creation Podcast

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

há cerca de um ano 42:35

MP3•Home de episódios

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, how AI can be used to improve and speed up certain processes, and the human element still required when using this technology.

If you find the podcast helpful, please leave a rating or review.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

69 episódios

#Trading #Business #SaaS

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

Private Equity Value Creation Podcast

published há cerca de um ano

MP3•Home de episódios

Shiv interviews Mohammad Rasouli, CEO of AIx2, and Philipp Reineke, COO of AIx2.

If you find the podcast helpful, please leave a rating or review.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

69 episódios

#Trading #Business #SaaS

Todos os episódios

Private Equity Value Creation Podcast

1
Ep. 69: Devon Kirk and Jonathan Metrick, Portage | How Investment and Ops Teams Can Work Together 41:28

há 12 hours41:28

41:28

Shiv interviews Devon Kirk, General Partner, and Jonathan Metrick, Chief Growth Officer, at Portage Capital Solutions. Devon and Jonathan share their perspectives from different sides of the investment table – Devon is on the investing team while Jonathan is on the internal ops team. Learn about their experiences investing in global FinTech and financial services, when to bring in the ops team in the deal cycle, and how they both interface with each other during diligence and beyond. Hear about how specializing in one vertical differentiates Portage from other PEs, while also strengthening the offerings to their portcos.…

Private Equity Value Creation Podcast

1
Ep. 68: Joseph Hanna, Pivoting Model Partners | Product, Pivoting, and AI as Agents 49:50

há 3 dias49:50

49:50

Shiv interviews Joseph Hanna, Founding Partner at Pivoting Model Partners. In this episode, Joseph talks about differentiating between your product’s feature set and the customer’s perceived value in that feature set. Learn why companies should consider pivoting to AI to grow and sustain their business, and how companies can deploy and leverage AI agents to be more efficient, capture more customers, generate more leads, and improve their product overall.…

Private Equity Value Creation Podcast

1
Ep.67: Jim Sharpe, Unity Partners | Aligning Values with Growing Portcos 33:37

há 10 dias33:37

33:37

Shiv interviews Jim Sharpe, Partner and Head of Propel at Unity Partners. In this episode, Jim talks about how to truly action a company’s values and incorporate them into your growth plans while ensuring alignment with founders. Learn about building a culture of ownership, how to use employee equity as a growth strategy, and why clear and transparent communication makes a big impact.…

Private Equity Value Creation Podcast

1
Ep. 66: Shiv Narayanan, How To SaaS | The Future of General vs Vertical AI 40:50

há 14 dias40:50

40:50

Shiv Narayanan, Founder and CEO of How To SaaS, explains how AI can be leveraged by the private equity world. Learn about the differences between general and verticalized (or specialized) AI and how data is the product. Listen to how PE firms can use AI in the diligence phase, and the business strategy for companies to build their own vertical AI tool using proprietary data.…

Private Equity Value Creation Podcast

1
Ep. 65: Josh Schwartz, Growth Factors | Navigating Growth As An Operating Partner 38:48

há 16 dias38:48

38:48

Shiv interviews Josh Schwartz, Operating Principal at Growth Factors. In this episode, Josh talks about the unique operating partner model between Growth Factors and Bregal Sagemount. Learn his approach to value creation from the GTM side, how to look for growth levers during diligence, and how to navigate the political dynamics between operating partners and a portco’s leadership team.…

Private Equity Value Creation Podcast

1
Ep. 64: Todd Morrissey, Hidden River Strategic Capital | Alternative Avenues for Underserviced Companies 33:11

há 24 dias33:11

33:11

Shiv interviews Todd Morrissey, Partner at Hidden River Strategic Capital. In this episode, Todd shares alternative avenues for founders and entrepreneurs other than a growth equity buyout and private credit deals. Learn how they help companies determine how much capital they need to scale, the opportunities for combining debt and equity as an investment avenue, and why some types of companies are best suited for this approach.…

Private Equity Value Creation Podcast

1
Ep. 63: Brad Armstrong, LMP | Supporting Portcos With an Advisor Bench 35:46

há 4 weeks35:46

35:46

Shiv interviews Brad Armstrong, Partner at Lovell Minnick Partners (LMP). In this episode, Shiv and Brad talk about LMP’s approach to supporting their portfolio companies with a robust operating partner bench, as well as how to prioritize where to allocate budget, resources, and advisors when making value creation plans. Learn about weaponizing the value creation team and other benefits outside of the initial capital investment, and how to get your advisors’ support before the deal is done. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.…

Private Equity Value Creation Podcast

1
Ep. 62: Stephen Marks, Emmersion Capital | How to Navigate the Rewards and Risks of Nearshoring 40:48

há 6 weeks40:48

40:48

Shiv interviews Stephen Marks, Managing Director, Emmersion Capital. In this episode, Shiv and Stephen discuss the benefits and challenges of nearshoring, including the economies of scaling your workforce in Latin America, onboarding and company culture, as well as macroeconomic risks and political challenges. Learn about labor arbitrage opportunities, the complexities of dealing with foreign taxes and legal systems, and more.…

Private Equity Value Creation Podcast

1
Ep. 61: Diamond Innabi, Software Equity Group | Relationships between Founders and Investment Banks 30:44

há 7 weeks30:44

30:44

Shiv interviews Diamond Innabi, Principal at Software Equity Group. In this episode, Diamond shares how investment banks can help founders position their companies to increase the likelihood of transactions. Learn how successful founders think about the process of exiting, as well as how to maximize the valuation of a transaction and ensure the interests of founders and investment banks are aligned.…

Private Equity Value Creation Podcast

1
Ep. 60: Shiv Narayanan, How To SaaS | Creating Enterprise Value With Marketing 35:14

há 8 weeks35:14

35:14

Shiv Narayanan, Founder and CEO at How To SaaS, shares his presentation from Silicon Y’All 2024. Learn about the nine critical marketing problems most companies face, from poor gross revenue and net retention problems to not generating enough traffic or leads. Shiv also shares the five most common value creation scenarios and the four major marketing mistakes companies make.…

Private Equity Value Creation Podcast

1
Ep. 59: John Bailey, OneFund Investments | What To Look For in PE Operating Teams and Partners 36:32

há 10 weeks36:32

36:32

Shiv interviews John Bailey, Co-Founder at OneFund Investments. In this episode, John shares how he runs his fund of funds, how he vets the PE firms they invest in, and the pros and cons of how PE firms approach operating teams. Learn about key differences between the three models for operating teams within PE firms, how to build a lean (but impactful) ops team, as well as how an integrated ops team can drive an investment forward for everyone. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.…

Private Equity Value Creation Podcast

1
Ep. 58: Scott Stouffer, scaleMatters | Using Data to Make Effective Go-To-Market Investments 48:46

há 16 weeks48:46

48:46

This episode is sponsored by scaleMatters. In this episode, Shiv Narayanan interviews Scott Stouffer, CEO and Founder at scaleMatters, to talk all about data – data hygiene, data infrastructure, and the insights that come from data to make those important value creation decisions. Learn how scaleMatters – a firm that specializes in go-to-market analytics – reviews and audits client data, why it’s important for companies and PE firms to take on this work, how to establish the metrics you need in your dashboards, and more. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.…

Private Equity Value Creation Podcast

1
Ep. 57: Sean Cantwell, Volition Capital | Growing Portcos by Building the Operations Function 40:38

há 17 weeks40:38

40:38

Shiv interviews Sean Cantwell, Managing Partner at Volition Capital. In this episode, Sean shares how Volition Capital’s operations teams support their portcos with the resources, tools, and frameworks they need to grow. Learn about best practices including portfolio summits, internal resource portals, and training. Hear about when it makes sense to work with generalists vs specialists, how Volition Capital helps portcos build the right team of executives, and what entrepreneurs should focus on in the current period of market correction. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.…

Private Equity Value Creation Podcast

1
Ep. 56: Jordon Kruse & Matt Wilson, Oaktree Capital | Opportunities in Special Situations Investing 43:56

há 18 weeks43:56

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. They share how they create the most value for their LPs, how they’re protecting themselves from risk, and how a company’s cash flow might be impacted by debt service in the current market. Learn about different financing options and the current realities of today’s market for PE firms. The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.…

Private Equity Value Creation Podcast

1
Ep. 55: Inovia Capital Panel | Making Acquisitions A Success From the People, Cultural, and Technical Side 39:14

há 19 weeks39:14