PE firm

“My concern is that the focus on cost cutting can eat into R&D investment, which can translate into subpar products over time.”

“We are seeing PE firms get more and more involved in technology companies that had profiles that they normally wouldn't go after, and because of the sheer amount of capital that's out there, being willing to pay multiples and valuations that also are unprecede…”

“I used to think that PE firms were like the enemy of the seed stage, and I've changed my mind on that. We've got some PE firms in two vertical SaaS companies that I'm involved in, and their rigor, their financial discipline, and the help they've given to those…”

“I'm not seeing the type of just tire kicking that I saw a year ago. I'm not seeing it. I'm not. Maybe other people with broader portfolios will tell you different. That's what worries me. I don't know. We're waiting for P to bail us out. Right. Forget about th…”

“This is such a small number, it's barely useful, other than anecdotally, but I have two portfolio companies That are kind of in that intersection where, where a tech company and a PE buyer might buy them. Right. And they both got mediocre M&A offers recently. …”

“PE firms are all over us. They want access to cheap AI compute, because every time they get more cheap AI compute, they can bring the, they can change the bottom line of their businesses.”

“And so they'll be stories like that. I don't know about Bravo or anybody else, but they'll definitely be PE firms that end up like Forsman Little.”

“But Stebbins, Driscoll, Lemkin, AI, Consulting is not going to get him there. And that's who PE firms want to do. Bring in these guys. It's not going to work.”

“In my own portfolio, I've only seen one soft offer this year. Okay. But it was from a PE firm that was exactly that. A startup at scale that is not growing at astronomic rates, but growing at really good rates that is clearly AI enhanced in the AI category got…”