private equity
also referred to as: pe
10 statements across 9 episodes · 0 bullish · 2 bearish · 9 people on the record · first statement Jan 7, 2020 by Tej Kapoor · across every show →
Everything said about private equity, oldest first
Jan 7, 2020
Kapoor: Storytelling only works through Series B before diligence takes over
“The storytelling is important in earlier, you know, when you're doing C, A, even B, but post that, you know, people start, especially the private equity firms, when they come in they start looking at numbers much, much deeper. They do far, far more diligence a…”
Jun 7, 2020
Kaushik: Most of Aavishkaar's successful exits are secondary sales to PE
“So there have been M&A as well, but actually most of our successful exits have come from trade sales to other private equity or other larger funds who have bought out our states. So most of our successful exits have been those so not, not so much on M&A.”
Dec 28, 2021
Jun 21, 2022 neutral
Startups outgrow traditional venture capital upon reaching one billion dollars in sales
“The other more important reason that we did it is that we have reached a stage in our company at a billion dollars of sales. You need to now get strategics or you need to get piece because you at one point go out of this whole BC world because of the quantum o…”
Jun 14, 2024
Ganesh: Healthcare requires patient private equity, not venture capital
“So in my view, healthcare is a patient capital. Healthcare is long duration. Healthcare is not a rocket ship. Healthcare is grows, becomes steady, and then continue to provide dividends in that kind of an industry. And the kind of capital that needs to go afte…”
Jul 5, 2024
Churchill Asset Management manages $50B across credit and private equity
“Churchill Asset Management is a Fifty billion dollar AUM private capital asset manager, and Churchill's businesses are private equity. We're an LP in three hundred-odd private equity firms, and largest private credit provider in the US for middle market compan…”
Jul 5, 2024 neutral
Oct 23, 2024 bearish
Investors should cap startup and private market allocations at 10% to 15%
“I would say maybe 10 or 15% at most because startups, if you look at the history of startups one out of 10 succeed. So your chances of success are much less than if you go into the stock market and look at companies that already have a proven record of success…”
Mar 21, 2025 negative
Bajaj: Public market investors, not VCs, consistently generated returns in India
“Because investors know India and they have generally mixed to negative views because venture capital has had liquidity issues. Private equity has had high valuation issues. Actually the people who have consistently made money have made money in the public mark…”