private equity

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Jun 3, 2024 by Warda Inam · across every show →

Everything said about private equity, oldest first

Jun 3, 2024 negative
Assertion Not checkable as stated
Dental practices measured finances but lacked clinical quality metrics before Overjet
“There were ways of measuring financial performance. There was no way of measuring clinical quality in dental practices, and I felt that if we did not do anything about it, we would head in, in a very wrong direction.”
Warda Inam Jun 3, 2024 ▶ 8:54 She quit her job without a startup idea. Then built a $550M startup from a bad dentist appointmen... · PMF Show
Feb 13, 2025
Insight
Walker: Venture capital must be categorized in tiers like private equity
“Venture, I think, is going through this moment of, it is not this tiny, kind of scrappy asset class anymore. It is professionalized. We probably need to start talking about it the way we do with private equity, where there's like low, middle, high. There's dif…”
Peter Walker Feb 13, 2025 ▶ 25:18 Why new Carta data shows bridge rounds might be worse than you think. | Peter Walker, Head of Ins... · PMF Show
Nov 24, 2025 bullish
Prediction Not checkable as stated
Alex Israel predicts VC and PE will buy legacy operators for AI
“You're going to start seeing this across the venture capital and private equity ecosystem, whereby you're taking technology companies, best in class technology, best in class, artificial intelligence, and you're pairing it with best in class operations or rela…”
Alex Israel Nov 24, 2025 ▶ 26:23 He added AI to parking lots—then raised $3.5B. | Alex Israel, Founder of Metropolis · PMF Show
Aug 17, 2026
Assertion Partly supported
Lindgren: Bootstrapped security venture reached $15M-$20M before 2022 PE exit
“We were around 15, twenty million in revenue, and then we sold it to a private equity firm in... In twenty-twenty-two. So we did our first exit when we were 26 or something.”
Niklas Lindgren Aug 17, 2026 ▶ 10:25 He spent $150K on brand before he had a product—closed $1.5M ARR in 1 month. | Endra
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