private equity

“I think you can stretch here, especially if you get somebody who has, like, an FP&A type background of financial planning and analysis background, or somebody who worked in private equity and was like an analyst or a VP and is looking for a change. Those peopl…”

“I actually believe private equity people are better than VCs at solving it, right? Because that's what they do for a living. They buy old, not those super big ones like Tomo Bravo or Vista, but the smaller PE firms who buy, kind of, 20 to fifty million dollar …”

“We didn't worry about valuation in all three rounds, to be honest with you. You know, we didn't pick the partner or the, in this case, the private equity that gave us the highest valuation.”

“And in 2012, we sold the business to private equity made some money for our investors. Sadly, not a lot for ourselves.”

“In emerging markets, some VCs may care about you being profitable because they have way less risk adverse, and a lot of them have more a PE mindset than a VC mindset. So on a PE mindset, profitability matters a lot. On a VC, way less because you look at very d…”

“Because the VCs tend to be trusting and say, what's your CAC and tell me how you calculate it. And isn't that interesting? Whereas the PE people just said to say, give me all your data. I'll tell you what your CAC is fundamentally. Especially in the context of…”

“We see fund CFOs for VC and for private equity as being incredibly underserved. They're still using Excel. They're still using single points of sale here with accountants. They use other vendors that are primarily service forward as opposed to software forward…”

“The biggest thing I've learned about working with PE is I thought they were fixer upper people... And I don't actually think many of them like to do that. They want it fixed first.”

“For a private equity firm, anything north of twenty million growing more than 20% that's breakeven, they will buy with a hundred. And here's the key with a hundred percent NRR or more, it is an asset to a PE firm.”

“The trades business has been consolidated in a massive way. The amount of private equity that has gone into this, it used to be that if you were in private equity, you wanted to buy companies in different verticals. People are buying businesses every single da…”

“These B to B companies, pre AI ones at fifty million, a 100,000,200 1,000,800 million, no one wants to buy them. It doesn't matter that you, hooray, you got profitable. Thank you. That means you're not going bankrupt. You have not solved your existential probl…”