portfolio companies
3 statements across 3 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 7, 2023 by Michael Girdley · across every show →
Everything said about portfolio companies, oldest first
Sep 7, 2023 bullish
Girdley expects a 100% success rate across his current portfolio companies
“Working with the companies that I'm already in, you know, I hate to use the word portfolio, but it's the portfolio and I'm working on it and they're growing and they're gonna, I think we're gonna have a hundred percent success right there.”
Jul 3, 2024 positive
Isenberg: Holding company founders must build internal crisis solvers in portfolio companies
“I want to spawn many firefighters within the organizations, right? So as a hold co-entrepreneur, that's what you're trying to do. You're trying to build the you know, the reflexes for the companies within themselves to come and come and be like, whoa”
Nov 17, 2025
Isenberg: 13-Week Model Forced Portfolio Company to Cut $40,000 in 48 Hours
“One of my portfolio companies thought they had eight months of runway. In the investor update, it said eight months of runway. When we built the 13 week view, they had 11 weeks. So we had to cut 40,000 dollars a month in 48 hours. The company's still alive tod…”