Portage is a global investment platform with $6.4 billion in assets under management and more than 25 investment professionals across North America, Europe, and the Middle East. The firm has invested in over 100 companies since inception and invests across stages through Portage Ventures and Portage Capital Solutions. Portage is part of Sagard, a global multi-strategy alternative asset manager with over $46 billion in assets under management.

Devon joined the firm in 2022 and co-leads growth equity, structured equity, and special situations investments across financial technology and financial services companies globally, and helps drive the fund’s overall strategy. She is based in Toronto. Previously, Devon spent over a decade at CPP Investments, and earlier in her career worked at BMO Harris Nesbitt and Linklaters.

Portage Capital Solutions was recognized as a Top Growth Equity Firm of 2025 by GrowthCap.

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Founded in 2007, Deerpath’s mission is to be the premier direct lending firm in the middle market, built on long-term relationships with investors, borrowers, private equity sponsors, and management teams. The firm has invested over $14.5 billion across more than 1,200 transactions and manages approximately $9 billion in assets, supported by a scaled origination platform across key U.S. markets and a global presence in Europe and Asia.

Reed is a Managing Director, member of the Investment Committee, and Head of Origination. He joined Deerpath in 2015 and brings 18 years of industry experience, with prior roles in leveraged finance and private equity at Golub Capital, Abingworth Management, and JPMorgan.

Deerpath Capital was recognized as a Top Private Credit Firm of 2025 by GrowthCap.

Reed supports Make-A-Wish. To learn more about this organization click here.

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Since 1974, THL’s team has managed or deployed $50 billion of equity capital, worked with over 175 partner companies worldwide, and fueled more than 700 add-on acquisitions representing an aggregate enterprise value of over $260 billion.

Todd has spent more than 30 years at THL and has played a central role in the firm’s evolution towards sector specialization. The firm combines deep sector expertise through its Identified Sector Opportunity (ISO) process with dedicated internal operating resources from its Strategic Resource Group to transform and build great companies of lasting value in partnership with management teams. These resources aim to accelerate growth, improve operations, and drive long-term sustainable value. 

THL Partners was recognized as a Top Private Equity Firm of 2025 by GrowthCap.

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Kayne Anderson Private Credit, the direct lending arm of Kayne Anderson Capital Advisors, has deployed over $14 billion since 2011 across senior credit funds, BDCs, and other vehicles, managing more than $7 billion in assets. The firm focuses on capital preservation through secured, cash-flow-generating investments in established middle-market companies, targeting stable businesses for attractive, risk-adjusted returns.

Frank joined Kayne Anderson in 2013 and has focused on private credit strategies throughout his tenure. He was previously a member of Houlihan Lokey’s financial restructuring group, advising debtors and creditors, and holds a BBA magna cum laude from Notre Dame.

Kayne Anderson Private Credit was recently recognized as a Top Private Credit Firm of 2025 by GrowthCap.

Frank supports VOCEL. To learn more about this organization click here.

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Founded in 2019, Left Lane manages approximately $2.5B in assets and operates with a lean, high-performance team focused on partnering with entrepreneurs building category-defining companies across high-growth sectors.

As a founding partner, Vinny helps drive the firm’s global investment strategy and portfolio development and plays a key role overseeing Left Lane’s investment team. Prior to Left Lane, he was an investment professional at Insight Partners, where he helped deploy approximately $1B across a portfolio of leading technology companies.

Vinny was recently recognized as a Top 40 Under 40 Growth Investor of 2025 by GrowthCap.

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Founded in 2005, the firm invests across public and private markets in the U.S. and Europe, with a focus on alternative credit, fixed income, and venture strategies. Its Alternative Credit & Fixed Income business targets Specialty Finance, Structured Solutions, and Opportunistic Markets, seeking to generate attractive risk-adjusted returns, particularly during periods of market dislocation.

Michael brings three decades of experience in fixed income, structured securities, and real estate. He joined the firm in 2007 and previously served as a Managing Director at Deutsche Bank. Before that, he spent more than ten years at Goldman Sachs, where he began as a structured finance analyst and ultimately co-headed the CDO and Synthetic ABS group. Michael received his MBA from Wharton and his BA from Princeton.

Magnetar was recently recognized as a Top Private Credit Firm of 2025 by GrowthCap.

Michael supports HE3AT. To learn more about this organization click here.

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DB PCI provides financing, structuring, and risk management solutions across four product verticals: Corporate Direct Lending & Growth Debt, Fund Finance, Digital Infrastructure & Appraisable Assets, and Infrastructure & Energy. Together, these complementary businesses offer flexible financing solutions across the capital structure, including customized terms and product structures.

Alexander’s responsibilities span underwriting, structuring, portfolio management, and syndication across DB PCI’s principal lending activities. 

DB PCI was recently recognized as a Top Private Credit Firm of 2025 by GrowthCap.

Alexander supports American Jewish Committee, UJA Federation NY, Hillel, and Yad Vashem.

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With a 35+ year track record of building iconic brands, TSG leverages deep consumer expertise to partner with exceptional leaders and transformational brands, helping them grow and adapt to the ever-evolving needs of their consumers.

Adam works closely with TSG’s partner companies and is actively involved in originating, structuring, and conducting due diligence on new investment opportunities. Prior to joining TSG, he was a consultant at Kurt Salmon, advising private equity clients on transactions in consumer products and retail. Adam received a BA from Stanford University.

He was recently recognized as a Top 40 Under 40 Growth Investor of 2025 by GrowthCap.

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Based in Chicago, Twin Brook has approximately 125 dedicated professionals and offers a flexible product suite supporting leveraged buyouts, recapitalizations, add-on acquisitions, growth capital, and other financing needs for companies typically generating between $3 million and $50 million in EBITDA. TPG Credit is part of TPG, a leading global alternative asset management firm with $286 billion in assets under management.

Prior to founding Twin Brook, Trevor was a Co-Founder and CEO of Madison Capital Funding, a subsidiary of New York Life Investments, where he led the firm’s middle-market lending platform. Earlier in his career, he held underwriting and origination roles at Antares Capital, GE Capital, and Bank of America.

TPG Twin Brook was recognized as a Top Private Credit Firm of 2025 by GrowthCap.

Trevor support Culinary Care. To learn more about this organization click here.

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Star Mountain manages approximately $4.5 billion in assets under management and has completed more than 350 direct investments and over 40 secondary or fund investments since inception. The firm is 100% employee-owned, with more than 100 team members and senior advisors sharing in the firm’s investment profits.

Brett founded Star Mountain after previously co-founding and serving as President of a multi-manager platform that included four U.S. state-sponsored small business investment funds. Earlier in his career, he worked as an investment banker at Citigroup Global Markets, advising leading asset managers and financial institutions on more than $8 billion in completed transactions.

Star Mountain was recognized as a Top Private Credit Firm of 2025 by GrowthCap.

Brett supports YMCA. To learn more about this organization click here.

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Ben shares how Level’s distinctive NextLevel Operations platform, a three-tiered operational model of internal operators, senior special operators, and curated external experts, drives tangible value for portfolio companies across go-to-market, product, and M&A initiatives. This approach ensures highly tailored support, enabling high-growth SaaS companies to scale efficiently and sustainably.

Drawing on his experience investing in high-growth software companies since 1997, Ben discusses the firm’s disciplined approach to AI adoption, strategic engagement with portfolio companies, and focus on building a sustainable, high-performance culture that develops top-tier talent while preserving operational excellence.

Level Equity and Ben Levin have received numerous accolades, most recently with Ben named a Top Software Investor of 2025 by GrowthCap, and Level Equity recognized as a Top Private Equity Firm of 2025, underscoring their enduring impact on the software growth investing landscape.

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Founded in 2015, PeakSpan manages $2.5 billion in assets and has a team of 24 investment professionals across its San Mateo and New York City offices. The firm has supported 54 software businesses, completed 19 full and partial exits, and raised approximately $1.9 billion in capital commitments, with each fund significantly oversubscribed.

Before co-founding PeakSpan, Phil spent a decade at Investor Growth Capital, where he led software investing, and previously worked at Morgan Stanley Venture Partners and Morgan Stanley Capital Partners in technology investing roles. He is a graduate of Princeton University and the Stanford Graduate School of Business, and served as an officer in the U.S. Army Reserve for seven years.

Phil was recently recognized as a Top Software Investor of 2025 by GrowthCap, and PeakSpan was named a Top Private Equity Firm of 2025.

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The team leverages Apax Partners’ deep tech expertise, global platform, and specialized operating experts to help companies accelerate growth and realize their full potential. Apax has raised and advised funds with aggregate commitments of approximately $80 billion across three sectors—Tech, Services, and Internet/Consumer—providing long-term equity financing to build and strengthen world-class companies.

Dave joined Apax in 2009 and focuses on high-growth internet, enterprise software, and tech-enabled services companies. He was previously in Morgan Stanley’s Financial Sponsors Group and holds an MBA from Wharton and a BA from Duke University.

Dave was recently recognized as a Top Software Investor of 2025 by GrowthCap.

Dave supports Innocence Project. To learn more about this organization click here.

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Founded in 2009, Delta-v Capital has provided flexible growth capital solutions to innovative companies across infrastructure software, cloud services, CxO software, and vertical software sectors for more than a decade. The firm manages over $1.3 billion in assets and maintains offices in Denver, CO, and Dallas, TX.

Dan leads Delta-v’s infrastructure software practice, focusing on cybersecurity, AI, and DevOps. He has led investments in companies including Arctic Wolf, Claroty, Corelight, Teamworks, CloudBees, LogRocket, and You.com, with successful exits such as Socrata and Venafi. Before joining Delta-v, Dan held product, engineering, and corporate development roles at Cisco and worked in the buyout group at American Capital. He holds a BS in computer science from MIT and an MBA with honors as a Palmer Scholar from the Wharton School.

Dan was recently recognized as a Top Software Investor of 2025 by GrowthCap.

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Since its founding in 1987, VSS has partnered with lower middle-market companies, working closely with management teams to facilitate their next stage of growth. With approximately $4 billion in committed capital across eight funds, VSS has completed over 100 platform investments and more than 600 add-on acquisitions.

Jeffrey has overall responsibility for the management of the firm and each of its funds. He joined VSS in 1982, shortly after its formation, and founded its private equity business in 1987. He currently serves as Chairman of the Investment Committee and has been a board member of over 31 portfolio companies. 

VSS was recently recognized by GrowthCap as a Top Private Equity Firm of 2025.

Jeffrey supports The Center for Discovery. To learn more about this organization click here.

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At Charlesbank, David oversees the firm’s Business & Consumer Services sector team. Since formalizing the sector in 2019, Charlesbank has been among the most active and successful private equity investors in business services, including several notable realizations. Charlesbank views the services ecosystem as offering compelling and durable opportunities for continued private equity investment.

David has been with Charlesbank for nearly 13 years, during which time he has also helped to advance the firm’s investing system including its “fan of outcomes” underwriting approach. He is a member of the firm’s Investment Committee, and previously worked at Bain Capital and McKinsey.

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Since its founding in 1998, AEI has completed more than 140 investments in market-leading companies, leveraging deep industry expertise, operational experience, and a broad network across its core sectors.

Kirk joined AEI in 2014 and is primarily responsible for sourcing, executing, and managing the firm’s portfolio investments. Prior to AEI, he held roles at Sun Capital Partners and was a member of Wells Fargo Securities’ Industrials Group. 

AE Industrial Partners was recently recognized by GrowthCap as a Top Private Equity Firm of 2025.

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Since its founding, Altamont has invested in over 45 companies across the industrials, business services, financial services, and franchising & multi-unit sectors, with more than $4 billion in capital under management.

Randall leads investments in the industrials and franchising & multi-unit sectors. Previously, he was a Principal at Golden Gate Capital, and held roles at Bain & Company and Williams-Sonoma. He holds an MA in sociology and a BA in economics, Phi Beta Kappa, from Stanford.

Keoni leads investments in the financial and business services sectors. He was formerly a Principal at Golden Gate Capital and began his career as a consultant at Bain & Company and The Bridgespan Group. He holds a BA in history with honors from Princeton.

Altamont was recently recognized by GrowthCap as a Top Private Equity Firm of 2025.

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Since its founding in 2014, Strattam has completed more than 50 partnerships—helping founders scale their teams, expand market reach, and adopt transformative technologies—including AI—to solve the customer problems they understand so well.

Prior to co-founding Strattam, Bob was a Partner and Investment Committee member at Oak Hill Capital Partners and held roles at GCC Investments and Morgan Stanley. He graduated summa cum laude from Princeton and earned his MBA from Stanford, where he was an Arjay Miller Scholar.

Bob was recently named a Top Software Investor of 2025 by GrowthCap. Strattam was also recognized as a Top Private Equity Firm of 2025.

Bob supports USRowing Foundation. To learn more about this organization click here.

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Since its founding in 2014, PSG has backed more than 150 companies and facilitated over 520 add-on acquisitions, bringing deep expertise in software and technology and a commitment to collaborating with management teams.

Marco has been with PSG since 2014 and was previously a principal at BV Investment Partners and investment partner at Siemens Venture Capital.  He received an MBA and BA from Harvard.  

Tom has been with the firm since 2015 and was previously a general partner at WestView Capital Partners and director at CIBC Capital Partners.  He received his MBA and BA from Harvard.  

Marco and Tom were recently recognized by GrowthCap as Top Software Investors of 2025.

Marco and Tom supports Glen Doherty Memorial Foundation. To learn more about this organization click here.

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Founded in 1928 and headquartered in Boston, Wellington offers a broad platform spanning public equities, fixed income, private credit, alternatives, and multi-asset solutions. Within that, the firm manages more than $400 billion in fixed income and credit strategies, making it one of the world’s largest investors in the space.

Jeff leads Wellington’s growth lending strategy, partnering with portfolio managers, venture capital investors, and the firm’s global research platform to back innovative companies. He also plays a key role in developing investment talent and shaping the next generation of leaders within the firm.

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Sumeru has invested more than $3 billion across more than 50 platform and add-on investments spanning enterprise and vertical SaaS, data analytics, education technology, infrastructure software, and cybersecurity. 

Mark has been with the firm since 2012 and leads investments in human capital management, supply chain, and eCommerce software. He brings extensive experience in technology and growth investing, having started his career in investment banking at Goldman Sachs. 

Mark supports National Brain Tumor Society and CASA.

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Based in Los Angeles, Transom specializes in corporate carve-outs and lender-owned businesses. Supported by an in-house operations team with deep functional expertise, the firm partners with management teams to transform and grow companies across business services, industrials, consumer, and specialty distribution.

Transom was most recently recognized by GrowthCap as a Top Private Equity Firm of 2025.

Russ supports Young Presidents Organization. To learn more about this organization click here.

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Matt’s career path has taken him from Tufts University to Goldman Sachs and SkyBridge before joining Turn/River in 2018.  Throughout his career, Matt has shown a unique ability to identify and partner with exceptional software businesses and support their growth both organically and inorganically alongside his colleagues at the firm.

Turn/River was most recently recognized by GrowthCap as a Top Private Equity Firm of 2025, as well as a Top Growth Equity Firm of 2024.

Matt supports Bessie Carmichael School. To learn more about this organization click here.

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Kevin joined Long Ridge in 2010 and serves as a Managing Partner and member of the firm’s Investment Committee. He leads the overall strategic direction of the firm and oversees deal teams responsible for sourcing, evaluating, and managing portfolio companies. 

Throughout his investing career, Kevin has served on the boards of numerous public and private financial and business services companies, working closely with visionary leadership teams to build category-defining businesses.

Long Ridge was recognized by GrowthCap as a Top Growth Equity Firm of 2024.

Kevin supports Memorial Sloan Kettering. To learn more about this organization click here.

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The company recently raised $100 million in Series D funding, led by NEA with participation from SignalFire, Craft Ventures, and 9Yards Capital. The funding will support global expansion, enhance product innovation across autonomous security operations, and scale the company’s presence in critical infrastructure and federal markets.

Snehal supports Spookstock. To learn more about this organization click here.

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Chalk recently raised a $50 million Series A round at a $500 million valuation. The round was led by Felicis, with participation from Triatomic Capital, General Catalyst, Unusual Ventures, and Xfund. The funding will accelerate Chalk’s efforts to scale its Rust-based feature engine and support a growing number of enterprise AI teams building real-time systems.

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TensorWave recently raised $100 million from Magnetar, AMD Ventures, Maverick Silicon, Nexus Venture Partners, and Prosperity7. The capital infusion strengthens the company’s ability to scale its infrastructure for memory-intensive AI workloads and expands its reach as a next-gen alternative in the AI and HPC cloud space.

Piotr supports Startup Vegas. To learn more about this organization click here.

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Going on nearly two decades, the firm leverages a thematic investment strategy and deep sector expertise to collaborate with talented management teams, accelerate growth, and build market-leading businesses. Lee Equity currently manages $5 billion in assets.

Mark joined the firm in 2006. Prior to that, he was a Partner and co-founder of Capital Z Financial Services Partners, served as a Managing Director at Donaldson, Lufkin & Jenrette, and was a founding member of the Insurance Group at Merrill Lynch.

Mark supports Conservation International.  To learn more about this organization click here.

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Founded in 1986, Berkshire is currently investing from its Fund XI, which closed in 2024 with $7.8 billion in commitments. The firm has completed over 150 investments and is known for partnering closely with management teams to drive growth across market cycles.

A leader within the firm’s healthcare investment team, Chris has demonstrated exceptional leadership and strategic insight over his 27-year tenure. Known for his unique ability to build trust and foster collaboration, he has earned the respect of peers and portfolio company management teams alike, and was recognized by GrowthCap as a Top Healthcare Investor of 2025.

Chris supports Dana-Farber Cancer Institute and McLean Hospital.

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Founded in 2015, Eden Capital partners with founders and management teams to grow businesses with proven, scalable models, deploying $20–$75 million through flexible investment structures. Drawing on over 40 years of international investment expertise, Eden provides strategic and operational support to drive growth and value creation.

With more than two decades in the private equity industry, Dina was recognized by GrowthCap as a Top Healthcare Investor of 2025.

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Oak Hill applies a specialized, theme-based approach to investing across services and digital infrastructure.  Since 1986, Oak Hill and its predecessors have raised over $23 billion in initial capital commitments and co-investments and have invested in more than 110 companies.

Tyler has been a Managing Partner at Oak Hill Capital since 2012 and has been with the firm since 2001. Previously, he was a Managing Director at J.H. Whitney and spent the early part of his career at DLJ.  

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Founded in 2000, General Catalyst has $36B in assets under management and recently raised an additional $8B to accelerate investments in early-stage ventures, company creation, and ecosystem transformations. With a focus on innovation, GC is dedicated to helping entrepreneurs navigate the next frontier of technology and industry evolution.

Marc leads GC’s Creation strategy, focusing on incubations, transformations, and venture buyouts. He also invests early in both crypto and fintech and contributes to GC’s expanding AI initiatives. Marc’s core areas of interest include AI-driven rollups in services and software businesses, fintech innovation in bookkeeping, accounting, and insurance, and early-stage crypto incubation.

Marc supports UNICEF. To learn more about this organization click here.

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Since its founding in 1989, Providence has combined deep industry expertise with a collaborative investment approach, deploying over $40 billion across more than 180 portfolio companies to help build exceptional businesses and generate attractive returns.

Michael joined the firm’s Providence office in 1998. He is the chair of the investment committee and a member of the executive and portfolio review committees. He oversees the firm’s portfolio operations group and serves as co-chair of Providence’s responsible investing committee.

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Brendan leads strategic initiatives, firm operations, and the sourcing of high-impact investment opportunities at VPC. As a key member of VPC’s Investment and Valuation Committees, Brendan’s leadership is integral to driving the firm’s success and delivering exceptional value to its investors.

Brendan supports Lurie Children's Hospital. To learn more about this organization click here.

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Adams Street is 100% employee-owned and has $62 billion in AUM across primary, secondary, growth equity, credit, and co-investment strategies. The firm strives to generate actionable investment insights across market cycles by drawing on over 50 years of private markets experience, proprietary intelligence, and trusted relationships.

Since joining Adams Street’s Growth Equity Team in 2013, Brian has led the firm’s application software investments, focusing on growth equity in software, fintech, and consumer sectors, while actively contributing to thought leadership, industry events, and several key committees.

Brian supports RallyCap Sports. To learn more about this organization click here.

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Under Matt's leadership, WestView has successfully navigated the complexities of healthcare technology and outsourced services since day one. His expertise enables entrepreneurs to overcome growth challenges while preserving their company cultures. With a proven track record of flexibility and long-term commitment, WestView has earned the trust of over 40 founders through strategic, supportive partnerships.

Matt supports Nativity Prep. To learn more about this organization click here.

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Now investing from its 14th flagship fund, Battery Ventures XIV, and companion fund Select Fund II, together capitalized at a combined $3.8 billion, the firm has raised more than $13 billion since inception.  Its core focus areas are application software, infrastructure software, consumer, and industrial tech and life science tools.  

Toshi, based in New York, leads later-stage and majority investments in software companies reshaping industries like hospitality, manufacturing, engineering, and supply chain, among others.

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Under Jason’s leadership, Octane has raised both debt and equity amounting to approximately  $2.6 billion.  Prior to Octane, Jason worked at Capital One in Corporate Strategy. 

Since 2014, Octane has partnered with dozens of manufacturers and thousands of powersports dealerships to help drive more sales with their platform. They are backed by Valar Ventures, Contour Venture Partners, IA Ventures, DreamIt Ventures, FinTech Collective, Third Prime Ventures and Citi Ventures.

Jason supports Baby2Baby. To learn more about this organization click here.

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Led by an investment team averaging more than 25 years of technology experience, and who began their software careers working in operating companies, Updata invests in high-growth B2B software and software-driven businesses where the combination of capital and operating experience will help accelerate success. Updata has partnered with more than 75 entrepreneurs to date, and has raised more than $1.5 billion in committed capital.

Jon has been a member of Updata’s investment team since 2006. He has more than 20 years of experience as an operator and investor in the software industry.

Jon supports Washington Nationals Youth Baseball Academy. To learn more about this organization click here.

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Brighton Park Capital invests in companies that provide highly innovative solutions in partnership with great management teams. The firm brings purpose-built, value-add capabilities that match the unique requirements of each of its companies to build market leading products and to execute the needed strategies to create important global companies.

Prior to starting Brighton Park Capital, Mark was a Managing Director at General Atlantic for more than 20 years.

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Building on over 40 years of experience, PAR is recognized as one of the largest suppliers of point of sale systems in the United States, EMEA and APAC regions.  

Previously, Savneet co-founded GBI, a financial software platform for trading and storing physical precious metals, and worked in investment banking at Morgan Stanley.

Savneet supports SHDF.  To learn more about this organization click here.

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Her creative structuring across the capital structure has made her a sought-after partner to growth companies looking for an alternative cost of capital product that minimizes the dilution of equity and the operational constraints of debt.  Kerstin began her career with Goldman Sachs’ Special Situations Group.  She later went on to TPG Sixth Street Partners where she last served as a Principal.

Kerstin was a 2024 GrowthCap Top 40 Under 40 Growth Investor awardee.

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Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada.  As of January 1, 2025, Monroe had $20.3 billion in committed and managed capital. The firm is headquartered in Chicago and maintains 11 offices throughout the United States, Asia and Australia.

Zia has over 30 years of management consulting, corporate finance, private equity, turnaround and investing experience. As President, Zia focuses on Monroe’s day-to-day and strategic long-term growth initiatives.  He also assists in both Monroe Capital’s software, technology-enabled and business services lending, as well as the Firms Independent Sponsor activities.

Zia's experience includes past and present roles as a Board member of various public and private companies. He joined the firm in 2007 and is a member of Monroe’s Investment Committee.

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Ran joined Norwest in 2011. As a General Partner and Co-Head of the Growth Equity team, Ran focuses on growth equity investments across a wide range of sectors including technology, business services, and consumer. His most recent investments include Banyan Software, Datacor, Elite Business Ventures and SpryPoint.

Ran is a two-time awardee of GrowthCap’s Top 40 Under 40 Growth Investors, as well as GrowthCap’s Top Software Investors.

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Since 2011, Sean and his team’s mission has been to inspire and enable people everywhere to live free of chronic disease. They do this by building digital health programs that are evidence-based, performance-priced, and designed to delight their users.

Omada is backed by Andreessen Horowitz, Norwest Venture Partners, Fidelity, Wellington Management, and other notable investors.

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Alation is backed by Thoma Bravo, Riverwood Capital, Salesforce Ventures and other notable investors.

Since 2012, Satyen and his team have been passionate about helping enterprises create thriving data cultures where anyone can find, understand, and trust data. Prior to founding Alation, Satyen spent a decade at Oracle where he managed the financial services warehousing and performance management business.

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Eric is a three-time awardee of GrowthCap’s Top Software Investors.

He co-founded Centana in 2015 and previously worked over 20 years in growth equity and technology.  He spent 13 years at FTV Capital, a multi-billion dollar growth equity fund, where he was a partner, served on the management committee and led investments in enterprise technology.  In the earlier part of his career, Eric held positions at Netscape, mCFO and McKinsey.

Eric supports Smithsonian Institution. To learn more about this organization click here.

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Larry joined the firm in 2010 and focuses on investments in B2B software businesses.

For the sixth consecutive year, Larry has been recognized by GrowthCap as a Top 40 Under 40 Growth Investor, in addition to being recognized as a Top Software investor for the past two years.

Larry supports Chesapeake Bay Foundation and Friends of Patterson Park.

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Madison Dearborn has a history in Chicago that dates back to the early 1980s when its founders built a $2.6 billion management buyout and venture capital portfolio at First Chicago Venture Capital. In 1992, the founders established MDP as an independent firm, and, since then, the firm has raised aggregate capital of over $31 billion, and has completed investments in more than 160 companies.

Elizabeth joined MDP in 2004 as an Associate and re-joined after business school in 2008. Prior to MDP, she worked in healthcare investment banking at J.P. Morgan.

Elizabeth supports Stanley Manne Children's Research Institute and Lincoln Park Zoo.

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Spectrum Equity is a leading growth equity firm providing capital and strategic support to innovative companies across the information economy. Since its founding in 1994, the firm has partnered with proven entrepreneurs and management teams to build long-term value in market-leading software and data services companies.

Jeff’s areas of investment focus include Internet-enabled healthcare IT, software and information services. Prior to joining Spectrum, Jeff worked at Thoma Cressey Equity Partners and Goldman Sachs.

Steve’s areas of investment focus include Internet-enabled software and information services serving vertical end markets such as healthcare, education and travel & hospitality. Prior to joining Spectrum, Steve worked at Trident Capital, Thomas Weisel Partners and The Beacon Group.

Jeff supports Utah Athletics. To learn more about this organization click here.

Steve supports World Bicycle Relief and Silicon Valley Bicycle Coalition.

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Unit 4’s integrated suite of AI-powered ERP software solutions built on a robust platform helps elevate businesses, delivering visibility and control over finances, projects, procurement, reporting, forecasting and payroll. The company has 2,700 colleagues across the globe and serves more than 5,100 customers.

Mike is a CEO, investor, builder of world class teams, champion of diversity and continuous learner, and he’s passionate about people.  From his first leadership role in the Boy Scouts, to exec positions in the tech industry, his career has revolved around elevating, engaging and enabling people.

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With over 80 growth equity investment professionals in their offices across North America and Europe, Summit has invested in more than 550 companies in the technology, healthcare, financial services, business services and consumer sectors.

Peter joined Summit Partners in 1994 and during his tenure has invested in more than 30 companies, including 18 currently or formerly publicly traded companies. He has served as the Firm’s CEO since 2015.

Summit Partners was recognized by GrowthCap as a Top Private Equity Firm and Top Growth Equity Firm of 2024.

Peter supports Salvation Army, Mercy Ships and Athletes in Action.

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Jim has served as Managing Partner of the firm since inception.  He partners with passionate founders of growing SaaS companies focused on product leadership.  Over his career, he has served on the board of over 25 tech companies and over 15 boards as the first institutional investor.

Jim has been recognized by GrowthCap as a Top Software Investor in each of the last four years.  Silversmith currently sits at the top of GrowthCap’s Leaderboard for Best Growth Investment Firms.

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The company has taken in over $4 billion of capital and is backed by Ontario Teachers and Brookfield, among others.

In 2011, Chris’ vision was to focus on greenfield projects and deliver customizable, scalable, sustainable, and low-cost data centers in an expedited time frame.  Since its inception, Compass Datacenters has embraced sustainability with the efficient use of land, green energy, water-free cooling, and building materials.

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Backed by Frist Cressey, Norwest, and TPG Capital, Monogram Health has numerous value-based partnerships with leading health plans, integrated delivery systems, and risk-bearing primary care platforms to care for patients across 35 states and all insurance products.

Previously, Mike led the growth of Health Choice, the managed care and insurance business unit of private equity sponsored IASIS Healthcare.

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Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. With approximately $45 billion in capital raised, the firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential.

Francisco Partners was recognized by GrowthCap as among the Top Private Equity Firm of 2024.

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Prior to QED, Frank was one of the early architects who helped create what became Capital One. In his 13-year Capital One journey, Frank was responsible for many “firsts” that helped lay the foundation for what Capital One is today.

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David joined Ampersand in 2010. Previously, David spent six years with Covington Associates, a specialty investment bank focused on middle-market M&A in the healthcare sector. Prior to Covington, he spent five years as a consultant for Boston Healthcare Associates.

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Because Earned understands the ins and outs of a doctor's career, clients benefit from specially trained fiduciary advisors and technology that plans and adjusts for changes throughout a doctor's working life.  Earned also provides medical practice solutions including tax, accounting, payroll, and retirement plan solutions.

John brings over two decades of CEO and President experience in innovative financial services.  He most recently served as CEO of Blucora, a publicly traded technology-driven financial services firm offering tax-smart wealth management outcomes for consumers, where he helped to steer the company into new products and to financial success.

John supports Feed the Children. To learn more about this organization click here.

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Larry focuses on investment opportunities in transactional internet applications, e-commerce, digital health, and next-generation consumer brands, while Sean focuses primarily on companies in the software and tech-enabled services sectors.

In this episode we speak with Larry Cheng and Sean Cantwell, Co-founders and Managing Partners at Volition Capital, a Boston-based growth equity firm that invests in founder-owned companies in the software, internet, and consumer sectors. The firm was founded in 2010 and has over $1.7 billion in assets under management.

Larry focuses on investment opportunities in transactional internet applications, e-commerce, digital health, and next-generation consumer brands, while Sean focuses primarily on companies in the software and tech-enabled services sectors.

Larry supports Wycliffe Bible Translators. To learn more about this organization click here.

Sean supports Big Brothers Big Sisters of Eastern Massachusetts. To learn more about this organization click here.

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In 2010, Chen Amit and Orez Zeev created Tipalti to transform global payables with true, end-to-end automation that removes the pains and risks of paying suppliers around the world.  Tipalti has raised over $700 million from notable investors including Durable Capital Partners, G Squared and others.

Prior to Tipalti, Chen was CEO of Atrica, a Carrier Ethernet company that Nokia-Siemens acquired. Before Atrica, Chen was co-founder and CEO of Verix, a provider of business intelligence software.

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In 2015, Amir founded Outschool with Nick Grandy and Mikhail Seregine. The company’s mission is to inspire kids to love learning by providing them with innovative learning opportunities outside of the regular classroom. The classes are offered by independent teachers and take place in small-groups over live video chat with assignments and feedback between the live sessions.

Outschool has raised over $240 million from notable investors including Tiger Global, Coatue, Lightspeed and others.

Prior to Outschool, Amir was a product lead for Square Payroll and a software developer for IBM. His passion for writing software started at a young age and he strives to find technological and social levers that can drive positive change in the world.

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In 2013, Workato was founded by Vijay Tella, Gautham Viswanathan, and Harish Shetty. Their intention was automating workflows through a no-code platform. Prior to Workato, Vijay was CEO of Qik, a consumer video communications company acquired by Skype.

Workato has raised over $400 million and is backed by Battery Ventures, Altimeter, Insight Partners, Norwest, and other notable investors.

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Carmine joined Advent in 2010 and focuses on making investments in the healthcare and healthcare technology sectors. Prior to Advent, he worked for Thomas H. Lee Partners, where he was a generalist investor with a focus on leveraged buyouts in the financial and business services and healthcare industries. Carmine has also spent time working in the hedge fund industry. He started his career in investment banking with Citigroup Global Markets where he was a member of the Global Health Care team.

Carmine was recognized by GrowthCap as a Top 25 Healthcare Investor of 2024.

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Darren is an accomplished technology investor with a 25+ year career spanning public and private global markets.  His investment journey began with a strong foundation in fundamental research, honed during his tenure as a technology research analyst in Goldman Investment Research and as a buy-side analyst at a global hedge fund.

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In 2009, after previous years of helping businesses embrace cloud communications, Brian decided to take that same model and help service providers with their next-generation infrastructure. Service Providers that are powered by Alianza are growing faster, drastically simplifying their operations, and delivering better customer experiences.

Before Alianza, Brian founded GetFon, which was sold to AT&T/Alestra in 2008.

Brian supports Water for South Sudan. To learn more about this organization click here.

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The firm partners with extraordinary entrepreneurs to shape the future through technology by investing out of multiple funds from seed to late-stage venture growth, while focusing primarily in the technology, healthcare and climate sectors.

Previously, Robert was at Norwest Venture Partners for nearly a decade as a Partner and Co-Head of Healthcare. He has been involved in investments and associated exits with public equity value or acquisition value that exceeds a total of $10 billion.

Robert is a Stanford-trained, board-certified emergency physician who earned his MD from Harvard in the Harvard-MIT program, his MBA from Harvard Business School and his MA in International Affairs from King’s College London. Robert received his undergraduate degree (honors) in biomedical engineering at Johns Hopkins.

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Armada enables companies to rapidly deploy, operate and monitor a complete modular data center to the remote corners of the world.

Before Armada, Dan was the CEO of DataRobot and COO of AppDynamics. He is invested in the future of technology as an investor, advisor, and board member for various visionary startups, including Abnormal Security, Avi Networks (acquired by VMware), and Embrace.

Dan is a Board Member of JDRF. To learn more about this organization click here.

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Investing in software, internet, and tech-enabled services businesses globally, the firm specializes in helping growth-stage companies scale.  Lead Edge Capital has an interesting model that combines elements of private equity, growth, and an active network of over 700 limited partners to build a very powerful moat.

Prior to founding Lead Edge, Mitchell was on the investment teams at Eastern Advisors and Bessemer Venture Partners. Mitchell is formerly a nationally ranked alpine ski racer.

Mitchell is one of the members of the Board of U.S. Ski & Snowboard. To learn more about this organization click here.

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Created in 2014, Virta’s innovations in nutritional biochemistry, data science, digital tools, and clinical expertise are shifting the diabetes treatment paradigm from management to reversal.

Before Virta, Sami was a Co-Founder of the leading online real estate marketplace Trulia. He also previously worked for top companies including Microsoft, McKinsey, and Nokia.

Sami is also an endurance athlete.  Sami and his wife rowed from California to Hawaii—2,750 miles, completely unsupported. He is also a triathlon age group world champion and 8 hour 24 minute Ironman with seven Hawaii Ironman finishes.

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Founded in 2014, the firm invests in companies driving transformation in healthcare and fintech, two uniquely complementary and high-growth sectors. With deep domain expertise and strategic resources, the firm partners with leading entrepreneurs at every stage, from seed to growth, to build businesses that make a measurable, lasting impact on these industries.

Before founding Oak HC/FT, Andrew spent 15 years, primarily at Oak Investment Partners, investing in early and growth stage companies.  During the over 25 years Andrew has spent investing in leading healthcare companies, he has had 35 exits, including 6 IPOs.

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David leads the company in using his in-depth knowledge of semiconductors, data/telecommunications, photonics, clean energy industries, and extensive international business experience.

His impressive career background includes being an Executive Chairman of POET Technologies, Venture Partner at Khosla Ventures, and founder of Intermolecular.

David supports Canary Foundation. To learn more about this organization click here.

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Max joined Bain Capital in 2011. He is a Partner on the North American Private Equity team. He focuses on supporting the growth of cutting-edge cybersecurity, digital infrastructure, and horizontal application businesses.

Scott joined Bain Capital in 2019 and is a Partner on the Bain Capital Tech Opportunities team. He co-leads the team’s investments across application software and information services, most notably focusing on vertical SaaS, SMB platforms and B2B marketplace investments. Previously, Scott was a senior investment professional with TCV.

Max and Scott were recognized by GrowthCap as Top 40 Under 40 Growth Investors of 2023.

Max supports YMCA. To learn more about this organization click here.

Scott supports Make-A-Wish Foundation of America. To learn more about this organization click here.

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Blue-chip art has historically retained its value and appreciated in times of high inflation. Masterworks was founded in 2017 by Scott to make the art market more accessible to investors.

Scott is an early Internet entrepreneur with a focus on online advertising, martech, and fintech. Over the past 15+ years, he’s founded, acquired, sold, or remained a controlling shareholder in over a dozen tech companies. Prior to Masterworks, Scott founded Payability, V2 Ventures, and Virtumundo.

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The company operates in the financial crime prevention space and is a pioneer of the concept of combating financial crime through a community-based platform.

This collective effort, known as the Anti-Financial Crime (AFC) ecosystem, enables financial institutions to acquire knowledge, collaborate, and utilize typologies to counter emerging financial crime patterns, thereby ensuring their own safety and security.

Tookitaki was recognized as one of the Top 100 Financial Technology Companies of 2023 by the Financial Technology Report.

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Prior to joining KKR in 2019, Jake was at Spectrum Equity, where he focused on growth investments in software, information services and internet businesses. He started his growth equity career at Symmetric Capital and also spent time as a strategic consultant at the Parthenon Group in their global private equity practice.

Jake served four years as a commissioned officer in the United States Navy and finished his career in Naval Special Warfare as the Commander of a high-speed assault boat team. He is a decorated veteran of Operation Enduring Freedom and Operation Iraqi Freedom including the Bronze Star with distinction for Valor in Combat.

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Jake supports NAVY SEAL Foundation.  To learn more about this organization click here.

Ross co-heads Thoma Bravo’s growth equity platform, a dedicated fund focused on making minority investments in high growth software and technology companies.  He leads the team’s close collaboration with founders and management teams to implement world-class operating principles and help realize their visions and growth potential.

Ross was recognized by GrowthCap as one of the Top 40 Under 40 Growth Investors of 2023.

Ross supports Boys and Girls Club of Miami-Dade and Feeding South Florida.

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Deposco’s Bright Suite of omnichannel fulfillment supply chain applications allows fast-growing companies to rapidly scale their warehouse management and order management operations, so they can see what inventory they’ve got, where it is, and where to position it to fulfill demand.

Bill first got his start in 1993 as an account executive at Manugistics. From there, he went on to Grotech Ventures and then became a Managing Partner at The Albermarle Group.

Bill was recognized as one of the Top 50 SaaS CEOs of 2023 by The Software Report.

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Garrett became part of First Eagle in 2020 upon the firm’s acquisition of THL Credit, which he had joined in 2012. Previously, he worked in the restructuring group of Lazard’s investment banking division. Before that, he specialized in corporate turnarounds and restructurings across a variety of industries at CDG Group, a middle-market restructuring firm. 

First Eagle Alternative Credit was recognized as one of the Top Private Debt Firms of 2023 by GrowthCap.

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More than 17,000 customers trust AvePoint’s Confidence Platform to optimize their SaaS operations and secure collaboration. AvePoint’s SaaS solutions are also available to managed service providers via more than 100 cloud marketplaces.

TJ co-founded AvePoint in 2001 and has served as the company’s CEO since 2005.  TJ was recently named a Top 50 SaaS CEO of 2023 by The Software Report.

TJ launched MaivenPoint, an edtech company that enables educators, students and organizations to create engaging learning experiences to meet their unique, evolving needs.

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Rashmi is a General Partner and Head of Enterprise Investing at the firm. She focuses on enterprise software investments in cloud infrastructure, cybersecurity, devops, and artificial intelligence and machine learning. She has over two decades of experience investing and operating in enterprise technologies and was recognized as one of the Top Software Investors of 2023 by GrowthCap.

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Bill’s focus is on expanding the company's industry-leading product suite into a true end-to-end ecosystem designed specifically for specialty practices. He has spent his entire career in technology and software, most recently serving as CEO of Dealer-FX Group. Prior to that, he was with Sophos, OnForce and Intuit.

Nextech was recognized as one of the Top 100 Healthcare Technology Companies of 2023 by The Healthcare Technology Report.

Bill supports Tunnel to Towers Foundation. To learn more about this organization click here.

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During his over three-decade tenure with the firm, he has been responsible for and served on the Boards of numerous successful investments including Aspen Education Group, CHG Healthcare, Priority Solutions International, Bravo Health, Laboratory Supply Company, Pentec Health, Solis Mammography, DSI Renal, Northfield Medical, and United Digestive. He currently serves on the Boards of Elevate Patient Financial Solutions, Accuity Delivery Systems, and Effective School Solutions.

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Taylor joined Applied in 2019 after serving as Chief Executive Officer of SMS Assist, the leading cloud-based software platform for multi-site property management. Previously, he was CEO of Rackspace, where he led the company’s growth from a cloud pioneer to an industry leader with more than two billion dollars in revenue.

Taylor was recognized as one of the Top 50 SaaS CEOs of 2023 by The Software Report.

Taylor supports World Vision.  To learn more about this organization click here.

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Alan has a long and impressive track record across leadership, tech investing and operations, having built the Foundation Fund within Vista Equity, following hands on experience as a technology entrepreneur.  He was previously Senior Managing Director, Fund Co-Head at Vista.

Hg has over 400 employees across London, Munich, New York, Paris and San Francisco, and a current portfolio of around 52 businesses, worth approximately $135 billion in aggregate enterprise value.

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David’s career spans various areas of software and technology, from writing code for some of the first and largest mobile and messaging systems to scaling, growing, and exiting multiple venture-backed, private-equity-owned, and public software companies.

Before joining HYAS, David was the CEO at Realm and CEO and President at Openwave Messaging. He earned his PhD and MS in computer science at UCLA and his undergraduate degree in mathematics and computer science at Cornell University.

David was recognized as one of the Top 50 SaaS CEOs of 2023 by The Software Report.

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The company is backed by Sofina, General Atlantic, Index Ventures, and other notable investors.

Kim joined Typeform in 2018 as Chief Operating Officer, bringing more than 20 years of experience at high-growth companies.  He was recently recognized by The Software Report as one of the Top 50 SaaS CEOs of 2023.

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Prior to WestCap, Daphne was the Co-Head of the Private Equity Funds and Co-Investment Group in the Americas for GIC, a leading global investment firm established to manage Singapore’s foreign reserves. Prior to that, she was a Principal in Blackstone’s Private Equity division.  She started her career in investment banking at Goldman Sachs.

Daphne was recognized by GrowthCap as one of the Top Software Investors of 2023.

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SkyHive invented Quantum Labor Analysis, the application of Artificial Intelligence to analyze a workforce at its most granular and real-time level.

Sean is a member of the 2023 Class of Henry Crown Fellows within the Aspen Global Leadership Network at the Aspen Institute and he was recently named one of The Software Report’s Top 50 SaaS CEOs of 2023.

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Raghu co-founded the company with a vision to make customer and enterprise interactions more effective and effortless. Since its inception, Raghu and his team have successfully expanded Yellow.ai’s presence across the U.S., Southeast Asia, Europe, the Middle East, Japan, Australia and Latin America with over 1,000 customers in over 85 countries.

Previously, Raghu worked for 16 years with leading tech companies such as Texas Instruments, and Broadcom across leadership roles in engineering, product management and business development both in the Bay Area and India.

Raghu was recently recognized as one of the Top 50 SaaS CEOs of 2023 by The Software Report.  The company is backed by Salesforce Ventures, Sapphire Ventures, WestBridge Capital, and other notable investors.

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Customers turn to SambaNova to quickly deploy state-of-the-art generative AI capabilities within the enterprise.  Its purpose-built enterprise-scale AI platform is the technology backbone for the next generation of AI computing.

Headquartered in Palo Alto, California, the company was founded in 2017 by industry luminaries and is backed by investors including SoftBank, funds and accounts managed by BlackRock, Intel Capital, Google Ventures, and other notable investors.

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Jim co-founded Princeton Equity Group, co-leads its investment activities, and sits on the Firm’s investment committee. Prior to co-founding the firm, Jim spent nearly 20 years as a private equity investor at Summit Partners, ABS Capital, and Princeton Ventures, which he founded in 2006.  Jim is also the Founder and Chairman of Princeton Medspa Partners, a leading consolidator and franchisor in the noninvasive medical aesthetics industry.

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Ardurra provides services in the areas of water, transportation, public works, environmental, aviation, civil, aquatics, emergency management, transit, surveying, structural, community relations and landscape architecture, among others.

Ernesto is a visionary leader and seasoned Professional Engineer with 30+ years of experience encompassing all aspects of operations, management, business development and project delivery for engineering and consulting. He also leads the sourcing, valuation and merging of acquired companies, with an emphasis on integration as the key to building a unified firm.

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A leader in the $30 billion transcription industry, Verbit has raised $360 million to date after closing its Series E funding round.

A former lawyer, Tom founded Verbit knowing how much money was being spent on transcription. He saw that many more industries could benefit from access to accurate transcripts. He has expertise in enterprise software, as well as tech-enabled and SaaS businesses, and is an active investor in promising tech companies.

Tom supports Keshet. To know more about the organization click here.

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Ross was named one of GrowthCap’s Top Software Investors of 2023.

He oversees all day-to-day activities of H.I.G. Growth. Prior to joining H.I.G., Ross was a technology investor at TPG. He also lived and worked in Asia, for a combined 10 years in Hong Kong and Tokyo, with both Goldman and TPG.

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Daphne has over 25 years of investment experience and plays a crucial role in all aspects of the firm's investment activities and portfolio management. She led the firm’s investments in and chairs the boards of PAG, Genserve, AeroRepair and Whitson’s.

Daphne was named one of GrowthCap’s Top Women Leaders in Growth Investing of 2023 and is a champion for the advancement of women and people of color in finance.

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The company has been through four financing rounds, acquired multiple companies, and driven billions in revenue for tens of thousands of properties. Today, Cloudbeds is in more than 157 countries.

The company has raised over $240 million from investors such as Softbank, Viking Global, PeakSpan and other notable investors.

Adam co-founded Cloudbeds in 2012 after finding it difficult to book local accommodation while traveling in Brazil. He and co-founder Richard Castle envisioned a platform that would allow any property, no matter their size, type, or location, to run their lodging business successfully.

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Katie focuses on investments in the consumer sector and was a leader of the all-female investment team for Spanx, the revolutionary womenswear brand founded by Sara Blakely. Katie has also been a leader in BXG’S Talent & Development committee, which focuses on the growth of employees and cultivating that pool of talent.

Blackstone Growth is Blackstone’s dedicated growth equity investing platform. It is backed by the scale, operating expertise, and global reach of the world’s largest alternative asset manager.

Katie supports Delivering Good. To learn more about this organization click here.

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Since its founding in 2000, the company has raised more than $680 million from TPG, Apax, TA Associates and other notable investors and has empowered more than 100 Fortune 500 companies with its AI, data, and analytics-driven business strategies.

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The firm has invested over $17 billion in more than 350 technology companies worldwide and has supported over 145 IPOs and strategic acquisitions, making it one of the most active technology investors. Select investments include Airbnb, Celonis, Clio, Cradlepoint, ExactTarget, Expedia, Facebook, Fandango, GoDaddy, GoFundMe, HomeAway, Netflix, Nubank, Revolut, Splunk, Spotify, Toast, Twillio, and Zillow.

Jay has been a venture capitalist and technology investor for 40 years. Prior to TCV, Jay was a Managing Director at Chancellor Capital Management, where he spent more than 12 years as a technology-focused venture capitalist and fund manager. Jay is currently on the board of directors of Netflix, Peloton, TripAdvisor, and Zillow.

Jay supports Part the Cloud. To learn more about this organization click here.

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The company’s versatile proteins are proven solutions for a variety of applications, from bars and beverages to bakery, alt meat and novel foods and beverages that benefit from a protein boost.

Arturo has led The EVERY Company as its Co-founder and CEO for the last decade from concept through commercialization.  The Company has raised over $200 million dollars from notable investors.

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Its technology works 100-1000x faster than traditional database management systems, and processes hundreds of millions to over a billion rows and tens of gigabytes of data per server per second.

Before founding ClickHouse, Aaron helped grow salesforce.com between 2002 - 2014 from a private, 200 employee startup, to a $200 billion market leader. He was also part of the team that took Elastic public and drove revenue from $5 million to $500 million.

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Cambridge Associates is a global investment firm that works with endowments, foundations, healthcare systems, pension plans, and private clients to implement and manage custom investment portfolios. With 50 years of institutional investing experience, the firm delivers a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, staff extension, and asset class mandates.

Andrea leads a 50-person team sourcing and underwriting private equity, growth equity, distressed, and venture capital funds, as well as direct, co-investment, and secondary investment opportunities, resulting in over $10 billion being invested annually across these strategies. She is also a member of the firm’s Leadership Team and leads CA’s Discretionary Private Investments practice.

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Figment provides comprehensive staking solutions for over 250 institutional clients. The world’s largest asset managers, custodians, exchanges, foundations, and token holders leverage Figment’s infrastructure and APIs to earn staking rewards. Staking is a process in which token holders can earn rewards by helping to secure a blockchain network.

Before Co-Founding Figment, Lorien was both a serial entrepreneur and corporate executive.  Along with his brother, Lorien founded three companies - 1) pingg.com, which was acquired by 1800-Flowers, 2) Bird on a Wire Networks, which was acquired by AT&T Canada and 3) Interlog, one of Canada’s first commercial ISPs, which was acquired by a large multinational telecommunications provider.

Lorien also spearheaded the exponential U.S. growth of UK-based tech company MessageLabs as Global VP Business Development, ran a division of Fortune 500 company Micron, and has served on the advisory board of a number of start-ups.

Lorien supports The Murph Challenge. To learn more about the annual event click here.

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Based in San Francisco, the firm is highly effective in rapidly scaling operations. With deep expertise in sales, marketing, customer success, and finance, its team acts like a software firm - they adapt Silicon Valley’s best modern software growth tactics to companies everywhere, carving a path for capital-efficient growth without compromises. 

Joanne is a Partner at Turn/River. Growing up, she spent most weekends selling parts at computer trade shows, helping her dad run his one-man shop. That’s how she experienced firsthand the challenges bootstrapped companies face and the resiliency of their leaders. Joanne has invested in software from pre-launch to post-IPO, and worked everywhere from seed-stage venture to Google.

Joanne was selected as one of GrowthCap’s Top Women Leaders in Growth Investing of 2023.

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Matt founded GPRS in 2001 and the company has grown to be a great success in its market. Its 99.8%+ accuracy rating on over 250,000 projects leads the industry.  The company has worked on some of the largest and most significant construction projects in the country. GPRS is backed by CIVC Partners.

Matt supports LifeWise Academy. To learn more about this organization click here.

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Apax Digital partners with exceptional founders and leadership teams of innovative SaaS, internet, and tech-enabled services companies worldwide to unlock their maximum potential. The firm has 35 years of tech investing experience and typically invests $50-$200 million per partnership.

Marcelo joined Apax in 1999 and co-founded Apax Digital in 2017. Marcelo has led a number of the Apax Funds’ digital deals, including Accurate Background, Boats Group (BoatTrader), Dealer.com, idealista, MetaMetrics, Solita, SoYoung, Trader Corporation (AutoTrader Canada), and Wizeline.

Marcelo supports BUILD NYC.  To learn more about this organization click here.

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Devyn also serves as Chairman of the Alliance for Regenerative Medicine (ARM) and advises multiple biotech companies. Previously, he was Chief Operations Officer and Head of Strategy at Sigilon Therapeutics, a clinical stage biotechnology company, and before that he was Head of Operations and Strategy, Medicinal Sciences at Pfizer.

Arbor’s platform employs a diverse set of technologies and techniques – including artificial intelligence, genome sequencing, gene synthesis and high-throughput screening – for accelerating the discovery of proteins for improving human health and sustainability.

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Partners Group is a leading global private markets firm. Since 1996, the firm has invested over $200 billion in private equity, private debt, private real estate, and private infrastructure on behalf of its clients.

The firm seeks to generate strong returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders. Partners Group is a committed, responsible investor and aims to create sustainable returns with lasting, positive impact for all its stakeholders.

Robert leads Partners Group's US private wealth and defined contribution practice and is President, Portfolio Manager and Member of the Board of Managers of Partners Group Private Equity (Master Fund). He also chairs Partners Group (USA)’s Investment Committee. Robert joined the firm in 2005 as a member of the Private Equity investment team and has 23 years of industry experience.

Robert supports LUNGevity Foundation.  To learn more about this organization click here.

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Thousands of sales, marketing, and customer success teams at leading companies, including Okta, Adobe, Workday, Zoom, and Finastra, use Clari’s execution insights to make their revenue process more connected, efficient, and predictable.

The company is backed by Blackstone, Silver Lake, Sapphire Ventures, Tenaya, Bain Capital, Sequoia and other notable investors.

Prior to Clari, Byrne was a founding executive at Clearwell, which he helped grow from pre-product and pre-revenue in 2005 to an $80 million annual revenue run rate until its acquisition by Symantec in 2011.

Andy supports Rise Against Hunger. To learn more about this organization click here.

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Mike joined Sigma in 2020 and brought with him more than two decades of experience in the technology industry, developing and delivering solutions for the enterprise at startups and Fortune 500 companies.

Mike supports Teach For America. To learn more about this organization click here.

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Founded in 2019, Stride’s unique approach brings together a fully integrated team of successful investors working alongside seasoned operators to help high-growth and disruptive consumer products and services businesses hit their stride.

The Stride Consumer team has worked with the founders and teams of Brew Dr, drybar, Essentia, First Aid Beauty, Jeni’s Splendid Ice Creams, Simms Fishing Products, Tatcha, Urban Decay, and Yasso, among other brands.

Juan Marcos’ passion for founder-led business began at an early age on his family’s coffee farm in El Salvador. Growing up in a family business cultivated his desire to understand the challenges of growing a business and the people behind them. Before joining Stride, he was with Castanea and Bain & Company.

Juan Marcos supports Glasswing International. To learn more about this organization click here.

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Bregal Sagemount has invested in over 60 companies in a variety of sectors, including software, financial technology and specialty finance, digital infrastructure, healthcare IT, and business and consumer services. The firm has offices in New York, Dallas, and Palo Alto.

Blair Greenberg is a Partner and member of the investment committee at Bregal Sagemount. Blair also serves on the boards of DentalXChange, Open Lending Corporation, and Scorpion Enterprises and has previously served on the boards of Accela, Align Financial Holdings, Discovery Data, and Irth Solutions.

Blair is a Board Member at Per Scholas, a national organization that has been advancing economic mobility for more than 25 years, unlocking the potential for individuals, communities, and employers through rigorous training for careers in tech. To learn more about this organization click here.

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An entrepreneur with a mechanical engineering background, Niclas became a self taught food engineer in 2014 after having to change his diet and lifestyle.  He worked with food scientists to develop a range of sugar, wheat and gluten-free snacks that can be part of every-day life.  The Nick’s range has become a permanent fixture in the Swedish confectionery aisles and also has a home in the US.

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Level Equity is a private investment firm focused on providing capital to rapidly growing software and technology-driven businesses. Level provides long term capital across all transaction types in support of continued growth. The firm has raised $3.0 billion in committed capital, has backed over 100 companies since inception, and has offices in New York, NY, San Francisco, CA, and Greenwich, CT.

Level’s Operating Partner team, collectively known as NextLevel Operations, provides value-add strategies that allow it to develop world class management teams, financial sophistication, M&A capabilities, and exit readiness for its portfolio companies.

Ben has been an investor in rapidly growing private companies since 1997 and one of the first institutional investors in numerous category-defining software and technology businesses. Prior to co-founding Level, Ben spent over six years at Insight Partners, most recently as a Managing Director.

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John is a business and technology leader with a successful track record of building great teams to drive emerging technology patterns.

Tackle works with more than 550 software companies including CrowdStrike, HashiCorp, Lacework, New Relic, VMware, and many more at every stage - from companies scaling their go-to-market to the largest software companies in the world.

They are venture backed by three of the world's top SaaS investors - a16z, Bessemer Venture Partners, and Coatue.

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The principals of Ridgemont have refined a proven, industry-focused model designed to build distinctive middle market companies.

Jack focuses primarily on investments in business and tech-enabled services as well as industrial growth.  Previously, Jack worked with Banc of America Capital Investors, which he joined in 2002.

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Restore was founded in 2015 in Austin, Texas after Jim used cryotherapy while training for a triathlon. The success of the Austin location accelerated the brand into a franchise entity, and they are planning to have 500 locations by the end of 2024.

Prior to founding Restore, and after serving in the military, Jim founded and backed multiple ventures.  He also co-founded IgoUgo.com, a  leader in user-generated travel website content, which was later sold to Sabre Holdings / Travelocity.

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Originating as a family office founded in 1947, in 1994, American Securities opened its private equity investment activities to outside investors seeking attractive risk-adjusted rates of return.

Michael is a founder of American Securities and has been CEO since its inception in 1994. Before founding the firm, Michael was a partner in two private equity funds, a consultant in the Paris office of Bain & Company, and a professional in the mergers and acquisitions department of Goldman Sachs.

Michael earned his undergraduate degree from Dartmouth College, where he is a Member of the President’s Leadership Council, and an MBA from Stanford University, where he has been a guest lecturer since 2006.

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Prior to joining Found in 2021, Sarah was the COO of Bumble, where she was responsible for core strategy, international growth, marketing initiatives, and business operations, as well as the expansion of Bumble’s rapidly growing team.

She started her career analyzing equities and market conditions at a Los Angeles-based hedge fund with ~$5 billion AUM.

Found has raised over $130 million and is backed by WestCap, Google Ventures, Atomic and other notable investors.

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Founded in 2015, the company has raised over $300 million dollars and is backed by GGV Capital, Accel, Bedrock Capital, CRV, and other notable investors.

Vercel unlocks developer potential and enables users to go from idea to global application in seconds. Vercel enables customers like Under Armour, Nintendo, The Washington Post, and Zapier to build delightful user experiences on the Web.

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Young people control over $3 trillion of spending power and are hungry for authentic avenues to express their values.  Meanwhile brands are hungry to connect to young consumers.  Combine those two facts and add in the tremendous energy driving the youth social change movement and you have RIVET.

Prior to RIVET, Eric co-founded Peace First as a freshman at Harvard, leading it to become a global nonprofit that now supports over 13,000 youth-led projects in over 150 countries. As an Ashoka, Echoing Green, and Pop!Tech Fellow and best-selling author, Eric is a globally recognized expert on youth empowerment.

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Revolution is a D.C.-based investment firm founded by AOL cofounder Steve Case in 2005. Through its family of funds – The Rise of the Rest Seed Fund, Revolution Ventures, and Revolution Growth – Revolution partners with founders at every stage of the startup lifecycle.

Kristin brings over 15 years of experience in private equity, finance, and operations. Prior to joining Revolution, she spent five years at Perseus where she worked with portfolio companies and management teams on growth strategies, operating and finance matters, and exit planning.

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Serent’s portfolio includes more than 60 founder-led, industry-changing companies that it partners with who are scaling up by using Serent’s toolkit of growth resources.

Kevin has a long track record of working with CEOs and their management teams to help their companies achieve their full potential, and has engaged on topics of strategy, organization, sales & account management, marketing and lead generation, product road-mapping, pricing, operations, and mergers & acquisitions.

Prior to co-founding Serent, Kevin was a partner at McKinsey & Company, where he led McKinsey's West Coast Private Equity practice. He has worked with over 100 companies in a counseling capacity with an exceptional track record of helping management teams achieve bottom-line improvements.

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Before founding Celona, Rajeev was the VP of product management and marketing for Federated Wireless, where he launched the industry’s first and leading Spectrum Access System. Prior to Federated, Rajeev held multiple product management leadership positions at Aruba Networks, including creating its Cloud Wi-Fi business.

Taking advantage of the Citizens Broadband Radio Service (CBRS) spectrum, Celona’s solution architecture is designed to simplify and automate deployment of cellular wireless technology by enterprise IT organizations and managed service providers.

The company was born with the idea that a combination of 5G radio technology, edge computing and machine learning software will fundamentally change how organizations work and do business.

Celona is backed by Digital Bridge Ventures, Qualcomm Ventures, Norwest, Lightspeed Venture Partners, and other notable investors.

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The company started as an offline tutoring center with a small group of students but is now the world's leading online math education platform. Backed by marquee investors such as Google and Sequoia, Cuemath is present in 80+ countries today and is trusted by over 200,000 students for all their math needs.

Prior to working at Cuemath, Sunder worked for more than two decades at P&G and served as COO of Swiggy, an India-based food ordering and delivery platform. Sunder leads Cuemath’s mission to be a global math powerhouse with 21st century techniques and technology.

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Jim is the Head of the Technology & Business Solutions vertical, the Automation Fund and a member of the firm’s Management Committee. Leading a team to develop the firm’s technology practice and build leadership in its automation theme, Jim contributes thought leadership to THL’s Identified Sector Opportunity (ISO) platform and fosters a thriving culture through specialization and professional development opportunities.

THL has raised more than $35 billion of equity capital, invested in over 170 companies and completed more than 600 add-on acquisitions representing an aggregate enterprise value at acquisition of over $250 billion.

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Firms and groups such as Blackstone Growth, Great Hill Partners, Insight Partners and Vista Equity shared with GrowthCap on the Growth Investor podcast how they think about value creation and their approach to closely partnering with management teams to optimize key operational areas that are critical for rapid scale to occur.

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Maxim came to Zesty from a prior career in homeland security and is a veteran of the Israeli Air Force.

Zesty helps cloud engineering teams to slash cloud costs, maintain perfect app performance, minimize the hassle of managing infrastructure, and fully realize the true flexibility of the cloud.

The company has raised over $116 million since its founding and is backed by B Capital, Sapphire Ventures, and other notable investors.

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Ned and Scott founded Sageview in 2006 after their nearly two decade careers at KKR.

Ned joined KKR in 1986 in San Francisco and rose to establish and oversee all aspects of KKR’s business in Europe as well as serve on KKR’s Investment Committee.

Scott joined KKR in 1986 in New York, and rose to become responsible for the utilities and consumer products industry groups as well as serve on KKR’s Investment Committee.

Historically, the Sageview team has been the single largest investor in every fund, making up over 20% of its invested capital.

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Beewise’s mission is to help beekeepers pollinate and produce honey by saving their bees, utilizing modern technology. The company has redesigned the beehive with today’s technology providing climate & humidity control, pest control, autonomous swarm prevention, automated harvesting and real-time problem alerts.

The company has raised over $120 million from leading investors including Insight Partners, Corner Ventures and other notable firms.

Saar is a seasoned entrepreneur and has had three successful exits from the five companies he founded prior to Beewise.

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The platform supports everything from design to delivery, with end-to-end production and merchandising support. It provides direct access to vetted suppliers, real-time production tracking, digitized assembly lines, and data driven quality control.

Previously, Pawan co-founded Curofy, which today is the largest network of Doctors in India.  Curofy was acquired by a large US corporate, Edifecs, in an all-cash deal in 2017.

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Matt co-founded Afresh in 2016 while pursuing his MBA at Stanford.  He began his career as a consultant with Bain & Company.

Afresh has raised approximately $150 million and is backed by Insight Partners, Spark Capital, Walter Robb and other notable investors.

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The company is backed by B Capital Group, Softbank, DCM Ventures, and Y Combinator, among others.

Sean joined Fountain as CEO in 2020. Prior to joining the company, he served as CEO and Founder of Stratim (acquired by KAR), an intelligent mobility and fleet infrastructure platform powering the future of transportation.

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Jonathan has led three private equity platforms and personally led investments of over $3B with a focus on the application of technology to real assets. Previously, Jonathan was Head of Investments for Alphabet’s urban innovation platform. Earlier in his career, Jonathan worked at the D. E. Shaw group where he built the private equity team across venture capital, growth equity, and structured finance.

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I’ve met hundreds of private equity and growth equity investors over the past two decades and Jon is someone truly unique, not just because of his professional accomplishments, which are many, but because of his insights, thoughtfulness and humility.

Blackstone Growth is Blackstone’s dedicated growth equity investing platform.  It is backed by the scale, operating expertise, and global reach of the world’s largest alternative asset manager. Blackstone has $975 billion in assets under management and includes investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.

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The company is backed by Tiger Global, 8VC, and MSD Capital, among other notable investors.

Prior to joining Opto Investments, Mark was the President & CEO at CPP Investment Board, one of the world’s largest and fastest-growing institutional investors with net assets over $520 billion.  Mark spent the first twenty years of his career with Goldman Sachs investment banking culminating in his role as Asia Ex-Japan Head of Investment Banking and Vice Chairman.

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Sonya is focused on growth equity and buyouts investing across a wide range of sectors including consumer, retail, internet, education and business services. Her current investments include Babylist, Forum Brands, Jolyn, Junk King, Kendra Scott, Madison Reed, Senreve, and SmartSign. Before Norwest, Sonya was at Summit Partners for almost a decade.

Sonya was recognized by GrowthCap as one of the Top Women Leaders in Growth Investing of 202.

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The company’s AI-driven operating system can be implemented across vertical farms, greenhouses, open farms, and other areas, enabling farmers to grow crops without using synthetic enzymes and GMOs.

Based in Delhi, India, Absolute operates across 16 countries and is backed by Sequoia, Tiger Global, and Alpha Wave.

Prior to Absolute, Agam ran India's leading Industrial Robotics & Factory Automation company working across various sectors - Food & Beverage, Pharma, Auto, Oil & Gas, Steel & Cement.

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Chris is a recognized leader and entrepreneur known for building and scaling companies. He offers a unique blend of business acumen, strategic vision and service delivery to achieve organizational success.

Everside Health, headquartered in Denver, Colorado, offers patients direct and convenient, 24/7 access to their physicians by combining increased physician involvement with a data-driven approach focused on delivering better health outcomes.

The company started as four companies that came together to create a different kind of healthcare experience. It is backed by New Enterprise Associates (NEA), Oak HC/FT, Alta Partners, Greenspring Associates and other strategic investors.

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Two Sigma Impact combines active, principled ownership and data science with the goal of achieving superior returns and positive social outcomes. It invests in industries that rely heavily on human capital such as education and training, healthcare, consumer, and business services.

They believe improving employee engagement and creating more good jobs can improve business performance and create a model for other companies to emulate.

Previously, Warren was a Managing Director at Bain Capital, where he helped launch the firm’s first dedicated social impact fund and develop the firm’s strategic approach to social impact investing.  Warren worked at Bain Capital from 2005 to 2019.

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Founded in 2004, INRIX pioneered the practice of managing traffic by analyzing data not just from road sensors, but also from vehicles.

Prior to INRIX, Bryan was an executive at Microsoft. He built HomeAdvisor into the #1 ranked business-to-business and business-to-consumer company in both the online mortgage and real estate industries. The company was a joint venture between Microsoft and five leading mortgage banks.

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The company has raised over $300 million dollars from leading investors including Advent International and Oakley Capital.

Seedtag was founded in 2014 by two former Googlers with a clear mission: to change how online advertising is done. Today, Seedtag has a large international presence with over 400 employees across offices in Europe, the United States, and Latin America.

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Lovell Minnick Partners is a middle market private equity firm focused on investments in financial services, financial technology and related business services.  Since its inception in 1999, the firm has raised $3.5 billion of committed capital from leading institutional investors.

Lovell Minnick Partners was recognized by GrowthCap as a Top 25 Private Equity Firm of 2022.

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The company has raised over $100 million dollars from leading investors including Insight Partners and U.S. Venture Partners.

nfinite is all about helping the world usher in the post-shoot era in which product visual availability is no longer reliant on costly, logistical, and carbon-heavy photoshoots.

Visual production is shifting to computer-generated 3D imagery (CGI) — which facilitates higher performance and resource efficiencies and has less environmental impact.

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Invoca is the cloud leader in AI-powered conversation intelligence for revenue teams that enables marketing, sales, customer experience, and eCommerce teams to understand and immediately act on the information consumers share via conversations.

The company has raised $184 million from leading venture capitalists including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures.

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Great Hill Partners is a Boston-based private equity firm that invests in high-growth, disruptive companies across five core sectors (software, digital commerce, financial technology, healthcare, and digital infrastructure). Over the past two decades, Great Hill has raised over $12 billion of commitments across eight funds and invested in more than 95 companies.

The Firm was recognized by GrowthCap as a Top 25 Private Equity Firm of 2022.

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Nate has played a key role in partnering with many of the 48 platform investments and contributing to the 25 exits completed by the Kayne Partners team across six funds and six co-investment vehicles.

He was recognized by GrowthCap as a Top 25 Software Investor of 2022.

Nate’s select transaction experience includes the sale of Chicago-based, 4C Insights, MaintenanceNet, Learn.com, 3CInteractive and the recapitalizations of Source Intelligence, and myKaarma.

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Rachel has provided investment, growth and M&A support for more than 50 portfolio companies.  She is also a vocal advocate for increased diversity in both the software and investment sectors and is a driving force behind many of Insight’s DE&I initiatives.

Rachel was recognized by GrowthCap as one of the Top Women Leaders in Growth Investing of 2022.

Founded in 1995, Insight has been focused on scaling software companies for over two and a half decades and has invested in over 700 companies worldwide.  The firm has over $90 billion in assets under management.

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Hg has over $55 billion in total funds under management and is supported by a team of over 280 professionals across Europe and North America, with offices in London, Munich, New York, Paris and San Francisco.

Matthew is Managing Partner, Chair of the Investment Committees and a member of the Board at Hg. He focuses on the day to day leadership of the firm and also the Genesis and Mercury fund teams.

Matthew joined Hg in 2010 and originally led the development of the software focused Mercury funds, acting across many of the investments in that fund including Allocate, Intelliflo and Sequel Business Solutions.

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Spectrum was started in 1994, and recently closed its tenth fund with $2 billion. The firm has an exceptional track record partnering with founders of high growth, bootstrapped companies as their first institutional investment partner.

Ben joined Spectrum in 2001 and is co-head of the firm, leading their San Francisco office. Some of the investments he’s led for Spectrum include Grubhub, SurveyMonkey, Lucid Software, iPay Technologies, The Knot Worldwide, AllTrails, and Headspace. We chat with Ben about how the firm and growth equity have evolved during his long tenure at Spectrum and some of the investment areas he’s most excited about.

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He joined BPOC as a Partner in 1997. Greg currently serves on the boards of Medicus Healthcare Solutions and Maxor National Pharmacy Services. Beyond capital, BPOC has over two decades of accumulated experience to convey to growing businesses.

Many founder-led companies represent the life’s work of a group of dedicated individuals, so BPOC approaches each opportunity with respect and humility. The firm has produced exceptional results for all stakeholders over the years, and contributed to expanded access, improved quality and reduced costs of healthcare delivery.

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Endeavor seeks to capture the opportunity among high-growth enterprise software companies in the lower-middle market. Since launch, Vista’s Endeavor platform has successfully raised two funds and now manages over $2.0 billion, investing in a growing portfolio of innovative businesses with $10 to $30 million in annual recurring revenue.

In the past year, the Endeavor team announced several new platform investments including Schoox, BlueConic, BigTime, Jebbit, OfficeSpace and MedTrainer. Endeavor also realized an investment with the sale of SecureLink.

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Since its founding in 2001, Alpine has made almost 300 investments and has hired over 60 executives into its portfolio companies. The firm has embarked on eight funds since inception and currently has $8b in assets under management.  It most recently closed Fund VIII in 2021 with over $2.25b in committed capital.

Alpine was recognized by GrowthCap as a Top 25 Private Equity Firm of 2022.

Graham founded Alpine based on the belief that exceptional people create exceptional businesses, a PeopleFirst philosophy that guides the firm’s choices today. When he’s not inspiring growth at Alpine, Graham teaches a top-rated strategic management course at Stanford’s Graduate School of Business.

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Ryan was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

He has been actively investing in healthcare since 1996. Ryan specializes in the medical device, healthcare services, healthcare technology and specialty pharma sectors. During his investment career, he has served on 42 boards of directors and has overseen the deployment of $1.0 billion in equity capital.

Ryan’s key investments include PocketHealth, Avive, and Bicycle Health.

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THL invests in middle market growth companies exclusively within selected Identified Sector Opportunities (ISOs) in three industry groups: Financial Technology & Services, Healthcare and Technology & Business Solutions.  Since 1974, the firm has raised more than $34 billion of equity capital and has invested in over 160 companies. 

Josh is currently on the board of Adare Pharma Solutions, Agiliti Health, Inc., Autism Home Care Holdings, Inc., CSafe Global, Hospice Care, Intelligent Medical Objects, Nextech, Professional Physical Therapy (ProPT), Senior Home Care Holdings, Inc. and Smile Doctors. 

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David was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

With over 20 years of healthcare experience, David joined The Vistria Group in 2017 and has helped grow the firm to over $7.1 billion in AUM. Previously, David was a Founder and Partner of Cressey & Company, a healthcare focused private equity firm.

David prides himself on working closely with management teams to address some of the nation’s largest health challenges; in particular expanding access and value of healthcare for complex and vulnerable populations.

David is currently a Director of Help at Home, Homefree Pharmacy Services, Medalogix, Mission Healthcare, PHCN, Sevita (2x), Rock Dental Brands and VitalCaring Group.

I am your host RJ Lumba.  We hope you enjoy the show.

In this episode, we speak with Robb Vorhoff, Managing Director and Global Head of General Atlantic’s Healthcare Group.  Robb was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

General Atlantic is a leading global growth equity firm providing capital and strategic support for growth companies. Established in 1980, General Atlantic operates out of 15 global locations across five regions and is supported by 455 employees.  The firm has $64 billion in assets under management.   Robb is active on a number of boards including Alignment Healthcare, Equality Health, Included Health, Marathon Health, Oak Street Health, OneOncology, Stellar Health and Vida Health. Robb joined General Atlantic in 2003.    Previously, he was an analyst at Greenhill & Co. He graduated with a BS in Finance from the McIntire School of Commerce at the University of Virginia.    I am your host RJ Lumba.  We hope you enjoy the show.  

Kajabi is used by both seasoned business owners and first-time knowledge entrepreneurs. It has helped its customers generate over $3.5 billion in sales and reach  nearly 60 million people across the globe with their valuable educational content. 

Prior to joining Kajabi, Sean was Head of Product at TikTok and before that was Global Head of Product for Retention for Amazon Prime.

Kajabi has raised over $550 million in funding and is backed by TPG, Tiger Global, Spectrum Equity and other notable investors.

I am your host RJ Lumba.  We hope you enjoy the show.

Silversmith Capital Partners is a Boston-based growth equity firm focused on partnering with and supporting the best entrepreneurs in growing technology and healthcare companies. Since its founding in 2015, the firm has raised four funds and has $3.3 billion of capital under management. 

With more than 20 years investing experience, Jeff has led many of the firm’s key healthcare investments including Iodine Health, LifeStance Health (Nasdaq: LFST), MediQuant, Nordic, Panalgo (acquired by MMIT/Evaluate), Partners Surgical, Sound Physicians, Upperline Health, US Health Partners and Within3. 

I am your host RJ Lumba.  We hope you enjoy the show.

Chris and Devin were each recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.   Since joining Bain Capital in 1997, Chris has been actively involved in nearly all of the firm’s healthcare investing activity, and also helped launch Bain Capital’s dedicated life sciences investing effort in 2016.   Devin joined the firm in 2005.  Previously, he served healthcare industry clients as a consultant at Bain & Co., and also held general management positions in the technology industry.    Bain Capital is one of the world’s leading private investment firms with approximately $160 billion in assets under management. The firm pioneered the value-added approach to investing and has been at the forefront of growth investing since its founding in 1984.    I am your host RJ Lumba.  We hope you enjoy the show.

Garheng founded HealthQuest in 2012.  He is a physician, scientist, and engineer by training, and has over two decades of experience investing in innovative healthcare companies with a long list of successes including 28 IPO and M&A exits. 

Garheng received undergraduate degrees in both Chemical Engineering and Biological Sciences from Stanford, while on an athletic scholarship. He then earned a MD, PhD and MBA from Duke University, graduating at the top of his class in each instance. His early career included stints at GlaxoSmithKline, McKinsey and a medical device start-up, TherOx, before joining Intersouth Partners and then Sofinnova Investments.

Garheng was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.

I am your host RJ Lumba.  We hope you enjoy the show.

Airbyte is backed by Accel, Benchmark, and Altimeter Capital, among other investors.  The company has raised over $180 million since its founding in 2020.

Prior to founding Airbyte, Michel was a Founding Member & Director of Engineering at rideOS and before that was the Director of Engineering for LiveRamp.  

I am your host RJ Lumba.  We hope you enjoy the show.

Persona is backed by Founders Fund, Index Ventures, and Coatue among other investors.  The company has raised over $200 million since its founding in 2018.

Prior to founding Persona, Rick was an engineer at Square and during college was a  KPCB Engineering Fellow. 

I am your host RJ Lumba.  We hope you enjoy the show.

The Company is backed by Updata Partners and others and has raised over $160 million.

Amit has guided CData Software’s rise from startup to a fast growing and profitable software company trusted by some of the largest corporations across the globe.

I am your host RJ Lumba.  We hope you enjoy the show.

The Company is backed by Walmart, Cox Communications, Lennar Corporation, and other notable investors.

Prior to Dwelo, Michael was the General Manager of InfiSense where he led the conceptualization and development of an IoT solution for energy efficiency measurement and verification.  

I am your host RJ Lumba.  We hope you enjoy the show.

The Company is backed by Altimeter Capital, IVP, Menlo Ventures, Goldman Sachs and other notable investors.

Prior to H1, Ariel was the CEO and Co-Founder of ResearchConnection, the first searchable online database for all of the ongoing university research initiatives and research professors across the country. 

I am your host RJ Lumba.  We hope you enjoy the show.

CAIS is backed by Apollo, Franklin Templeton, and Motive Partners, among others.

Matt has spent over 30 years at the intersection of wealth management, alternative investments, and platform design. He began his career as a financial advisor at Shearson Lehman Brothers and Smith Barney.

I am your host RJ Lumba.  We hope you enjoy the show.

Thoma Bravo is one of the most successful software investment firms in the world with over 40 years of experience and more than $100 billion in assets under management. Throughout Tre’s 16-plus-year career at Thoma Bravo, he has been instrumental in orchestrating 22 deals representing approximately $50 billion of transaction value.

Tre was named a Top 25 Software Investor by GrowthCap in 2021.

We hope you enjoy the show.

The company is backed by Goldman Sachs, Viking Global, Morgan Stanley, and many other notable investors.

Before AlphaSense, Jack was the founding CEO of Silecs, building the company into a global supplier of advanced materials, improving the performance of billions of semiconductor devices used in mass market electronics.

I am your host RJ Lumba.  We hope you enjoy the show.

Fundbox is backed by Khosla Ventures, General Catalyst, Healthcare of Ontario Pension Plan, MUFG Innovation Partners, BNY Mellon, Allianz, and others.

Prior to joining Fundbox as COO in 2016, Prashant served as SVP, Advertising at Yahoo! and Chief Product Officer at Flurry.  He was also the Senior Director of Product Management at Facebook and a Product Management Director at Google.

We hope you enjoy the show.

The company is backed by Vista Equity Partners, Wavecrest Growth Partners and others.

Prior to founding BigTime Software in 2002, Brian was the CEO of DaVinci Software, a software strategy and consulting firm that was named one of Crain's Top 25 software companies in 2000, shortly before being acquired by LiquidThinking in early 2001. 

We hope you enjoy the show.  

CyCognito’s investors include Accel, Lightspeed, Sorenson and The Westly Group among others. 

Previously, Rob served as Head of Offensive Security for C4, where he built an intelligence-gathering platform for government agencies.  He began his career with the Israeli Intelligence Corps where he rose to CTO of the product department. 

We hope you enjoy the show.

Jason joined the firm in 2019 after working previously as a Principal at Red Sea Ventures. Currently, he serves on the board of directors of Talkiatry, Smalls, and Tovala. He is also involved in investments including Abound, Renegade Insurance, and Jackpocket.

We hope you enjoy the show.

EDB is backed by Great Hill Partners.

Ed has steered the company through 45 consecutive quarters of recurring revenue growth. A pioneer of the open source software business model, Ed was previously the GM of Red Hat North America. Ed is an Army veteran and a board member for Project Citizenship, a nonprofit that helps permanent U.S. residents become citizens.

We hope you enjoy the show.

Dragos has raised over $360 million and is backed by Blackrock, Koch Disruptive Technologies, Canaan Partners, and others.

Robert M. Lee is a recognized pioneer in the industrial security incident response and threat intelligence community. He gained his start in security as a U.S. Air Force Cyber Warfare Operations Officer. He went on to build the industrial community’s first dedicated monitoring and incident response class at the SANS Institute.

We hope you enjoy the show.

AllTrails has raised over $225 million in funding and is backed by Permira, Spectrum Equity, and others.

Prior to joining the Company as COO in 2015, Ron was the Head of Growth at Yelp and before that was Co-founder and CMO of Liftopia.  He began his career as a business consultant with Accenture.

We hope you enjoy the show.

Lawrence began advising and working with iCapital shortly after its 2013 founding to lead key strategic and business development initiatives. He was a partner at Goldman, Sachs & Co., where he spent 17 years, most recently serving as the co-head of the Global Technology Banking Group.

As of December 31, 2021, iCapital services more than $108 billion in client assets across more than 900 funds. Employing more than 700 people globally, iCapital is headquartered in New York and has offices across the U.S., Canada, Europe and Asia.  

Peter joined the firm in 2008 and focuses on investments in the financial technology and application software sectors.  He currently serves on the board of directors of Allston Trading, Dynamo, NMI, Paradigm, PayScale, SourceScrub, TS Imagine, and Verifone, and is also involved in FP's investments in Betterment, GAINSystems, NextCapital, Prosper Marketplace and Renaissance. 

We chat about how he approaches his relationship with each company he invests in, the value he and the firm bring to management teams and FP’s commitment to ESG, among other topics.

We hope you enjoy the show.

Prior to co-founding Amperity, Kabir led the commercial software division for IMS, following the acquisition of Appature, a company he co-founded in 2007. He’s raised over $180 million from notable investment firms including Tiger Global Management, Madrona Venture Group and HighSage Ventures.

We hope you enjoy the show.

He’s raised over $130 million dollars from notable firms including Morgan Stanley, General Catalyst and Silicon Valley Bank.  We talk about the near ubiquitous use cases for the airSlate solution, Borya’s journey as an entrepreneur and the value his investors have provided. The company generates over $100 million in revenue.

We hope you enjoy the show.

Gabe was previously at the helm of LendingTree having led one of the biggest and most successful turnaround and growth stories of a public company in the past decade. He earned graduate and undergraduate degrees in Nuclear Engineering from MIT and the University of Florida, respectively.

We hope you enjoy the show.

Angela first joined Climb as the Chief Operating Officer in 2016 and quickly helped shape the operations, culture, and future of Climb, earning her the role of CEO in 2018. Prior to Climb, she co-founded and was COO/CFO of Orchard Platform — a provider of software and data products offered to institutional investors to purchase loans from marketplace lenders.  Orchard was acquired by Kabbage. Earlier in her career, Angela spent nine years running credit risk analytics teams at American Express and Citibank.

We hope you enjoy the show.

Amr makes growth investments at the intersection of healthcare, technology, and consumer/retail.  We chat about what he looks for in a CEO, the value that Warburg provides to its portfolio companies, and the areas he is most focused on in the healthcare sector.

We hope you enjoy the show.  

In this episode we chat with Greg Marsh, the CEO and Founder of KeyMe, which has disrupted the locksmith industry becoming the nation's most trusted 24-hour emergency locksmith.  The company also has a network of self-service key duplication kiosks located in thousands of retail locations across the country.  

Greg shares his insights into the evolution of KeyMe, his entrepreneurial journey and the massive potential that lies ahead for the company.    KeyMe is growing rapidly and has raised over $150M from top-tier investors including Battery Ventures, BlackRock, Brentwood, Comcast Ventures and others.

We hope you enjoy the show.

In this episode we chat with Gina Bianchini, the CEO and Co-Founder of Mighty Networks, which is a SaaS platform for creators and brands to start and grow communities. Gina shares her insights into the mission of Mighty Networks, the value of good investors and her entrepreneurial journey. The company is backed by Owl Ventures, Intel Capital, Sierra Wasatch Capital and others.

We hope you enjoy the show.

Alex Robinson founded Juniper Square in 2014, to transform private equity with innovative software and solutions.  Today, the company is trusted by over 1,200 GPs to manage more than 200,000 investors and $1.5 trillion in assets.  Juniper Square has quickly become the leading provider of investment management solutions for commercial real estate, the company’s entry point into private equity.

Alex shares with us his insights on real estate private equity and how his company offers an elegant solution to a once complicated problem.  Juniper Square has raised over $100 million and is backed by Redpoint, Ribbit Capital and Felicis Ventures.

We hope you enjoy the show.

It turned out that Mike had a real knack for rowing and through consistent hard work and gradual improvement he eventually found himself competing at national and international stages.  Mike never had visions of grandeur, he simply wanted to get better.  That simple philosophy took him to the pinnacle of success in a sport well-known for being one of the most grueling to excel in.  

For nearly four decades, he led U.S. rowing and brought that community great success and great pride. Yet what’s most important to Mike Teti is not what he has achieved; it’s about the experience of being part of a team and helping that team build strength and character and ultimately win.  

We hope you enjoy the show.

Enter ClearCompany, the fastest-growing talent management system, which focuses on the specific problem of talent engagement and retention.  We chat with the company’s CEO Andre Lavoie, an entrepreneur and executive with deep experience building and scaling businesses.  

He shares his keen insights on the talent market, how ClearCompany is different from other HR solutions, and the value of his capital partners, among other insights. 

We hope you enjoy the show.  

Railsbank is a global Banking as a Service (BaaS) business that enables any company or brand to become a FinTech. The Railsbank platform enables marketers, product managers, developers, CEOs and founders to prototype, launch and scale financial products super fast through using an open finance platform, operations, regulatory licensing and rich set of simple APIs.

Railsbank has raised over $120 million from leading investors including Anthos and Middlegame Ventures.

We hope you enjoy the show.

Peter shares with us his various insights on data technology, business and leadership.  He’s a cerebral CEO who has approached scaling in his own unique and effective way.

We chat about the value of a great early investor, striving for an authentic culture and leadership style, and how perseverance is most often the secret to success.

Hyperscience has raised over $190 million  from investors including Tiger Global, Bessemer Venture Partners, and FirstMark.

We hope you enjoy the show.

Innovaccer simplifies complex data from all points of care.  It streamlines information helping healthcare organizations make better decisions based on key data insights and predictions. The company’s solutions have been deployed across more than 1,000 care settings in the U.S., enabling more than 37,000 providers to transform care delivery and work collaboratively with payers and life sciences companies.

We hope you enjoy the show.

Dimitri shares with us what it truly means to Know Your Data (KYD), his focus on the sales organization, and the importance of commitment and engagement to company culture.

BigID has raised nearly $250 million of funding. Its investors include Advent International, Tiger Global, and Bessemer Venture Partners, among others.

We hope you enjoy the show.

Today, Axonius is one of the fastest growing cybersecurity companies and to date he’s raised nearly $200 million.

Dean shares with us his entrepreneurial path and vision, insights on the Axonius asset management platform, and his leadership philosophy centered on growth.

We hope you enjoy the show.

We chat about the company’s maniacal focus on product and purpose, how private equity has helped her scale the company, the decision to go 100% remote, and who she thinks is the best CEO.

Nancy also shares with us three valuable leadership insights: amnesty on the past, the ‘What’ vs the ‘So What’, and a relentless focus on the ‘Why’.

We hope you enjoy the show.

After being in stealth mode for several years, Yu emerged to attract not only some of the largest and most sophisticated corporate clients but also some of the biggest and best investors.

He’s raised nearly $200 million in just a few years from the likes of Tiger Global and Softbank and this is just the beginning.  His graphing technology is dramatically reducing the time it takes companies to analyze data and has an estimated market size of $100 billion.

We hope you enjoy the show.

I particularly liked his insights on leadership and today’s best CEO.

Before joining Dwolla, Brady was the President of Payscape, a FinTech company offering dynamic payment solutions to 50,000+ businesses with over $25 billion in payment volume.  Prior to Payscape, he was the President of Eliot Management Group, a business payments solutions provider.  

I am your host RJ Lumba.  We hope you enjoy the show.

Mike’s track record as a CEO is outstanding.

He built the new leader in data integration and data integrity with Talend. He grew revenue by 5x and ARR by 6x to $250M in 6+ years, taking the company public in 2016.

He also built the strongest team in its category of network security at Rapid7, delivering by far the fastest growth relative to its competitors and creating the leading company by new sales. He grew revenue by 10x in 4.5 years to $50M.

In our conversation we cover some of his secrets to success.

We hope you enjoy the show.

Myles shares with us his keen insights on how he built this now 190 person company from scratch and with very limited capital. He’s been able to scale consistently and profitably each year and puts people first in his approach to business.

We hope you enjoy the show.

Bill is currently the Chairman and Chief Investment Officer of Raging Capital Management, a private investment partnership primarily focused on public equities that he founded in 2006. Raging Capital Management is well-regarded for its small-cap and activist investments, substantial alpha generation on the short-side, and private investments.

As an entrepreneur, Bill co-founded several successful financial technology companies, including Raging Bull and InsiderScore. He also co-founded and is a Senior Advisor to Princeton Equity Group (formerly Princeton Ventures), a provider of growth equity to private companies.

We hope you enjoy the show.

We discuss why today’s financial advisors often lack the necessary tools to adequately serve their clients, the methodology behind the riskalyze platform, and Aaron’s key tenets to scaling his company among many other topics.

We hope you enjoy the show.

With comprehensive solutions for all facets of online selling, Miva delivers modern omnichannel ecommerce for every customer and every industry.  It has processed more than 100 billion dollars in orders.

We hope you enjoy the show

Pantheon powers over 300,000 sites and is trusted by thousands of marketing and development teams around the world. The company is backed by $100M of venture investment from Sageview Capital (Avalara, Demandbase), Scale Venture Partners (ExactTarget, Box, DocuSign, Bill.com), Foundry Group (SendGrid, Mapbox), as well as Baseline Ventures, First Round Capital, and Floodgate.

We hope you enjoy the show

He co-founded Aircall, which was built to make phone systems as easy to manage as any other business workflow. He wanted to make it accessible, transparent, and collaborative. The company was founded in 2014, has raised over $100 million and has offices in New York, Paris, Madrid, Berlin and Sydney.

At the time of the company’s founding, phone technology was not in vogue with investors, however the requisite tech infrastructure had just been developed to make improving phone systems a reality and Olivier jumped at the opportunity.

We hope you enjoy the show.

When approached about joining WorkForce Software, Mike saw an opportunity for the company to scale globally and attack a $20 billion market. More importantly, he saw a path to becoming number one.

We hope you enjoy the show.

He has more than three decades of experience in the biotechnology and pharmaceutical industries with a successful track record building and leading notable private and publicly traded companies.

Dr. Garg was named a Top 25 Biotech CEO of 2021 by The Healthcare Technology Report.  He received his PhD in Biochemistry in 1982 from the University of Adelaide, Australia, and his Master of Science degree from IARI Nuclear Research.

We hope you enjoy the show.

Consumer brands around the world representing over 8,000 apps—including Vodafone, Star, Sony, Discovery, Fandango LATAM, Carousell, and Gojek—trust CleverTap to help them improve user engagement and retention thereby growing long term revenue.

CleverTap is backed by leading venture capital firms including Sequoia India, Tiger Global Management, Accel, and Recruit Holdings, and operates out of San Francisco, Seattle, London, Singapore, and Mumbai.

We chat with Sunil about how CleverTap is helping companies optimize the mobile experience for its users as well as his experience building the company.

We hope you enjoy the show.

Blackstone recently announced the final close of Blackstone Growth (BXG), its inaugural growth equity fund. BXG was oversubscribed and closed at its hard cap of $4.5 billion – with third-party capital commitments from a wide range of family offices, entrepreneurs, endowments, strategic institutional investors, pension funds, high-net-worth individuals, and other investors – making it the largest first-time growth equity private fund raised in history.

We cover a lot of ground in our conversation from Blackstone Growth’s approach to growth equity to its unique platform capabilities to the importance of ESG.

We hope you enjoy the show.

Amplitude’s cerebral yet highly attuned founder and CEO, Spenser Skates, is largely to thank for the company’s rapid rise. He is not only a highly skilled entrepreneur, he is a global thinker and proactive leader stepping up in areas for the betterment of society. We cover a wide range of topics spanning Spenser’s source of inspiration, his early beginnings as an entrepreneur and his disciplined approach to consistent scaling.

The company is backed by Benchmark, Battery, IVP, Sequoia and GIC.

We hope you enjoy the show.

Hg, the leading european private equity firm focused on software and services, has over $30 billion under management and is supported by an investment team of over 140 people, plus a portfolio team of more than 35 operators. The firm is based in London, Munich and New York.

Nic has led or co-led more than 30 investments over the last 27 years. He started his investing career in 1990 and has focused exclusively on technology and software since 1994. He joined Hg in 2001 as founder of the firm’s Technology Team.

We hope you enjoy the show.

Previously, Peter was President and Chief Executive Officer for Tasti D-Lite where he transformed the NYC based licensed outlets into a complete business format franchise system..

He has been active in the franchise community for more than 30 years, helping iconic companies such as Mail Boxes Etc. (now The UPS Store), Tasti D Lite and Planet Smoothie manage their franchise systems in both domestic and overseas markets.

We hope you enjoy the show.

Matthew was named a Top 25 Software Investor of 2020 by GrowthCap. He began his investing career at Platinum Equity and subsequently TA Associates in the Boston and London offices. He also served as a managing director and head of acquisitions at Actua. Matthew graduated from Boston College and holds an MBA from The Wharton School.

We hope you enjoy the show.

The company now has 5,000+ employees, with 50 offices across the country, delivering ~30,000 care visits a day, making it the largest care company in Europe, if not beyond.  It has raised approximately $100 million of financing. 

Dr. Ben is highly accomplished in the business and medical fields with degrees from Oxford University, Harvard University and Cambridge University.  He served as a Senior Advisor to Bain, Board Member of Imperial College Healthcare NHS Trust, and Operating Partner at Kairos, among other notable positions.

We hope you enjoy the show.

In this conversation, we discuss Eliot’s career as a corporate executive in big pharma as well as his transition to and leadership experience in venture and growth stage biotech.  Before coming to F-star in 2018, he served as chief executive officer of Immunocore and prior to that, he held executive positions at Creabilis Therapeutics, Solace Pharmaceuticals, and Pfizer.

We also explore the broader biotech industry in the context of private company investing as well as the specifics of F-star’s drug development programs.

We hope you enjoy the show

Rami began his career with McKinsey & Company where he worked for over 13 years across multiple offices and rose to Partner.  Subsequently, he was the President of Flextronics, the largest global technology provider of post-manufacturing supply chain logistics and repair services.  

Rami then went on to co-found Medically Home in 2016.  To date, the company has raised over $60 million from strategic healthcare partners.  It continues to succeed in bringing the virtual hospital to the homes of high and medium acuity patients with common medical diagnoses.

We hope you enjoy the show.  

Hims & Hers recently became public through a SPAC transaction. It was acquired by Oaktree Acquisition Corp. in January of 2021, in a deal valuing the company at $1.6 billion. Today, just a few weeks later, the company’s market capitalization is approximately $4.5 billion.

What’s incredible about the Hims story is that the company was founded just three years ago and in a very short amount of time it has grown to $140 million in annual revenue, has run more than 2 million telehealth visits and operates at a 70% gross margin.

Perhaps what’s even more incredible is the seemingly unlimited runway for the company in the years ahead. We’re still in the early innings when it comes to online healthcare offerings for today’s connected consumer. As for the estimated market size? About $4 trillion.

We hope you enjoy the show.

Notably, JMI has raised over $4 billion since it was founded in 1992.  Over the years, the firm has invested in over 150 businesses, participated in 19 IPO's, and completed over 100 exits.  Peter and I chat about how the growth equity space has evolved over time, what they look for in investment opportunities and how JMI helps the companies it invests in.

We hope you enjoy the show.

After a life altering experience, Eric decided to refocus his priorities on the things that matter most and figured out a way to consistently and effectively execute on those priorities.

In our conversation, we cover his insights into the power of identity, productivity strategies and anti-fragility. These ideas can enable individuals to excel beyond measure while still being in control and balance.

We hope you enjoy the show. 

To learn more about Eric, visit www.ericpartaker.com.

Kyle and I chat about some of the investment areas he is most excited about, how FTV Capital drives value for the companies it backs, and how FTV has built a strong firm culture over the years.

We hope you enjoy the show.

In this episode we chat with Jan Arendtsz, a former corporate software professional turned entrepreneur. Unlike many of today’s startup founders, Jan took a more methodical approach to founding and ultimately building his company, Celigo.

Celigo simplifies the integration of business applications and data sources in the enterprise. Its integration Platform-as-a-Service or iPaaS solution allows both technical and business users to connect applications together quickly through an industry-leading guided user interface. Based in San Mateo, California, Celigo is backed by growth equity.

In setting out as a software entrepreneur, Jan first identified a distinct need in the market through his client engagements as an IT services provider. He then began gradually transitioning to developing a software product while ensuring a true product-market fit.

As we hear from Jan, building a company is not easy but with passion and a single-minded focus, one can overcome the inevitable challenges which accompany the entrepreneurial journey.

We hope you enjoy the show.

Sana Commerce has been growing 50% each year for the past 12 years and now has approximately 400 employees.  The secret to their success is a combination of favorable market conditions and a culture which emphasizes entrepreneurship and empowerment.

We spoke with the CEO Michiel Schipperus who built the b2b ecommerce software company from the start.  It was hatched as a spin off from an IT services company that recognized the need for a productized solution from their existing client base. 

The spin off ended up being wildly successful as ecommerce has continued to manifest as a megatrend.  Listen to Michiel as he describes more about the company today as well as what has contributed to their success.

Welcome to the GrowthCap podcast where we chat with CEOs, investors and other key industry leaders to uncover insights and strategies for accelerating growth and succeeding in business. I am your host RJ Lumba.

We hope you enjoy the show.

Nehal shares with us the investment themes he’s currently most focused on as well as some of the keys to TPG’s success over the years. Today, the firm’s investment platforms span a wide range of asset classes, including private equity, growth equity, real estate, impact investing, and public equity. TPG aims to build dynamic products and options for its investors while also instituting discipline and operational excellence across the investment strategy and performance of its portfolio.

We hope you enjoy the show.

Bindle utilizes a self-sovereign identity network to allow individuals to share information, such as test results or vaccine certificates in the case of COVID-19, with stadiums, schools, or even family events that may require such information. The venue then has a certain level of confidence to permit entry, without actually having to view the source data. Thus privacy is maintained without the need for the Venue to attain HIPAA compliance.

Gus shares with us the exciting implications Bindle’s platform has for both the current pandemic and beyond. He also shares his advice for other entrepreneurs looking to get their business off the ground.

Gus can be reached at gus@bindlesystems.com.

We hope you enjoy the show.

Argosy has proven that a unique investment approach can lead to a sustainable competitive advantage over the long run. As one of the few institutional diversified real estate fund managers focused on the underserved lower middle market, the firm has created value for institutional investors, family offices and high net worth individuals over many years.

David and Rick speak to their strategy, the trends they are seeing in the market and also share with us the tax advantages of investing in Opportunity Zones.

We hope you enjoy the show.

Plex Systems offers a cloud-based, single instance, multi-tenant solution to manufacturing companies. The company boasts success stories across manufacturing verticals and the results speak for themselves, as their customers turn their inventories two and a half times faster, have a significantly lower cost of quality, and have between 15% and 25% more productive output than their competitors. Bill also speaks to the ways in which Plex’s diverse customers have been able to use Plex’s systems to facilitate changes in response to COVID-19, such as a shift to producing PPE or enabling employees to work remotely.

Throughout his career, Bill has worked to help companies navigate complex transitions. Bill shares how he has used this experience to help Plex position itself to meet the increasing demand for smart, cloud-based manufacturing solutions—in a market where many large manufacturers are accustomed to building solutions themselves. Bill’s observations highlight the importance of adaptability and efficiency in the manufacturing environment and demonstrate how Plex has used this model to maintain an 11-year track record of double-digit organic growth.

We hope you enjoy the show.

Oscar is an innovative health insurance company offering individual and family plans, business plans, and Medicare Advantage plans. What sets Oscar apart is its unique, customer-focused model that emphasizes member satisfaction and engagement. Their goal is to delight their customers and provide world-class service – an objective that has gained them more than 420,000 members across 29 cities and annual growth of about 70%.

Mario shares with us Oscar’s secrets for engaging its customers and providing end-to-end healthcare support, features which have become rare in the health insurance industry. Mario also speaks on Oscar’s rapid and effective response to the COVID-19 pandemic, including being the first company to provide a nationwide database of COVID testing locations. Mario’s insights illuminate the complexities of providing quality insurance in a changing market and demonstrate how Oscar was able to earn its reputation for having the best customer satisfaction in the individual healthcare market.

We hope you enjoy the show.

In this episode, we chat with Paul Black, the CEO of Allscripts, which is a leading provider of healthcare information technology solutions ranging from population health management to virtual care to precision medicine to genomics to pharma data analytics and to post-acute care, among many other solutions.

Paul shares with us his focus on maximizing opportunity and the importance of continuous innovation in producing long term relevance and a strong path to growth. 

He speaks to his young years where work ethic was instilled as he experienced what it was like to work on a farm.   He also recounts the impressive set of folks he worked with during his IBM and Cerner years and the importance of vision. 

In addition, Paul shares more foundational insights such as the five key attributes of humility, kindness, patience, gratitude and being happy. 

We hope you enjoy the show. 

Jake is a Harvard and Oxford trained public health scientist and technologist, making him a unique person to tackle the task of improving the way healthcare is delivered.

Jake shares with us his journey building Wellframe and insight into how the company’s solutions are addressing today’s healthcare needs particularly in light of the current pandemic.

We hope you enjoy the show. 

An estimated 1 billion people around the world go undiagnosed and when we consider the societal cost of large segments of our population that are mentally unwell, we begin to understand the significance of Ginger’s mission. 

Prior to joining Ginger, Russ led products for LinkedIn Marketing Solutions and was formerly founder, president and CEO of Bizo, a B2B audience marketing and data platform which was acquired by LinkedIn in 2014.

We hope you enjoy the show. 

More than 800 companies globally choose Vena to streamline their finance processes.  The company is backed by JMI Equity and Centana Growth Partners. 

Hunter shares with us his key insights into rapidly scaling an organization, leadership lessons from ADP, Salesforce and Hubspot, and his vision for Vena in the years to come.

We hope you enjoy the show. 

Trintech has over 3,500 clients across the globe including the majority of the Fortune 100.  The company is backed by Summit Partners and Vista Equity. 

Teresa shares with us her background and career experience as well as her insights into Trintech’s solutions and future expansion plans. 

We hope you enjoy the show. 

Nearly $2 trillion in assets are currently managed on Addepar with $10 billion of assets added to the platform each week.

David shares with us his background and career experience as well as his insights into Addepar’s solutions and future expansion plans. 

We hope you enjoy the show. 

In this episode we chat with Tore Steen the CEO of CrowdStreet, the leading commercial real estate investment platform for individuals seeking access to the asset class. 

Tore shares his thoughts on real estate marketplaces as well as CrowdStreet’s story.  We hear about how the company came to be, how they have been impacted by COVID-19 and where they’re headed.

I am your host RJ Lumba, Managing Partner of GrowthCap.  We hope you enjoy the show.

Investing out of their latest fund of $1.2 billion they take very seriously their role in supporting companies on their path to victory.

We cover a lot of ground in this conversation from how JMI helps companies scale to the pressing issue of COVID-19 and what management teams can do today to protect and maybe even strengthen their business.

We hope you enjoy the show.

In today’s episode we chat with Brock Blake, the founder and CEO of Lendio, the largest marketplace for business loans in the U.S.  To date, Lendio has funded over $2 billion across over 100,000 business. 

We cover a lot of ground in our conversation from how the marketplace serves main street businesses to Brock’s own story building Lendio and the many challenges he faced along the way.

We hope you enjoy the show.

In today’s episode we chat with Matt Cooper, the CEO of Skillshare, an online learning community for people working in the creative field from design to illustration to photography and beyond.  Over 9 million users are on Skillshare and according to Matt they are only beginning to scratch the surface of what the platform could become.  Some estimates place the global creative market at $2 trillion and in the U.S. alone $700 billion. 

Matt has extensive experience in building and leading companies enabling the gig economy.  He shares with us his insights into the growing community on Skillshare as well as his keys to success in leading an organization. 

We hope you enjoy the show.

And in just a few years since its founding in 2016, the company has made great strides towards becoming a pharmacy that works for everyone.  Eric has raised $270 million to date from notable backers including TCV, Thrive Capital and Glade Brook Capital Partners. 

We cover a lot of ground in our conversation from Eric’s childhood observing his mother’s impact as an entrepreneur to his keen insights into the three waves of ecommerce. 

We hope you enjoy the show. 

Steve joined the Revolution Growth team as a partner in 2016 bringing over 25 years of experience with high growth technology businesses. He joined Revolution from Softbank where he worked for nearly 20 years with some of the most important technology companies of our generation including Yahoo, Etrade, GeoCities, Ziff Davis, GSI Commerce, Buzzfeed, Fitbit, xAd, Kabbage and many others.

In our conversation you’ll hear about how the tech landscape has changed over the years, what Steve looks for in a good investment opportunity and how the Revolution platform and its Rise of The Rest initiative is having an impact across the country.

We hope you enjoy the show.

Ramzi focuses primarily on direct private company investments in the enterprise software space.  We cover quite a bit of ground in this conversation, from the genesis of Softbank to the founding of the Vision Fund and to how Ramzi and his colleagues quickly have significant impact on the companies they invest in. 

Ramzi graduated from Carnegie Mellon University and earned his MBA from Harvard Business School. 

We hope you enjoy the show.

As you’ll hear from Paul, what’s made him successful is his mindset and belief in “making it happen”.  What propelled him early on in his career, was realizing he could manufacture winning the lottery…that is...through business. 

Paul also shares with us other aspects to what has made him successful including finding the right business partner, listening to customers, and evolving his sales strategy.

Thanks for joining us and we hope you enjoy the show. 

We cover quite a bit of ground in this conversation, from the genesis of Susquehanna International Group, now a global financial powerhouse, and the entrepreneurial mindset that drives the organization to the founding of the growth equity practice and to the current dynamics at play in the growth equity market. 

Both Ben and Josh graduated from Yale University with a bachelor’s degree in Economics. We hope you enjoy the show. 

Braemar is one of the market's leading REITs focused on full-service luxury hotels and resorts. The company currently owns 13 properties around the United States, including the Park Hyatt Beaver Creek, Ritz-Carlton Lake Tahoe, Ritz-Carlton St. Thomas, Hotel Yountville, and Bardessono Hotel and Spa among others. With a keen focus on growth in revenue per available room, Braemar is dedicated to expanding its portfolio of luxury hotels and resorts and delivering strong dividends and equity returns to its shareholders.