How To SaaS

Ed Byrne explains why the Scaleworks describes its model as venture equity and how it differs from both traditional private equity and venture capital. Instead of leveraging heavy debt or taking a portfolio-style approach, the firm positions itself in the middle. They acquire and operate businesses, seek majority ownership and often avoid bringing in additional investor partners. Founders can stay involved, but the firm sees itself as an owner operator rather than a financial investor, creating a hands-on model focused on control, clarity and long term stewardship. 🎙️ Tune into the Private Equity Value Creation Podcast: https://lnkd.in/gxkEsH3Z 👇🏽 Find Us Here https://lnkd.in/gTdPMk8P #privateequity #privateequitypodcast #privateequityvaluecreation

When you acquire a new asset, looking under the hood at their data can be an interesting experience. Here’s some advice from Dirk Sahlmer, Head of Origination at saas.group, on where to focus when setting up metrics tracking post-acquisition. 1. Marketing data. Look at what they’ve done historically, how well it worked, and analytics across acquisition channels so you can understand CAC. Drop the channels that aren’t working and decide where to invest more moving forward to impact the bottom line. 2. Company KPIs. Make sure the team has a shared dashboard focused on metrics like pipeline generation, conversation rates, new MRR, and retention rates. 3. Financial data. Lots of SaaS businesses aren’t used to reporting to a board. Have them start reviewing revenue metrics quarterly so you can make smart budget adjustments and more accurate growth forecasts. Listen to the full episode → https://lnkd.in/ga-nDMQE.

Capital efficiency is no longer optional. When a startup raises more than it generates in revenue, the entire investment profile shifts from opportunity to risk. In this clip the speaker breaks down why efficient growth, disciplined spending and a clear path to break even now matter more than ever. The macro economy has forced founders to do more with less, sharpen focus and prove they can scale without burning endless cash. Investors are finally seeing stronger fundamentals, cleaner execution and tighter operations in their deal flow. 🎙️ Tune into the Private Equity Value Creation Podcast: https://lnkd.in/eKSuC4xi 📚 Grab a copy of of Exit-Ready Marketing: https://lnkd.in/g-K5RsB7 👇🏽 Find Us Here https://www.howtosaas.com/ #privateequity #privateequitypodcast #privateequityvaluecreation

The search fund ecosystem sees acquisition rates around 60% according to recurring Stanford research, but Pacific Lake consistently performs above that benchmark. Lindsey Gray breaks down why their searchers acquire at higher rates and how an industry thesis driven search model leads to stronger outcomes. By focusing on proprietary deal sourcing and a clear thesis, Pacific Lake achieves acquisition rates above 70% and follow-on rates above 80%, a reflection of both strategy and long-term alignment with the entrepreneurs they back. 🎙️ Tune into the Private Equity Value Creation Podcast: https://lnkd.in/gxkEsH3Z 👇🏽 Find Us Here https://lnkd.in/gTdPMk8P #privateequity #privateequitypodcast #privateequityvaluecreation

One of the hardest parts of scaling a services business is deciding what to focus on first. In the latest episode of the Private Equity Value Creation podcast, Shiv Narayanan speaks with Giacomo Sonnino of Charlesbank Capital Partners to break down how to create focus in the moments when it matters most: diligence, underwriting and the first year of ownership. You’ll learn: - How to connect due diligence to an executable plan  - Why services businesses often stall when sales functions aren’t built for scale - What it takes to create real earning velocity in the first 12–24 months - The difference between M&A as a thesis and M&A as a capability - How AI is already reshaping core workflows in finance and professional services Tune in to the full episode - the link is in the comments.

In today's fast-paced environment, every minute counts. Dave Mangot of Mangoteque emphasizes the critical importance of: - Crystal-clear strategic direction: Define your company's core objectives and prioritize projects accordingly. - Ruthless project selection: Focus on initiatives with the highest potential impact and return on investment. - Efficient execution: Streamline workflows and eliminate unnecessary distractions to maximize productivity. Listen to the full episode of the Private Equity Value Creation podcast to learn how to make the most of your time and achieve your business goals. #prioritization #strategy #execution #productivity #podcast

AI has become the headline topic across private equity and every portfolio summit. Kelly Ford of Edison Partners breaks down how leaders evaluate AI inside their companies and within their products. The conversation explores the two major lenses of AI adoption: internal efficiency and market-ready product integration. She highlights the difference between meaningful use and AI that exists only to check a box. The message is simple: AI must be easy to adopt, tied to real outcomes, and deliver clear value for customers or it becomes noise. 🎙️ Tune into the Private Equity Value Creation Podcast: https://lnkd.in/eKSuC4xi 📚 Grab a copy of of Exit-Ready Marketing: https://lnkd.in/g-K5RsB7 👇🏽 Find Us Here https://www.howtosaas.com/ #privateequity #privateequitypodcast #privateequityvaluecreation

Pacific Lake introduced its long term hold strategy in 2019 to solve a common challenge for search fund CEOs and investors as companies mature. This approach recapitalizes successful businesses, provides liquidity to CEOs and investors, and positions the company for its next chapter. The strategy often includes primary capital and always keeps the CEO in place to lead the next phase of growth. With 14 long term hold investments completed in six years, the model has become a proven and effective path inside the search fund ecosystem. 🎙️ Tune into the Private Equity Value Creation Podcast: https://lnkd.in/gxkEsH3Z 👇🏽 Find Us Here https://lnkd.in/gTdPMk8P #privateequity #privateequitypodcast #privateequityvaluecreation

AI has never been more hyped—and yet 95% of AI initiatives still fail to generate a return. In most cases, this isn't because the technology doesn’t work, but because the company isn’t set up to execute. In the latest episode of the Private Equity Value Creation Podcast, Shiv Narayanan speaks with Caroline Tarpey of Lead Edge Capital to break down what separates the 5% that succeed. Tune in to learn: - Why most AI initiatives fall short  - The areas where teams can quickly unlock better decision-making and operational efficiency using AI - How AI is transforming go-to-market, and how businesses need to adapt - How SaaS companies can stay competitive by leveraging proprietary data  - What investors and leaders can do to equip their team to support AI initiatives And much more. Listen to the full episode - the link is in the comments.

One GenAI use case can have countless sales benefits Richard Lichtenstein of Bain & Company demonstrates how even a single GenAI application can significantly boost sales performance. Discover how this powerful technology can enhance your sales team's efficiency, productivity, and overall success. Listen to the full episode of the Private Equity Value Creation podcast to learn more: https://bit.ly/4gZVXyA #sales #genai #productivity #efficiency #podcast