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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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Plugged In

Smartech Daily

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Plugged In dives deep into the ever-evolving world of technology with a special emphasis on how it intersects with our daily lives, businesses, and the broader society. Guided by Mark Sephton, a globally renowned personal mentor to entrepreneurs and a passionate technophile, this podcast unravels the complexities of the tech world, offering listeners insights that are both profound and practical. With Mark’s rich experience, having interviewed over 4,500 individuals across various platforms, ...
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Effective Revenue Growth. The hottest topic right now in successful B2B companies. So, what better way to help you learn more about Revenue Amplification than listening to insights from leading professionals?We’ve sourced a great lineup of experts who deliver fresh insights on the Strategies, Tools, Process, Analysis, and Alignment that they use. We hope you enjoy the series. Subscribe to get the latest videos straight to your inbox.
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Shiv interviews Mark Kearney, Fractional CFO of Ascent CFO Solutions. In this episode, Shiv and Mark discuss how finance can be used as a strategic lever inside companies and should become part of their broader planning process. They discuss when companies usually bring in a fractional CFO and the patterns Mark sees as he works with these businesse…
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In this episode, of the RevAmp podcast, Mark interviews Colette Molteni, a sales ops professional and speaker, about the importance of emotional intelligence (EQ) in the world of revenue operations (RevOps). They discuss the challenges of remote communication, the impact of EQ on performance success, and practical strategies for improving EQ in the…
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Shiv interviews Jason Caplain, Co-Founder and General Partner of Bull City Venture Partners. In this episode, Jason shares why his firm values founders above an idea or business, and walks listeners through a tried-and-tested approach to assessing entrepreneurs and their teams. Founders will take away Jason’s tips on raising capital and leveraging …
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In this episode of the RevAmp podcast, Mark Lerner sits down with Shantanu Shekhar from Gong to discuss the incredible growth journey of the company. From starting as a single product in the US market to becoming a multinational success, Gong has faced numerous challenges along the way. Shantanu shares insights into the operational perspective of m…
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Shiv interviews Chip Baird, Managing Partner at GreyLion Capital. Shiv and Chip take a deep dive into GreyLion’s core LIFT (Leadership, Investment, Flexibility, Technology) strategy for optimizing companies to increase enterprise value. Learn how to identify critical leadership gaps and hold new hires accountable, and how a flexible approach to cap…
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In this episode of the RevAmp Podcast, Mark Lerner interviews Chirag Gulati about the current state of the #CPQ space. Chirag discusses the limitations of Salesforce CPQ, stating that there have been no major upgrades or developments in the product since its acquisition by Salesforce in 2015-2016. He also mentions that Salesforce's Revenue Lifecycl…
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Shiv interviews Anna Talerico, CEO at Corporate Finance Institute and Operating Partner at Arthur Ventures. Learn how capital-efficient companies can make better hiring decisions by focusing on what role they really need to fill. How can companies clearly define those roles and how do they go about finding the best-fit candidates? Plus, when should…
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In this episode of the RevAmp podcast, host Mark Lerner sits down with Inese Pumpure, Senior Director of Revenue Operations at Visiting Media. They discuss the challenges and trends in revenue operations, including the consolidation of tech stacks and the importance of standardization and approval processes. Inese shares her background in marketing…
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In this episode of the RevAmp podcast, host Mark Lerner interviews James Eaton, VP of Sales at Dozuki, a SaaS platform for digital training in the manufacturing market. They discuss sales leadership and the challenges of the current business environment. James shares his experience with series A turnarounds and how he has had to adapt his playbook …
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Shiv interviews Mark Buffington, CEO at BIP Capital and Managing Partner at BIP Ventures. Learn why the concept of permanent capital from a multistage fund might be a better long-term approach to funding a startup. Mark explains how not all measurements of success are based on the financials, and how that might look different for different companie…
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In this episode of the RevAmp podcast, Mark Lerner interviews James Hunsberger, Head of Sales Systems Technology at Miro. They discuss the importance of contributing to online communities, the value of being agile and adaptable in a changing market, and how to make yourself more valuable in the face of AI advancements. James shares insights on comm…
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In this episode of the RevAmp podcast, Mark Lerner interviews Jackie Leahy, a former kindergarten teacher turned #RevOps professional and founder of a fractional RevOps consortium. They discuss the challenges of internal adoption and how to overcome them. Jackie emphasizes the importance of understanding the human dynamics and communication styles …
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On this episode, Shiv interviews Adam Solomon, Partner at Thoma Bravo. Shiv and Adam discuss how Thoma Bravo’s focus on market-leading companies impacts their approach to evaluating assets and value creation. Hear how one of the biggest PE firms in the world approaches due diligence, performance metrics, profitable growth, and founder relationships…
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Join Mark and special guest Jen Igartua, CEO of Go Nimbly, as they explore the pivotal changes and challenges faced by RevOps leaders in today's dynamic business environment. In this episode, Jen shares her extensive experience, from her early days at Bluewolf to leading the first RevOps consultancy, Go Nimbly. Mark and Jen discuss the impact of ma…
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In this episode of the RevAmp Podcast, Mark Lerner interviews Hannah Hanrahan, the leader of #RevenueOperations at Atrius. Hannah discusses her background in operations and how she transitioned into revenue operations. She explains that revenue operations focus on streamlining the customer journey and supporting the backstage operations of people, …
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Shiv interviews Matthew Stevens, Founder of Stevens.VC. Shiv and Matt discuss the business fundamentals that founders and investors should be focusing on in early-stage companies. Hear how to add value and prepare for future investment by professionalizing your business operations, why a deep understanding of your market is critical to success, and…
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In this episode of the RevAmp podcast, Mark Lerner interviews Shivam Shah, Director of #RevenueOperations at Postscript, about adaptability and revenue operations. They discuss the challenges of shifting from a growth-at-all-costs mindset to scalable growth, the importance of saying no and setting expectations, reevaluating ideal customer profiles,…
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In this episode of the RevAmp podcast, Mark Lerner interviews Amie Weizer, the Director of Operational Excellence at LMS365. They discuss topics related to scalability and frameworks for growth. ** Amie shares her background and journey, starting in sales and then moving into account management and customer-facing roles. She emphasizes the importan…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Brian Tully, the Head of Americas for #Sales at LiveU. Brian discusses his background in investment banking and entrepreneurship, as well as his experience in helping startups grow and make transformative decisions. The conversation focuses on the challenges and opportunities of ada…
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On this episode of the RevAmp pocast, Jeremy Donovan, EVP of RevOps and Strategy at Insight Partners, discusses the future of #revops and the changes he has observed in the industry. Jeremey notes that revenue operations has expanded beyond #salesoperations and is now incorporating customer success operations as well. However, truly consolidated re…
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Shiv and Dan discuss how the first 100 days can shape the outcome of private equity deals and explain the actions investors, founders and business leaders can take to set a business on the path to growth. Tune in for expert advice on when to start value creation planning, how to focus your efforts and resources on the most impactful strategies, and…
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In this episode, Mark Lerner interviews Sandy Robinson, the Senior Vice President of #RevenueOperations and Enablement at Patra. They discuss the importance of methodologies, processes, and technologies in scaling a company. Sandy emphasizes the need for alignment and integration of methodologies into the customer buying journey, as well as the imp…
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In this episode of the RevAmp podcast, host Mark Lerner interviews the Director of RevOps at SupportLogic, Matt Hadreas, about #RevenueOperations and the #agile approach to it. Matt shares his background and how he got into revenue operations, emphasizing the importance of data and technology in speeding up sales processes. He also discusses the ne…
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Shiv Narayanan interviews Chirag Shah, Growth Partner at Wavecrest Growth Partners. Chirag and Shiv discuss the wide variety of value creation levers that Wavecrest uses to grow their portfolio companies. Learn how to identify the most effective growth levers for each company, and how to scale revenue by optimizing pricing, sales strategy, cross-se…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Josh Pudnos, the VP of Revenue Operations at Exiger. Josh discusses his experience building a #revops function from scratch and shares insights and advice for others in similar roles. He emphasizes the importance of having a clear mission statement and vision, as well as consistentl…
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In this episode of the RevAmp Podcast, Mark Lerner interviews Colin Specter, the VP of Sales for Orum, a live conversation platform for salespeople. They discuss the recent sales kickoff that Orum conducted and the challenges and observations in the sales industry due to the COVID-19 pandemic and the emergence of AI technology. Colin emphasizes the…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Patrick Franciotti, Director of #revops at Ontra, a legal technology company. Patrick discusses his role in building out the company's operations team and implementing a tech stack to support their go-to-market strategy. He also talks about the challenges and opportunities presented…
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Shiv interviews Joanna Arras, Partner at Baird Capital in the US venture fund.Joanna and Shiv discuss the challenges and opportunities for both founders and investors in the current venture landscape. Learn about how to balance growth and capital efficiency, the impact of the right capital raising strategy and how to select the right investment par…
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In this episode of the RevAmp podcast, Mark Lerner interviews Danielle Marquis, the VP of Revenue Operations at Zappi. Danielle shares her background and experience in revenue operations, discussing the challenges and strategies she has navigated throughout her career. They also discuss the impact of rapid changes in the business landscape, such as…
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Shiv Narayanan interviews Ripan Kadakia, Partner at ZMC. Ripan and Shiv discuss ZMC’s aim to serve portfolio companies through a strategy that includes business development, talent acquisition and technology. Learn about ZMC’s focus on macro trends to identify long-term investment opportunities, and hear case studies of growth in challenging circum…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Pete Kazanjy, one of the founders of Atrium, a sales performance management software company. Pete discusses his background in sales and his experiences in the industry. He emphasizes the importance of modern sales, which involves using technology and data-driven management to impro…
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Join Mark as he and special guest Matt Volm (Co-founder and CEO of RevOps Co-op) delve into his fascinating journey from VP of Business Operations to leading a global community of over 12,000 Rev Ops professionals. Discover the origins and evolution of RevOps Co-op and get exclusive details about their much-anticipated conference, Rev Ops AF, set i…
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In this episode of the RevAmp podcast, host Mark Lerner interviews Malcolm Smith, the head of Global Business Development for Centrical. They discuss the challenges leaders face in high-performing sales organizations, particularly in times of uncertainty and change. Malcolm shares his insights on the importance of process and expectations in managi…
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In this episode of the RevAmp Podcast, host Mark Lerner interviews Sean Lane, a founding partner at Minot Light Consulting, about operations and go-to-market execution. Sean discusses his background in #revops and the importance of having a strong ops team in navigating challenging market conditions. He emphasizes the need for flexibility and adapt…
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Shiv Narayanan interviews Dirk Sahlmer, Head of Origination at saas.group. Dirk and Shiv discuss how saas.group’s investment approach differentiates them from traditional PE firms and influences their value creation framework. Learn about saas.group’s focus on profit margins rather than quick flips, their criteria for identifying companies with lon…
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In this episode of Revamp, host Mark Lerner interviews Natalie Furness, founder and CEO of Rev Ops Automated. They discuss the importance of focusing on revenue operations and the need for businesses to prioritize efficiency and effectiveness in their processes. They also explore the challenges of creating user-friendly tools and the importance of …
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Shiv Narayanan interviews Kevin Mosley, General Partner at Jurassic Capital. Kevin and Shiv take a deep dive into Jurassic Capital’s B2B SaaS Benchmarks Report and explore how founders, investors and business leaders can use this data to achieve their growth objectives. Learn about the vital metrics every SaaS company should be tracking, how your c…
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In this episode of Revamp: Sales Leaders, host Mark Lerner interviews Chris Nethercote, Head of Sales at metadata.io. Chris shares his journey from starting in sales to reaching his current leadership role. He emphasizes the importance of operating like consultants rather than salespeople and understanding the customer's problems. Chris also discus…
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Shiv Narayanan interviews Narbe Alexandrian, founder and CEO of Define Capital. Shiv and Narbe discuss the options investors and founders have for their deal structure and capital stack. Learn about how Define Capital builds long-term partnerships with companies, their approach to valuations and risk, and hear how the current economic environment i…
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In this episode of the Revamp podcast, host Mark Lerner interviews Nicholas Gollop, a RevOps and Go-to-Market strategy advisor for SaaS B2B tech companies. Nick shares his insights and experiences in the field of RevOps and emphasizes the importance of understanding the role and value of RevOps beyond being a system administrator. He discusses the …
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In this episode of the RevAmp podcast, host Mark Lerner interviews Danae Ruiz, a Revenue Operations strategist at New Breed. Dene shares her background and how she got into her current role. She discusses her experience with HubSpot certifications and how she discovered her passion for revenue operations (RevOps). Dene also talks about her speaking…
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In this insightful episode of Plugged In, Chirag Shah, the founder and CEO of Pulse and a fintech expert, discusses the transformative impact of AI and technology on small to medium enterprises (SMEs). As we kick off the new year, the conversation delved into the practicalities and profound implications of fintech innovations, particularly in the r…
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Take a look at some of the highlights from the 2023 season of the Private Equity Value Creation podcast. In these bite-sized value creation insights from firms including Hg Capital, B Capital Group and JMI Equity, you’ll learn about tried-and-tested strategies for portco hiring, financial management, sales processes and much more.…
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In this episode of the Revamp podcast, host Mark Lerner interviews Nico Lafakis, RevOps Strategist at New Breed, about the use of AI in RevOps. Nico’s background in graphic design and CRM work gives him a unique perspective on the topic. They discuss the history of AI, from Siri to Amazon Alexa, and how it has evolved over time. Nico explains how A…
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Shiv Narayanan interviews Hanny Akl, Transaction Advisory Services Practice Leader at Warren Averett, David LeGrand, Member (Partner), Tax and Transaction Advisory at Warren Averett, and Zach Crowe, Partner at Morris, Manning and Martin. Hanny, David, Zach and Shiv walk you through the essential legal and finance work it takes to set your business …
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In this episode of the RevAmp podcast, host Mark Lerner welcomes Jeff Ignacio, a seasoned expert in Growth and Revenue Operations at Regrow Ag, to discuss how the field of revenue operations has evolved and its future in the B2B SaaS industry. Jeff, with a rich background in RevOps spanning a decade, delves into how his journey began and his curren…
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Shiv Narayanan interviews Lauren Bonner, Managing Partner at MBM Capital. Shiv and Lauren discuss how to sustainably scale enterprise value in companies where VC funding has dried up. Learn about MBM Capital’s playbook for investing in these companies, including how they evaluate potential investments, an approach for guiding companies towards prof…
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In our latest podcast episode, host Mark Lerner sits down with Anthony Enrico, the visionary co-founder of LeanScale, a company revolutionizing Rev Ops as a service. Anthony delves into his rich experience in B2B technology and the dynamic world of revenue operations, drawing from his journey with a fast-growing firm that achieved successful acquis…
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On this episode Shiv Narayanan interviews Sunil Grover, Managing Partner at True Blue Partners. Sunil and Shiv discuss how True Blue Partners’ corporate finance perspective helps early-stage AI companies scale. Learn how they identify founders and companies that are best suited for their approach, why product-market fit is so vital, and how they co…
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Mark and Jonas highlight the importance of using AI to automate repetitive and time-consuming tasks. They discuss the challenges of training AI bots and getting humans to effectively communicate with them. They also mention the resistance and concerns surrounding AI, with the goal of shifting the perception from seeing AI as a threat to viewing it …
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