Corporate experience teaches you to manage one. PE ownership demands you multiply it — under board pressure, on a compressed clock, with the margin for error measured in quarters. Twice a month, from a principal, operator, and board director who has done it from all three chairs.
100+ transactions · $1B+ raised · 12+ investor boards
Subscribe freeThe pressure looks different from each chair. The dynamics that create and destroy equity value are the same in all of them.
You're running a portfolio company and answering to a sponsor and an investment committee on their timeline.
You sit on investor boards and want a wider read on value creation than any single portfolio gives you.
You've built the operating record. You want to understand how sponsors evaluate people like you before you're in the room.
The levers that move EBITDA — working capital, conversion rates, cost structure, integration — with the math attached.
How PE boards run, where governance blurs into operations, and what that ambiguity costs when results miss.
What the GP is solving for, how it shifts by hold-period year, and how to manage the relationship rather than react to it.
How operators get evaluated and introduced in a market that fills most seats before they're ever posted.
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