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
SubscribeThe 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.
[TESTIMONIAL 1]
[TESTIMONIAL 2]
Per year · Renews annually
SubscribeTwo issues a month, delivered to your inbox. A welcome email arrives within minutes of subscribing, with your first issue inside.
You're billed $199 once a year. Thirty days ahead of your renewal date, you'll get an email confirming the date and the amount, so you have it well in advance.
One click stops the renewal — from any issue or from inside your account. You keep full access through the end of the year you've paid for. Subscriptions are not refundable.
LinkedIn is where an idea gets raised. The newsletter is where it gets worked through — the mechanics, the numbers, and the specific cases, at the length the subject requires.
Yes. Program members have full access as part of their enrollment.