carried_no_interest
@carrynointerest
Private Equity Investor skewing towards software. Former Head of AI @ $1B+ PE fund. Former Data Scientist using AI to source deals. DMs Open
LEVERAGED BUY OUT / PRIVATE EQUITY LEGENDS #24. I have RETURNED. I'm a former data scientist, and I pulled 300,000 M&A/PE deals. I calculated the highest returning ones. Sun Capital Partners made a BILLION DOLLARS in FOUR YEARS on HVAC/STOVE components? HVAC SMB twitter will…
it’s very funny that the cio of triology, probably the most successful software PE investor of all time, a ~10-20b book built without outside capital, has 2000 followers and is explaining how to do it for 200 likes and you all are obsessing over GC associates tweeting slop
Sneak peek into how we are going to fix the imploding B2B software company we just bought. Bonus advice for CEOs of lower-left software businesses (spoiler - take the advice and your business will be worth more). Context: • 8-figure ARR, flat top-line, run at 20% loss • 2…
1/ Private equity just had its weirdest half-year ever. Ropes & Gray's latest report tells two completely different stories
WHAT MAKES A CIM EXCELLENT? I wrote a post about how Moelis makes IMPECCABLE CIMs. @BigJohn043 is one of my favorite follows on there. Him and I disagree'd on my post a bit, and I'm going to explain why I think we disagree. @BigJohn043 said that a good cim is tight and well…
In my view the most important element of the CIM is a tight and well articulate set of key selling points. I just pulled a Moelis CIM. Looked like all of the others....
Who is the best PR person in finance? This is surprisingly hard to find...
if you’re a dude & you do not take risks in your life, you will be a nobody.
If you are interested in private equity even loosely, and don't read @27XVII 's published research on take outs, you are f***ing up. Every time I get the email I just drop what I'm doing and read it.
UH OH IT IS HAPPENING About 2 weeks ago, I started getting 5+ emails a week saying the same thing: THE VCS ARE READY TO START SELLING The insane glut that is the 2021-2022 vintage might start moving soon VCS DM ME WHILE WE HAVE DRY POWDER. MINIMUM $10MM ARR. IDEALLY $50MM+
