Private Equity Value Creation Podcast

On this episode, Bob Morse, Co-Founder and Managing Partner at Strattam Capital, shares how founder-led vertical software companies can embed AI meaningfully into their products and avoid being left behind as the market shifts.
Hear how Strattam approaches AI adoption across its portfolio—from replacing year-long custom development backlogs with 48-hour turnarounds, to tracking the share of deals where AI features are the deciding factor in the sale. Learn why successful AI adoption requires leadership change before technology change, how to identify AI projects worth pursuing by staying close to the customer problem and why the goal is to be in the AI spending bucket rather than the SaaS spending bucket.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Luke Sarsfield, CEO and Chairman at Ridgepost Capital, shares how a fund of funds platform can generate differentiated alpha by staying disciplined about market focus and building proprietary data advantages over time.
Luke explains why concentrating on the middle and lower middle market creates structural advantages that broader platforms miss, and how collecting deal-level data across 20-plus years turns an LP relationship into genuine investment insight. Learn what separates best-in-breed managers from median performers, and why being a value-added partner—not just a capital provider—is what makes firms want to work with you.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Ray Carey, Head of NextLevel Operations at Level Equity, explains how private equity firms can take a more systematic approach to driving value across their portfolio with operational support. Hear how Level Equity prioritizes their time and resources, why they connect activities to valuation with metrics, and how firms can identify where operational intervention will have the greatest impact. 
Tune in to learn how to build an effective operating team and how to create feedback loops in an environment where results take years to materialize. The conversation offers a practical view into how firms can cheer, coach or play for their portfolio company teams, and the factors that go into choosing the right approach.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode, Cory Eaves, Partner and Head of Portfolio Operations at BayPine, discusses how private equity firms can turn a need for technology transformation into a repeatable value creation lever, rather than a diligence risk. Drawing on his experience as a multi-time CTO and operating partner, Cory explains how portfolio operations teams can work with management to better identify and prioritize technology opportunities across the investment lifecycle.
Learn how to evaluate “analog to digital” transformation potential in traditional industries, how horizontal capabilities like AI can drive operational improvements, and why focusing on a small number of sectors helps investors apply technology playbooks more consistently across portfolio companies.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode, Bob Brown, Founding Partner and Head of Capital Formation and Investor Relations at Motive Partners, shares lessons from three decades inside private equity, including how operational discipline and a clear understanding of what creates value for LPs are critical to driving outcomes. Learn how an “investing, operating and innovating” model embeds operators and technology experts alongside investors to tackle two of the biggest causes of deal underperformance: management execution and failed technology transformations. 
Plus, hear how PE firms can unlock more value from the assets they already own—using technology, data and product improvements to drive growth from existing customers, modernize legacy businesses and accelerate outcomes within the typical three-to-five-year hold period.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.