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Episodes

Per-episode summary pages with key takeaways, guest backgrounds, and cross-references.

Episode Guest Summary
Ep. 1: Decoding the EdTech Founder Karl Rectanus Founder's perspective on PE outreach, systematic inbound screening, exit process, and impact-centered organizations.
Ep. 2: Data Snacks — The Unlock to Engaging PE Prospects Kate Hopkins Portfolio ops-driven sourcing, data snacks framework, value-first outreach through operational intelligence.
Ep. 3: The Truth About Private Equity BD Compensation Dan Herr, Matt Rooney (hosts) BD comp structures: base salary ranges, bonus mechanics, carried interest, tiered multipliers, and team incentives.
Ep. 4: The Truth About PE from a Founder's Perspective Rod Jimenez Founder's view of PE outreach filtering, 18-month relationship building with Serent Capital, curiosity over conviction, and character-first partner selection.
Ep. 5: 3x CEO Secret Weapon for Winning Add-Ons Bill Nunan Operator-led add-on M&A strategy, platform story framework, enterprise deal pursuit, CEO as competitive differentiator, founder relationship management.
Ep. 6: How to Generate Predictable, Repeatable, and Scalable Deal Flow Dan Herr, Matt Rooney (hosts) Systematizing deal flow: inputs vs. outputs metrics, granular pipeline stages, five-meeting accountability cadence, sourcing pods.
Ep. 20: What It Takes to Source Elite Founder-Owned Software Companies Jake Colognesi Sourcing bootstrapped SaaS founders, value-first outreach, sourcing culture, LP diligence on sourcing.
Ep. 21: Lessons From Three Decades of Deal Sourcing Glenn Oken 30+ years of BD, intermediary management, IC inclusion, exit storytelling, evolution of PE sourcing.
Ep. 22: Gold Medal Sourcing Ryan Murphy Transition from Olympic swimming to deal sourcing, breaking through noise, lifestyle of success, sponge mindset.
Ep. 23: Deals Still Run on Relationships Chris Reilly Engaging boutique bankers, building referral networks through COIs, and VRA's multi-channel origination model.