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. |