Couverture de Engineering Alpha in Private Equity

Engineering Alpha in Private Equity

Engineering Alpha in Private Equity

De : Paul Karner and Dave Mangot
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 Engineering Alpha in Private Equity is a podcast about how software engineering and data science excellence create operational alpha. Hosted by Dave Mangot, the author of _DevOps Patterns for Private Equity_, who has worked with operating teams at Thoma Bravo, Hg Capital, and other top-tier PE firms. Co-hosted by Paul Karner, PhD, an economist with two decades inside PE-backed companies. Each episode explores the intersection of technology decisions and investment outcomes.© 2026 Mangoteque LLC and Horizon Data Partners Economie Finances privées
Épisodes
  • Finding “Free EBITDA” in Cloud Contracts & The AI Optionality Playbook

    Finding “Free EBITDA” in Cloud Contracts & The AI Optionality Playbook
    May 14 2026
    In this news review episode, we break down the recent wave of partnerships between major cloud vendors and private equity firms, starting with the Thoma Bravo and Google Cloud announcement. These partnerships highlight an immediate lever for value creation: enterprise cloud agreements that can drastically reduce operating expenses and instantly boost P&L. Beyond the immediate cost savings, we explore the strategic necessity of maintaining “optionality” in a highly uncertain AI landscape. We also issue a warning to CTOs: stop isolating your solutions architects in “innovation labs” and expecting new technology to fix broken systemic problems. Key Takeaways: - The “Free EBITDA” Play: Why your portfolio companies are leaving money on the table if they aren’t negotiating enterprise agreements with AWS, GCP, or Azure. Dave shares a real-world example of securing a 50% discount on internal bandwidth costs. - Why AI Optionality is King: In a highly volatile AI market, getting locked into a single LLM vendor is a massive risk. We explain why the best operational playbook involves using cloud platforms to access multiple models (like Anthropic, DeepSeek, and Gemini) to build a custom “race car”. - The Solutions Architect Trap: Why bringing in solutions architects to build a segregated “skunkworks” or innovation lab is a recipe for failure. - Tech Can’t Fix a Broken Org Chart: If your development team and your SREs report to different executives with misaligned incentives, no amount of AI or cloud architecture will help you hit your exit targets.
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    18 min
  • Engineering Alpha in Private Equity Trailer

    Engineering Alpha in Private Equity Trailer
    May 1 2026
    Welcome to Engineering Alpha in Private Equity, the podcast about how software engineering and data science excellence create operational alpha in private equity. In this trailer, Dave and Paul discuss the founding thesis of the show and what listeners can expect. ## Topics covered - What "operational alpha" actually means - Who are Paul Karner and Dave Mangot - What you can expect from the show - The best ways to engage [Learn more](https://engineeringalpha.fm)
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    4 min
  • What's Engineering Alpha & Why You Can’t Just Rub AI on It

    What's Engineering Alpha & Why You Can’t Just Rub AI on It
    May 5 2026
    Welcome to the first official episode of the Engineering Alpha and Private Equity podcast! Hosts Paul Karner (economist and data scientist) and Dave Mangot (DevOps expert) break down what "Engineering Alpha" actually means for middle-market PE firms. Moving past the old world of financial engineering, Paul and Dave explore how true operational excellence within engineering organizations drives outsized returns and high EBITDA. They also tackle the elephant in the room: AI. They explain why it's a tool, not a magic product, and why failing to build the right foundations will amplify your problems rather than your profits. Key Takeaways: - Defining Engineering Alpha: Why optimization and efficiency inside the engineering organization are the true drivers of operational leverage and higher ROI. - The Deming Philosophy: How W. Edwards Deming’s statement that 94% of problems are systemic (and thus management's responsibility) applies directly to PE investors and C-suite executives. - AI Reality Check: Why AI is an amplifier for both good and bad processes, and why you shouldn't just mandate an "AI story" from the board without establishing the foundations in the DORA research. - The CircleCI Report: Exploring recent data showing that while AI helps developers write more code, it's often trapped in feature branches, has longer outages, higher customer churn, and negative ROI. - The New Valuation Metric: Why "agentic proficiency is the new SaaS multiple" and how building scalable foundations improves unit economics and drives higher valuations. Links & Resources Mentioned: - [DORA](https://dora.dev/) (DevOps Research and Assessment) State of DevOps Reports and the Accelerate book - [CircleCI Report](https://circleci.com/resources/2026-state-of-software-delivery/) on continuous integration tests - Nick Lichtenberg's [Fortune interview](https://fortune.com/2026/04/28/tech-layoffs-ai-disruption-corporate-america-doesnt-one-silicon-valley-ceo-knows-why/) with the CEO of Box - [Agentic Proficiency - The New Premium SaaS Valuation](https://blog.mangoteque.com/blog/2026/04/15/agentic-proficiency-the-new-premium-private-equity-saas-valuation/) Podcast theme music by [J-KIND](https://soundcloud.com/jkind). Connect with [Paul](https://www.linkedin.com/in/pkarner/) and [Dave](https://www.linkedin.com/in/dmangot/) on LinkedIn to join the conversation. [Learn more](https://engineeringalpha.fm)
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    28 min
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