On this episode, Alex Slusky, Founder and Managing Director at Vector Capital, breaks down how to diagnose the most impactful growth lever for software businesses, whether that's cost discipline and margin expansion for a mature, sticky asset, or a rigorous focus on winning use cases for a growth asset.

Plus, hear how existing customer relationships and proprietary data can become a defensible AI advantage inside a product. Learn how to think about where AI-driven savings should go—into R&D, sales or back-office functions—and why that allocation decision is itself a competitive choice.

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

In this episode, Adam Waglay, CEO and Co-Founder at Butterfly Equity, explains why food is an attractive sector for private equity, and why B2B enablers like ingredients and packaging offer a way to play consumer trends without betting on a single brand.

Hear how a dedicated transformation team embeds operators inside portfolio companies, how the playbook differs across three business models and where AI is creating the most leverage in food businesses today.

The views and opinions expressed in this podcast interview are those of the speaker and are provided for informational and educational purposes only. They do not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities or investment products. Nothing discussed herein should be construed as a recommendation to buy, sell, or hold any particular security or to adopt any specific investment strategy.

On this episode, John Dickie, Partner and Co-Head of Private Equity at HighVista Strategies, explains how HighVista evaluates the lower middle market managers it backs. Learn what separates the managers LPs back fund after fund from the rest, the role fund size plays in that decision and the conversations that show whether a value creation playbook holds up in practice.

Hear how a sharp slowdown in fundraising is reshaping private equity and what it means for new managers trying to raise their first fund. Then learn how LPs weigh single-asset deals against diversified fund commitments and how AI is changing the way investors think about opportunity and risk across a portfolio.

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