Kamal Advani

According to government estimates, the U.S. Manufacturing sector loses well over $100B annually because so many companies remain over-dependent on outdated manual processes. For such companies, creating a more “eCommerce-like” buying experience for their suppliers is imperative.    That’s why today Cleo launched CIC ORCA (Order to Cash Automation), a new capability in our Cleo Integration Cloud platform that dramatically improves #B2B buying experiences by delivering seamless “eCommerce to EDI” workflows for businesses that don’t happen to have EDI capabilities.    CIC ORCA is intended for #manufacturers, #wholesalers, and #distributors who must cater to the modern B2B buyer’s preferences for ease-of-use, self-service, and efficiency when procuring goods, getting delivery updates, and receiving invoices from their suppliers.     In an era shaped by the “Amazon Effect,” suppliers are increasingly expected to emulate the B2C buying experience. Cleo's CIC ORCA gets everyone singing from the same song sheet. For the full story see today's Cleo Press Release or visit the CIC ORCA web page -- https://lnkd.in/gqFn4hCj

32

3 Comments

Too many small and mid-sized businesses struggle with capital constraints out of fear and misunderstanding. Sourcing the capital required to remove those constraints is key to unlocking the value creation potential of these companies. https://lnkd.in/gRYTKEmN #smallbusiness #businesstransformation

8

Structuring SPVs efficiently is a method for emerging managers looking to warehouse deals, but they must be mindful of the broader implications and limitations. In this week's insider segments, Nik Talreja of Sydecar dives deep into what emerging venture capitalists should consider when warehousing deals. Join us tomorrow as we discuss the operational challenges and strategic opportunities that new managers face in today’s dynamic venture capital environment. Don’t miss Nik’s invaluable insights on leveraging technology to streamline venture operations. #VentureCapital #EmergingManagers #StrategicInvesting cc: Alexa Binns

36

4 Comments

i love this topic - i’ve heard so many folks get excited about warehousing over the past year as many have faced fundraising challenges. but without considering all the implications of warehousing, you may be doing yourself more harm than good. more on this from Nik Talreja on Swimming with Allocators recent episode.

10

PE - example of a simple investment criteria (i.e. from TNYZF, which aims to be the next BRK.A or CNSWF) Tiny (Andrew Wilkinson, CEO) specializes in buyouts, majority, and minority investments with a focus on investing in tech. When acquiring businesses - this investment firm looks for the following (source - Tiny Ltd.'s financial statements/investor letter): - Simple business model - Healthy profits - Consistent track record of profitability - Happy employees & customers - Unique advantage - Long-term record & good reputation - Fair price --------- #pe #privateequity #business #technology #saas

15

3 Comments

Entrepreneurs looking to join VC-backed portfolio companies should know exactly how venture capital firms add value to their businesses, in terms of distribution and customer acquisition, SRS Capital Partners Principal Mason Fink shared at Alloy 2023. #VentureBuilding #Innovation

9

We see this very often in deals, the request of a staple, but I personally think there are ways to navigate this, with everything being above board , both for the selling LP, buyer and the GP. We have had situations where the GP preferred buyer who could also do a staple, actually price the fund better... because they want to strengthen that relationship, and ultimately of course have had situations where the GP preferred buyer is the bad actor in the equation, leveraging their preferred position to down play price for the seller... it's all part of the negotiation process. #secondaries #setterstrong

3

The words Private Equity have been distorted with the passage of time. The truth is PE done well is not only a value creation platform but also a force for good. We back good businesses, good teams, and together we build. More from Traub Capital Partners Co-Managing Partner, Brian Crosby, in this short video.

7

Join us tomorrow for a panel discussion on the complex relationship many FirstGens have to money and how that affects founders, investors, operators and others. See you tomorrow! https://lu.ma/9rixyzgs

23

2 Comments

🎙New Heavy Hitters: The Digital Industrial Podcast featuring Co-Founder & General Partner Ty Findley in conversation with SVB Senior Market Manager Jack Garza on SVB’s definition of Hardware-as-a-Service, why this business model is worthy of a dedicated report (and key highlights from the bank’s recent study), and the venture landscape when it comes to investing in HaaS deals.  👉 Listen here https://lnkd.in/gTYcK63y

25

The 2024 F Suite Executive Off-Site: It’s a catalyst for breakthrough ideas and game-changing strategies. It’s a highly curated meeting of the minds, limited to a hand-picked circle of our SeniorCFOs – seasoned CFOs steering some of today’s visionary tech companies, including: Aglika D., CFO at Riskified (Co-Chair) Michael G. Levine, CFO at Fireblocks (Co-Chair) Aimee Fearon, CFO at Wealthsimple Alexandra Weingarten, CFO at Daily Harvest Anu Subramanian, CFO at Bumble Christopher Jones, CFO at BurgerFi Conor O'Donoghue, CFO at Ocrolus Daniel Budlovsky, CFO at Wattpad Davinder Athwal, CFO at Phenom Ed Lu, CFO at Fandom Joel Johnson, EVP Finance at Suzy John Herman, CFO at Movable Ink Joshua Boyer, CPA, CFO at Revel Systems Kash Mathur, President & CFO at Bungalow Katie Royce, CFA, CFO at ZenBusiness Kelley Morrell, CFO at Wonder Luigi Testa, CFO at LinkSquares Neil Dorken, CPA, CFO at Index Exchange Paul Sheppard, CFO at Amplify Rakib Azad, CFO at Alkira Rory Parness, CFO at Niche Saloni Sanghvi Varma, CFO at Thorne HealthTech Samuel Hillard, CFO at Tripledot Studios Sandeep Beotra, CFO at Degreed Scott Stockberger, CFO at Cedar Shannon Tatz, CFO at Go1 Siddarth John, CFO at Apptegy Sindy Wilson, CFO at Kickstarter Sruthi Lanka , CFO at Public.com For these senior members, it’s an unmissable opportunity to embark on a journey of personal and professional growth. Set in the breathtaking landscape of the Catskills at the rustic yet luxurious Scribner’s Lodge, the 2024 F Suite Executive Off-Site explores the theme of “Synergy in Strategy: Driving Alignment Across the C-Suite as CFO.” With programming guided by our brilliant co-chairs, the agenda includes a series of provocative roundtable discussions exploring the nuances of the various cross C-suite relationships: > Balancing Act: CFO-CRO Partnership for Growth… When to be a supportive partner, and when to be an effective enforcer > Strategic Alignment: How CFOs and CTOs Can Work Together to Drive R&D Efficiency and Accountability… Excelling as both a steward of financial resources and a champion of innovation > The Strategic CFO: Elevating Your Role as a Trusted Advisor and Influential Leader… How the modern CFO can go behind traditional financial management and reporting to drive organizational growth and mitigate risks as a strategic partner Plus many more thoughtfully designed opportunities for attendees to forge authentic connections with this highly curated group of peers: > 1:1 deep dive discussions in the serene beauty of Scribner’s garden > Engaging conversation over a private dinner at Scribner’s locally inspired restaurant, Prospect > Exchange of ideas around the campfire Rest + rejuvenation, meet focus + inspiration. SeniorCFOs, we look forward to seeing you in the Catskills. https://lnkd.in/dd795Q8U #fsuite #seniorcfo #executiveoffsite 

77

1 Comment

PE insights - from the latest episode of "Behind the Deal" with Orlando Bravo & Carl Thoma at Thoma Bravo. Great lessons from Orlando Bravo who discusses losing money and making many mistakes early in his career, Carl Thoma (Orlando's mentor): On People: - "PE is a people business." - "Deal-making is such a people business. It's not like you can sell the stock if you don't like it, you're stuck with your partners. " (Good point - unlike public equities investors, you are in it for the long-term, with your team, partners, and your portfolio companies - it's a people business). ------ On Making Mistakes: - “Mistakes are meant to be stepping stones to success - not stepping stones to ultimate failure.” - "People learn from their mistakes." - "Mistakes early on make great investors but you have to make sure you don't make so many mistakes that you lose confidence... and just don't make the same mistakes again". - "When you make mistakes, you have to capitalize on that." ------ On losing money (Orlando asked whether Carl was going to fire him): - "I've sunk $50 million of experience into you, so you are a star now and you've got a lot of good, expensive training." - "I'm not sure you could have been as successful without stumbling a little bit early on." - "You had pride in your work and drive that it didn't put you in a stumper and didn't leave the industry. I think 1 + 1 = 10, drive and some failures are good experience." ------ On Teamwork: - "Just like in sports, today you just cannot have individual players that are brilliant but not working as a team. We got away with that for 25-30 years of private equity, but now it's become too competitive. We've got to function as a team." ------ On communication: - "You can resolve so many issues if you just communicate." ------ Sources: https://lnkd.in/eVk_Wxwq https://lnkd.in/eem_DquZ ------ #pe #privateequity #business #leadership

23

3 Comments

This document is very important for sellers in a transaction - find out why in our latest blog:

10

I have always believed that private companies are best financed by a range of investment sources with complementary risk profiles. The addition of Bob to our Advisory Board is a critical step that reflects our thinking.

11

I'm often asked by investors about the discount Tail End Capital Partners pays to NAV? We generally pay at/close to NAV for the high quality companies we work with on continuation vehicles. As shown in the Hamilton Lane chart below, NAV doesn't always reflect full market value. We analyze our discount versus diligence on what the company would trade for in a full M&A auction. Chart from Hamilton Lane's Chart of the Week: https://lnkd.in/eNjtubkV #nav #netassetvalue #cv #continuationvehicle #continuationfund #gpledsecondary #secondary #secondaries #discount #secondarymarket #pe #privateequity #lmm #lowermiddlemarket #sponsorledsecondary #independentsponsor #liquidity #liquiditymanagement

32

1 Comment

Executive Edge | Issue Two: Suite Success. Should a case study approach be used to successfully hire C-level talent? ------- If you're a #cfo currently working in private equity, venture capital (or other investor types), or, you're a business seeking to hire transformational finance talent Camino Search specialises in head-hunting & consulting for investor-backed tech businesses. Globally. #fd #saas #pe #privateequity

17

1 Comment

We are at the intersection of legacy and innovation, where the futures of established baby boomer businesses hang in the balance. How do we blend traditional values with modern strategies to ensure these enterprises not only survive but thrive in the face of economic shifts? We want forward-thinking investors who are passionate about molding resilient, recession-proof businesses for the future. #InvestInLegacy #StrategicInvestment #FutureOfBusiness #InnovationInInvesting

27

2 Comments