The Private Equity Podcast, by Raw Selection

Jay Goldman on Value Creation and Portfolio Orchestration for Private Equity


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Introducing Jay Goldman

Jay Goldman is the Co-Founder and CEO of Sensei Labs, a Conductor used by the world's top organizations to orchestrate their most critical transformations. Jay and his team enable project management, collaboration, data tracking, and knowledge management that modern organizations need to be successful.

What You Will Learn

  • Sources of Value Creation in Private Equity
  • The Accelerated Use of Technology in PE Firms
  • People Strategies and the Future of Work

Breakdown

[00:45] Getting to Know Jay Goldman

[01:41] Common Mistakes by PE Firms and Their Portfolio Companies

[04:46] Value Creation in Private Equity

[06:30] What is Portfolio Orchestration?

[11:05] The Best Way to Raise Capital in Private Equity

[16:00] Play Books to Help Accelerate Value Creation in PE

[19:30] Technology Integration in Private Equity

[27:17] The Future of Work

[35:40] Consequences of Automating Human Labor

[39:08] The Real Value of Work and More Engaging Tasks

[43:05] Things Jay Likes and Dislikes About Private Equity

[46:40] Jay's Go-To Self-Improvement Resources

[51:47] Parting Thoughts

Value Creation in Private Equity

What are some of the challenges and opportunities in private equity regarding value creation? According to Jay, value creation is a term that has been euphemistically used in the past to mean firing people. Of course, this is not what's happening or what it means in the industry today. Much has changed, and now more funds are determined to create value. Today, PE firms are focused on building better businesses by growing their ability to produce revenue, built on acquisitions, geographic expansion, repricing, or new product lines. However, this is not to say that cost reduction is not essential because it will always be a factor in almost every value-creation plan. But it is now less emphasized than it was in the past.

How to contact Jay

Jay on LinkedIn

Senseilabs.com

Thank you for tuning in!

To get the newest Private Equity episodes, you can subscribe on iTunes or Spotify here.

Lastly, if you have any feedback on the podcast or want to reach out to Alex with any questions, send an email to [email protected].

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The Private Equity Podcast, by Raw SelectionBy Alex Rawlings

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