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Josh LaSov is the founder and former CEO of Satori Reporting, an advanced reporting and business intelligence (BI) solution for mid-market businesses that use NetSuite financial software. Satori provided pre-built reports and dashboards, a tailored data warehouse, and detailed data models that leveraged the popular Power BI software. Josh launched Satori, his second NetSuite solution, in 2019 and grew quickly in the NetSuite ecosystem, with a savvy team and no outside funding. Satori was sold it to private equity buyer Insight Partners in 2022 and combined with another NetSuite provider, Zone & Co. In this episode, Josh talks about the benefits and challenges of building add-on solutions in the NetSuite ecosystem, their ROI of non-dilutive funding and strategic angel investors, selling two companies then getting bored and restless, and starting his third company, Cauzzy.ai to provide AI-powered automated financial analysis and insights. Quote from Josh LaSov, founder of Satori Reports and Cauzzy.ai “When you have a good exit, you can assume the lifestyle that you desire to live, you can slow down. So from 2022 until starting Cauzzy.ai in 2024, I did that, I worked out every day. I listened to more podcasts than any human should listen to. I educated myself, read every newspaper and news site. I took time for myself “What I found was...it wasn't fulfilling. I needed more. I didn't want to be on the sidelines. I felt myself getting slower, like I was retiree. I appreciated the journey more than the destination. But there's a balance and I could achieve that balance. “I needed to do something, but I didn't want to just jump into something just to do it. I was to be patient until I found something that I was passionate about and that's realizable. I thought, I can do this again, I want to do this again. Let's take our time and focus a bit more on balance this time, but let's get back in the game.” Links Josh LaSov on LinkedIn Zone Reporting (formerly Satori Reporting) on LinkedIn Zone Reporting (formerly Satori Reporting) Cauzzy.ai website NetSuite website The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com.
Astronomer, a developer of the data orchestration platform Astro, secured $93 million in a Series D funding round led by Bain Capital Ventures. The funding involved contributions from Salesforce Ventures and existing investors like Insight Partners, Meritech, and Venrock. The New York-based startup's Astro platform faces increased demand as automation and processing of data workflows become essential for AI applications. Astronomer reported a year-on-year revenue growth of 150% and aims for profitability within two years. Since its founding in 2018, Astronomer has raised nearly $376 million in total funding. This funding round reflects a trend of significant investments in the AI sector, with AI leading venture funding in Q1 2025, receiving $59.6 billion, representing 53% of global funding.Learn more on this news visit us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
In this episode, we're on location at Tigerflow in Dallas, TX, taking you inside the full build process of a packaged pump skid—from raw steel to a fully enclosed, job-site-ready system. I'm joined by Kasey Mitchell from Insight Partners and Leonel Amparano from Tigerflow as we walk through each phase: welding, painting, pump installation, VFDs, filtration, final assembly, and more. You can see the video version of this episode on our YouTube channel HVAC TV.
Your competitors are already using AI. Don't get left behind. Weekly strategies used by PE Backed and Publicly Traded Companies →https://hi.switchy.io/U6H7SThis episode was so good, we're bringing it back!In this episode, Ryan Staley interviews Jeremey Donovan, EVP of RevOps' strategy at Insight Partners. They discuss Jeremey's extensive background in sales, tech, and marketing, and delve into the transformative role of AI in go-to-market strategies. Jeremey shares insights on the challenges and opportunities of AI in sales development, the distinction between inbound and outbound sales, and the potential for AI to enhance full cycle selling. The conversation concludes with Jeremey highlighting successful AI-driven initiatives within portfolio companies and offering advice on leveraging AI for sales efficiency.Chapters00:00 Introduction to Jeremy Donovan and His Background05:53 Sales Development and AI: Opportunities and Challenges11:59 Full Cycle Selling and AI Integration17:59 Conclusion and Where to Find Jeremy Donovan
From Rules to Reasoning Engines // MLOps Podcast #297 with George Mathew, Managing Director at Insight Partners.Join the Community: https://go.mlops.community/YTJoinIn Get the newsletter: https://go.mlops.community/YTNewsletter // AbstractGeorge Mathew (Insight Partners) joins Demetrios to break down how AI and ML have evolved over the past few years and where they're headed. He reflects on the major shifts since his last chat with Demetrios, especially how models like ChatGPT have changed the game.George dives into "generational outcomes"—building companies with lasting impact—and the move from rule-based software to AI-driven reasoning engines. He sees AI becoming a core part of all software, fundamentally changing business operations.The chat covers the rise of agent-based systems, the importance of high-quality data, and recent breakthroughs like Deep SEQ, which push AI reasoning further. They also explore AI's future—its role in software, enterprise adoption, and everyday life.// BioGeorge Mathew is a Managing Director at Insight Partners focused on venture stage investments in AI, ML, Analytics, and Data companies as they are establishing product/market fit. He brings 20+ years of experience developing high-growth technology startups including most recently being CEO of Kespry. Prior to Kespry, George was President & COO of Alteryx where he scaled the company through its IPO (AYX). Previously he held senior leadership positions at SAP and salesforce.com. He has driven company strategy, led product management and development, and built sales and marketing teams. George holds a Bachelor of Science in Neurobiology from Cornell University and a Masters in Business Administration from Duke University, where he was a Fuqua Scholar.// Related LinksWebsite: https://www.insightpartners.com/~~~~~~~~ ✌️Connect With Us ✌️ ~~~~~~~Catch all episodes, blogs, newsletters, and more: https://go.mlops.community/TYExploreJoin our slack community [https://go.mlops.community/slack]Follow us on X/Twitter [@mlopscommunity](https://x.com/mlopscommunity) or [LinkedIn](https://go.mlops.community/linkedin)] Sign up for the next meetup: [https://go.mlops.community/register]MLOps Swag/Merch: [https://shop.mlops.community/]Connect with Demetrios on LinkedIn: /dpbrinkmConnect with George on LinkedIn: /gmathew
Jordan Burton is an executive assessor and interview trainer, working with top VC/PE investors and high-growth startups to hire the best of the best. He has trained over 3,000 executives and investors on hiring and interviewing skills, working with companies like Sequoia Capital, TH Lee, Insight Partners, Twilio, and Scale AI, and over 50 venture-backed startups. He was formerly a Partner at leadership advisory firm ghSMART, a consultant at Bain & Company, and he holds an MBA from Harvard Business School.Mentioned on the ShowConnect with Jordan Burton on LinkedIn: https://www.linkedin.com/in/jordanwburtonLearn more about Talgo Team Building and Training: https://www.talgo.io/Listen to futurist Alexandra Levit on People Business: https://peoplebusinesspodcast.com/alexandralevit/________________________Connect with O'Brien McMahon on LinkedIn: https://www.linkedin.com/in/obrienmcmahon/Learn more about O'Brien: https://obrienmcmahon.com/Timestamps(1:44) - Welcoming Jordon(2:17) - How does one become an expert in interviewing?(3:27) - How should you structure different types of interviews?(5:03) - What makes a good candidate? (10:53) - Are there any counterintuitive aspects of the interview process?(16:05) - How and What questions vs. Why questions (24:34) - When it comes to hard skills, how do we create good problem-solving interviews?(27:24) - Is there a similar way to test soft skills?(38:50) - The importance of motivation and will. (32:03) - How do we assess the actual skills required in real-time?(35:14) - What are your thoughts on the statement "hire for attitude, train for skills"?(42:12) - Tips for candidates and interview teams to get organized and prepare(45:13) - How do we decide the best questions to be asked?(45:07) - How does an individual prepare for an interview?(46:19) - How do you analyze an interview?(49:09) - How do we develop our gut instincts? (52:32) - What is disciplined decision-making? (55:02) - Track, with honesty, which decisions worked out.(58:46) - Can you share a crazy interview story?
Today on Equity, Julie Bort sits down with Ryan Hinkle a Managing Director at Insight Partners, the giant New York-based venture capital firm that invests in tech worldwide. It has $90 billion in assets under management and just raised a new $12.5 billion fund. The pair unpack the evolving landscape of startup ecosystems. They talk about the post-pandemic shift that saw many founders moving to cities like New York or Miami only for the rise of OpenAI and Cerebral Valley and the accompanying AI boom to reignite San Francisco and Silicon Valley in general. While some founders say that they are now relocating their companies to San Francisco, Hinkle disagrees with the necessity of doing so. He concedes that the Valley offers an unmatched talent pool but argues it also comes with steep costs and retention challenges, making it far from the only viable choice for startups. Listen to the full episode to hear more about: Why startup success isn't tied to a single location but rather to access to skilled, loyal, and affordable talent How Silicon Valley's abundance of opportunities creates a "mercenary” hiring culture, making employee retention difficult The key differences between building in New York vs. Silicon Valley, including financial management and access to venture capital Equity will be back on Friday with our weekly news roundup, so don't miss it! Equity is TechCrunch's flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes here. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. We'd also like to thank TechCrunch's audience development team. Thank you so much for listening, and we'll talk to you next time. Learn more about your ad choices. Visit megaphone.fm/adchoices
In today's 40 Minute Mentor episode, we're joined by Molly Alter, Partner at Northzone, the multi-stage fund partnering with Founders from Seed to Growth, across Europe and the US. Molly started her career in VC in 2016, straight out of Harvard University. Since then, Molly has worked with some of the biggest funds in the industry, including Insight Partners and Index Ventures. Now, at Northzone and back in New York, Molly focuses on vertical SaaS and AI, across early and growth stages. In today's episode, we dive into her career in VC and her transatlantic focus.
Meet Melissa Perri and Denise Tilles, the dynamic duo behind the groundbreaking book “Product Operations: How Successful Companies Build Better Products at Scale.” Melissa's expertise spans from founding Produx Labs, a product management training and consulting company, to spearheading product strategies at esteemed companies like Insight Partners, Capital One, Vanguard, and Walmart/Sam's Club. Meanwhile, Denise brings over a decade of product leadership experience at Condé Nast, Cision, and Understood.org to the table. Together, they have driven meaningful outcomes for various businesses through their targeted support in product operations, design, and coaching. Dive deeper into Melissa and Denise's book as we explore the three principles of product operations, the responsibilities and values that come with a great product leader, and how effective product operations lead to more impactful product outcomes. Resource Links Check out Melissa and Denise's book, Product Operations Check out Melissa's book, Escaping the Build Trap Visit the Produx Labs website Learn more about Melissa on her website Follow Melissa on LinkedIn Learn more about Denise on her website Follow Denise on LinkedIn Follow Holly on Twitter Follow Holly on LinkedIn Visit the Product Science Group website Explore Product Science Workshops and Courses Quotes from Melissa Perri and Denise Tilles: “I see this connection between continuous discovery and a team's capacity for creativity... If you have the time available to you and space has been made to think deeply about what's actually valuable to the people that you're creating things for, I think that puts you in a creative space.” - Denise Tilles “Try to show people what you can do as quickly as possible so they realize the value. The more that you can achieve value for people and help them realize it, the more buy-in you're going to get.” - Melissa Perri “The customer and market insights is really about aggregating all the feedback that we're hearing from our customers, from all different parts of the organization... Where do those live? And how do we make sure that people can read those studies, understand what has been asked of customers, use it to identify problems and put back into their work, and then also, where do they go to help contact customers?” - Melissa Perri Lab Notes Lab Note 601.1: Product ops ties into each of the Product Science Principles. - Holly Hester-Reilly (31:25) Lab Note 601.2: Centralizing product operations is worth it. - Holly Hester-Reilly (35:34) Lab Note 601.3: The work of product operations has been around longer than the name. - Holly Hester-Reilly (36:23) Lab Note 601.4: On a small, growing team, hire product ops before research ops. - Holly Hester-Reilly (38:07) Lab Note 601.5: Organization of your insights goes a long way toward driving evidence-based product decisions. -Dina Levitan (40:05) Lab Note 601.6: Product Operations may be an opportunity to systematically bring design in earlier in the product discovery and strategy process. - Mark Enache (43:06) View the Transcript and the full episode description on the Product Science Podcast websiteReady to elevate your product leadership game? Dive deep into practical solutions for real-world product challenges. Register now: productsciencegroup.com/services
According to Calcalist, Insight Partners, an American venture capital firm, was the victim of a cyberattack. In this episode, host Amanda Glassner is joined by Heather Engel, Managing Partner at Strategic Cyber Partners, to discuss. To learn more about today's stories, visit https://cybercrimewire.com • For more on cybersecurity, visit us at https://cybersecurityventures.com
We asked the managing director of Insight Partners how they invest across venture capital, growth equities and buyouts.Register for our Global Private Equity Report 2025 Webinar on March 13, here.
Credential theft puts sensitive corporate and military networks at risk. A federal judge refuses to block DOGE from accessing sensitive federal data. New York-based Insight Partners confirms a cyber-attack. BlackLock ransomware group is on the rise. OpenSSH patches a pair of vulnerabilities. Russian threat actors are exploiting Signal's “Linked Devices” feature. Over 12,000 GFI KerioControl firewalls remain exposed to a critical remote code execution (RCE) vulnerability.CISA issued two ICS security advisories. Federal contractors pay $11 million in cybersecurity noncompliance fines. In our CertByte segment, Chris Hare is joined by Steven Burnley to break down a question targeting the ISC2® SSCP - Systems Security Certified Practitioner exam.Sweeping cybercrime reforms are unveiled by…Russia? Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CertByte Segment Welcome to CertByte! On this bi-weekly segment hosted by Chris Hare, a content developer and project management specialist at N2K, we share practice questions from N2K's suite of industry-leading certification resources, for the past 25 years, N2K's practice tests have helped more than half a million IT and cyber security professionals reach certification success. Have a question that you'd like to see covered? Email us at certbyte@n2k.com. If you're studying for a certification exam, check out N2K's full exam prep library of certification practice tests, practice labs, and training courses by visiting our website at n2k.com/certify. Please note: The questions and answers provided here, and on our site, are not actual current or prior questions and answers from these certification publishers or providers. Additional source: https://www.isc2.org/certifications/sscp Selected Reading Hundreds of US Military and Defense Credentials Compromised (Infosecurity Magazine) DOGE Team Wins Legal Battle, Retains Access to Federal Data (GovInfo Security) Musk Ally Demands Admin Access to System That Lets Government Text the Public (404 Media) Cyber Investor Insight Partners Suffers Security Breach (Infosecurity Magazine) BlackLock On Track to Be 2025's Most Prolific Ransomware Group (Infosecurity Magazine) Qualys reports two flaws in OpenSSH, one critical DDoS (Beyond Machines) Russian phishing campaigns exploit Signal's device-linking feature (Bleeping Computer) Over 12,000 KerioControl firewalls exposed to exploited RCE flaw (Bleeping Computer) CISA Releases Two New ICS Advisories Exploits Following Vulnerabilities (Cyber Security News) Managed healthcare defense contractor to pay $11 million over alleged cyber failings (The Record) Russian Government Proposes Stricter Penalties to Tackle Cybercrime (GB Hackers) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
VC giant Insight Partners gets social engineered, OpenSSH patches an attacker-in-the-middle bug, Ecuador's parliament hit by cyberattacks, and a Monero zero-day awaits a patch. Show notes
Deven Parekh is Managing Director at Insight Partners, a global software investment firm with over $90B in assets under management. Since joining in 2000, he has led investments in companies including Twitter, DocuSign, Alibaba, and JD.com.In this episode of World of DaaS, Deven and Auren discuss:Why gross retention beats net retentionAI adoption vs previous tech cyclesEuropean tech's struggle to match USBoard decks that actually workLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas. You can find Auren Hoffman on X at @auren and Deven Parekh on X at @djparekh.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Bhaji Illuminati is a visionary growth leader with a proven track record of scaling early-stage tech companies into market-leading brands. As CMO of Centrifuge, she is driving the adoption of real-world assets on-chain, positioning Centrifuge at the forefront of the RWA movement. Previously, at Dragonboat, she grew the team from 5 to 40 in a year and secured $12M in funding led by Insight Partners. At Taulia, her strategies helped pave the way for its $1B acquisition by SAP. Bhaji's expertise spans go-to-market strategy, organizational scaling, and navigating complex ecosystems to drive growth and impact. Beyond work, she founded GLOW, a network connecting women executives in Los Angeles, and enjoys life in Venice, California, with her husband and two daughters.
Bhaji Illuminati is a visionary growth leader with a proven track record of scaling early-stage tech companies into market-leading brands. As CMO of Centrifuge, she is driving the adoption of real-world assets on-chain, positioning Centrifuge at the forefront of the RWA movement. Previously, at Dragonboat, she grew the team from 5 to 40 in a year and secured $12M in funding led by Insight Partners. At Taulia, her strategies helped pave the way for its $1B acquisition by SAP. Bhaji's expertise spans go-to-market strategy, organizational scaling, and navigating complex ecosystems to drive growth and impact. Beyond work, she founded GLOW, a network connecting women executives in Los Angeles, and enjoys life in Venice, California, with her husband and two daughters.
In CXOTalk Episode 868, host Michael Krigsman interviews Praveen Akkiraju, Managing Director at Insight Partners, to explore the world of agentic AI.Praveen explains AI agents, their reliance on large language models (LLMs), and how they differ from traditional applications. He discusses AI agents' current state and reliability, explains the layered architecture involving user interfaces, reasoning, and dynamic querying, and highlights the importance of evaluation loops and human-in-the-loop systems for consistent output.The episode also discusses practical use cases in various sectors like coding, customer support, and IT operations. It explores the complex economics, security considerations, and future trajectory of AI agents in both startups and large enterprises.
This is Rick. Today's teacher is Rich Wells, managing director of Insight Partners, which celebrates its 30th anniversary this month. I've known Rich for 20 years since our time as section mates in business school, where he was consistently recognized as the smartest person in the room. Rich is universally regarded as one of the preeminent private market software investors of the last 20 years, helping drive Insight's success through agility and excellence. While achieving the highest heights in his career, Rich has also faced profound personal challenges, including the tragic loss of his wife Rachael. This vulnerable conversation offers critical wisdom about resilience and moving forward through life's darkest moments. No matter what life throws at you remember that you've got to find a way to keep going. Please enjoy class with my dear friend and software savant, Rich Wells. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to Joys of Compounding (00:00:57) Meet Today's Teacher: Rich Wells (00:08:04) Early Career Challenges and Lessons (00:12:59) Joining Insight Partners (00:15:20) Reflecting on TCV and Moving to Business School (00:17:11) Experience at Business School and Joining Insight (00:24:05) Insight's Growth and Strategy (00:28:38) Evolution of Software and Investment Strategies (00:32:48) Impact of SaaS and Cloud on Software Development (00:34:41) Investment Philosophy and Market Insights (00:37:01) Empowerment and Team Dynamics (00:41:05) Majority Stakes and Mindset Shifts (00:43:14) Evolution from Value to Growth Investing (00:45:49) Shopify: A Generational Company (00:49:39) Expanding TAM: The Role of Payments (00:53:02) Personal Struggles and Triumphs (00:57:25) Rachel's Legacy and Life Lessons (01:08:06) Future of Software
Join me, Tony Mormino, on HVAC TV as we take a comprehensive look into the life of a sales engineer in the HVAC industry. In this episode, guest Kasey Mitchell, PE, an Account Executive at Insight Partners in Georgia, sheds light on the often misunderstood role of sales engineers. From navigating the transition from technical engineering to dynamic sales roles, to building crucial industry relationships—Kasey shares invaluable insights that demystify the daily responsibilities and the impact of sales engineers on project successes. Whether you're considering a career shift or looking to enhance your understanding of this pivotal role, this episode is your gateway to mastering the art of sales engineering. Tune in to discover how sales engineers bridge the gap between engineering solutions and customer needs, ensuring project and personal success
Matthew Warren, Director of Business Development at Insight Partners, a leading commercial HVAC solutions provider headquartered in Columbia, South Carolina. In his role, he leverages his extensive expertise in business development, sales, account management, and marketing strategy to help building owners and facility managers optimize their HVAC systems' performance. At Insight Partners, Matthew leads initiatives to provide streamlined solutions for large energy users, focusing on factory-direct HVAC equipment and comprehensive system optimization. His team specializes in delivering high-quality HVAC equipment and parts directly from manufacturers, while offering expert diagnosis, upgrade recommendations, and performance optimization services. Matthew's approach emphasizes personalized service, understanding that each building presents unique challenges and opportunities. Under his leadership, Insight Partners works closely with clients to develop customized solutions that enhance indoor comfort, reduce energy consumption, and extend equipment lifespan. His commitment to delivering projects on time and on budget has helped establish Insight Partners as a trusted name in the commercial HVAC industry. Active across multiple professional platforms, Matthew maintains a strong digital presence where he shares industry insights and connects with clients and partners. He can be found on various social media platforms including LinkedIn, Instagram, Facebook, Twitter, and YouTube, where he continues to build relationships and share his expertise in commercial HVAC solutions and business development. Show Highlights The critical need to prioritize building performance and energy efficiency over merely adding solar solutions. Challenges in industrial energy efficiency and the significant growth potential in the HVAC market. Matthew's entrepreneurial spirit and transition from agriculture and landscaping. Focus on building performance and energy efficiency before adding solar panels to buildings. Insight Partners, focusing on solving building performance issues for large energy users. Industry trends and the evolving nature of energy efficiency solutions. Changes in refrigerants and the potential issues with spray foam insulation. New professionals should focus on building performance and to be adaptable in their approach. "Not everyone embraces sustainability, and that's okay. Focus on the clients who at least see value in energy efficiency/cost reduction and that will lead to more sustainability conversations." - Matthew Warren Show Resource and Information Connect with Charlie Cichetti and GBES GBES is excited our membership community is growing. Consider joining our membership community as members are given access to some of the guests on the podcasts that you can ask project questions. If you are preparing for an exam, there will be more assurance that you will pass your next exam, you will be given cliff notes if you are a member, and so much more. Go to to learn more about the 4 different levels of access to this one-of-a-kind career-advancing green building community! If you truly enjoyed the show, don't forget to leave a positive rating and review on . We have prepared more episodes for the upcoming weeks, so come by again next week! Thank you for tuning in to the ! Copyright © 2025 GBES
Matthew Warren, Director of Business Development at Insight Partners, a leading commercial HVAC solutions provider headquartered in Columbia, South Carolina. In his role, he leverages his extensive expertise in business development, sales, account management, and marketing strategy to help building owners and facility managers optimize their HVAC systems' performance. At Insight Partners, Matthew leads initiatives to provide streamlined solutions for large energy users, focusing on factory-direct HVAC equipment and comprehensive system optimization. His team specializes in delivering high-quality HVAC equipment and parts directly from manufacturers, while offering expert diagnosis, upgrade recommendations, and performance optimization services. Matthew's approach emphasizes personalized service, understanding that each building presents unique challenges and opportunities. Under his leadership, Insight Partners works closely with clients to develop customized solutions that enhance indoor comfort, reduce energy consumption, and extend equipment lifespan. His commitment to delivering projects on time and on budget has helped establish Insight Partners as a trusted name in the commercial HVAC industry. Active across multiple professional platforms, Matthew maintains a strong digital presence where he shares industry insights and connects with clients and partners. He can be found on various social media platforms including LinkedIn, Instagram, Facebook, Twitter, and YouTube, where he continues to build relationships and share his expertise in commercial HVAC solutions and business development. Show Highlights The critical need to prioritize building performance and energy efficiency over merely adding solar solutions. Challenges in industrial energy efficiency and the significant growth potential in the HVAC market. Matthew's entrepreneurial spirit and transition from agriculture and landscaping. Focus on building performance and energy efficiency before adding solar panels to buildings. Insight Partners, focusing on solving building performance issues for large energy users. Industry trends and the evolving nature of energy efficiency solutions. Changes in refrigerants and the potential issues with spray foam insulation. New professionals should focus on building performance and to be adaptable in their approach. "Not everyone embraces sustainability, and that's okay. Focus on the clients who at least see value in energy efficiency/cost reduction and that will lead to more sustainability conversations." - Matthew Warren Get the episode transcript here! Show Resource and Information HVAC TV Podcast The Secret To Success Podcast Think And Grow Rich LinkedIn Instagram Facebook Connect with Charlie Cichetti and GBES Charlie on LinkedIn Green Building Educational Services GBES on Twitter Connect on LinkedIn Like on Facebook Google+ GBES Pinterest Pins GBES on Instagram GBES is excited our membership community is growing. Consider joining our membership community as members are given access to some of the guests on the podcasts that you can ask project questions. If you are preparing for an exam, there will be more assurance that you will pass your next exam, you will be given cliff notes if you are a member, and so much more. Go to www.gbes.com/join to learn more about the 4 different levels of access to this one-of-a-kind career-advancing green building community! If you truly enjoyed the show, don't forget to leave a positive rating and review on iTunes. We have prepared more episodes for the upcoming weeks, so come by again next week! Thank you for tuning in to the Green Building Matters Podcast! Copyright © 2025 GBES
Julia Krieger is an experienced venture investor and startup founder who recently co-founded PariPassu, a private investor app that gives fellow founders, operators, and accredited investors access to angel invest in the most highly competitive deals in the venture ecosystem and be a part of the village that helps these founders succeed. As Managing Partner at Pari Passu Venture Partners (PPVP), a founder-led, founder-backed early-stage venture firm investing in the future of commerce, SaaS, and consumer tech, Julia has backed 19 companies to date. Previously Julia founded and ran VillageLuxe, a venture-backed peer-to-peer luxury rental marketplace, for which she was awarded the Forbes 30 Under 30 accolade. She was also an investor at Insight Partners, investing over $100M in SaaS and marketplace companies globally. Julia serves on the board of YPO Metro New York and is active in the Harvard alumni communities.
We love to hear from our listeners. Send us a message. Dr. Tal Zaks is back, along with Advancing RNA's Anna Rose Welch, for part 2 of "Story Time With Tal." On this week's episode, we turn from his time navigating medical affairs as CMO at Moderna during the COVID 19 pandemic to learn about his latest venture, an mRNA startup called Exsilio Therapeutics. We cover the foundational aspects of the company's start, from the science it's developing, who's been recruited to the team, and how Exsilio charted its way to an $82 million Series A co-led by Novartis Venture Fund and Delos Capital, with participation from OrbiMed, Insight Partners, J.P. Morgan Life Sciences Private Capital, CRISPR Therapeutics, Innovation Endeavors, Invus, Arc Ventures, and Deep Insight.Access this and hundreds of episodes of the Business of Biotech videocast under the Listen & Watch tab at bioprocessonline.com. Subscribe to our monthly Business of Biotech newsletter. Get in touch with guest and topic suggestions: matt.pillar@lifescienceconnect.comFind Matt Pillar on LinkedIn: https://www.linkedin.com/in/matthewpillar/
In this episode, Ryan Staley interviews Jeremey Donovan, EVP of RevOps' strategy at Insight Partners. They discuss Jeremey's extensive background in sales, tech, and marketing, and delve into the transformative role of AI in go-to-market strategies. Jeremey shares insights on the challenges and opportunities of AI in sales development, the distinction between inbound and outbound sales, and the potential for AI to enhance full cycle selling. The conversation concludes with Jeremey highlighting successful AI-driven initiatives within portfolio companies and offering advice on leveraging AI for sales efficiency. Takeaways Jeremey Donovan has a diverse background in sales, tech, and marketing. AI can significantly enhance productivity and efficiency in sales. The distinction between inbound and outbound sales is crucial for AI application. Skepticism about AI's effectiveness in outbound sales is warranted. Nurturing leads digitally until they are ready to engage with sales is essential. AI can help identify gaps in sales opportunities and improve deal management. The future of sales may involve more proactive AI-driven strategies. AI's role in customer support is a low-hanging fruit for companies. Successful AI integration requires careful consideration of its application. LinkedIn is a valuable platform for connecting with industry professionals. ---- Join 2,500+ readers getting weekly practical guidance to scale themselves and their companies using uncommon advantages and Artificial intelligence. Sign up for Superhuman Revenue Newsletter here: https://www.aiforrevenue.com/superhumanrevenue-newsletter
In this episode of Uncharted, Poya sits down with Dean Hsu, founder and CEO of Arphie (https://www.arphie.ai), an AI-driven platform that accelerates RFP and questionnaire responses. Dean shares his journey from software consulting and investing to scaling startups like Scale AI, where he learned the skills that prepared him for entrepreneurship. He discusses how personal pain points and deep market research inspired him to become a founder, as well as shares his approach to founder-led sales, building customer trust, and differentiating in a crowded AI market. Dean emphasizes the importance of choosing the right co-founder, setting realistic expectations, and staying outcome-focused. Tune in for insights on navigating startup challenges and lessons from Dean's entrepreneurial path. About our Guest: Dean Shu is the CEO and Co-Founder of Arphie (https://www.arphie.ai), a platform that streamlines the process of responding to tedious requests for proposal (RFPs), security questionnaires, and more. Arphie was born out of his prior experience in responding to these RFPs at Scale AI, where he was the General Manager of a software business unit. Prior to Scale AI, Dean invested in B2B software companies at Insight Partners, a $90B fund based in New York, and served as a consultant to tech companies at McKinsey & Company. Dean graduated from Harvard University, where he met his Arphie co-founder Michael Chen. When he's not building Arphie, Dean spends time with his wife and their Samoyed puppy. --- Support this podcast: https://podcasters.spotify.com/pod/show/uncharted1/support
Howdy, y'all, and welcome to The Cyber Ranch Podcast! Our guest is Thomas Krane, Managing Director at Insight Partners. If you go to Thomas' LinkedIn page, you will also see that he works with a number of cybersecurity scaleups (we'll define that term). As such, Thomas is uniquely qualified to speak to some trends in the industry. Drew asked Thomas to join us here at the ‘Ranch to discuss quite a few facets of the industry. Thomas, thank you for coming on down to the ‘Ranch! We see consolidation and platform creation, but also continued development and evolution of point products. Are we better to view cyber as a single market or is this a combination of several related but distinct markets? It looks like money is flowing into startups again, is that so? If so, what factors are driving the renewed interest in cyber products? And what is the difference between a startup and a scaleup Is VC money leading the development of new solutions or is it in a phase of fast following? Aside from AI, what types of solutions are heating up and where is it seeing more stable maturity? Any areas that have fallen off the map? Speaking of AI, are you seeing predominately new solutions or reframing of existing solutions to fit the new challenges that AI poses? Two ends of a spectrum, security using AI and securing AI. Which is most interesting? Which is more likely to produce a big breakthrough? Which is a more solvable problem? Y'all be good now!
Hoy conversé con Diego Burgos, CTO de Pomelo, una fintech enfocada en desarrollar la infraestructura de tarjetas para América Latina. En 2023, Pomelo procesó más de $55M en transacciones diarias. Actualmente, atiende a más de 100 bancos y empresas multinacionales. Han levantado más de $100M, incluyendo una reciente Serie B de $40M, liderada por Kaszek y con la participación de inversionistas como Monashees, Index Ventures e Insight Partners.-Este episodio es presentado por: Hubspot para Startups:Crece tu startup sin perder tiempo ni dinero. Acelera tus ventas y marketing con automatizaciones y herramientas de IA. Empieza con hasta un 50% de descuento y $80,000 en beneficios para founders.
In the world of cybersecurity entrepreneurship, few stories are as inspiring and insightful as that of Ayal Yogev, co-founder and CEO of Anjuna. Ayal's journey weaves through Israel's renowned Unit 8200, Silicon Valley startups, and the transformative experiences of founding his own company. Anjuna has attracted funding from top-tier investors like Insight Partners, M Ventures, SineWave Ventures, and DCVC.
Julia Gudish Krieger is a Managing Partner at Pari-Passu Venture Partners. Julia is an experienced venture capital investor and technology start up founder. Previously Julia was an investor at Insight Partners, where she invested over $100M in marketplace and SaaS companies globally. In this episode, we talk about - - The investment thesis at Pari-Passu Venture Partners - How the Pari-Passu investor app enables accredited investors to get access to top deals - What does it take for a startup to succeed - How the Pari-Passu network helps portfolio companies succeed - One thing Julia would like to change about venture capital & lots more Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com Download the Pari-Passu app - https://apps.apple.com/us/app/paripassu-invest-with-top-vcs/id6451420779 Follow Julia on LinkedIn - https://www.linkedin.com/in/yuliyagudish
Dr. Zohar Bronfman is the co-founder and CEO of Pecan AI, a company transforming predictive analytics with conversational AI to deliver rapid insights from custom data. Under his leadership, Pecan has raised approximately $120 million from investors, including Insight Partners and GV (Google Ventures). Dr. Bronfman holds two PhDs from Tel Aviv University in computational neuroscience and philosophy of science, has published 18 scientific papers, and has taught at the university level. A former member of the IDF's elite 8200 intelligence unit, he combines technical expertise with a clear vision for both the present and future of AI.In this conversation, we discuss:Dr. Zohar Bronfman's journey from academia to becoming CEO of Pecan AI and the insights he gained along the way.The challenges companies face in leveraging machine learning and predictive analytics effectively in business contexts.Dr. Bronfman's perspective on the differences between human intelligence and artificial neural networks, including the limitations of current AI models.Why Dr. Bronfman believes AI development should focus on enhancing human productivity rather than replicating human intelligence.The ethical implications of AI technology, including the role of regulation in preventing misuse of advanced predictive tools.The importance of curiosity and continuous learning, both in academic and business environments, to drive innovation in AI.ResourcesSubscribe to the AI & The Future of Work NewsletterConnect with Dr. Zohar BronfmanAI fun fact articleOn the social implications of AI
In a world driven by data, it takes a visionary to see beyond the noise and build something truly scalable. Viraj Parekh, co-founder of Astronomer, didn't have a clear roadmap. His journey from childhood curiosity in technology to becoming a key figure in data orchestration is fascinating. Astronomer has attracted funding from top-tier investors like Venrock, Bain Capital Ventures, Insight Partners, and Sutter Hill Ventures.
Join Tony Mormino as he uncovers the cutting-edge technology of adiabatic cooling with Jerry Petit from Nimbus at a bustling Insight Partners roadshow. Discover how adiabatic coolers use ambient air and water mist to optimize temperature control, providing efficient solutions for data centers and cryptocurrency mining industries. This engaging discussion delves into the mechanics of fluid coolers, comparing traditional cooling towers and exploring emerging trends in energy-efficient HVAC systems. As businesses increasingly demand sustainable and effective cooling solutions, adiabatic technology presents a way to save water and enhance system performance, particularly under extreme conditions. Learn about the roles of adiabatic coolers in heat pumps, water-cooled chillers, and even cutting-edge immersion cooling technologies that are revolutionizing data centers by using fluids instead of air for cooling electronic racks. Whether you're an HVAC industry professional, a data center manager, or simply curious about the latest cooling technologies, this video provides valuable insights into the practical applications and benefits of adiabatic cooling systems.
The latest from Mastercard is its mammoth acquisition of Recorded Future from private equity firm Insight Partners for $2.65 billion, according to Reuters. The acquisition will bring expanded threat intelligence capabilities to the New York-based payments firm, which recorded $9 trillion in gross dollar volumes last year, a metric that represents the total dollar value of all transactions processed. In this episode, host Paul John Spaulding is joined by Steve Morgan, Founder of Cybersecurity Ventures and Editor-in-Chief at Cybercrime Magazine, to discuss. The Cybercrime Magazine Update airs weekly and covers the latest news, interviews, podcasts, reports, videos, and special productions from Cybercrime Magazine, published by Cybersecurity Ventures. For more on cybersecurity, visit us at https://cybersecurityventures.com
Join us 12 days after the flood at Capitola Mill, where Insight Partners is based, as we walk through the recovery and restoration efforts underway. In this update, Tony Mormino gives a firsthand look at the cleanup process, including removing mud, salvaging furniture, and structural repairs like cutting the water-damaged sheetrock. See the progress made in various areas such as the gym, lounge, and Insight Partners' offices. Tony, alongside his son Nate behind the camera, shows the drying process aided by fans and favorable weather, ensuring a steady recovery. We also glimpse the personal side of the aftermath, with the American flag still flying high and the Insight team's resilient spirit. Despite the challenges, the community is slowly but surely progressing towards normalcy. Tony shares insights on the construction materials that help in recovery and a hopeful timeline for when operations might return to full capacity. Stay tuned to HVAC TV for more updates from Capitola Mill and learn how we're rebuilding stronger than ever. Thanks for watching, and don't forget to like, subscribe, and hit the bell icon for notifications on our latest videos.
In this pivotal episode of The Engineers HVAC Podcast, guest host Matt Warren, Insight Partners and Jason Jones, Senior Director at Fellowes, address the critical challenges of maintaining indoor air quality in the aftermath of Hurricane Helene, which recently devastated parts of the Carolinas and Tennessee. The conversation delves into effective strategies for measuring, monitoring, and mitigating air quality issues that commonly arise after flooding and water damage. With a spotlight on innovative technologies and practical solutions, this episode also explores legislative advancements aimed at enhancing air quality standards. Tune in for expert insights on transforming crisis into comfort by mastering indoor air quality management in the face of natural disasters.
This week on DisrupTV, we interviewed Laura Urquizu Barasoain, CEO & President of Red Points, George Mathew, Managing Director at Insight Partners and William Ury, Author of Possible: How We Survive (and Thrive) in an Age of Conflict. Laura discussed the evolution of digital risks and the importance of AI in combating online fraud, highlighting Red Points' growth from 9.2 million infringing sites in 2019 to 26.5 million in 2023. George shared Insight's $4.6 billion investment in AI and ML, emphasizing the shift towards agentic AI and digital workers. William stressed the importance of curiosity and possibility thinking in resolving conflicts, sharing personal anecdotes to illustrate his points. DisrupTV is a weekly podcast with hosts R "Ray" Wang and Vala Afshar. The show airs live at 11:00 a.m. PT/ 2:00 p.m. ET every Friday. Brought to you by Constellation Executive Network: constellationr.com/CEN.
I am excited to have Ajith Govind, the founder of Cravd, an online marketplace to book a home chef to visit and cook right in your kitchen. He earlier co-founded Turing Labs, achieving Series A funding backed by Y Combinator and top investors, including Insight Partners, raising over $20M.In this episode, Ajith Govind, co-founder of Cravd, an online marketplace for booking home chefs shares his entrepreneurial journey, including his experience with Turing Labs. He discusses the challenges of launching a startup, the importance of product-market fit, and the significance of culture in building a successful company. Ajit also talks about Cravd's expansion strategy, focusing on empowering home chefs, providing healthy, home-cooked meals for busy families, and much more!Subscribe on SpotifySubscribe on YouTubeSubscribe on iTunesLearn* How can marketplace founders be strategic in building moats around their business?* What is the single most important metric for Cravd* Does Ajith pay attention to CACs at all?* What is your favourite business book? –Hard things about hard things* What is your favourite online tool? –Sunsummer* If you could go back to when you started working on Energy Capital Ventures, what is the one thing you would have focused on? – Focus on cultureTimestamps3:30 Ajit shares insights from his experience co-founding Turing Labs.6:30 The significance of Y Combinator in Ajit's entrepreneurial journey.10:30 Ajit's thoughts on the importance of mentorship and Y Combinator experience.12:30 The concept behind Cravd , an online marketplace for home chefs.14:30 Crave's initial model and its evolution based on customer feedback.17:30 The unique selling point of Cravd in providing healthy, home-cooked meals.20:30 The importance of GMV (Gross Merchandise Value) as a key metric for Cravd .22:30 Crave's ideal customer profile: busy, working families with disposable income.25:30 Ajit discusses the challenges faced by home chefs in the marketplace.27:30 The importance of building a moat around Cravd 's business to ensure defensibility.29:30 How Cravd 's low take rate (10%) differentiates it from other predatory platforms.33:30 The importance of launching products quickly and iterating based on user feedback.34:30 Ajit's advice for founders: Focus on culture from the beginning to drive success.Ajith's Links LDN– https://www.linkedin.com/in/ajith-govindWebsite – https://cravd.comMy Links Podcast: https://lifeselfmastery.com/itunesYouTube: youtube.com/lifeselfmasteryTwitter: https://twitter.com/rohitmal5-day email course: www.enterprisesalesexpertise.comNewsletter: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit partnergrow.substack.com
Want to understand the power of agentic AI and how it can transform your business? In episode 854 of CXOTalk, Michael Krigsman sits down with Praveen Akkiraju, Managing Director at Insight Partners, to explore the exciting world of AI agents.This episode simplifies complex concepts, helping you understand AI agents' potential for automating tasks, boosting efficiency, and unlocking innovation. We explore real-world applications, the crucial role of data infrastructure, and the importance of trust and transparency in agentic AI systems.Plus, we address those burning questions about the impact of AI on the future of work.Listen to this episode to learn:-- What agentic AI is and how it differs from traditional AI-- Practical applications of AI agents in various industries-- Key considerations for evaluating and implementing agentic AI solutions-- How to build trust and transparency into your AI systems-- The potential impact of agentic AI on jobs and the workforceDon't miss out on this essential discussion about the future of AI in the enterprise!Subscribe to CXOTalk for more insights from leading experts in the tech industry!
Join host Tony Mormino alongside guest co-host Matt Warren, Director of Business Development at Insight Partners, in this informative episode of The Engineers HVAC Podcast. This week, we're thrilled to welcome Kenny Sloat, Business Development Manager at Carel USA Humidification Group, as our special VIP guest. Dive deep into the science and benefits of adiabatic humidifiers and learn why these systems are essential for maintaining optimal humidity levels across a variety of environments, including commercial spaces and data centers. Discover the energy efficiency and air quality improvements these humidifiers offer and explore real-world applications that highlight their transformative impact. Whether you're an experienced HVAC professional or just starting out, this episode is packed with valuable insights and actionable tips that will deepen your understanding of modern humidification technologies.
In this episode, host Tony Mormino from Insight Partners is joined by Kevin Quillinan, Principal and Technical Sales Engineer at Klima, New Jersey. Together, they break down the importance of understanding psychrometrics and how it serves as the foundation for HVAC engineering. Kevin shares how mastering this science has helped him troubleshoot and design systems throughout his career. Whether you're new to HVAC or a seasoned professional, this episode will remind you why these principles are crucial in the field. This clip was taken from the main live event on Demystifying Psychrometrics: Understanding the Psychrometric Chart, and the full episode can be seen on our YouTube Channel HVAC-TV.
In this HVAC Quick Take, Tony Mormino, joined by Joe Naccarello, Senior Vice President of Channel Sales & General Manager of DX at Nortek Air Solutions, and Mark Murray, President of Insight Partners, delves into the essentials of Custom Air Handling Units (CAHUs). They discuss performance, dimensions, material choices, and life expectancy, providing a deeper understanding of these specialized units. This segment is derived from the main event "How To Master Custom Air Handlers."
Growth at any cost? Not anymore. Boards are shifting their focus, and sustainable progress is the priority.In this episode of Revenue Makers, Gary Survis gives us his perspective as a board member of several companies and as an Operating Partner at Insight Partners. He discusses which metrics boards are paying attention to, the impact of AI on strategic decisions, and how to make your board meetings more productive.If you're curious to know what matters to your board, this just may be the episode for you! In this episode, you'll learn:The key metrics to present to your board Ways to integrate AI meaningfully into workflow and processesHow to structure board meetings to drive resultsJump into the conversation:(00:00) Introducing Gary Survis(01:54) What boards care about(04:19) KPIs are health indicators of the business(05:56) The different perspectives of operators and investors(07:43) Integrating AI to improve processes(16:10) Build vs. buy for higher ROI(18:04) Use the wisdom of your board members
״סטארטאפ הוא היפותזה שלי על איזשהי בעיה, שאם אני אוכל לפתור אותה אני אוכל למכור לה פתרון. את ההיפותזה הזו צריך לתקף - והשנתיים הראשונות הן בעיקר תיקוף ההיפותזה״. השנתיים הראשונות בסטארטאפ הן תמיד מאתגרות, ולרוב הן גם יהיו קריטיות להמשך חיי החברה. בתקופה הזו פאונדרים מתמודדים עם אירועים חשובים של גיוס כסף, גיוס עובדים ראשונים, הגעה לפרודקט מרקט פיט ועם השאלה האם המוצר שבנו פוגש באמת את קרקע המציאות. אז בפרק השבוע דריה ורטהיים מדברת עם ליעד אגמון, שותף בקרן הון סיכון Insight Partners וקו-פאונדר של חברת Dynamic Yield, על השיעורים שלמד על שנתיים הראשונות בסטראטאפים הן כפאונדר והן כמשקיע. מה ההבדל בין לפתור בעיה לחברה לבין לפתור בעיה של בעל תפקיד מסוים, כמה מקום יש ליחסים אישיים בתהליך המכירה לחברות שונות, האם יש מועד שבו אפשר להכריז שהגענו לפרודקט מרקט פיט או שמדובר בתהליך מתמשך וגם מה הוא כמשקיע מחפש כשהוא פוגש סטארטאפים בתחילת דרכם. See omnystudio.com/listener for privacy information.
Rohit Choudhary's journey from a curious teenager in India to a seasoned entrepreneur and innovator demonstrates the transformative power of technology and entrepreneurial spirit. His latest venture, Acceldata, has attracted funding from top-tier investors like Insight Partners, March Capital, Industry Ventures, Lightspeed, and Sorenson Ventures.
In this engaging episode of The Engineers HVAC Podcast, host Tony Mormino is joined by Steven Schwalbert, Regional Sales Manager at SPX Cooling Technologies, and Matthew Warren, Director of Business Development at Insight Partners. Together, they explore the fundamentals of cooling towers, focusing on variable flow systems. The discussion covers principles of operation, selection criteria, and the intricacies of capacity control, offering insights into different types of cooling towers and their components. This episode is packed with valuable knowledge for enhancing the functionality and sustainability of cooling systems, making it essential for both seasoned professionals and newcomers to the HVAC field.
Join us for an exclusive behind-the-scenes tour of Insight Partners' Parts Shop located in Charlotte, North Carolina. Dive into the heart of commercial HVAC with our host and his guest, Rhydon, as they guide you through the aisles packed with everything from vacuum pumps to recovery machines. Discover how the shop supports both the commercial and residential sectors with an extensive range of parts and tools, including the latest A2L compliant equipment necessary for the upcoming refrigerant transition. In this detailed walkthrough, Rhydon highlights the importance of A2L-compliant tools due to new regulations, shows off the new recovery machines, and explains why they're essential for anyone in the field. Whether you're a seasoned technician or just curious about the inner workings of HVAC parts supply, this video has something for you.
Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (Insight Partners) Strategic focus is a prerequisite to strong corporate performance. Yet, without proactive efforts to maintain focus, companies can “drift” and become weighed down by misaligned business units. In this episode of the M&A Science Podcast, Jerome Combes-Knoke, Senior Vice President of Strategy and Corporate Development at Dotmatics (a portfolio company of Insight Partners), shares his broad M&A experience and presents his approach to portfolio strategy and rebalancing through divestitures. Things you will learn in this episode: • Strategic focus on acquisitions, using Dotmatics' approach. • Portfolio rebalancing and its challenges • Evaluating divestiture candidates • Building internal alignment for divestitures • Best practices for managing key risks ******************* Experience the M&A event of the year and gain actionable insights to scale your M&A practice. Register now for the Fall M&A Science Fair here. ******************* Episode Timestamps 00:00 Intro 05:17 Approaching deals in a software-oriented environment 10:11 Preserving brand integrity in M&A go-to-market strategies 12:43 Approaching valuation 15:16 Strategic pitch for acquisitions 20:41 Portfolio rebalancing and its challenges 25:25 When and how to rebalance a company's portfolio 27:29 Getting buy-in and alignment from the board and key stakeholders 33:24 Key factors in considering divestitures 36:26 Executing a divestiture for portfolio rebalancing 39:09 Best practices in executing divestitures 43:12 Divestiture success metrics 46:29 Example of portfolio rebalancing and its challenges 53:20 Craziest thing in M&A
About Scott Barclay:Scott Barclay is a Managing Director at Insight Partners based in Palo Alto. His Computational Care thesis envisions the future of US and global healthcare built at the intersection of empathy and scalable technology. Scott's early career traversed capital markets with Banc of America Securities in Europe and the US, The Boston Consulting Group, and CVS Health. At CVS and then after, Scott helped create and scale the nation's e-prescribing ecosystem, running iScribe (acq Allscripts) and as Chief Strategy Officer of Surescripts. Prior to Insight, Scott built his investing career as a healthcare angel investor and advisor (NaviHealth, Doximity, Elation) and, from 2015 – 2020, as a Partner at DCVC, a world-class early-stage deep tech venture capital firm, where he was a director or observer on the Boards of companies like Carbon Health, Freenome, SafelyYou, and many others. Things You'll Learn:The three big themes that are set to revolutionize healthcare investment.The art and science behind Insight Partners' long-term investment and operational support strategies.Navigating valuation adjustments in turbulent markets and fostering founder relationships.The investment wisdom in an era of market recalibration—what it really takes to write the check.Sustainability and profitability: Scott's forecast on public exits for health tech startups.Resources:Connect with and follow Lynne on LinkedIn.Learn more about Insight Partners on their LinkedIn and website.
In this episode, we speak with Vijay Tella, the Co-founder and CEO of Workato, a platform for intelligent integration and workflow automation. In 2013, Workato was founded by Vijay Tella, Gautham Viswanathan, and Harish Shetty. Their intention was automating workflows through a no-code platform. Prior to Workato, Vijay was CEO of Qik, a consumer video communications company acquired by Skype. Workato has raised over $400 million and is backed by Battery Ventures, Altimeter, Insight Partners, Norwest, and other notable investors. I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.
In this episode of The Engineers HVAC Podcast, guest host Chris Adams, PE, Vice President of Engineering at Insight Partners, steps in for Tony Mormino to explore the crucial topic of indoor air quality (IAQ) in commercial environments. Joined by Jason Jones, Senior Director of Field Sales at Fellowes, and Mitch Rydholm, Director of Training and Dealer Development at Fellowes, the discussion dives deep into holistic strategies for enhancing IAQ. The conversation covers the importance of IAQ, particularly in the wake of the COVID-19 pandemic, and examines various factors that impact air quality, including VOCs, CO2 levels, and particulate matter. The guests share valuable insights on how improved IAQ can lead to better cognitive function, reduced absenteeism, and overall healthier and more productive workplaces. Listeners will learn about the benefits of source control, improved ventilation, and advanced air cleaning technologies. The episode also highlights the latest standards and guidelines, such as ASHRAE 241, which set out requirements for infection risk management and pathogen-free airflow. Join us for an informative session that not only addresses current challenges but also offers practical solutions for creating healthier indoor environments. Listen now to empower and educate yourself on enhancing IAQ in your commercial spaces!