Episodit
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In this episode we speak with Mike Ettling, the CEO of Unit4, a software company that specializes in the professional services, public services, education, and nonprofit sectors. Mike was recognized by The Software Report as a Top 50 SaaS CEO of 2023.
Unit 4’s integrated suite of AI-powered ERP software solutions built on a robust platform helps elevate businesses, delivering visibility and control over finances, projects, procurement, reporting, forecasting and payroll. The company has 2,700 colleagues across the globe and serves more than 5,100 customers.
Mike is a CEO, investor, builder of world class teams, champion of diversity and continuous learner, and he’s passionate about people. From his first leadership role in the Boy Scouts, to exec positions in the tech industry, his career has revolved around elevating, engaging and enabling people.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode we speak with Peter Chung, CEO and Managing Director of leading global growth investment firm Summit Partners. For over 40 years, Summit has partnered with profitable, category-leading companies and their leadership teams seeking to build best-in-class businesses by leveraging their deep industry expertise and their Peak Performance Group value enhancement platform.
With over 80 growth equity investment professionals in their offices across North America and Europe, Summit has invested in more than 550 companies in the technology, healthcare, financial services, business services and consumer sectors.
Peter joined Summit Partners in 1994 and during his tenure has invested in more than 30 companies, including 18 currently or formerly publicly traded companies. He has served as the Firm’s CEO since 2015.
Summit Partners was recognized by GrowthCap as a Top Private Equity Firm and Top Growth Equity Firm of 2024.
Peter supports Salvation Army, Mercy Ships and Athletes in Action.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode we speak with Jim Quagliaroli, Co-Founder and Managing Partner of Silversmith Capital Partners, a Boston-based growth equity firm focused on partnering with, and supporting, the best entrepreneurs in growing technology and healthcare companies. Founded in 2015, the firm has $3.3 billion under management across four funds.
Jim has served as Managing Partner of the firm since inception. He partners with passionate founders of growing SaaS companies focused on product leadership. Over his career, he has served on the board of over 25 tech companies and over 15 boards as the first institutional investor.
Jim has been recognized by GrowthCap as a Top Software Investor in each of the last four years. Silversmith currently sits at the top of GrowthCap’s Leaderboard for Best Growth Investment Firms.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode, we speak with Chris Crosby, the CEO of Compass Datacenters, a company that designs and constructs data centers for some of the world’s largest hyperscalers and cloud providers on campuses across the globe.
The company has taken in over $4 billion of capital and is backed by Ontario Teachers and Brookfield, among others.
In 2011, Chris’ vision was to focus on greenfield projects and deliver customizable, scalable, sustainable, and low-cost data centers in an expedited time frame. Since its inception, Compass Datacenters has embraced sustainability with the efficient use of land, green energy, water-free cooling, and building materials.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.
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In this episode we speak with Mike Uchrin, CEO & Co-Founder of Monogram Health, a leading multispecialty value-based provider of in-home, evidence-based care and benefit management services for patients living with polychronic conditions, notably, chronic kidney and end stage kidney disease.
Backed by Frist Cressey, Norwest, and TPG Capital, Monogram Health has numerous value-based partnerships with leading health plans, integrated delivery systems, and risk-bearing primary care platforms to care for patients across 35 states and all insurance products.
Previously, Mike led the growth of Health Choice, the managed care and insurance business unit of private equity sponsored IASIS Healthcare.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode we speak with Petri Oksanen, a Partner with Francisco Partners and Co-Head of the firm's European investing efforts focused on enterprise application software companies, with a particular interest in industrial, manufacturing, and other vertical sectors. Based in London, he joined the firm in 2005. Petri previously held positions at Morgan Stanley and Microsoft.
Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. With approximately $45 billion in capital raised, the firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential.
Francisco Partners was recognized by GrowthCap as among the Top Private Equity Firm of 2024.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode we speak with Frank Rotman, a Founding Partner and the Chief Investment Officer of QED Investors, a premier venture capital firm focused on the fintech ecosystem. QED has invested in 200+ companies over the past 15 years and currently has $3.6 billion under management.
Prior to QED, Frank was one of the early architects who helped create what became Capital One. In his 13-year Capital One journey, Frank was responsible for many “firsts” that helped lay the foundation for what Capital One is today.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode, we speak with David Anderson, General Partner at Ampersand, a Boston-based, middle-market private equity firm dedicated to growth-oriented investments in the healthcare sector with $3 billion of assets under management. Ampersand invests in companies that support the life sciences ecosystem, including laboratory products and services, contract manufacturing, pharma services and specialty pharma.
David joined Ampersand in 2010. Previously, David spent six years with Covington Associates, a specialty investment bank focused on middle-market M&A in the healthcare sector. Prior to Covington, he spent five years as a consultant for Boston Healthcare Associates.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode we speak with John Clendening, the Founder and CEO of Earned Wealth, a tech-enabled financial services firm focused exclusively on the needs of medical professionals.
Because Earned understands the ins and outs of a doctor's career, clients benefit from specially trained fiduciary advisors and technology that plans and adjusts for changes throughout a doctor's working life. Earned also provides medical practice solutions including tax, accounting, payroll, and retirement plan solutions.
John brings over two decades of CEO and President experience in innovative financial services. He most recently served as CEO of Blucora, a publicly traded technology-driven financial services firm offering tax-smart wealth management outcomes for consumers, where he helped to steer the company into new products and to financial success.
John supports Feed the Children. To learn more about this organization click here.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode we speak with Larry Cheng and Sean Cantwell, Co-founders and Managing Partners at Volition Capital, a Boston-based growth equity firm that invests in founder-owned companies in the software, internet, and consumer sectors. The firm was founded in 2010 and has over $1.7 billion in assets under management.
Larry focuses on investment opportunities in transactional internet applications, e-commerce, digital health, and next-generation consumer brands, while Sean focuses primarily on companies in the software and tech-enabled services sectors.
In this episode we speak with Larry Cheng and Sean Cantwell, Co-founders and Managing Partners at Volition Capital, a Boston-based growth equity firm that invests in founder-owned companies in the software, internet, and consumer sectors. The firm was founded in 2010 and has over $1.7 billion in assets under management.
Larry focuses on investment opportunities in transactional internet applications, e-commerce, digital health, and next-generation consumer brands, while Sean focuses primarily on companies in the software and tech-enabled services sectors.
Larry supports Wycliffe Bible Translators. To learn more about this organization click here.
Sean supports Big Brothers Big Sisters of Eastern Massachusetts. To learn more about this organization click here.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode, we speak with Chen Amit, the Co-founder and CEO of Tipalti, the only global payables automation solution to streamline all phases of the accounts payable and payment management workflow in one holistic cloud platform.
In 2010, Chen Amit and Orez Zeev created Tipalti to transform global payables with true, end-to-end automation that removes the pains and risks of paying suppliers around the world. Tipalti has raised over $700 million from notable investors including Durable Capital Partners, G Squared and others.
Prior to Tipalti, Chen was CEO of Atrica, a Carrier Ethernet company that Nokia-Siemens acquired. Before Atrica, Chen was co-founder and CEO of Verix, a provider of business intelligence software.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.
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In this episode, we speak with Amir Nathoo, the Co-founder and Head of Outschool, a community marketplace of live online classes for kids.
In 2015, Amir founded Outschool with Nick Grandy and Mikhail Seregine. The company’s mission is to inspire kids to love learning by providing them with innovative learning opportunities outside of the regular classroom. The classes are offered by independent teachers and take place in small-groups over live video chat with assignments and feedback between the live sessions.
Outschool has raised over $240 million from notable investors including Tiger Global, Coatue, Lightspeed and others.
Prior to Outschool, Amir was a product lead for Square Payroll and a software developer for IBM. His passion for writing software started at a young age and he strives to find technological and social levers that can drive positive change in the world.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.
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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.
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In this episode we speak with Carmine Petrone, a Managing Director at Advent International, one of the largest and most experienced global private equity investors with over $94 billion in assets under management.
Carmine joined Advent in 2010 and focuses on making investments in the healthcare and healthcare technology sectors. Prior to Advent, he worked for Thomas H. Lee Partners, where he was a generalist investor with a focus on leveraged buyouts in the financial and business services and healthcare industries. Carmine has also spent time working in the hedge fund industry. He started his career in investment banking with Citigroup Global Markets where he was a member of the Global Health Care team.
Carmine was recognized by GrowthCap as a Top 25 Healthcare Investor of 2024.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode we speak with Darren Cohen, the Co-Head and CIO of the Goldman Sachs Growth Equity team, a position he has held since 2018. Darren manages a $5.2 billion global growth fund and oversees one of the largest dedicated growth equity platforms in the world focused on the Enterprise Software, Financial Technology, and Healthcare Technology sectors. He manages a talented, diverse team of over 80 investors and collaborates with world-class operating advisors to accelerate value creation across the portfolio.
Darren is an accomplished technology investor with a 25+ year career spanning public and private global markets. His investment journey began with a strong foundation in fundamental research, honed during his tenure as a technology research analyst in Goldman Investment Research and as a buy-side analyst at a global hedge fund.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode, we speak with Brian Beutler, the Founder and CEO of Alianza, which delivers the only true cloud-native, carrier-grade communications platform built for service providers.
In 2009, after previous years of helping businesses embrace cloud communications, Brian decided to take that same model and help service providers with their next-generation infrastructure. Service Providers that are powered by Alianza are growing faster, drastically simplifying their operations, and delivering better customer experiences.
Before Alianza, Brian founded GetFon, which was sold to AT&T/Alestra in 2008.
Brian supports Water for South Sudan. To learn more about this organization click here.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.
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In this episode, we speak with Dr. Robert Mittendorff, a General Partner and Head of Healthcare at B Capital, a multi-stage global investment firm with over $6 billion in assets under management.
The firm partners with extraordinary entrepreneurs to shape the future through technology by investing out of multiple funds from seed to late-stage venture growth, while focusing primarily in the technology, healthcare and climate sectors.
Previously, Robert was at Norwest Venture Partners for nearly a decade as a Partner and Co-Head of Healthcare. He has been involved in investments and associated exits with public equity value or acquisition value that exceeds a total of $10 billion.
Robert is a Stanford-trained, board-certified emergency physician who earned his MD from Harvard in the Harvard-MIT program, his MBA from Harvard Business School and his MA in International Affairs from King’s College London. Robert received his undergraduate degree (honors) in biomedical engineering at Johns Hopkins.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode, we speak with the Co-Founder and CEO of Armada, Dan Wright. Armada is the world’s first full-stack edge computing platform, revolutionizing connectivity, compute, and AI solutions.
Armada enables companies to rapidly deploy, operate and monitor a complete modular data center to the remote corners of the world.
Before Armada, Dan was the CEO of DataRobot and COO of AppDynamics. He is invested in the future of technology as an investor, advisor, and board member for various visionary startups, including Abnormal Security, Avi Networks (acquired by VMware), and Embrace.
Dan is a Board Member of JDRF. To learn more about this organization click here.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.
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In this episode, we speak with Mitchell Green, the Founder and Managing Partner at Lead Edge Capital, a growth equity firm with over $5 billion in assets under management.
Investing in software, internet, and tech-enabled services businesses globally, the firm specializes in helping growth-stage companies scale. Lead Edge Capital has an interesting model that combines elements of private equity, growth, and an active network of over 700 limited partners to build a very powerful moat.
Prior to founding Lead Edge, Mitchell was on the investment teams at Eastern Advisors and Bessemer Venture Partners. Mitchell is formerly a nationally ranked alpine ski racer.
Mitchell is one of the members of the Board of U.S. Ski & Snowboard. To learn more about this organization click here.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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In this episode, we speak with Sami Inkinen, the Founder and CEO of Virta Health. Virta is an online specialty medical clinic that reverses type 2 diabetes safely and sustainably, without the risks, costs, or side effects of medications or surgery.
Created in 2014, Virta’s innovations in nutritional biochemistry, data science, digital tools, and clinical expertise are shifting the diabetes treatment paradigm from management to reversal.
Before Virta, Sami was a Co-Founder of the leading online real estate marketplace Trulia. He also previously worked for top companies including Microsoft, McKinsey, and Nokia.
Sami is also an endurance athlete. Sami and his wife rowed from California to Hawaii—2,750 miles, completely unsupported. He is also a triathlon age group world champion and 8 hour 24 minute Ironman with seven Hawaii Ironman finishes.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode click to follow.
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