Episodes
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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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Episodes manquant?
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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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In this episode, we speak with Andrew Adams, Co-Founder and Managing Partner of Oak HC/FT, one of the leading growth investment firms with $5.3 billion in assets under management.
Founded in 2014, the firm invests in companies driving transformation in healthcare and fintech, two uniquely complementary and high-growth sectors. With deep domain expertise and strategic resources, the firm partners with leading entrepreneurs at every stage, from seed to growth, to build businesses that make a measurable, lasting impact on these industries.
Before founding Oak HC/FT, Andrew spent 15 years, primarily at Oak Investment Partners, investing in early and growth stage companies. During the over 25 years Andrew has spent investing in leading healthcare companies, he has had 35 exits, including 6 IPOs.
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 Lazovsky, the Co-Founder and CEO of Celestial AI. Founded in 2020, Celestial AI is the creator of the Photonic Fabric™ technology platform, a pioneering optical compute and memory fabric solution for supercharging AI infrastructure.
David leads the company in using his in-depth knowledge of semiconductors, data/telecommunications, photonics, clean energy industries, and extensive international business experience.
His impressive career background includes being an Executive Chairman of POET Technologies, Venture Partner at Khosla Ventures, and founder of Intermolecular.
David supports Canary Foundation. 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 Max de Groen and Scott Kirk, Partners at Bain Capital, one of the world’s leading private investment firms with approximately $185 billion in AUM. The firm pioneered the value-added approach to investing and has been at the forefront of growth investing since its founding in 1984.
Max joined Bain Capital in 2011. He is a Partner on the North American Private Equity team. He focuses on supporting the growth of cutting-edge cybersecurity, digital infrastructure, and horizontal application businesses.
Scott joined Bain Capital in 2019 and is a Partner on the Bain Capital Tech Opportunities team. He co-leads the team’s investments across application software and information services, most notably focusing on vertical SaaS, SMB platforms and B2B marketplace investments. Previously, Scott was a senior investment professional with TCV.
Max and Scott were recognized by GrowthCap as Top 40 Under 40 Growth Investors of 2023.
Max supports YMCA. To learn more about this organization click here.
Scott supports Make-A-Wish Foundation of America. 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 the Founder and CEO of Masterworks, Scott Lynn. Specializing in the art investment market, Masterworks securitizes blue-chip artworks between $1-20 million per painting and sells shares to over 200,000 investors via their site.
Blue-chip art has historically retained its value and appreciated in times of high inflation. Masterworks was founded in 2017 by Scott to make the art market more accessible to investors.
Scott is an early Internet entrepreneur with a focus on online advertising, martech, and fintech. Over the past 15+ years, he’s founded, acquired, sold, or remained a controlling shareholder in over a dozen tech companies. Prior to Masterworks, Scott founded Payability, V2 Ventures, and Virtumundo.
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 Jeeta Bandopadhyay, Co-founder and COO of Tookitaki.
The company operates in the financial crime prevention space and is a pioneer of the concept of combating financial crime through a community-based platform.
This collective effort, known as the Anti-Financial Crime (AFC) ecosystem, enables financial institutions to acquire knowledge, collaborate, and utilize typologies to counter emerging financial crime patterns, thereby ensuring their own safety and security.
Tookitaki was recognized as one of the Top 100 Financial Technology Companies of 2023 by the Financial Technology Report.
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 Jake Heller, Head of Tech Growth Equity Americas of KKR.
Prior to joining KKR in 2019, Jake was at Spectrum Equity, where he focused on growth investments in software, information services and internet businesses. He started his growth equity career at Symmetric Capital and also spent time as a strategic consultant at the Parthenon Group in their global private equity practice.
Jake served four years as a commissioned officer in the United States Navy and finished his career in Naval Special Warfare as the Commander of a high-speed assault boat team. He is a decorated veteran of Operation Enduring Freedom and Operation Iraqi Freedom including the Bronze Star with distinction for Valor in Combat.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
Jake supports NAVY SEAL Foundation. To learn more about this organization click here.
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In this episode, we speak with Ross Devor, a Partner at Thoma Bravo, which is one of the largest software investors in the world with approximately $138 billion in assets under management.
Ross co-heads Thoma Bravo’s growth equity platform, a dedicated fund focused on making minority investments in high growth software and technology companies. He leads the team’s close collaboration with founders and management teams to implement world-class operating principles and help realize their visions and growth potential.
Ross was recognized by GrowthCap as one of the Top 40 Under 40 Growth Investors of 2023.
Ross supports Boys and Girls Club of Miami-Dade and Feeding South Florida.
I am your host RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.
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