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Caitlin Panasci
Emerging managers are a key element to a diverse portfolio. Smaller emerging private market managers tend to offer access to lower middle market and creative roll-up strategies that may not be accessible through larger firms. Emerging managers in VC have consistently outperformed established GPs since 1997 producing a higher median IRR than established managers. With emerging managers representing a smaller share of capital raised in 2022 & 2023 vs 2021, what will 2024 have in store for emerging managers? #vc #emergingmanagers https://lnkd.in/gfdXuuu5
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Zorian Rotenberg
PE insights - from the latest episode of "Behind the Deal" with Orlando Bravo & Carl Thoma at Thoma Bravo. Great lessons from Orlando Bravo who discusses losing money and making many mistakes early in his career, Carl Thoma (Orlando's mentor): On People: - "PE is a people business." - "Deal-making is such a people business. It's not like you can sell the stock if you don't like it, you're stuck with your partners. " (Good point - unlike public equities investors, you are in it for the long-term, with your team, partners, and your portfolio companies - it's a people business). ------ On Making Mistakes: - “Mistakes are meant to be stepping stones to success - not stepping stones to ultimate failure.” - "People learn from their mistakes." - "Mistakes early on make great investors but you have to make sure you don't make so many mistakes that you lose confidence... and just don't make the same mistakes again". - "When you make mistakes, you have to capitalize on that." ------ On losing money (Orlando asked whether Carl was going to fire him): - "I've sunk $50 million of experience into you, so you are a star now and you've got a lot of good, expensive training." - "I'm not sure you could have been as successful without stumbling a little bit early on." - "You had pride in your work and drive that it didn't put you in a stumper and didn't leave the industry. I think 1 + 1 = 10, drive and some failures are good experience." ------ On Teamwork: - "Just like in sports, today you just cannot have individual players that are brilliant but not working as a team. We got away with that for 25-30 years of private equity, but now it's become too competitive. We've got to function as a team." ------ On communication: - "You can resolve so many issues if you just communicate." ------ Sources: https://lnkd.in/eVk_Wxwq https://lnkd.in/eem_DquZ ------ #pe #privateequity #business #leadership
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Ajay Vashee
In April, OpenAI Controller Sowmya Ranganathan walked me through how her accounting team leverages ChatGPT to revolutionize the close process. I instantly knew we needed to share her story with the broader finance community. Accuracy and process are core to accounting workflow, so it can be intimidating to stray from traditional approaches. In our webinar last week, Sowmya walked through some brilliant demos, illuminating how you can automate repetitive and time-consuming tasks with ease. I’d *highly* recommend watching a replay of our webinar if you weren’t able to join live – it’s linked in the comments. We’ve also distilled her advice into a how-to guide: https://lnkd.in/gbheYKf2 Here are some of the pro tips she shared: ⚫ Seek out ways to automate. When you’re repeating a task that takes more than a few minutes in Excel - or something you hate about the close process, rewire your brain to find a way to automate it. Those minutes quickly add up to streamline your day-to-day workflow. This works with the close process, but also many other projects in finance and beyond. ⚫ Be curious about code. While she’s not a trained programmer, Sowmya uses ChatGPT to create Python scripts to build pivot tables and parse through massive CSVs. Her team can categorize a full month of OpenAI’s Azure usage data 👀 in 10 seconds 👀, whereas before they’d have to manually process the data every few days to avoid hitting Excel’s row limits. ⚫ Train ChatGPT on your company’s specific guidelines. After Sowmya ran a prompt to recognize revenue from a transaction file, she asked ChatGPT to cross-check it against their audit firm’s ASC 606 guidelines, which she uploaded as a PDF. The result was nearly the same, but it added an extra step to protect against hallucinations. And, she always triple-checks the results. ⚫ Don’t fear the error message. Pre-ChatGPT, if she was working on an automation project and received a technical error message, she might have given up. Today, Sowmya dumps the message back into ChatGPT, where it can diagnose and resolve any issues. You can see this problem-solving in action during her demo! A big thank you to Sowmya for sharing this hands-on demo and giving finance leaders the confidence to test it out themselves. Now that you have inspiration, how will you use ChatGPT and AI to revolutionize operations at your company?
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Peter O'Brien
https://lnkd.in/e-Cc-PhA Just wrapped up a case study highlighting some successful value creation work for a vertical software company. After a funding event, it can be tough for management teams to align on which initiatives to tackle first. Here are a few tips from my experience: 📈 Prioritize Compounding Benefits Start with initiatives that enable or build capabilities. These early projects are not the most glamorous. The long term value is the momentum they create and tone they set. They pave the way for bigger wins down the line. 🚧 Address Bottlenecks We identified and fixed a major technical bottleneck in the sales funnel. This gave us an immediate boost to revenue and win rates. The less obvious win was a finding that our marketing efforts were more effective than we thought. Many opportunities fitting the ideal customer profiles were getting stuck at the bottleneck! ✴ Find the Triple Word Score Initiatives Focus on initiatives that add value across multiple valuation categories like revenue, margins, and multiple expansion. My favorites are those that improve operating leverage and scalable unit economics. Operating leverage improves as each dollar of increased revenue earns a little more Operating Margin (EBITDA) over time. In the case study, I renegotiated two of the largest variable cost supplier contracts, leading to immediate improvements in unit contribution margins and setting the stage for increasing margins as revenue grew. This is a valuable function of a durable business model. Most teams agree on what needs to be done, but not always on the order. Choose initiatives that start building a solid foundation for future investments or the Quick Wins with high impact. A few good articles that touch on the technical concepts.. Healthtech: Show Your Magic | Andreessen Horowitz https://lnkd.in/eGkDnkiG The Gross Margin Problem - Bottom Up by David Sacks https://lnkd.in/e9J2Eqaa
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Lucas Dickey
john waller Jeff Bocan - this might be a new podcast y'all might really enjoy! Summary coverage from the most recent 3 shows: In recent episodes of the BG2Pod podcast, hosts Bill Gurley and Brad Gerstner explore the evolving landscape of tech investments and innovation. They discuss the changing dynamics of the pre-IPO market, with larger funds and increased capital affecting company behavior and IPO timelines. The hosts analyze the impact of AI advancements, including OpenAI's ChatGPT-4 and Google's Astra, on various industries and debate the potential for AI to disrupt or enhance existing software companies. They also examine the challenges faced by private unicorn companies in achieving liquidity events and the factors contributing to the current dearth of IPOs. Additionally, the podcast touches on broader themes such as the role of capitalism and immigration in driving innovation, the debate around AI regulation, and the implications of recent tech earnings and market conditions. CC Kim Burgaard #podcasts #ai #investing #vc
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Kabir Kumar
Flourish Ventures team is excited to back the indomitable Chris Brummer as he builds Bluprynt to transform the infrastructure for disclosures. We feel privileged to be part of an amazing group of industry leaders and backers working with Chris. Arguably, we are living through a pivotal moment for disclosures and trust and transparency in finance. The concept of financial disclosure became prominent with the Securities Acts of 1933 and 1934, following the 1929 market crash. Digitization began in the 1990s with EDGAR and XBRL in the early 2000s. Today, we face a new phase in disclosures with the integration of digital assets into the financial system. This evolution reflects market changes and regulatory responses, presenting an opportunity to transform the technological underpinnings of disclosure systems fundamentally. #fintech #digitalassets #crypto #disclosures https://lnkd.in/eme7fgDE
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9 Comments -
Rafael Rivera
Read our latest article on Creating an Ownership Culture. This piece dives into how fostering a sense of ownership among employees can lead to remarkable outcomes for both the team and the organization. Here at KKR we are committed to providing ownership to all employees in all new controlled deals, building on recent successes of our Broad-Based Ownership Program. Whether you're a leader seeking to enhance your company's culture or an employee interested in the dynamics of workplace engagement, this article offers valuable perspectives. 👉 Read article here: https://lnkd.in/ejVc2ffd You can download the full report here: https://lnkd.in/ee_vT2rs #Leadership #BusinessCulture #EmployeeEngagement #KKR
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Doug Mooney
Back from a few weeks of travel with an update on the career side...I’m thrilled to announce that I’ve recently joined Tamarack Growth Advisory as a Managing Partner and co-leader of our revenue practice. While it’s a exciting new role, my focus will be the same: enabling success and accelerated growth for startups as they scale from $2M to $50M in ARR (and beyond), as both an embedded GTM advisor and fractional CRO. I’ve really enjoyed my work in recent quarters as an independent advisor, fractional leader, and sales coach. It proved to be a great fit, partnering with leading startups to reach key revenue milestones and harnessing the expertise built over 18 years as a GTM leader to enable great client outcomes. What was missing? After a couple decades working with amazing teams to both create successful businesses and deliver impactful customer results, I found that building alone was personally a lot less fun. But an April conversation with my longtime colleague and friend, TJ Williams, presented a path to both continue the embedded advisory and fractional work I’ve loved, while building something meaningful together with a world-class team. That belief only compounded as I got the chance to meet Matt C'de Baca and Michelle M. Chow, best-in-class operators who quickly became amazing colleagues. In a recent interview, Warren Buffett's advice was to “find your ‘foxhole friends’” in business -- the fun, high-character people that you want to work with, that make you better, and that have your back in both times of celebration and challenge. I’ve found mine in the partnership group at Tamarack. More to come on the Tamarack model and how it uniquely generates value for startups, founders, and investors, particularly today when accelerated but profitable growth is paramount. For now though, I want to thank TJ, Michelle, and Matt for the opportunity to team up and build something great together. I want to thank Armando Mann, Diana Alvarez Kaba, and the team at EVAS Global for their partnership over the past year. I want to thank my clients for their collaboration and trust in our work to date. And as always, I want to thank the amazing group of colleagues and friends who have supported me across all chapters of my career. If you’re a founder, leader, or investor who wants to learn more on how the team at Tamarack can help, email me at doug@tamarackgrowth.com, drop me a DM, or schedule time via the link above. Exciting times ahead… let’s go!!
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59 Comments -
Lizzie Francis
Earlier this year, we surveyed our fellow Los Angeles-based GPs to get a pulse check on the LA venture ecosystem. Here’s what we found: 💗 Deal flow is healthy, and most LA venture investors (68%) are seeing the same or more deal flow YoY. ✈ LA investors are spending time in a variety of markets, with NYC, Austin, and SF following closely on LA’s heels. 🔍 Innovation is concentrated in AI and machine learning, space, and commerce. 💸 Funding is happening, but it’s barbell-shaped, with deals concentrated at the early and late stages. Funding post-Series A has been challenging. 🚩 LA is differentiated, but not without its challenges. Key difficulties include not attracting enough AI talent (despite having the largest number of engineers graduating from our region over any other in the United States); talent relocated to more tax-friendly or less expensive locations; and the great SoCal / NoCal divide 🙏 Thank you to all our many respondents! I’m so glad to be part of a venture ecosystem that includes great minds like Anna Barber, Brent Murri, W. Christine Choi, Sarah Tomolonius, Rob Smith, Win Chevapravatdumrong, John Tabis, Jill Royster, Jesse Draper, Ashley Balla, Britt Danneman, Tram Lai, Carmen Palafox, Elaine Russell, Deborah Benton Amanda Schutzbank, Brian Lee, Petra Griffith, Minnie Ingersoll, Shamin Walsh, Gabe Greenbaum...wow, this list could go on forever...plus too many other exceptional humans to name. You know who you are! Explore our findings more deeply with our survey dashboard: https://bit.ly/3JsaLaB
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Jason Heltzer
It is a great privledge to be backing Stella Garber for a second time, as well as her sensational co-founders Brian Schmidt and Justin Gallagher. It’s also great to working with Index Ventures again, too. One thing I have learned in my venture career is that humans are lazy, and software that does simple things can feel like magic. Hoop uses AI to automatically harvest to do items from all of your communication channels. Today it’s single player, and in the future it will be your whole team. Read more about why we invested: https://lnkd.in/geTy-kyZ
20
13 Comments -
Dan Margoshes
Since joining Media Development Investment Fund in 2022, several of you have asked me "what exactly does MDIF do?," "what is impact investing?" and "how does a not-for-profit investment fund work?" Here's a recent Reuters Breakingviews podcast with our CEO, Harlan Mandel, discussing our mission and investment model. I look forward to your questions and comments!
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Steven Koinis
In the rapidly evolving landscape of private equity and consulting, one thing remains constant: the imperative for value creation. As a Managing Director at Catalyft LLC, I've witnessed firsthand the transformative power of effective value creation strategies. It's not just about improving operations or making strategic acquisitions; it's about reimagining what's possible for underperforming assets and unlocking their true potential. In my experience, the key to successful value creation lies in a combination of creativity and rigorous execution. It's about seeing beyond the numbers and understanding the human element that drives business success. Whether it's through leveraging AI to gain deeper insights or tapping into emerging markets, the opportunities for growth are endless. But it's not just about the bottom line. As someone who's created over $1 billion in value, I can attest that the real reward comes from the positive impact on the companies we work with, their employees, and the broader community. That's why I'm passionate about sharing my expertise in value creation, not just within the private equity space, but also in advising boards of directors and family offices. I'm always looking to connect with fellow professionals who share my commitment to driving growth and creating lasting value. If you're interested in discussing the future of value creation or exploring potential collaborations, I'd love to hear from you. Let's continue to push the boundaries of what's possible and create a brighter future for businesses and investors alike. Share your thoughts on value creation in the comments below, and if you found this post insightful, please feel free to repost. #ValueCreation #PrivateEquity #Consulting
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Pallavi Sharma
The AI race is on. CEOs recognize it as the new force multiplier. But with so many competing stakeholder demands, it's hard to know where to begin and how to bank the value in your P&L. Introducing AlixPartners' “Practical AI for CEOs” playbook – a guide to implementing AI across your organization to quickly realize value for your customers, your organization, and your shareholders. From strategy and execution to the foundational pillars of success, our playbook covers: -Common pitfalls -Importance of strategic alignment and stakeholder buy in -How to identify high-value use cases -Keys for turning your strategic plans into operational successes -The essential foundations including risk management to deliver value at speed -How to rate your AI readiness Download your copy today> https://lnkd.in/e8V2jEsQ #PracticalAI #AI #CEO #valuecreation #whenitreallymatters
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Jake Fuchs
After a two week break, I just published my latest article covering the Community Reinvestment Act Dive into how this pivotal legislation, and the recently released Final Rule, has shaped community banking and continues to foster financial inclusion + learn more about some great tech companies that help community banks meet their CRA mandates (shout out CNote, Column Tax, Payitoff, and Ned!) Full article here 👉 https://lnkd.in/ejKdKayN And as always, feel free to add any questions or thoughts in the comments! cc: BankTech Ventures #CommunityBanking #FinancialInclusion #CommunityReinvestmentAct
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Nadia Asoyan
Congratulations to Mary Antony and team InScope on their epic Seed round close. In-scope is focused on transforming financial reporting and audits for private companies, being a CFO in many I can tell it will be huge. Today, preparing financial statements and disclosures can take a company weeks to months and is prone to errors. Yet, this area has had minimal innovation. When I met Kelsey Gootnick, CPA and Mary Antony, I knew right away that if anyone could solve this problem, it would be them. Proud to be an investor and looking forward to the next epic milestone. https://lnkd.in/dJQCj8Su
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Maxime Bayen
Throw back Thursday! 😊Excited to look back at 2023 through the publication of our Catalyst Fund Impact Report! The report spotlights the hard work of our portfolio companies after a year of work with them, as they continue to build game-changing solutions from precision agriculture technologies to water access solutions or waste management tools. 👉 Dive into our portfolio companies' impact to date, our theory of change, and how we empower bold founders to build a climate-resilient future for millions of Africans. 👉 Learn about our gender lens investing approach, sustainability focus, and how our startups are driving green growth and positioning Africa as a leader in climate action. 👉 Explore spotlights on select portfolio companies and discover how Catalyst Fund's hands-on venture building accelerates the path to scale for early-stage climate tech in Africa 👉 See the recognition our fund has earned to date and join us in investing for a climate-resilient future on the continent. Sand to Green, Bekia inc, Visual and AI Solutions (VAIS), Assuraf | Insurance, Simply, Eight Medical | Techstars ‘23, Farmz2U, Farm to Feed, Octavia Carbon, PaddyCover, Agro Supply, NoorNation, Scrapays, THOLA, Earthbond, Zebra CropBank, Medikea, Keep IT Cool, Tolbi Link to download the report: https://lnkd.in/ejJjH6aD
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Karl Alomar
As a venture investor at M13, I often think about the shifting M&A regulatory landscape and its impact on the innovation my industry seeks to support. My goal is to drive towards a regulatory environment that fosters innovation and supports the growth of the venture investment industry, creating a win-win situation for both investors and consumers! Check out this piece on M&A and Innovation, where I debunk some common myths regarding this vital part of the innovation ecosystem. I’d love to hear your thoughts! https://lnkd.in/eV4MVTwv
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Sean O'Connell
Are we witnessing the first signs of a resurgence in private equity-driven M&A activity? After an extended lull over the past two years, an intriguing leading indicator is showing an uptick – job postings at expert networks, which often presage an increase in deal flow. During my tenure in the M&A practice at McKinsey & Company, I found that expert network job postings were a good indicator of forthcoming activity. The chart below illustrates three quarters in a row of rising job postings through Q1 of this year. While it's premature to declare a revival, this data point could signal the green shoots of a recovery in private equity M&A. I'm cautiously optimistic and will continue tracking this metric as a potential bellwether. Date Source: Inex One #mergersandacquisitions #PrivateEquity
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