Introducing In Visible Capital with PitchBook

FromIn Visible Capital with PitchBook

Start listening View podcast show

Introducing In Visible Capital with PitchBook

FromIn Visible Capital with PitchBook

ratings:

Length:

11 minutes

Released:

Jun 8, 2020

Format:

Podcast episode

Description

For more information, visit pitchbook.com.

Released:

Jun 8, 2020

Format:

Podcast episode

Titles in the series (67)

Historically, the private markets have been on the fringe, but as trillions of dollars have flowed into this dynamic asset class, there is an increasing need for greater insight. Since 2007, PitchBook has been shining a light on key trends and events in venture capital, private equity and M&A through comprehensive data and detailed analysis. Subscribe to our podcast for thoughtful conversations with industry leaders and PitchBook analysts to help you better understand the evolving capital markets.

Skip carousel

ESG and Impact Investments in the Private Markets: PitchBook analyst Hilary Wiek explains the differences between impact and ESG investing strategies being implemented at private equity and venture capital funds, whether driving returns for LPs and making a tangible positive impact on the world actually compatible and more. by In Visible Capital with PitchBook
20 min listen
Technology and the COVID-19 Response: Emerging tech analyst Ryan Vaswani discusses some of the technologies that are being fueled by investment during the COVID-19 pandemic. by In Visible Capital with PitchBook
22 min listen
The impact of economic uncertainty on US Venture Capital: PitchBook analysts Daniel Cook and Andy White break down their recent analyst note “Quantitative Perspectives: US Venture Capital during Economic Uncertainty" to discuss how COVID-19 has impacted startup valuations, how the 2008 financial recession impacted their valuation forecasts and more. by In Visible Capital with PitchBook
21 min listen
Buyout Funds in Times of Crisis: PitchBook private equity analyst Dylan Cox breaks down how lessons from previous economic downturns inform modeling private equity fund returns, what it will take to get deal flow going again, and more. by In Visible Capital with PitchBook
21 min listen
Introducing In Visible Capital with PitchBook: Join us for the first season of In Visible Capital to explore the ways COVID-19 has impacted the private markets and how it will continue to into the future. In Season 1, PitchBook analysts and reporters dive into topics including how PE and VC firms are navigating uncertainty, how emerging technologies are faring, why there’s an increased focus on ESGs and whether VCs may finally be ready to talk about menopause. by In Visible Capital with PitchBook
11 min listen
Venture Funds in Times of Crisis: PitchBook venture capital analyst James Gelfer discusses how VCs have used lessons from the 2008 financial crisis to help mitigate the negative financial impact from COVID-19, why investors are calling capital more quickly than ever, and more. by In Visible Capital with PitchBook
22 min listen
Just a Tech Guy with a Jumper: PitchBook editor Kevin Dowd breaks down his story “NBA standout Spencer Dinwiddie has a VC-fueled vision for the future of stardom,” and discusses Dinwiddie’s bid to tokenize his $33 million NBA contract, why Wall Street and Silicon Valley investors continue to pour billions of dollars into professional sports and more. by In Visible Capital with PitchBook
26 min listen
European VC plows ahead despite COVID-19: PitchBook analyst and Goldman Sachs alum Nalin Patel joins host Adley Bowden to discuss the resilient state of the European VC ecosystem. Topics discussed include how COVID-19 has caused the work-from-home, healthcare, biotech and pharma industries to boom (6:05), why median valuations, deal sizes and step up rounds have remained strong (16:02), and why European VC fundraising has largely remained unscathed (24:02). by In Visible Capital with PitchBook
31 min listen
European PE Breakdown: Analyst Dominick Mondesir joins the show to unpack PitchBook's Q2 2020 European PE Breakdown report. Topics include a primer on the European private equity landscape, reaction to the pandemic, potential Brexit impacts, how European GPs are balancing support of existing portfolio companies with seeking new investments and more. by In Visible Capital with PitchBook
34 min listen
Breaking Down the Problems with PPP: PitchBook news executive editor Alec Davis and senior financial journalist James Thorne join the program to discuss the US government’s Paycheck Protection Program, including how many venture capital and private equity-backed companies received loans, how some justified taking money, how affiliation rules impacted who got funds and more. This episode is sponsored by Intralinks. by In Visible Capital with PitchBook
24 min listen
"The Cult of We" with Eliot Brown: Eliot Brown, a reporter for the Wall Street Journal, joins the show to discuss "The Cult of We: WeWork and the Great Start-Up Delusion," the book he co-authored with Maureen Farrell detailing the rise and fall of WeWork. Hear stories uncovered during their in-depth reporting as co-host Alec Davis and Brown dig into the lessons that investors can take from this story. by In Visible Capital with PitchBook
52 min listen
The Great Unlocationing: PitchBook emerging tech analyst Paul Condra discusses how COVID-19 has forced companies to institute widespread work-from-home policies, how VCs might devote more capital to companies suited to that strategy, how investors could soon have portfolios of exclusively work-from-home companies and more. by In Visible Capital with PitchBook
22 min listen
VCs are finally ready to talk about menopause: PitchBook venture capital reporter Eliza Haverstock discusses her story “Narrative Change: VCs are finally ready to talk about menopause” and why the femtech space has seen a lack of investments from VC investors. by In Visible Capital with PitchBook
13 min listen
Dishing on Private Debt: PitchBook analyst Dylan Cox returns to the program to discuss the PitchBook H1 Global Private Debt Report. Topics discussed include why direct lending funds aren’t the only show in town anymore (1:15), whether equity holders should be bailed out when a company struggles (6:35), how the private debt market breaks down (10:40) and how he uses proxies to evaluate the performance of the credit market (15:15). by In Visible Capital with PitchBook
20 min listen
Construction tech and VC struggles at large: PitchBook venture capital reporter Priyamvada Mathur discusses how the COVID-19 pandemic has sped up digital transformation in the construction industry, why that transformation is expected to last through COVID-19, how venture capital firms and startups across the industry have struggled to adapt over the past few months and more. by In Visible Capital with PitchBook
15 min listen
How grocery chains are embracing e-commerce technologies amid COVID-19: In this extended conversation with Publicis Groupe chief commerce strategy officer Jason Goldberg, we explore the history of grocery shopping in the US, how COVID-19 has fueled massive shifts in the landscape and how established chains are refining their e-commerce operations to meet shoppers where they’re at. The “Retail Geek” also highlights how grocery stores are providing a higher overall percentage of peoples’ calories during the pandemic and the steps these companies are taking to continue doing so after COVID-19 concludes and restaurants begin to reopen. by In Visible Capital with PitchBook
52 min listen
Possibilities and limitations of digital contact tracing: Hangar Capital Managing Partner Josh Mendelsohn joins the show to discuss the possibilities and limitations of digital contact tracing during COVID-19. We’re also joined by Alex Haefner and Matt Harris from Envoy, a workplace management startup whose app has evolved to include a contact tracing feature. Plus, we catch up again with PitchBook Analyst Kaia Colban—an expert in health and wellness tech. For additional reading, check out Kaia’s recent report on how tech companies are helping employers prepare for the safe, effective reopening of their offices. by In Visible Capital with PitchBook
27 min listen
Q2 2020 US PE Breakdown: Senior analyst Wylie Fernyhough unpacks PitchBook’s Q2 2020 US PE Breakdown, discussing how investors are deciding which portfolio companies to support, which funds are finding success in a tight fundraising environment, trends in the LP-GP relationship for GP stakes investing and more. This episode is sponsored by Intralinks. by In Visible Capital with PitchBook
25 min listen
The Evolution of US VC during the COVID-19 Crisis: “In Visible Capital” host Adley Bowden recaps highlights from the 2Q 2020 PitchBook-NVCA Venture Monitor webinar, which featured representatives from Silicon Valley Bank, NVCA, PitchBook and Certent discussing recent US VC trends. Topics include what to expect for VC dealmaking in the second half of 2020 (2:40), what type of companies are attracting attention from investors (8:26), what the NVCA has been lobbying for lately (13:00) and the recent proliferation of VC mega-funds (23:52). by In Visible Capital with PitchBook
32 min listen
Health and Wellness Tech: Biometric Devices and Wearables: How are emerging technologies being leveraged amid COVID-19? Listen to the second season of In Visible Capital to find out. In the first episode, Oura CEO Harpreet Singh Rai and PitchBook Analyst Kaia Colban explore health and wellness technologies—including biometric devices and wearables. by In Visible Capital with PitchBook
24 min listen
The rapid rise of telehealth during COVID-19: At the beginning of 2020, 0.1% of all medical each week were conducted via telemedicine. By late April, the height of COVID-19’s first wave in the US, that number had increased to nearly 14%. In our final episode focusing on health and wellness tech, we’re joined by Dr. Janine Knudsen, a primary care doctor at Bellevue Hospital in New York City, and Activant Capital Founder and Partner Steve Sarracino to discuss advancements in telehealth brought on by the pandemic. Plus, PitchBook Analyst Kaia Colban—an expert in the health and wellness space—highlights some of the challenges that still exist within telemedicine and what its future might hold. by In Visible Capital with PitchBook
29 min listen
Maven CEO James Heckman on Sports Illustrated’s future: Maven CEO James Heckman joins the show to discuss the devastating impact of COVID-19 on Sports Illustrated’s advertising revenue, his response to critics of the company’s new digital strategy and more. by In Visible Capital with PitchBook
18 min listen
How the startup ecosystem has fared in the pandemic: More than a year after Sequoia issued its “Black Swan” letter, the US startup ecosystem has rebounded, with VC exit value, fundraising and dollars invested setting records last year. PitchBook venture capital reporter James Thorne joins for this episode—sponsored by Ansarada—to discuss the lasting impact the pandemic had on the startup world, including the rise in valuations for fintech companies, the surge in VC investments in cryptocurrencies, the shift to remote work and his thoughts on TCV vice president Rohit Iragavarapu's breakdown of recent trends within the startup world during a PitchBook-hosted webinar. by In Visible Capital with PitchBook
26 min listen
Grocery fulfillment and dark stores: Clear aisles, full carts, can’t lose?: Prior to COVID-19, less than 4% of grocery purchases were made online. At the height of the pandemic, that number climbed to 35%. In this episode, we chat with Publicis Group Chief Commerce Strategy Officer Jason Goldberg about how more shoppers than ever are leveraging dark store and digital fulfillment technologies to meet their families’ nutritional needs. Plus, we catch up with PitchBook’s Alex Frederick—a senior analyst on the Emerging Technology team who focuses on food and agricultural tech—about how the pandemic accelerated market adoption of digital grocery shopping by up to a decade overnight. by In Visible Capital with PitchBook
27 min listen
What’s Driving 2020’s SPAC Surge? by In Visible Capital with PitchBook
14 min listen
Emerging technologies during the pandemic: Season 2 host Lee Gibbs joins Adam Lewis to kick off Season 2 of In Visible Capital, which takes a closer look at the emerging technology spaces that are shaping how we live during the COVID-19 pandemic and beyond. by In Visible Capital with PitchBook
5 min listen
The Biden administration's impact on the private markets: With President Joe Biden nearing his 100th day in office, his administration's economic policies have begun to take shape. The latest episode of "In Visible Capital" takes a closer look at what Biden's plans could mean for the private equity and venture capital world, including changes to tax policy, how his infrastructure plan could impact investors, the renewed push for financial regulation and a possible clampdown on the world's tech giants. by In Visible Capital with PitchBook
31 min listen
COVID-19's impact on emerging technologies: In Season 2 of "In Visible Capital," we took a closer look at emerging technology trends during the pandemic with investors, founders, PitchBook analysts and other industry experts. Over several months, we looked at shifts and opportunities across healthcare, foodtech, mobility, the supply chain and more. In this week's episode—the Season 2 finale, sponsored by Gray Scalable—host Lee Gibbs talks with the head of our Emerging Technology Research team, Paul Condra, about the acceleration of infosec, enterprise software and telehealth startups amid COVID-19, as well as what kinds of startups are receiving funding and the overall shift toward later-stage investing. by In Visible Capital with PitchBook
25 min listen
The resiliency of the private markets: Our hosts clear their throats from the smoky Pacific Northwest air to wrap up season one with their key takeaways from taking a closer look at how players in the private markets have adapted so far during the pandemic. by In Visible Capital with PitchBook
7 min listen
The rise of Edison Partners in the PE growth landscape: PitchBook emerging technology analyst Robert Le shares some insights from the Q1 and Q2 Insurtech reports before Edison Partners general partner Kelly Ford joins the show to discuss how that New Jersey-based investor has successfully transitioned from venture capital investing to growth equity while specializing in the enterprise software space. Ford also shares insights into how Edison has managed to exceed benchmarks in hiring a diverse workforce. by In Visible Capital with PitchBook
48 min listen

More Episodes from In Visible Capital with PitchBook

Skip carousel

Leveraged loan warning signs: In the first episode of Season 7, we take a look at the clouds gathering in the US and European leveraged loan markets. In the US market, we discuss sector-specific stress (3:00), our restructuring watch list (4:52), the near-term maturity wall (6:30), the CLO market (9:11), and secondary market gains in 2023 (10:35). We then discuss the European market (11:34), looking at the maturity wall (11:59), loan issuance (13:10), our loan market survey (14:30), and the credit quality of loans in the European Leveraged Loan Index (21:07). Our research analysts cap the episode with key indicators to track going forward (24:00). by In Visible Capital with PitchBook
28 min listen
The venture debt playbook: As the markets have turned south, venture debt seems to have become all the rage. But how many startups are actually raising it? This week, Armentum managing partner John Markell joins the podcast to unpack the world of venture debt. Markell shares his thoughts on how venture lenders go about underwriting young companies, why investors are souring on the consumer market, how venture debt differs from structured equity, and which types of startups should—or really shouldn't—raise debt. In this episode of Sapphire Ventures' series "GameChangers," Sapphire partner and Head of Revenue Excellence Karan Singh speaks with Forter's Chief Revenue Officer Marcus Holm about unlocking seller productivity and repeatability through value realization methodologies. Listen to all of Season 6, presented by Sapphire Ventures, and subscribe to get future episodes of "In Visible Capital" on Apple Podcasts, Spotify, Google Podcasts or wherever you listen. For inquiries, please by In Visible Capital with PitchBook
76 min listen
Seed's silver linings: Maëlle Gavet, CEO of Techstars, joins the podcast live from Web Summit 2022 in this bonus episode of the "In Visible Capital" podcast. Gavet unpacks Techstars' approach to pre-seed investing and talks investing in the Middle East and Africa, opportunities in the farm-to-fork supply chain, and why she expects VCs to start disappearing as LPs concentrate their capital. Check out the episode to hear why Gavet is optomistic about the early stage, despite a daunting geopolitical landscape. Listen to all of Season 6, presented by Sapphire Ventures, and subscribe to get future episodes of "In Visible Capital" on Apple Podcasts, Spotify, Google Podcasts or wherever you listen. For inquiries, please contact us at podcast@pitchbook.com. by In Visible Capital with PitchBook
27 min listen
Venture's gravity check: What looked like a recession at the onset of the pandemic turned out to be anything but: valuations inflated, funds grew and capital poured into the private markets. But, it couldn't last forever. In this week's episode of the "In Visible Capital" podcast, SignalFire founder and CEO Chris Farmer discusses why the venture capital balloon burst. Farmer also touches on how SignalFire leverages data to find and support entrepreneurs, why the firm turned to seed deals as a means of countering unsustainable valuations, corporate M&A and much more. Plus, PitchBook senior analyst Kyle Stanford joins to discuss key takeaways from the Q3 2022 US VC Valuations report. In this episode of Sapphire Ventures' series "GameChangers," Sapphire Partner and Head of Revenue Excellence Karan Singh speaks with former Mulesoft CMO and SVP of Corporate Strategy Mahau Ma, now Sapphire Operating Partner, about the transformation from a tactical product-led sale to a strategic vision-le by In Visible Capital with PitchBook
76 min listen
A new life for downside protection: Venture capital firm G Squared was founded with one idea in mind: venture-backed companies are staying private longer. And with the IPO market now frozen over, that thesis is proving true. In the latest episode of "In Visible Capital," G Squared founder and managing partner Larry Aschebrook checks back in with PitchBook senior editor James Thorne to discuss why his firm is pressing pause on the secondary market as primary investors load up deals with downside protection, and what those protections look like in an uncertain market. Aschebrook also touches on the consolidation of capital with consistent GPs, the uncertain future of the SPAC market, and how founders are coming to terms with the current fundraising environment. In this episode of Sapphire Ventures' series "GameChangers," Sapphire partner and Head of Revenue Excellence Karan Singh speaks with Unity Global VP of Sales Laura Palmer about how to solve real problems in a category creation by In Visible Capital with PitchBook
67 min listen
VC's New York story: Interplay managing partner Mark Peter Davis joins the podcast to discuss the advantage and disadvantages of being a VC in New York, the ins and outs of entrepreneurship, and how Interplay approaches investments in the blockchain space—while avoiding the crypto hype. Plus, PitchBook senior news editor James Thorne shares insights from his reporting on the exodus of executive leadership at Softbank. In this episode of Sapphire Ventures' series "GameChangers," Sapphire partner and Head of Revenue Excellence Karan Singh speaks with Figma VP of Growth Marketing Jesus Requena about how to define and redefine your ICP to unlock the revenue engine. As a proven marketer at Algolia, Unity and now Figma, Jesus walks through steps of how he has achieved highly prioritized ABM motions at each of the companies. Listen to all of Season 6, presented by Sapphire Ventures, and subscribe to get future episodes of "In Visible Capital" on Apple Podcasts, Spotify, Google Podcasts or w by In Visible Capital with PitchBook
80 min listen
From science fiction to science fact: Lux Capital co-founder and managing partner Josh Wolfe joins the podcast to discuss why it's always a good time to be investing in the future. From nuclear power to computers that can smell, Wolfe shares which technologies and sectors he is most bullish on and dives into his skepticism of the recent Inflation Reduction and CHIPS acts. Check out the episode to hear more about Lux's strategies and which kind of companies—and investors—Wolfe expects to see survive the downturn. Plus, PitchBook analyst of fund strategies and sustainable investing Anikka Villegas shares insights from the latest PitchBook Sustainable Investment Survey and her recent analyst note ESG and Impact Investing in Private Market Real Estate. In this episode of Sapphire Ventures’ series “GameChangers,” Sapphire Partner and Head of Revenue Excellence Karan Singh speaks with Procore Head of Corporate Strategy & Execution Ryan Butler about “unlocking the box” – how he has executed by In Visible Capital with PitchBook
71 min listen
VCs dust off their term sheets: PitchBook senior editor James Thorne sits down with Brad Feld, partner and co-founder of early-stage VC firm Foundry, to discuss how venture investors behave in a downturn, why entrepreneurs may want to steer clear of structured deals, and why so many good companies are born in such bad times. Plus, PitchBook senior analyst Kyle Stanford joins to discuss key takeaways from the Q3 2022 PitchBook-NVCA Venture Monitor and Quantitative Perspectives: Silver Linings on the Time Horizon. In this episode of Sapphire Ventures' series "GameChangers," Sapphire partner and Head of Revenue Excellence Karan Singh speaks with Forter's Chief Revenue Officer Marcus Holm about unlocking seller productivity and repeatability through value realization methodologies. by In Visible Capital with PitchBook
72 min listen
The new PE behavioral health play: Investment in behavioral health companies has exploded in recent years, with a notable uptick in private equity activity since the beginning of the pandemic. PE firms closed over 70 buyouts in behavioral health in 2020, more than double 2016's number, according to PitchBook data. In this episode, PitchBook PE and healthcare senior analyst Rebecca Springer welcomes Avi Jayaraman and Dexter Braff for a discussion about the rapidly evolving behavioral health industry and how private equity is helping to drive innovation in the space. Jayaraman co-founded Sonara, which provides a remote solution for medication-assisted opioid addiction treatment. Braff is president of The Braff Group, an M&A advisory firm specializing in healthcare. They share their thoughts on growth and greenfield opportunities in behavioral health, the advantages and challenges that PE firms face when operating in healthcare, how technology can bridge staffing shortages and more. Plus by In Visible Capital with PitchBook
69 min listen
M&A in a time of change: PitchBook financial writer Marina Temkin interviews Union Square Advisors' Emily Anderson, who leads the firm's private equity practice. Anderson shares her thoughts on the current M&A environment in a time of declining valuations and rising interest rates and how it could affect private equity activity. Plus, host Alexander Davis shares some insights from his recent reporting at SXSW, as well as the PitchBook news team's two-year retrospective on the pandemic. In the Upwork segment of "Innovations in Private Equity," special guest host Tony Buffum talks to TPG's Anilu Vazquez-Ubarri about diversity, equity and inclusion. Anilu discusses the impact and contribution diverse teams with varied perspectives have on innovation within PE firms. Listen to all of Season 5, presented by Upwork, and subscribe to get future episodes of "In Visible Capital" on Apple Podcasts, Spotify, Google Podcasts or wherever you listen. For inquiries, please contact us at podcast@pit by In Visible Capital with PitchBook
58 min listen
PE's public market play: After some of the largest private equity firms—including Blackstone, Apollo Global Management, KKR, The Carlyle Group and Ares—went public nearly a decade ago, a new wave of US and European PE firms is hitting the public markets. In this episode of "In Visible Capital," private equity reporter Ryan Prete sits down with Wylie Fernyhough, PitchBook lead PE analyst, to discuss the performance of these publicly traded PE firms, how they have adapted to having public shareholders, the impact of current market volatility and more. Also, PitchBook PE analyst Jinny Choi shares key takeaways from her recent analyst note on the growing prominence of US PE mega-deals and exits. In the Upwork segment of "Innovations in Private Equity," Tim Sanders is joined by Jon Finger, partner at McGuireWoods, an international law firm with expertise in private equity. Jon covers topics from M&A to ESG goals and which innovations in private equity are standing out right now. Listen t by In Visible Capital with PitchBook
47 min listen
The ABCs of ESG for PE Firms: Tom Eveson, Sustainalytics' director of sustainable finance solutions and ESG for the Americas, joins PitchBook lead analyst Hilary Wiek to share his thoughts on how PE firms can support their portfolio companies in managing ESG risk, nonobvious factors that contribute to assessing that risk, what capital pressures are mainstreaming ESG and more. Plus, Ryan Prete joins to discuss his recent reporting on how major players in private equity are making sustainable investments. In the Upwork segment of "Innovations in Private Equity," Tim Sanders is joined by Jody Greenstone Miller of Business Talent Group. Jody reveals why PE firms are gravitating toward high-end freelance consultants and contractors to unlock value across portfolios. She also discusses the interim-executive opportunity for PE firms looking to upgrade or fix portfolio company C-Suites. Listen to all of Season 5, presented by Upwork, and subscribe to get future episodes of "In Visible Capita by In Visible Capital with PitchBook
49 min listen
Investing in (and with) technology at Advent International: As a private equity industry stalwart, Advent International has invested in just about every industrial sector except tech—until recently, that is. As the East Coast firm builds up its tech practice, head of Advent Tech Bryan Taylor shares his thoughts on the firm's tech strategy, how it assembled its investing team and why recent turmoil in the market might affect buyout opportunities. Also, London Bureau Chief Andrew Woodman and senior analyst Dominick Mondesir join to discuss the European PE landscape, as well as findings from the 2021 European PE Breakdown. In the Upwork segment of "Innovations in Private Equity," Tim Sanders is joined by Insight Partners Managing Director Hilary Gosher as she shares the impact of talent transformation on unlocking value and increasing speed to market. Listen to all of Season 5, presented by Upwork, and subscribe to get future episodes of "In Visible Capital" on Apple Podcasts, Spotify, by In Visible Capital with PitchBook
63 min listen
Seeking alpha while doing good: PitchBook's London Bureau Chief Andrew Woodman interviews Eric Taylor, founder and CEO of Trident, to discuss how asset managers often overlook the S and G of ESG. Taylor shares his thoughts on how private equity can use diversity and inclusion to drive better returns, what tech can be used to remove unconscious bias from investing and where the industry has room to improve. Plus, Anikka Villegas joins the show to share insights from her Pitchbook Analyst Note: ESG, Impact, and Greenwashing in PE and VC. In the Upwork segment of Innovations in Private Equity, Tim Sanders is joined by Blackstone’s CTO, John Stecher, to discuss how PE firms are leveraging cloud computing and digitization from deal sourcing to operations. We’ll highlight how cloud-based solutions like tech clouds and talent clouds help PE firms and their portfolio companies go to market faster. Listen to all of Season 5, presented by Upwork, and subscribe to get future episodes of "In Vis by In Visible Capital with PitchBook
53 min listen
Changes within private equity: "In Visible Capital," our podcast on the private markets, is back for its fifth season, launching on Feb. 22. This time, we've dedicated the whole season to private equity and the sweeping change across the asset class. Join us for wide-ranging conversation, analysis and highlights of the most compelling new trends affecting private equity. We look at the ways that PE has been reinventing itself in recent years. You'll hear from investors, analysts and our own reporters detailing how PE firms are increasing bets on the tech sector, and embracing industry innovation like earlier-stage investing, data-driven strategies and navigating environmental, social and governance goals. This season is presented by Upwork. by In Visible Capital with PitchBook
8 min listen
How evolving mindsets and innovation are building a better supply chain: PitchBook senior emerging tech analyst Asad Hussain joins to discuss our ongoing supply chain challenges and the technologies that may help solve those problems. Then, we revisit an episode from earlier in 2021 that examines the state of the supply chain and how disruptions from the pandemic have created more space for modernization and innovation. To cover these topics, we are joined by Ironspring managing partner Ty Findley, Flexe CEO Karl Siebrecht and Playground Global founder Bruce Leak. by In Visible Capital with PitchBook
61 min listen
VC Bradley Tusk on how startups can get their way with regulators: Political strategist and VC Bradley Tusk joins the pod to discuss the importance of assessing regulatory risks for startups, how passion-inspiring tech succeeds, the state of the SPAC market and more. Also, PitchBook senior analyst Kyle Stanford joins to discuss key takeaways from the 2021 Q3 PitchBook-NVCA Venture Monitor report, which we will discuss further during a webinar on Nov. 3. by In Visible Capital with PitchBook
47 min listen
Seeding the next generation of UK unicorns: Ian Connatty, managing director for funds at British Patient Capital joins the show to help us explore the VC ecosystem in the UK, including why we may be seeing larger rounds for UK companies, what changes could create a more favorable exit environment and more. This is the last weekly episode of Season 4, but stay tuned for more timely in-depth conversations on your podcast feed and through PitchBook webinars. by In Visible Capital with PitchBook
25 min listen
How non-dilutive financing could reshape VC: Miguel Fernandez, co-founder and CEO of Capchase, and Matt Burton, partner at QED Investors, discuss the growing number of options for founders to raise capital outside of traditional VC and venture debt. Plus, Hilary Wiek joins to share findings from the 2021 Sustainable Investment Survey (with more to be shared in our upcoming webinar). by In Visible Capital with PitchBook
46 min listen
Soccer clubs, the Super League and the future of sports investing: Joe DaGrosa, chairman of DaGrosa Capital Partners and Kapital Football Group, joins the pod to discuss why current European football club valuations present an intriguing near-term opportunity for investors and how shifting audience behaviors will impact investments in professional sports. by In Visible Capital with PitchBook
39 min listen
Why a hedge fund joined VC's cybersecurity arms race: Hosts Adam Lewis and Alec Davis discuss recent coverage of the femtech frenzy, PE's march on VC and an update on the red-hot fintech space. Then, Maverick Ventures managing director Matt Kinsella joins the pod to discuss why hedge funds are getting to venture, how that influx of capital will impact the industry, and the never-ending arms race within cybersecurity. by In Visible Capital with PitchBook
33 min listen
LPs' take on the changing world of venture: PitchBook senior analyst Joshua Chao discusses key trends from the H1 2021 Greater China Venture Report before Hamilton Lane managing partner Miguel Luiña joins to share his perspectives on the challenges facing emerging fund managers, the democratization of venture capital and the lack of liquidity for venture investors. by In Visible Capital with PitchBook
32 min listen
Private equity's sports investing playbook: PitchBook senior editor James Thorne discusses the risks facing VC investors with stakes in Chinese companies as a regulatory crackdown looms, and then RedBird Capital managing partner Rob Klein joins the show to discuss the firm's sports investing strategy, including recent deals for stakes in the Boston Red Sox, Liverpool FC and, alongside Dwayne "The Rock" Johnson, buying the XFL out of bankruptcy. by In Visible Capital with PitchBook
36 min listen
The rise of Edison Partners in the PE growth landscape: PitchBook emerging technology analyst Robert Le shares some insights from the Q1 and Q2 Insurtech reports before Edison Partners general partner Kelly Ford joins the show to discuss how that New Jersey-based investor has successfully transitioned from venture capital investing to growth equity while specializing in the enterprise software space. Ford also shares insights into how Edison has managed to exceed benchmarks in hiring a diverse workforce. by In Visible Capital with PitchBook
48 min listen
The venture ecosystem’s fundraising shakeup: PitchBook’s head of Emerging Technology Research shares insights from our latest Emerging Technology Indicator report before Alexander Davis chats with Samir Kaji, a veteran Silicon Valley VC fundraising adviser and co-founder of Allocate. Kaji breaks down how venture capitalists increasingly are opening up their fundraising beyond big institutional partners to family offices, individuals and independent asset managers. This episode is sponsored by Vanta. by In Visible Capital with PitchBook
34 min listen
Venturing outside Silicon Valley: PitchBook's Lead Quantitative Research Analyst Andy White joins to discuss the trends his team is seeing within the data in our latest U.S. VC Quantitative Perspectives report. Then, Collin Gutman, co-founder and Managing Partner of SaaS Ventures, shares his thoughts on what it takes to grow venture ecosystems in cities outside traditional tech hubs and why he’s more bullish than ever on the future of tech. This episode of “In Visible Capital” is sponsored by Vanta. by In Visible Capital with PitchBook
53 min listen
"The Cult of We" with Eliot Brown: Eliot Brown, a reporter for the Wall Street Journal, joins the show to discuss "The Cult of We: WeWork and the Great Start-Up Delusion," the book he co-authored with Maureen Farrell detailing the rise and fall of WeWork. Hear stories uncovered during their in-depth reporting as co-host Alec Davis and Brown dig into the lessons that investors can take from this story. by In Visible Capital with PitchBook
52 min listen
In-depth conversations coming soon in Season 4: Season 4 of PitchBook’s In Visible Capital podcast launches on Aug. 3. Tune in to hear from a wide range of players in the private markets, including investors, founders, analysts and journalists. by In Visible Capital with PitchBook
4 min listen
Private equity's sports play: Headlined by Arctos Sports Partners acquiring a 5% stake in the Golden State Warriors in April, private equity has pushed further into the sports investing space over the past few years. PitchBook analyst Wylie Fernyhough joins the "In Visible Capital" podcast to discuss his recent analyst note about what’s driving the trend, including less restrictive ownership rules within leagues, skyrocketing valuations, the need for liquidity among current owners, the chance to achieve lofty returns for new investors and the clout that comes with owning some of the most scarce, high-profile assets available. Listen now wherever you get your podcasts. by In Visible Capital with PitchBook
20 min listen
Emerging technologies from real estate to air taxis: Record-breaking VC activity over the past year has fueled innovation within emerging technologies. In this episode, sponsored by Ansarada, we take a look at where we live, how we work and how we might move between those locations by exploring electric vehicles, air taxis and real estate technology with PitchBook senior analyst Asad Hussain and quantitative research analyst Zane Carmean. by In Visible Capital with PitchBook
54 min listen

Discover this podcast and so much more

Introducing In Visible Capital with PitchBook

Introducing In Visible Capital with PitchBook

Description

Titles in the series (67)

More Episodes from In Visible Capital with PitchBook