Scaling with Sumeru

Technology has revolutionized the capital markets, enabling real-time data analysis, process automation, and enhanced decision-making capabilities. These software solutions serve critical functions – ranging from regulatory compliance, portfolio management, investor communications and engagement, and trade execution. In this episode of Scaling with Sumeru, Jack McCabe, Principal, and Sumeru Growth...

As leaders, it's our responsibility to cultivate a customer-centric ethos within our organizations. By grasping the nuances of customer preferences, market dynamics, and prevailing industry trends, businesses can pinpoint opportunities, mitigate risks, and forge potent growth strategies. In today's episode, our host Sofija Ostojic , Vice President at Sumeru , sits down with Ryan Barry , President...

Not all revenue is good revenue. In this episode of Scaling with Sumeru, Mike McLaughlin , Growth Partner at Sumeru and Rex Galbraith , CRO at Consensus discuss Account Based Selling and how it can be a powerful technique to durably scale enterprise SaaS businesses. They emphasize the need to take a bottoms-up approach and consider the performance of the best team member as a benchmark for estimat...

The groundbreaking emergence of AI in business has shattered the way many processes take place, kicking up efficiency and automation. This technology has been around for a while, but until recently it’s been received as hit or miss. It’s evident we are only scratching the surface with the potential use cases and in this week's episode we discuss one major application where AI offers scaling busine...

Your product can be the best, most innovative thing to hit the market in the last 25 years and still not lead to a sustainable business. Without Product Market Fit, you can’t scale. But that doesn’t mean you need to scrap everything and return to the drawing board — sometimes you need to shift markets. Jason Babcoke, Managing Director at Sumeru Equity Partners speaks with Garin Hess , Founder and...

Whether you’re building your business or your own career, one thing will always be true: Mentors matter. In this episode, guest Isabella Souza,; Former Sumeru Equity Partners Fellow, joins Sumeru team members Jialin Zhang and Douglas Hayes to share her experience with the Fellows Program and discuss how students like herself can unlock the power of mentorship by seeking out opportunities outside o...

These days, it’s not enough to get your product into the hands of your customers. If you want to stay competitive, you also need to help your customers achieve their goals . Enter Customer Success (CS), the function within your business to help your customers — you guessed it — succeed with your product or service. And while it may seem daunting, with the right approach, your business can reap the...

Sumeru's podcast is making a comeback, and we couldn't be more thrilled! In this trailer, Sumeru operating partner, Pejmann Pourmousa, unveils what's in store for our listeners in the upcoming season which includes an updated show structure and new guests every episode. Plus, get an exclusive sneak peek into our very first topic, scheduled to launch in April 2023. Make sure to subscribe so you nev...

In this episode, Sumeru Operating Partner Ben Cox , hosts a conversation with two founder/CEOs that are helping companies build teams that scale while scaling their own teams: Nicole Alvino of Firstup , and Josh Millet of Criteria . Ben Cox is focused on driving growth across Sumeru’s global portfolio of companies with particular emphasis on Product. “Ben was instrumental in helping us advance our...

This week, Sumeru Co-founder and Managing Director Sanjeet Mitra , guest-hosts a conversation with two prominent ed-tech leaders: Advait Shinde , CEO and Founder of GoGuardian, and Nick Hernandez , CEO and Founder of 360Learning. Sanjeet Mitra is a Managing Director focused on the firm’s software, cloud and hardware company investments and sits on the investment committee. Prior to co-founding Sum...

This week, Sumeru Managing Director John Brennan shares what it takes to scale a product-led company—from UX and innovation to the role of domain knowledge. John is a Managing Director focused on the firm’s software investments and sits on the investment committee. Prior to co-founding Sumeru Equity Partners he was a Managing Director at Silver Lake Sumeru, the middle market investment strategy of...

This week, Sumeru Managing Partner Kyle Ryland shares the distinction between private equity and growth capital, the power of strong company culture, and what Sumeru looks for in a founder. Kyle is the Managing Partner of Sumeru Equity Partners where he focuses on leading investments in software and hardware companies. He sits on the firm’s investment committee. Prior to co-founding Sumeru Equity...

In the summer of 2020, Sumeru placed 100 college interns across more than a dozen of its portfolio companies in just two weeks. Sumeru Vice President Jialin Zhang explains how — and more importantly why — they did it. Jialin is a Vice President of Sumeru Equity Partners and joined the firm in 2019. Prior to joining Sumeru Equity Partners, Jialin worked in the Healthcare Investment Banking Group at...

Today, Sumeru Managing Director Jason Babcoke , explains the art and science of product marketing, the value of brand advocates, and why a founder-friendly investor is more than just a passive investor. Jason is a Managing Director focused on the firm’s software investments and sits on the investment committee. Prior to co-founding Sumeru Equity Partners, he was a principal at Silver Lake Sumeru,...