Growth Investor with GrowthCap‘s RJ Lumba

In this episode, we speak with Gregg Johnson, the CEO of Invoca.  Gregg is a seasoned software leader who previously led Salesforce Marketing Cloud’s social marketing product line, where he integrated $1 billion of M&A investments into the Salesforce product portfolio.  He is also a successful entrepreneur. Invoca is the cloud leader in AI-powered conversation intelligence for revenue teams that e...

In this episode, we speak with Michael Kumin, Managing Director at Great Hill Partners, which he joined in 2002.  Michael serves on the firm’s Investment Committee and Executive Committee.  He focuses on digital commerce and software investments. Great Hill Partners is a Boston-based private equity firm that invests in high-growth, disruptive companies across five core sectors (software, digital c...

In this episode, we speak with Nate Locke, Managing Partner and Co-Head of Growth Equity at Kayne Partners. Nate has played a key role in partnering with many of the 48 platform investments and contributing to the 25 exits completed by the Kayne Partners team across six funds and six co-investment vehicles. He was recognized by GrowthCap as a Top 25 Software Investor of 2022. Nate’s select transac...

In this episode, we speak with Rachel Geller, Managing Director at Insight Partners where she helps lead investments in high-growth software and internet companies, with a focus on application software and marketplaces. Rachel has provided investment, growth and M&A support for more than 50 portfolio companies.  She is also a vocal advocate for increased diversity in both the software and investme...

In this episode, we speak with Matthew Brockman, Managing Partner at Hg, a leading global software and services investment firm. The firm was recognized by GrowthCap as one of the Top 25 Private Equity Firms of 2022. Hg has over $55 billion in total funds under management and is supported by a team of over 280 professionals across Europe and North America, with offices in London, Munich, New York,...

In this episode we chat with Ben Spero, Managing Director at Spectrum Equity, a leading growth equity firm that specializes in partnering with internet-based software and information services companies. Spectrum was started in 1994, and recently closed its tenth fund with $2 billion. The firm has an exceptional track record partnering with founders of high growth, bootstrapped companies as their f...

In this episode we chat with Greg Moerschel, Managing Partner at BPOC, a firm committed to middle market healthcare companies, typically led by founders. Greg was recognized by GrowthCap as a Top Healthcare Investor of 2022. He joined BPOC as a Partner in 1997. Greg currently serves on the boards of Medicus Healthcare Solutions and Maxor National Pharmacy Services. Beyond capital, BPOC has over tw...

In this episode we chat with René Stewart and Rachel Arnold, Senior Managing Directors and Co-Heads of Vista’s Endeavor Fund. Endeavor is one of the world’s largest tech buyout funds led by women. Both René and Rachel were recently recognized by GrowthCap as two of the Top Women Leaders in Growth Investing. Endeavor seeks to capture the opportunity among high-growth enterprise software companies i...

In this episode, we speak with Graham Weaver, Founder and Managing Partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses. Since its founding in 2001, Alpine has made almost 300 investments and has hired over 60 executives into its portfolio companies. The firm has embarked on eight funds since inception and currently has $8b in assets und...

In this episode, we speak with Ryan Drant, Founder and Managing Partner of Questa Capital, a healthcare venture growth equity firm that invests in breakout growth companies. Ryan was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022. He has been actively investing in healthcare since 1996. Ryan specializes in the medical device, healthcare services, healthcare technology and specialt...

In this episode, we speak with Joshua Nelson, Managing Director and Head of the Healthcare Group for Thomas H. Lee Partners also known as “THL”. In his role, Josh leads a dynamic team with  deep understanding of the healthcare space and operating experience. Josh was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022. THL invests in middle market growth companies exclusively within se...

In this episode, we speak with David Schuppan, a Senior Partner and Co-Head of the Healthcare Team at The Vistria Group, a Chicago-based next generation private investment firm operating at the intersection of purpose and profit. David was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022. With over 20 years of healthcare experience, David joined The Vistria Group in 2017 and has hel...

For our 100th episode, it is only fitting we interview an investor at one of the key pioneering firms of the growth equity industry.  I’ve heard others in the industry refer to the firm as “The Mighty General Atlantic”, they are indeed the gold standard in growth investing. In this episode, we speak with Robb Vorhoff, Managing Director and Global Head of General Atlantic’s Healthcare Group.  Robb...

In this episode, we speak with Sean Kim, President and Chief Product Officer of Kajabi, an all-in-one knowledge commerce platform.   Kajabi is used by both seasoned business owners and first-time knowledge entrepreneurs. It has helped its customers generate over $3.5 billion in sales and reach  nearly 60 million people across the globe with their valuable educational content.  Prior to joining Kaj...

In this episode, we speak with Jeff Crisan, who co-founded Silversmith Capital Partners in 2015. In his role as a Managing Partner, Jeff focuses on investments in Healthcare IT & Services. Jeff was recognized by GrowthCap as a Top 25 Healthcare Investor of 2022. Silversmith Capital Partners is a Boston-based growth equity firm focused on partnering with and supporting the best entrepreneurs in gro...

In this episode, we speak with Chris Gordon and Devin O’Reilly who lead Bain Capital’s healthcare investing efforts and have been working closely together for 17 years. Chris also co-heads Bain Capital’s overall North American private equity business. Chris and Devin were each recognized by GrowthCap as a Top 25 Healthcare Investor of 2022.   Since joining Bain Capital in 1997, Chris has been acti...

In this episode, we speak with Garheng Kong, Managing Partner and Founder of HealthQuest Capital, a leading healthcare focused growth equity firm.  HealthQuest invests in commercial stage innovations across the healthcare spectrum from medical devices and technologies to biopharma and diagnostics, and beyond. Garheng founded HealthQuest in 2012.  He is a physician, scientist, and engineer by train...

In this episode, we speak with Michel Tricot, Co-Founder & CEO of Airbyte, the new open-source data integration platform that syncs data from applications, APIs & databases to data warehouses, lakes and other destinations. Airbyte is backed by Accel, Benchmark, and Altimeter Capital, among other investors.  The company has raised over $180 million since its founding in 2020. Prior to founding Airb...

In this episode, we speak with Rick Song, Co-Founder & CEO of Persona, a company that enables businesses to seamlessly verify customer identities with a drop-in widget that can be integrated in less than 10 lines of code. Persona is backed by Founders Fund, Index Ventures, and Coatue among other investors.  The company has raised over $200 million since its founding in 2018. Prior to founding Pers...

In this episode, we speak with Amit Sharma, the CEO and Founder of CData Software, which is a leading provider of data access and connectivity solutions. Its mission is to simplify the way its users connect, integrate, and automate their enterprise data. The Company is backed by Updata Partners and others and has raised over $160 million. Amit has guided CData Software’s rise from startup to a fas...

In this episode, we speak with Michael Rovito, the President of Level Home and Dwelo.  Level is redefining the smart home experience with revolutionary, award-winning smart access products. With the addition of Dwelo, Level now offers integrated hardware and software solutions for all residential properties. The Company is backed by Walmart, Cox Communications, Lennar Corporation, and other notabl...

In this episode, we speak with Ariel Katz, the CEO and Co-Founder of H1, which provides authoritative information about every Healthcare Provider (HCP) worldwide, including academics, clinicians, and allied health professionals.  Life sciences companies, hospitals and health systems use this platform to connect with established as well as emerging HCPs. The Company is backed by Altimeter Capital,...

In this episode, we speak with Matt Brown, Founder, CEO and Chairman of CAIS, the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS is backed by Apollo, Franklin Templeton, and Motive Partners, among others. Matt has spent over 30 years at the intersection of wealth management, alternative...

In this episode, we speak with Tre Sayle, a Partner at Thoma Bravo, where he heads the firm’s growth investment strategy. Tre led growth investments in FTX, Illumio, and ServiceTitan along with several other notable companies. Thoma Bravo is one of the most successful software investment firms in the world with over 40 years of experience and more than $100 billion in assets under management. Thro...

In this episode, we speak with Jack Kokko, CEO and founder of AlphaSense, a market intelligence platform used by the world’s leading companies and financial institutions.  AlphaSense is trusted by over 1,600 enterprise customers, including a majority of the S&P 100. The company is backed by Goldman Sachs, Viking Global, Morgan Stanley, and many other notable investors. Before AlphaSense, Jack was...