Kaizen Equity Partners

The Closing Call

Business EN ↓ 4 episodes

Every deal has a defining moment – the closing call. Hosted by Shane Seelig and Zach Haarer of Kaizen Equity, this podcast takes you inside the stories of entrepreneurs who built and sold their companies. Hear firsthand what it takes to grow a business, navigate the sale process, and reach the finish line of an acquisition. Blending real-world deal insights with personal founder journeys, The Closing Call offers a rare look at the highs, lows, and lessons behind successful exits.

Author

Kaizen Equity Partners

Episodes

How Instrumentl Raised $55M to Define Grant Management 08.01.2026 28:28

Gauri Manglik, CEO and co-founder of Instrumentl, joins The Closing Call to unpack the journey from bootstrapped experimentation to raising a $55M growth round with Summit Partners. Gauri shares how deep customer obsession shaped product-market fit, why Instrumentl waited years before raising capital, and how AI is transforming the full grant-seeking lifecycle—from discovery to post-award manageme...

Behind HubSync’s More Than $100M Growth Round with Thoma Bravo to Automate Tax & Accounting Workflows 19.11.2025 33:19

HubSync founder and CEO John McGowan joins The Closing Call to share how he transformed his Big Four experience into a leading SaaS platform that modernizes tax and audit workflows for accounting firms. McGowan discusses building HubSync from scratch, bootstrapping through consulting, raising $100M from Thoma Bravo, and the lessons learned while running one of the tightest growth processes in M&am...

From Lender to Market Leader in Private Lending Software 16.10.2025 23:51

Mortgage Automator co-founder Joseph Fooks joins The Closing Call to share how he and his partners bootstrapped a niche SaaS platform for private lenders into a market-leading outcome. He discusses the early pain points that inspired the product, the pivotal moment COVID created for growth, and how partnering with Kaizen Equity shaped the process, timing, and ultimate outcome of their sale. Follow...

InSync’s Journey From $6M to $39M Before Its Merger with Warburg Pincus-backed Qualifacts 10.10.2025 36:46

Alex Sandkuhl, former VP of Sales at InSync Healthcare Solutions, shares how he helped grow the company from $6M to $39M in revenue and $10M in EBITDA, leading to its acquisition by Qualifacts in 2021. He explains the sales engine that fueled InSync’s growth, the importance of reverse-engineering outcomes for valuation, and how customer subscription financing became a breakthrough strategy. Follow...