On this episode, Joe Mancini, Co-Founder and Partner at Front Porch Venture Partners, explains how a hybrid fund-of-funds model works in practice—deploying capital both into early-stage venture funds as an LP and directly into seed and Series A companies, with a deliberate focus on the Southeast.

Learn why the most defensible moats in software today are being built around go-to-market and purpose-built vertical features rather than technology alone, and how the falling cost of code is compressing roadmap timelines from quarters to weeks. Plus, get a practical framework for deciding where to deploy human capital versus AI agents.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode, Arvindh Kumar, Partner and Co-Head of EQT's Global Technology Sector Team, explains how private equity firms can turn AI laggard companies into AI winners — and why getting that transformation right starts with the CEO.

Arvindh walks through the defensive attributes he looks for when underwriting software investments, including proprietary data, embedded workflows and network effects, and explains how those characteristics determine whether AI acts as an amplifier or a threat.

Learn how one of the biggest PE firms in the world prioritizes AI initiatives across engineering, product and sales; how portfolio companies have put AI to work in tangible ways; and why the firms seeing the fastest results are using access, positive peer pressure and clear business KPIs rather than wholesale team replacement to drive adoption.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

On this episode adapted from a recent webinar, Shiv Narayanan, CEO and Founder of How To SaaS and bestselling author of AI Marketing Blueprint, explains how companies can adapt their go-to-market and thrive in an AI-first world.

Companies everywhere are missing their revenue targets, and the old playbook is breaking down. Inbound is getting more expensive, more competitive, and less effective.

Why? Because, in an AI-first world, most of a buyer journey is invisible. What once required research, website visits, and sales conversations can now happen in seconds — without ever engaging your business.

Companies need to rethink their go-to-market and focus on increasing visibility and authority to reduce the risk of AI disruption. In this episode, you'll get a practical, evergreen framework that outlines the 7 new rules CEOs, investors, and revenue leaders need to focus on to stay competitive.

The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.