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18 results for “investment criteria”
...criteria to this day. And then we actually followed and stuck to it. And then and it worked in terms of helping us stay focused in the right in the right area and the right stage of company and looking for the right metrics. Can you tease any of the
2:15 / 3:26
from transcript2:15 – 3:26
...That's 10,000 companies to get a thousand that meet five or more criteria in order to do diligence on a 150 to a 180 of them. Now, again, oftentimes, there's just nothing to do because you're outbound calling companies and emailing companies to do fi
20:58 / 22:08
from transcript20:58 – 22:08
...our internal investment memo. We put some disclosures on there, and we share the opportunity, and it's resonated. How do you balance the desire to bring certainty to the seller with needing to then either go find equity capital or having certainty of
31:30 / 32:34
from transcript31:30 – 32:34
...new investment idea, I'm curious how you build the process around sourcing something new. Well, we have a lot of different ways that we source, but I think three things that you really need to have to source so broadly is, one, you need to have a cla
7:32 / 8:36
from transcript7:32 – 8:36
and we attribute that performance to certain factors that we can replicate, and we create the multifactor replication benchmark. And if they didn't beat that by a significant amount, they don't get through. That knocks out ninety five percent of the
24:45 / 25:49
from transcript24:45 – 25:49
...for investments, are there areas that you avoid? There's certainly certain markets that are tough that make Russia look like a very developed market, particularly across Africa. There are places that are just really difficult to invest,
37:25 / 38:33
from transcript37:25 – 38:33
Most of our transactions, we're doing fairly quick due diligence. We know exactly what we're looking for. We're very thorough, and we can do it in about three weeks. I would say that's not much quicker than what's in the market. But once we complete
32:15 / 33:27
from transcript32:15 – 33:27
...of investment rules that have exceptions. We see that more often than not, that they're not balanced individuals. They're workaholics. They're highly ambitious, energetic people, but they're highly analytical, high integrity, very trustful people. An
25:22 / 26:35
from transcript25:22 – 26:35
...for entry, but also to exit potentially if that catalyst has come and gone and your thesis hasn't played out. The fourth step is the edge, and that is to say, if the market's typically efficient, what is the market missing? What insights do we believ
44:12 / 45:20
from transcript44:12 – 45:20
For shorter duration believers, pass on managers inclined toward long term ownership and focus on those who drive operational excellence during intense holding periods. Reject CVs unless general partners can demonstrate tangible value creation during
5:20 / 6:23
from transcript5:20 – 6:23
...types of investment theses within those subsectors that they're looking at a narrower universe of deals that they want to do. The aperture's closing. So the notion of getting a thousand random things in the door and picking from that in that type of
17:14 / 18:33
from transcript17:14 – 18:33
...within, say, a manager you kept and a manager that was close, but you didn't? It's the same lens that we look through all managers. I mean, first and foremost, we're looking for people we think are great investors, people who are operating in an inte
21:43 / 22:51
from transcript21:43 – 22:51
we're always looking for a product that is already built. Free revenue is okay, but we don't invest that pre product. We're looking to see, do they have the right distribution channels, right? Do they have a strong partnership? That can sometimes sup
4:27 / 5:31
from transcript4:27 – 5:31
...size investments in our hedge fund portfolio or our loan only portfolio, where it's really with a pathway in our minds that over the next two years, we're gonna grow that to a full position. And there, we have really specific what we call KDIs or key
18:46 / 19:47
from transcript18:46 – 19:47
...criteria that we're scoring against, whether it's things like customer concentration,
34:26 / 35:39
from transcript34:26 – 35:39
...post investment wise, we wanna keep the company focused on achieving those metrics because those are the fundable metrics
27:44 / 28:53
from transcript27:44 – 28:53
There's a lot of demand for product. The animal spirits are alive and well. And so, look, we're not gonna be a fit for every PE firm. And we're not looking for world domination. We're looking for hundred, two hundred firms that we can work closely wi
31:34 / 32:42
from transcript31:34 – 32:42
proof, trash, stickiness, and that ability to go to market faster than everybody else. Brilliant. And so, and you're right. I mean, there's no point going too far down the due diligence route and we'll tell you how have at least some of these that fi
5:10 / 6:18
from transcript5:10 – 6:18
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