Searching...
17 results for “sector expertise”
...sector expertise. We do health care, but we do health care IT. And within health care IT, it's these areas of software and not those areas of software. So the world has become very, very specialized. And therefore, the knowledge development and the r
16:31 / 17:47
from transcript16:31 – 17:47
...is a sector expert. When you show up at TA, you get your building pass and you get a sector that you're focused on. So I joined the technology group in 2004. And within technology, my assigned area were telecommunications and fintech. And your job as
3:04 / 4:10
from transcript3:04 – 4:10
...into sector teams. And I think that specialization enables them to win most in terms of the eyes of the founder. Because when you're someone we've experienced this as people who've, you know, raised money. When you get that view on the other side of
16:32 / 17:49
from transcript16:32 – 17:49
...model expertise to find just a handful of high conviction ideas. How do you think about the ability to compete as a generalist, wherein any one of those sectors are articulated, there's someone who knows the sector deeper, who probably has deeper rel
24:44 / 25:49
from transcript24:44 – 25:49
...models or sectors and geographies, particularly in developed markets, where I haven't had credible experience. So at the team level, we want to bring the mindset of a generalist, but with some specialization around industry.
24:01 / 25:06
from transcript24:01 – 25:06
...sector expertise and to partner on a day in and day out basis with our investment teams has really been incredibly helpful. And because we're contacting 40,000 companies per year and we're visiting 4,000, there are a lot of businesses that may be too
4:34 / 5:37
from transcript4:34 – 5:37
...sectors, so many sectors. I spent time in a manufacturing service distribution focused firm. I then shifted to a firm that focused on consumer, especially retail, education, and health care. And last firm was media and telecom primarily. An area like
14:59 / 16:03
from transcript14:59 – 16:03
...You can't tell the GP you went to my expertise and then not walk the walk. Domain expertise really matters. From a structure here, we have 11 folks on our private investment team. We have 10 on our public markets team. Within privates, we have a focu
43:30 / 44:37
from transcript43:30 – 44:37
...sector x or y. How did you arrive at the focus I think focus is very important, and we arrived in initially what do we have around us, what kind of knowledge and therefore AI for us was a logical step on the technical side, but we have here Philips H
12:44 / 13:47
from transcript12:44 – 13:47
...expertise. We've been working on this for a couple years, Hugh. And finally this year, we landed on being able to stand up a team. It's led by a man named Pavan Arora who joined us in May. He's formerly a partner at Cerberus Mhmm. Overseeing 40 peopl
2:18 / 3:20
from transcript2:18 – 3:20
Knowing the person to call, knowing the person to get the communication with someone else, And how much does that value compound over time such that a veteran dealmaker has a sustainable edge over a junior dealmaker simply by dent of volume? Certainl
43:15 / 44:41
from transcript43:15 – 44:41
“Why going narrow on domain expertise beats being a generalist VC”
is I found going narrow on domain. Right? And that may not necessarily help you with reading the personal, the kinda more fundamental level, but definitely helps you in calibrating a founder's underst
18:10 / 18:46
tactical advice18:10 – 18:46
Capital Allocators is brought to you by AlphaSense. Expert calls have always been one of the most powerful ways to build conviction. But today, investors are asked to cover more companies and move faster with leaner teams. With AlphaSense's AI led ex
0:02 / 1:03
from transcript0:02 – 1:03
Capital Allocators is brought to you by AlphaSense. Expert calls have always been one of the most powerful ways to build conviction. But today, investors are asked to cover more companies and move faster with leaner teams. With AlphaSense's AI led ex
0:02 / 1:03
from transcript0:02 – 1:03
...curious to understand why GPs pick a specific sector.
11:56 / 12:51
from transcript11:56 – 12:51
...our core sectors. Two, because we've been around for six decades, we have been fortunate to invest with phenomenal companies, phenomenal entrepreneurs. Those are great calling cards when we're calling into a business. And three, we understand that th
2:18 / 3:22
from transcript2:18 – 3:22
...go to sector. It's like you're a deep tech specialist, you're an AI specialist, you're a life sciences specialist. I think what Anurag just described are specialist qualities. Right? I have a domain expertise in go to market, in product development,
44:53 / 46:00
from transcript44:53 – 46:00
Have a podcast?
Run your podcast through Clypt
Get ranked clips, hooks, and ready-to-post copy from your own episodes. Free to try.