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Private Equity Funcast

The PE Funcast is a weekly show featuring Devin Mathews and Jim Milbery -- partners at ParkerGale Capital. We discuss all things related to privately-owned middle market technology companies -- the kind of great businesses that are outside the sphere of venture capital.
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Now displaying: 2015
Dec 23, 2015

Second part of our two-episode series on the Operating Partner role in private equity.   In this second episode Devin and Jim talk about engaging with the portfolio companies and their management teams on projects and initiatives.   At the end of the day there are only three types of projects that we work on; cost cutting/efficiency, revenue enhancements and risk mitigation.

Dec 10, 2015

First part of a two-part episode focused on the vaunted "Operating Partner" role in private equity.  In the first part, Devin talks to Jim about his experiences as an operating partner within a private equity group -- dealing with the other partners, working on deal teams, etc.

Nov 30, 2015

The last of a four-part series.    Jim talks with Kamela Arya about the most common mistakes that companies make when implementing Salesforce.com.  

Nov 18, 2015

The third segment in our four-part series on Salesforce.com for the middle market.  In this episode Jim and Kamela talk about the implementation process.   Which department should be tackled first? Choosing your implementation partner and selecting your project team.  Implementing prototypes and incremental builds, mapping out business processes and migrating data into the new system.

Nov 4, 2015

Part two of our implementing Salesforce.com series. This time around we talk with Kamela Arya about which modules to license, how much they cost to license (on an annual basis), and what it costs to implement Salesforce.com in a mid-size organization, with 10 - 20 SFDC users. We even discuss the dreaded data migration problem.

Oct 23, 2015

Jim spends an hour with Developertown's Michael Kelly and Aaron Lerch talking about Ruby on Rails -- why Jim hates it and why they love it.

Oct 15, 2015

Part one of a three-part series on Salesforce.com.   Jim talks with longtime SFDC collaborator and implementer, Kamela Arya about everything you need to know about customer relationship management software and implementing Salesforce.com in the middle market enterprise

Oct 1, 2015

Devin and Jim finally cover the most important thing a PE fund can do -- find deals. They cover how they source deals, the banks and brokers they target. Plus they talk about their lifelong search for the white whale -- the elusive proprietary deal. Do they really exist?  Listen and find out!

Sep 24, 2015

A lengthy discussion with Alan Williamson on the "perfect technology stack".   In today's environment do you HAVE to be running on Linux, or is Windows Server just fine for some shops?   C# or Java?  Java or Ruby on Rails?  Should you be getting rid of all of your old perl and PHP code?  Is this the end for relational databases?  AngularJS or jQuery?

Sep 11, 2015

Alan and Jim talk about the ins and outs of making applications run faster and scale to handle lots of users.  We compare the two choices for scaling applications: Vertical scaling (adding more resources to existing machines), versus Horizontal scaling (spreading the load across multiple machines).  We also discuss Amazon's AWS and EC2 platforms versus Microsoft Azure.

Aug 31, 2015

Devin and Jim catalog all of the software that the ParkerGale team has been using on a daily basis over the past year.  We discuss the pros and cons of each, and tell you which apps have been moved to the trash bin.

Aug 21, 2015

Devin and Jim discuss the New York Times Amazon article.  Is driving your people into the ground the only way to build successful technology companies?  Is the CEO the last to know when it comes to company culture issues, or are they just turning a blind eye?

Aug 13, 2015

Jim talks with Ryan Milligan about all the different steps in closing a deal after the Letter of Intent gets signed.   Everything that a Founder needs to know, but was afraid to ask. Customer calls, references, accounting audits, purchase agreements and lender meetings -- we tackle it all and more.

Aug 6, 2015

Jim and Devin discuss the two types of companies that we see in the middle market.   You can either dominate a niche market (such as software targeted at specific verticals) or you can build a better mousetrap and try to capture the entire market.

Jul 30, 2015

Ryan Milligan joins Jim and Devin to talk about Unicorns and argue about whether the public markets are smarter than the private markets.  For the founder with a business between $3 - $5 million of EBITDA we answer the mult-million dollar question: Is it time to sell?   Ryan discloses that he'd invest in the next round of PiedPiper, while Devin would rather own Hooli stock.

Jul 24, 2015

Jim talks in detail with Grant Hunter about the Product Manager role in middle market companies.

Jul 16, 2015

A gentle introduction to product management with Grant Hunter.

Jun 30, 2015

Jim and Devin discuss the Innovator's Dilemma and Blue Ocean Strategy as it relates to middle market portfolio companies.

Jun 22, 2015

Jim talks with Evan Delaney about his trip to Apple's World Wide Developer Conference in SF.

Jun 12, 2015

Devin and Jim talk about the role of leveraging microservices development in middle market companies, mixing classic development with microservices -- with proper shout outs to Martin Fowler, Conway's Law and a small sidebar into Game of Thrones.

Jun 4, 2015

Devin and Jim discuss the corollary to Fred Wilson's "What VC can learn from Private Equity".

May 29, 2015

Jim talks about the role of the outside board member with Syapse CEO/Co-Founder and Emerson Street Partners founder Glenn Winokur.

May 15, 2015

Jim and Devin talk about Agile, SCRUM and our experiences with various engineering project management schemes.

May 7, 2015

Devin and Jim talk about applying Howard Marks' principles of value investing in technology buyouts.

Apr 28, 2015

Jim chats with Evan Delaney about the out-of-the-box experience with the Apple Watch as the first batch gets delivered.

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