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The Private Equity Podcast, by Raw Selection

Alex Rawlings
The Private Equity Podcast, by Raw Selection
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  • Data, Deals, and Disruption The Real AI Shift in Private Equity
    In this episode, Alex Rawlings speaks with Jamyn Edis, digital transformation expert, former VC-backed CEO, and NYU professor. Jamyn shares actionable insights on using AI, data, and automation to drive performance across private equity firms and their portfolio companies.From dynamic pricing models and A/B testing to agentic AI and accelerating product cycles, Jamyn explains how to cut through the hype, identify real opportunities, and turn AI into measurable value.⏱️ Episode Highlights00:00 – Meet Jamyn Edis 30+ years in consulting (Accenture), corporate (HBO, Take-Two), startups, and teaching at NYU. Focused on the intersection of tech, data, and private equity.02:23 – Common Mistake in PE Most firms treat data as plumbing, not strategy. Shift from backward-looking reporting to predictive and prescriptive analytics.03:48 – AI That Delivers ROI AI must be embedded into daily operations, not stuck in R&D. Productize, operationalize, and commercialize—or risk irrelevance.05:15 – How AI Builds on Data AI is powered by historical data but creates forward-looking insights. Use it to improve pricing, marketing, and operations.06:42 – Case Study: Take-Two Interactive Jamyn led data science initiatives to optimize pricing and marketing—replacing gut decisions with data-driven experimentation.08:08 – AI as PE’s Next Value Driver AI is the new operating system for PE. After leverage and digital transformation, the next edge is intelligence at scale.09:31 – Advice to PE Firms Skeptical? “Get out before the business gets out of you.” Overwhelmed? Start small, build prototypes, and focus on real use cases.11:04 – Agentic AI in Action Jamyn shares examples of cutting development cycles, boosting campaign ROI, and improving customer service with AI agents.13:26 – From Problem to Prototype Diagnose real pain points, create business and technical requirements, and build targeted AI tools that solve specific problems.14:50 – AI Won’t Replace Humans, But... Those who use AI will outperform those who don’t. Jamyn explains Jevons Paradox and why productivity leads to new jobs.18:46 – How Jamyn Diagnoses Opportunities Structured discovery process, stakeholder interviews, and clear roadmaps to identify where AI and tech can drive value.22:10 – Every PE Firm Needs an AI Stack Soon, AI tools will be as essential as data teams or web developers. Invest now in people, platforms, and processes.23:06 – The Future is AI + Human Judgment Firms that embed AI deeply—and pair it with operator judgment—will unlock the next generation of alpha.24:21 – Jamyn’s Book: The Fifth Horseman An exploration of how AI mirrors humanity and transforms the way we live and lead. AI is trained by us—and reflects us.29:07 – What Jamyn Reads & Recommends Books: The Hard Thing About Hard Things, Understanding Media Podcasts: Pivot, Ezra Klein TV: Succession – “Still the best corporate training program ever made.”Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/ 🌐 Visit Raw Selection: www.raw-selection.comLooking to grow your team? Check out our Hiring Guidesfor proven str
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  • How to Build a Go-To-Market Strategy That Scales in Private Equity
    Guest: Brian Gustason, Operating Partner at Craig Group Host: Alex Rawlings, Founder of Raw Selection🔍 Episode Summary:In this episode, Brian Gustason shares practical insights on building scalable go-to-market (GTM) strategies for lower-middle-market, PE-backed companies. With over 25 years of operating and advisory experience, Brian explains how to move beyond traditional, backward-looking due diligence and implement forward-focused GTM strategies across marketing, sales, and customer success.He walks through a real-world case study of transforming a $30M founder-led business—covering ICP development, sales process creation, lead qualification, and customer retention. Brian also discusses how marginal gains across key sales metrics (win rates, ACVs, churn) can compound into significant growth and how CEOs, sales leaders, and boards can drive accountability and execution.⏱️ Timestamps:00:00 – Brian’s background and role at Craig Group 01:30 – Why traditional due diligence often fails to assess growth 03:00 – Real-world GTM transformation of a founder-led distributor 06:00 – Building ideal customer profiles (ICPs) and prioritising markets 09:00 – Improving lead qualification and using pre-suasion techniques 14:00 – Structuring an effective, trainable sales process 17:30 – Playbooks, documentation, and AI tools to support sales 20:00 – Importance of coaching and ongoing process evolution 23:00 – Growth 2.0: Compounding small improvements across KPIs 27:00 – Who owns GTM? Role of CEO, sales leaders, and the board 29:00 – Brian’s content recommendation: The 80/20 Principle and his LinkedIn series📚 Resources:Craig Group: www.craiggroup.ioConnect with Brian on LinkedIn: Brian GustasonBook Recommendation: The 80/20 Principle by Richard KochRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/ 🌐 Visit Raw Selection: www.raw-selection.comLooking to grow your team? Check out our Hiring Guidesfor proven strategies, templates, and best practices to make smarter hires. 
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  • How Storytelling Meets Strategy Niklas James’ Media-Driven Investment Approach
    🎙️ The Private Equity Podcast — Niklas James, Founder of Minds Capital Host: Alex Rawlings | Guest: Niklas JamesIn this episode, Alex is joined by Niklas James, Founder of Minds Capital, an independent sponsor investment platform. They explore what sets successful sponsors apart, why industry specialization matters, and how media can supercharge inbound deal flow.🕒 Episode Highlights00:00 – Niklas’ background: Bain, VC, HBS, and independent sponsor journey 01:17 – Founding Minds Capital: investing $1–$3M in sponsor-led platforms 01:42 – The biggest PE mistake: poor self-marketing and lack of differentiation 02:34 – Why “founder-friendly” isn’t enough — real differentiation is key 04:24 – Using podcasting and LinkedIn for inbound deal flow 05:21 – Why niche expertise drives better deals and exits 06:20 – Case study: investing in an eyewear veteran 07:14 – Why Minds Capital favors independent sponsors over traditional funds 10:03 – Value creation via EBITDA growth and multiple expansion 11:59 – Deal evaluation: downside protection, upside, and conviction 13:53 – Red flags, realistic base cases, and what sets great deals apart 16:17 – How Minds Capital assesses sponsors: 5 key criteria 18:07 – Sponsors need transparency, gravitas, and skin in the game 19:53 – Becoming a media-first PE firm: lessons from podcast success 22:13 – Content strategy: LinkedIn cadence and community building 23:10 – How media enhances deal flow and selectivity 24:32 – Niklas’ reading picks: The Compounders in Private Equity, Alex Hormozi’s books 25:58 – Connect with Niklas on LinkedIn🔑 Key TakeawaysStand Out: With 19,000 PE firms in the U.S., a generic pitch won’t cut it. Sponsors must articulate clear differentiation.Media = Inbounds: Minds Capital uses podcasting and LinkedIn to generate proprietary deal flow and investor interest.Industry Fit Wins: Deep sector knowledge translates into better deals, stronger exits, and investor confidence.Diligence Matters: Every deal is vetted through a rigorous process of risk checks, valuation analysis, and sponsor alignment.People First: The sponsor’s experience, character, and skin in the game are just as important as the numbers.🎧 Listen to the Minds Capital Podcast Weekly episodes with top independent sponsors.📨 Connect with Niklas James 🔗 LinkedInRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/ 🌐 Visit Raw Selection: www.raw-selection.comLooking to grow your team? Check out our Hiring Guidesfor proven strategies, templates, and best practices to make smarter hires. 
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  • The Real Due Diligence | What Makes or Breaks a Deal
    🎙️ The Private Equity Podcast — Episode with Cyril Aboujaoude, Co-Founder of TioPo CapitalIn this episode, Alex Rawlings is joined by Cyril Aboujaoude, Co-Founder of TioPo Capital, a hands-on private equity firm investing in SMEs across the UK and France. Cyril shares the journey of launching TioPo, their operationally driven approach to investing, and how young, entrepreneurial grit fueled their path from deal number one to a thriving portfolio.They explore the nuances of deal origination, value creation, and the power of people in private equity. From ERP frustrations to navigating downturns and structuring creative deals, Cyril breaks down the real-world lessons of building a firm from scratch—while staying laser-focused on operational excellence.⏱️ Timestamps:00:03 – Introduction to Cyril Aboujaoude and TioPo Capital’s mission 00:30 – TioPo’s founding story, operational mindset, and portfolio growth 01:24 – What TioPo really looks for beyond standard investment criteria 01:57 – The importance of vision alignment and execution capability 03:24 – How they assess management teams during diligence 04:35 – Why slow decision-making is riskier than a bad hire 05:29 – Biggest value creation levers: hiring an operating partner over fundraising 06:46 – Building a 100-day transformation plan post-deal 07:45 – One thing target companies should fix pre-investment: ERP systems 08:55 – How TioPo evaluates companies during downturns and market volatility 10:20 – Analyzing long-term performance and identifying macro-inflated businesses 12:51 – Most creative deal structure: partnering with the seller’s son as CEO 14:50 – Reflections on the challenges and naivety of doing their first deal 16:11 – Cyril’s top recommendations: FT, WSJ, Aswath Damodaran, and local gazettes 17:10 – How to connect with Cyril and learn more about TioPo Capital🔑 Key Takeaways:People over projections: Execution ability, humility, and shared vision are more important than just strategy.Operations-first philosophy: Value is built in the engine room—TioPo hires operating partners before fundraising staff.100-Day Plan Discipline: They begin value creation planning during diligence, long before Day 0.ERP readiness = smoother scale: ERP systems are the most overlooked growth barrier.Smart structuring builds trust: Their first deal involved bringing in the founder’s son as CEO and co-investor.Past ≠ future, but it’s all we’ve got: Cyril emphasizes analyzing 20+ years of company performance to identify real resilience.Raw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.🔗 Connect with Alex Rawlings on LinkedIn: https://www.linkedin.com/in/alexrawlings/ 🌐 Visit Raw Selection: www.raw-selection.comLooking to grow your team? Check out our Hiring Guidesfor proven strategies, templates, and best practices to make smarter hires. 
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  • How Private Equity Can Win With AI-Driven Hiring | Greg Nieuwenhuys
    Guest: Greg Nieuwenhuys – PE Operator & Founder, Generative AI Strategy Host: Alex Rawlings – CEO, Raw Selection🔍 Episode Summary:Greg Nieuwenhuys returns to share a practical, step-by-step AI Playbook for hiring. From writing job descriptions to automating follow-ups, Greg breaks down how PE firms and portfolio companies can integrate generative AI into recruitment. Packed with tools, tactics, and workflow tips, this episode is a must-listen for anyone looking to hire faster, smarter, and with less bias.🕒 Key Timestamps:00:00 – Intro & Why AI in Hiring Matters Speed, accuracy, and competitive advantage in recruitment.01:25 – Greg’s Background CEO in multiple PE-backed firms; now leads Generative AI Strategy.05:17 – Where AI Improves Hiring From job specs to onboarding, AI supports every stage.06:43 – Quick WinsWrite job descriptions in minutes using ChatGPTUse AI note-takers for transcripts & summaries (e.g. Fireflies)Screen CVs faster & more objectively09:58 – Tools Greg Uses ChatGPT, Fireflies, Perplexity, Zapier, N8n12:43 – Building Automation Without a People Team Use Zapier or N8n to connect email, CRM, and AI tools.14:35 – Custom GPTs & Human Oversight Create consistent outputs and reduce manual work—always review.18:25 – Using AI for Better Decision-Making Compile notes, CVs, and feedback to spot gaps & flag concerns.19:21 – Interview Coaching & Advanced ToolsAssessio: Team chemistry predictionFinalRound AI: Candidate coaching toolOvida: Feedback on communication style23:06 – Better Candidate Outreach Use AI to create relevant, personalized messages.25:02 – Improve Candidate Experience with Automation AI-written follow-ups, regular updates, CRM reminders.27:55 – Greg’s AI Stack ChatGPT, Gemini, Claude, Zapier/N8n, Fireflies, Perplexity29:24 – AI Makes You a Better Human Use tools like Ovida to improve interviewing skills & self-awareness.💡 Takeaways:Start simple: job specs, summaries, feedback emailsDon’t over-engineer—focus on solving real bottlenecksTrain hiring managers with AI-generated insightsImprove candidate experience with speed & clarity📲 Connect with Greg: LinkedIn – Greg Nieuwenhuys 🌐 www.thegregstar.comRaw Selection partners with Private Equity firms and their portfolio companies to secure exceptional executive talent. We focus on de-risking executive recruitment through meticulous search and selection processes, ensuring top-tier performance and long-term success.🔗 Connect with Alex Rawlings on LinkedIn https://www.linkedin.com/in/alexrawlings/ 🌐 Visit Raw Selection www.raw-selection.comLooking to grow your team? Check out our Hiring Guidesfor proven strategies, templates, and best practices to make smarter hires. 
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About The Private Equity Podcast, by Raw Selection

Hosted by Alex Rawlings, Managing Partner of Raw Selection, a specialist executive search firm. Join us as we interview the leading experts in Private Equity, unlocking their secrets of success to share with you. Discover how some of the top Private Equity professionals got into Private Equity, how they rose to success and learn about some of the mistakes they made along the way.Alex has strong connections to the Private Equity industry through his executive search firm, Raw Selection, which specialises in working with Private Equity firms and their portfolio companies across Europe and North America. Alex is straight talking and to the point and aims to unlock real gold you can build into your firm or portfolio companies. Find out more at www.raw-selection.com
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