Ray Carey, Head of NextLevel Operations at Level Equity, explains how private equity firms can take a more systematic approach to driving value across their portfolio with operational support. Hear how Level Equity prioritizes their time and resources, why they connect activities to valuation with metrics, and how firms can identify where operational intervention will have the greatest impact.

Tune in to learn how to build an effective operating team and how to create feedback loops in an environment where results take years to materialize. The conversation offers a practical view into how firms can cheer, coach or play for their portfolio company teams, and the factors that go into choosing the right approach.

On this episode, Cory Eaves, Partner and Head of Portfolio Operations at BayPine, discusses how private equity firms can turn a need for technology transformation into a repeatable value creation lever, rather than a diligence risk. Drawing on his experience as a multi-time CTO and operating partner, Cory explains how portfolio operations teams can work with management to better identify and prioritize technology opportunities across the investment lifecycle.

Learn how to evaluate “analog to digital” transformation potential in traditional industries, how horizontal capabilities like AI can drive operational improvements, and why focusing on a small number of sectors helps investors apply technology playbooks more consistently across portfolio companies.

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

On this episode, Bob Brown, Founding Partner and Head of Capital Formation and Investor Relations at Motive Partners, shares lessons from three decades inside private equity, including how operational discipline and a clear understanding of what creates value for LPs are critical to driving outcomes. Learn how an “investing, operating and innovating” model embeds operators and technology experts alongside investors to tackle two of the biggest causes of deal underperformance: management execution and failed technology transformations.

Plus, hear how PE firms can unlock more value from the assets they already own—using technology, data and product improvements to drive growth from existing customers, modernize legacy businesses and accelerate outcomes within the typical three-to-five-year hold period.