Niklas Bretschneider

I’ve spoken to over 2 dozen MDs at PE firms I can confidently say that the arb of figuring out how to implement Vertical AI at portfolio companies is very real right now It will fundamentally change underwriting for those who can do it predictably and unlock generational returns. Most are aware they need to act. Very few have.

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PE - Top 3 Growth Levers Top PE firms have internal deep GTM domain expertise to drive growth through 3 key levers, with the first consisting of two core components: --------- I) GTM & Organic Growth Improvements * a) Commercial Optimization & Improvements - improve org structure and design, repeatable sales processes, pricing strategy, aligned GTM execution, new customer acquisition vs. account management and expansion sales strategies, CS and retention best practices, RevOps, etc. * b) Revenue Growth Acceleration - building growth teams, cost-effective strategies to drive faster sales pipeline creation, multi-channel growth, GTM engineering --------- II. Operational Improvements (i.e. Margin Expansion) – traditional areas to enhance operational efficiency and reduce costs to improve margins and profitability --------- III. M&A Add-Ons / Buy-and-Build (i.e. Inorganic Growth) – leveraging acquisitions and consolidation to scale strategically (and this requires effective GTM integration to unify GTM teams, execute faster and realize growth & synergies as quickly as possible) --------- When executed effectively, these 3 levers (organic growth, operational efficiency, and strategic M&A) and especially th 1st one (Bain and other research shows 50-70%+ of equity value creation in PE is Revenue Growth) creates a powerful flywheel that drives Revenue, expands EBITDA, and maximizes enterprise value, ROI and especially IRR (i.e. achieving the target ROI in fewer years results in a higher IRR - which is ultimately what drives superior PE performance. This is especially important as average hold periods have expanded from 5 years to 7+, according to PE industry research). ------------------ #pe #privateequity #investing #gtm #cro #growth #business

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Sam Altman is killing Mckinsey , Deloitte, PWC, KPMG and Boston Research, etc. OpenAI just launched an enterprise consulting arm and it’s moving fast to capture a multi-billion dollar gap in the market. Here’s the playbook: 1. Consulting as GTM → Start with services, stay with product. 2. Force upfront commitment → OpenAI charges $10M to skip “pilot purgatory.” 3. Embed into workflows → Once AI runs inside your systems, it’s impossible to rip out. 4. Escape platform lock-in → Consulting revenue doesn’t flow through Microsoft. 5. Deploy experts fast → Engineers inside client orgs, like Palantir’s FDEs.

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