Peter Campfield

PE fundraising is slowing down. But private credit is just getting started. LPs aren’t dumb. They’re reallocating. And the shift is loud and clear: 🔻 Median PE fundraise time has doubled since 2021 🔻 Re-up rates are falling—even for brand names 🔻 First-time funds are down 60% YoY Meanwhile? 📈 Private credit AUM is growing faster than any other alternative asset class 📈 Demand for minimally-dilutive, cash-flow-aligned capital is compounding 📈 Credit managers are deploying into real businesses with real revenue. No "exit" fairy dust required Why the shift? - Because distributions are drying up and LPs want yield they can see, not just model. - Because aggressive LBO PE math doesn’t work like it used to in a 7%+ rate world. - And because founders don’t want to give up 30% of their company for runway and growth capital. The new playbook is about structure, visibility, and capital that responds to business needs, not market timing. That’s private credit. And for firms like RevTek Capital, this is the moment we’ve been building for. Not everyone’s getting another fundraise. But the ones creating real value, and delivering real returns, certainly will. #PrivateCredit #AltInvesting #LPstrategy #GrowthCapital #RevTekCapital #FundraisingTrends #DirectLending #VentureDebt #PrivateMarkets #InstitutionalCapital #YieldStrategy #CapitalMarkets #SaaSFinance #AlternativeAssets

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John Glasgow is a 10x CFO. He ran point on Campfire's Series A + Series B while serving as the team's only solutions consultant, leading them to 6 straight quarters of 100% QoQ growth. Oh, and in his free time he's the CEO. How does he do it? By methodically onboarding AI teammates to help give him leverage. John approaches integrating each AI tool like he's onboarding a new hire. This means he accepts negative value in the beginning, but once the agent has appropriate context & feedback, effectiveness starts compounding and ultimately goes exponential 🚀 In our latest episode of Funded, John shared tons of practical tips for using AI to turn finance into a strategic weapon. He also had some great perspective on the mindset shift finance teams need to embrace for adopting this new way of working. You can watch the full conversation at the link in comments. It was a fun chat, thanks for joining me John. 🙏

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DraftKings Inc. is betting big on prediction markets but offered a cautious outlook for 2026. 📉 For fiscal year 2026, DraftKings introduced revenue guidance of $6.5-$6.9 billion, well below Wall Street consensus of $7.3 billion. Shares then slid 18% after hours and fell to their lowest level in nearly three years. 📊 CEO Jason Robins called prediction markets the industry’s most exciting growth opportunity since PASPA, projecting a potential $10 billion annual revenue category. Though, analysts questioned whether the rise of event contracts could cannibalise online sportsbook handle. ⚖️ Still, the company missed its own 2025 internal revenue and EBITDA targets, prompting a more conservative approach to guidance this year and raising fresh questions about growth, competition and how prediction markets will reshape the betting landscape. ⬇️ Full story from Matt Rybaltowski in the comments below.

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Did you know the ACH Network processed 33.6B payments totaling $86.2T in 2024? Yet a single failed transaction can cost $12. One major culprit? Outdated routing tables causing delays, unhappy customers, and reputational risk. It's all broken down in this new white paper, with practical strategies to boost efficiency. Curious how smarter routing can save time, money and trust? 📄 I'd love to hear your thoughts! https://bit.ly/4lbqImv

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New Blog: Critical GTM Themes Operating Partners Should Understand to Maximize Portco Growth and Exit Multiples In Private Capital Global’s latest article, guest author Brian Gustason explores the commercial levers that drive the majority of growth acceleration in lower middle-market portfolio companies, from validating revenue data and enforcing ICP discipline to strengthening positioning, sales and marketing alignment, and building scalable sales engines that reduce founder dependency. Read the full article at https://lnkd.in/g2N5NhBb #PrivateEquity #OperatingPartners #ValueCreation #GTMStrategy #PortfolioGrowth #PrivateCapital #PortfolioOperations

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