DEVELOPMENT VELOCITY: HOW PRODUCT-CENTRED PORTFOLIO COMPANIES TURN TIME INTO ENTERPRISE VALUE
Maximum Validated Progress per Unit of Time and Capital Article 5 of 100 — The Product Side of Investment Performance By Enrique Luis Sardi, Founder of SARDI and Co-Founder of SARDI PRO CAPITAL Executive Summary For product-centred portfolio companies, time is not merely a project-management variable. Time influences: However, development velocity does not mean instructing […]
THERE IS NO SUCCESSFUL INNOVATION WITHOUT ECONOMIC LOGIC
Why Private Equity Must Measure Total Product Economic Contribution—not Direct Margin Alone Article 5 of 100 — The Product Side of Investment Performance By Enrique Luis Sardi, Founder of SARDI and Co-Founder of SARDI PRO CAPITAL Executive Summary Innovation is not economically valuable because it is new. Innovation becomes valuable when it improves a company’s […]
SHAPING THE FUTURE OF PRODUCT-CENTRED PRIVATE EQUITY
Why portfolio value creation needs a dedicated product operating layer Executive Summary Private equity firms possess exceptional capabilities in finance, strategy, transactions, governance and performance management. However, in companies whose economic performance depends on physical products, an important part of enterprise value remains difficult to see, assess and control. Revenue, gross margin, EBITDA and market […]
