The Minds Capital Podcast
Your connection to the growing world of independent sponsors and deal-by-deal private equity.
The State of SaaS in 2025
Bob Koven shares insights on SaaS maturity in 2025, the shift to profitability over growth, AI as a strategic differentiator, and how the independent sponsor model has evolved to require infrastructure.
Borgman: 500 LPs Across 10 Platforms
Sequoya Borgman of Borgman Capital shares how retail fundraising, second-tier cities, and disciplined execution drove 10 platforms and 500+ LPs since 2017.
From Minority Stake to Double EBITDA in 2 Years
Neel Bhargava shares how a minority stake in a Crunch franchise grew from 10 to 74 gyms, driven by thematic focus, recapitalizations, and strong management.
Why Committed LPs Beat Committed Capital
Ramiro Alfaro of Paltus Capital shares how deal-by-deal PE in Guatemala thrives with loyal LPs, long-term trust building, and first-mover market advantages.
Engineering 40% Carry
MIT grad Nick Haschka shares how he structured above-market carry—up to 80%—by creatively aligning sponsor and investor incentives in private equity deals.