When Equity Oversubscribes 2-3x
Sequoya Borgman is the first repeat guest on the Minds Capital Podcast. Since his last appearance, Borgman Capital has exited 1 company (4x+ net MOIC) and acquired 2 more (Minds Capital invested in the latest one, PCCD)
Sequoya Borgman
More recent episodes
EP.
15
with
Bobby Sheth
Expand Multiple by Zone-Skipping EBITDA
How Bobby Sheth closed 10 platform deals in 4 years by targeting fixable issues and using conservative structures to navigate business risks and maximize exit value.
EP.
14
with
Robert Koven
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.
EP.
13
with
Sequoya Borgman
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.
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