ProPEllant

Guest: Tony Rock, Founder of Lever 6 Capital In this episode, we explore why creating exit value starts years before a company ever goes to market—and what private equity operating partners can do today to maximize future outcomes. Building enterprise value isn't just about growing revenue or hitting EBITDA targets. Tony Rock, Founder of Lever 6 Capital, joins us to discuss the operational, strategic, and cultural decisions that make companies more attractive to buyers long before an exit pro...

Guest: Chris Fountain, Operating Partner at Frontier Growth & AQL Growth In this episode, we explore why vertical SaaS companies are evolving from systems of record into AI-enabled systems of action. Christopher Fountain, operating partner at Frontier Growth and AQL Growth, joins ProPEllant to unpack what makes vertical SaaS such an attractive category for growth equity investors. We discuss why deep domain expertise, proprietary workflows, customer data, and market focus can create compo...

Guest: Amit Pande, AI GTM & Product Advisor -- AI is putting pressure on SaaS companies from both below and above, and PE firms need a sharper way to assess which portfolio companies still have durable value. In this episode of ProPEllant, we talk with Amit Pande about how private equity and growth equity operating partners should stress test SaaS companies in the AI era. Amit argues that horizontal SaaS is getting squeezed by foundation models on one side and data platform ...

Guest: Pat Meegan, Senior Partner & Pricing Practice Leader at Investor Group Services -- AI is changing SaaS pricing by forcing companies to rethink how they capture value, protect margin, and package new capabilities. In the first episode of ProPEllant, Ken Lempit talks with Pat Meegan, Senior Partner and Pricing Practice Leader at Investor Group Services, about how AI is changing the economics of SaaS. As companies introduce AI features and agentic capabilities, trad...