In this episode we discuss: a COO's journey to a Google exit. We are joined by Shane Harris, Former COO @ Cameyo.

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We chat about the following with Shane Harris:

• What role does sustainable growth, cash flow positivity, and dynamic budgeting play in a company’s success?
• How can company culture and strategic alignment influence decision-making and long-term growth?
• Why is understanding customer lifetime value and identifying productive customers critical for sustainable business strategy?
• What steps should startups take to prepare for a successful exit?

• https://www.linkedin.com/in/shanecharris

Shane is a seasoned tech executive with a passion for building high performance teams, optimizing business systems and establishing KPI frameworks that drive scalable growth. As COO of enterprise software company Cameyo, acquired by Google, he has a proven track record of strategic leadership through scale and exit. Prior to Cameyo, Shane led operations and helped grow Vasion (formerly PrinterLogic) from 13 to 300+ employees and over 35x revenue growth. Shane has an MBA from Duke University where he graduated at the top of his class.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

06:46 Introduction

27:05 Startups, goals, and roadmaps

28:07 No frills

28:49 Cameo's Exit Strategy and Company Culture

30:42 Exit strategies

32:18 The Value of Bootstrapping vs. Funding

33:54 Navigating Growth Paths and Strategic Decisions

35:26 The Role of Operations in Business Success

39:38 Preparing for Acquisition: Metrics and Data

42:58 Stages of Development and Strategic Objectives

47:40 Lessons Learned for Future Exits

In this episode we discuss: Patents and IP strategy for Scaleups. We are joined by Jon Calvert, IP strategy expert.

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We chat about the following with Jon Calvert:

1. How can startups effectively protect their innovations through intellectual property (IP)?
2. What are the key differences between patents, copyrights, and trade secrets, and when should each be used?
3. How can a well-crafted IP strategy enhance a startup's valuation during funding rounds or mergers and acquisitions?
4. What steps should startups take to meet the criteria for patentability, such as novelty and inventiveness?
5. How can education and awareness about IP help startups maximize its value and explore alternative financing options like IP asset-based lending?

• https://www.linkedin.com/in/joncalvert/
• www.clearviewip.com
• https://www.deloitte.com/au/en/services/financial-advisory/perspectives/deloitte-ip-360-survey.html

Protecting Intellectual Property: What Startups Need To Know

What is Intellectual Property?

IP Competitive Benchmarking — ClearViewIP

IP Due Diligence — ClearViewIP

IP Sales, Licensing & Tech Transfers — ClearViewIP

IP Valuations — ClearViewIP

Valuing Intellectual Property Assets

A globally recognised IP Strategist, Jon helps clients drive business value and competitive advantage through effective management of their intangible assets. Jon has advised investors, Boards and C-suite executives on hundreds of transactions and built winning Value Creation and Risk Management strategies for some of the World’s most innovative and successful organisations.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

03:07 Introduction to Intellectual Property and Its Importance

14:22 Understanding Patent Types and Their Roles

16:33 When Should Startups Consider Patents?

19:35 What is Patentable? Exploring Novelty and Inventiveness

23:15 User Interface Design and Intellectual Property

25:25 Building an IP Strategy for Startups

27:52 The Role of IP in Funding Rounds

35:37 IP Asset-Based Lending: A Financial Strategy

38:39 Valuing Intellectual Property for Buyers

43:56 Final Thoughts on IP Education and Strategy

Short essential e-learning:

In this episode we discuss: What you need to know about ESOPs. We are joined by John Fraser, Financial Director for PEAK.

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We chat about the following with John Fraser:

1. How can companies effectively educate employees to ensure the success of their ESOPs?
2. What steps should organizations take to navigate the complexities of share options and stakeholder involvement?
3. How can companies balance basic implementation steps with long-term implications when designing share schemes?
4. At what point should companies transition from spreadsheets to dedicated tools for managing share data?
5. What are the best practices for communicating compensation strategies and leveraging resources like the Index Ventures report?

• https://linkedin.com/in/john-fraser-a1bb8876

John Fraser brings a wealth of experience with over 20 years in finance and accounting. He spent 4 years specializing in VAT with HMRC and 10 years in the oil and gas industry, working with a NYSE-listed company in diverse roles spanning statutory reporting, management accounting, FP&A, internal audit, and controllership. For the past 6 years, he has been a key contributor at Peak, leveraging his expertise to drive financial excellence.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

19:52 Introduction to ESOP and Its Evolution

21:17 Navigating the Initial Steps of ESOP Implementation

24:05 The Importance of Employee Education and Communication

26:07 Challenges in Seeking External Support for ESOP

26:58 Strategic Considerations for Future-Proofing ESOPs

29:00 International Considerations and Cross-Border Challenges

32:21 Choosing the Right Share Management Tools

40:12 Final Thoughts and Key Takeaways

In this episode we discuss: How to prepare for an IPO. We are joined by Trecilla Lobo, Chief People Officer, board member, advisor, and mentor to other people leaders.

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We chat about the following with Trecilla Lobo:

• How can your organisation prepare early for the IPO journey, ensuring alignment across teams and addressing unique challenges in advance?
• What steps can you take to foster collaboration and effective communication among all stakeholders during the IPO process?
• How to address the cultural shifts and employee retention challenges?
• What strategies should be implemented to ensure compliance with regulatory requirements and adapt share schemes effectively for the post-IPO landscape?
• What does a clear and actionable post-IPO strategy look like for your organisation, and how will it guide long-term success?

• https://www.linkedin.com/in/trecillalobo
• https://resources.ledgy.com/ipo-readiness-playbook

People Leader with 20+ years of experience building, scaling, and transforming VC/PE backed companies (fintech, biotech, B2B, and B2C) through their people. With a strong track record of exits including IPO. I grew my career in the people function with listed companies and transitioned those skills to building companies with a strong scaling and transforming smaller high-growth tech companies across multiple locations from 100+ to 2,500+.

Experience of Fintech, Biotech and deep tech.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

20:18 What is unique about the IPO journey

21:04 What happens to the people after an IPO?

22:16 Key Work Streams in IPO Preparation

25:50 Post-IPO Challenges and Cultural Shifts

28:49 Preparing for Exit Events: IPO vs. Acquisition

31:00 Best Practices for Early IPO Preparation

39:33 Share options

40:40The Role of External Expertise in IPOs

In this episode we discuss: How do you actually create a high performance culture? We are joined by Andrew Richardson, Managing Partner at Foundation Partners

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We chat about the following with Andrew Richardson:

1. What does high performance truly mean in the context of your organisation, and how can it be clearly defined to align with its goals?
2. How can a culture of ownership, where employees feel empowered yet aligned with organisational objectives, be fostered to enhance motivation and success?
3. In what ways can feedback and challenges be incorporated into daily management practices to ensure they are continuous, constructive, and impactful?
4. How can leaders balance the focus on results and behaviours to create an environment of abundance, reducing competition and fostering collaboration among team members?
5. What role should managers play in transforming performance management from a task-oriented system to a behaviour-changing practice that supports team development and success?

• linkedin.com/in/andrew-richardson-34404b33
• www.foundationpartners.co.uk

Andrew is the Co-founder & Managing Partner of Foundation Partners, an EU-focused People, Talent & HR Consultancy. The group has worked with over 200 high-growth technology companies and venture funds over the last 7 years.

Early in his career, he scaled award-winning technology consulting company La Fosse from 10-250 people. He went on to be Co-founder of Eka Ventures a $100m Consumer technology venture fund. Most recently he was Director of People & Ops for Napo, a growth stage technology company.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

6:32 Introduction to Performance Management

22:50 What are the three things a company can do to encourage high performance?

23:52 Defining High Performance Culture

24:54 Ownership

26:21 Facilitating Results in Organizations

27:15 Creating an Abundant Work Environment

28:35 Focus

29:26 Creating a Culture of Abundance

32:20 Rethinking Performance Management

34:20 The Importance of Continuous Feedback

35:36 Ownership

41:40 Documentation in Performance Management

43:30 High performance vs values

45:56 Key takeaways

In this episode we discuss: The State of the European Venture Market. We are joined by Simon Menashy, Partner at MMC Ventures.

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We chat about the following with Simon Menashy:

• The European VC market’s significant changes in the last few years.
• Sustainable growth prioritised over growth at all costs.
• What are the main challenges the software market is facing?
• What are realistic exit expectations?
• What are the crucial components for a successful exit?

• www.linkedin.com/in/simonmenashy

Simon Menashy is a Partner at MMC. He specialises in AI-related investments, and has led deals such as Ably, Senseye and Signal AI.

Simon joined MMC in 2011. He is a member of the Investment Committee and co-leads the investment team. As one of the most active AI investors in the European early-stage venture market, Simon has led, sponsored or worked on close to 150 deals with more than 60 companies over the past decade.

Simon believes AI innovation will happen at multiple layers of the tech stack, and is focused on investments from the application layer down to the data pipelines that feed the models.

Simon’s background is in tech and media strategy consulting at Deloitte. He holds a degree in Physics and Space Research and previously started an IT consulting business.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

16:49 The Evolution of the European VC Market

18:39 Navigating the New Normal in Funding

22:02 The Software Market's Challenges and Opportunities

26:13 Where should COOs be looking and how should they be pitching themselves?

27:21 Identifying Hot Areas for Investment

27:45 The Role of COOs in Today's Market

28:29 The State of Exits in the VC Landscape

30:39 Resetting Expectations for Exits

36:54 The Future of the VC Ecosystem

In this episode we discuss: what should the marketing tech stack look like in 2024. We are joined by Mark Farnell, Head of Marketing Operations at DeepL.

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We chat about the following with Mark Farnell:

• How is AI impacting marketing operations?
• Where to start with building a marketing tech stack.
• Why it's important to consider the complexity and scalability of current platforms.
• Regularly reviewing and optimising the marketing tech stack is crucial for success. Use the first year or two to understand if a tool is a long-term solution before committing to a multi-year contract.
• What value does Intent data platforms provide?
• Why sales enablement is crucial for getting the most value out of marketing automation tools.
• The build vs. buy decision based on your current situation and long-term plans.

• https://www.linkedin.com/in/markfarnell/

A senior marketing operations leader with more than 12 years experience in marketing technology and process. I build and scale the platform and insight needed to understand and grow predictable pipeline.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

6:42 Introduction and Background

17:36 The Impact of AI on Marketing Operations

18:01 Challenges of AI in Marketing Content

19:02 The Value of AI in Marketing

20:26 Building a Comprehensive Marketing Tech Stack

23:26 Vendor Management and Tech Stack Optimisation

24:29 Introduction and the Importance of Long-Term Tool Evaluation

25:44 Essential Tools for a Startup's Series A Toolkit

34:39 Challenges and Value of Intent Data Platforms

35:08 The Build vs. Buy Decision

37:14 Importance of Clean Data and Data Research Approaches

39:14 Key Takeaway: The Importance of Data

In this episode we discuss: Executive compensation and option grants. We are joined by Daniel Harris, Exec Compensation Partner.

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We chat about the following with Daniel Harris:

• What to consider when negotiating equity packages.
• What are the different equity schemes, such as sweet equity, and their implications?
• When to be aware of with tax implications and when to seek expert advice.
• Paying attention to strike prices and their impact on the value of equity.
• How to align incentives and interests between founders, management teams, and employees.
• Is it possible to ensure alignment between company strategy and compensation structure?

• www.linkedin.com/in/daniel-harris-a7333511
• www.pwc.com

I lead the Reward team in the Regions and have over 20 years’ experience of advising companies (both public and private/ private equity backed) and their remuneration committees on all aspects of executive compensation, including the design and implementation of tax efficient and commercially effective pay structures and management incentive plans in the UK and overseas.

To learn more about Beth and Brandon or to find out about sponsorship opportunities click here.

13:56 Introduction and Relevance of the Topic

02:43 Exploring Different Equity Schemes

24:33 Equity Structures in Different Stages of a Company's Lifecycle

26:47 Considerations for US Taxpayers in Negotiating Equity Packages

30:56 Key Elements of a Good Equity Package

34:13 Changes in Strike Prices and EMI Scheme in the UK

36:16 Balancing Performance-Based Vesting

39:45 The Benefits of Accelerated Vesting

41:00 Understanding the Differences in Equity Compensation Systems

41:57 Main Takeaways