Dry Powder: The Private Equity Podcast
In part three of our tech series on Dry Powder, I sketch out a “cartoon investment theory” for the tech space and invite David Crawford, head of Bain’s global Technology practice, to pressure test it.
“There’s a real science that our clients in the private equity space and we apply together to those business models to make them really, really good investments,” David says.
In this episode, we discuss the lessons he’s learned from the industry’s “persistent value creators.”
We also discuss how their strategies can create disruptive trends that could wash over the entire portfolio, which raises a question: Is every company a tech company now—and by extension, are you a tech investor, like it or not?