Latest / Private Equity Data Guy
The Data Problem That Kills PE Exit Multiples
Shota Ishii joined me on The PE Data Guy to talk about what happens when PE-backed manufacturers cannot answer a basic question: which products are actually making money? He has spent two decades building systems that give companies a clear picture of where their cash goes, and we got into why that gap exists and what it takes to close it.
We covered working capital, data architecture, and what mid-market companies need to do right now to get their data in order before AI can do anything useful for them. Shota shared an example of a $400 million metal company that found $80 million in working…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.