Latest / $100M Exits with Jason Kirby

Ep 118: The AI Divide Is Here: Why Most Companies Will Fall Behind
In this episode of $100M Exits, Jason sits down with Jim Ferry of Volition Capital to unpack what’s really happening inside growth equity, AI-driven dealmaking, and today’s frozen liquidity market.
Managing over $1.8B in growth equity, Jim explains how the market has shifted from easy capital and inflated SaaS multiples to a brutal divide between the “haves and have-nots.” He breaks down why investment committees are stalling deals, why founders are being forced to rethink exits, and how AI is rapidly becoming the deciding factor between survival and irrelevance.
The conversation dives deep…
The skinny
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