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Nov 11, 2025

Floor & Decor: Direct Sourcing & Retail Strategy

Former Merchandising Vice President at Floor and Decor
IP Interview
Floor & DecorUSMid CapBuildDirectcomQXOLowesThe Home DepotMohawk IndustriesMenardsScale EconomiesB2B MiddlemenSerial AcquirerConsumer DiscretionaryInformation Technology
Nov 11, 2025

RBC Bearings, Dodge, & Industrial Bearing Components

Former Sales Engineer at Dodge Industrial, RBC Bearings
Partner Interview
RBC BearingsUSMid CapThe TimkenScale EconomiesSwitching CostsMission Critical Products & ServicesIndustrials
Nov 11, 2025

Fever-Tree, Molson Coors, & US Retail Distribution

Former VP, National Retail at Fever-Tree Drinks
Partner Interview
Fevertree DrinksGBSmall CapQ MixersBrand EquityUnique IP & BrandsConsumer Staples
Nov 11, 2025

Watches of Switzerland Group: Tariffs & the Evolving Distribution Landscape

Former World Service Logistics Manager at Rolex
Partner Interview
Watches of Switzerland GroupGBSmall CapRichemontKeringLVMHRolexBrand EquityUnique IP & BrandsConsumer Discretionary
IP Research Analysis
Nov 11, 2025

Constellation Software: Incentive Structure & Organic Growth

IP Research
Constellation SoftwareLumine GroupTopicusRoperConstellation SoftwareLumine GroupTopicusRoperSwitching CostsB2B SoftwareSerial AcquirerInformation TechnologyIndustrials
Nov 11, 2025

Cellebrite: European Market Procurement

Former Sales Executive at Cellebrite
IP Interview
Cellebrite DIILSmall CapNuixPalantirMagnet ForensicsThoma BravoInformation Technology
Nov 11, 2025

Games Workshop: North America Operations & Capacity Constraints

Former Director at Games Workshop
Partner Interview
Games WorkshopGBMid CapAmazonScale EconomiesNetwork EffectsSwitching CostsUnique IP & BrandsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Nov 11, 2025

Mercado Libre: Mexico’s Fulfillment Buildout

Former Operations Director at Mercado Libre
Partner Interview
MercadoLibreUYLarge CapAmazonShopeeSeaMagazine LuizaAmericanasScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Nov 11, 2025

Mercado Libre: Mercado Pago Buildout & Nubank Competition

Former Executive at Mercado Libre
Partner Interview
MercadoLibreUYLarge CapRevolutNuConsumer DiscretionaryFinancials
Nov 10, 2025

nCino: Cross-Selling & US vs International Growth

Former Chief Marketing Officer at nCino
Partner Interview
nCinoUSMid CapTemenosFiservInfosysOracleFidelity National Information ServicesBlend LabsSwitching CostsB2B SoftwareInformation TechnologyFinancialsConsumer Discretionary
Nov 10, 2025

Blackline Safety: Aramco Opportunity & Regulatory Pathway

Current Sales Manager at Total Safety
IP Interview
Blackline SafetyCASmall CapHoneywellMSA SafetyFortive CorporationDrgerwerkIndustrialsInformation TechnologyHealth Care
Nov 10, 2025

Cellebrite: Grayshift Mobile Forensics

Former Sales Executive at Grayshift
IP Interview
Cellebrite DIILSmall CapNuixPalantirMagnet ForensicsThoma BravoInformation Technology
Nov 10, 2025

BuildDirect: E-Commerce Turnaround, Unit Economics & Pro-Channel Strategy

Former Executive at BuildDirect
IP Interview
BuildDirectcomCAFloor & DecorThe Home DepotLowesMenardsMohawk IndustriesTarkett S.A.Consumer DiscretionaryIndustrials
Nov 10, 2025

GitLab: DevOps Tools & GitLab Duo

GitLab Customer
Partner Interview
GitLabUSMid CapMicrosoftSwitching CostsPhysical Infra & NetworksInformation Technology
Nov 10, 2025

Raspberry Pi: IoT Customer Perspective

Raspberry Pi Customer
Partner Interview
Raspberry PiGBSmall CapQualcommNetwork EffectsInformation Technology
Nov 10, 2025

Computer Modelling Group: Product Performance Comparison

Former Executive at Computer Modelling Group
Partner Interview
Computer ModellingCASmall CapSchlumbergerConstellation SoftwareSwitching CostsB2B SoftwareInformation TechnologyEnergy
Nov 10, 2025

Flutter Entertainment: Sisal Group & Italian Gaming

Former Product Manager at Sisal Group
Partner Interview
Flutter EntertainmentIEConsumer Discretionary
Nov 10, 2025

Paycom: Proprietary AI Stack, Pricing Power & the Retention Imperative

Former VP at Paycom
Partner Interview
Paycom SoftwareUSLarge CapPaylocityPaychexOracleSap SeWorkdayRipplingPaycor HCMDayforceSwitching CostsB2B SoftwareIndustrialsInformation Technology
Nov 10, 2025

Chipotle: Store Automation & Leadership Changes

Former International Director at Chipotle
Partner Interview
ChipotleUSLarge CapCAVARestaurant Brands InternationalMcDonald's CorpPanera BreadSweetgreenYum! BrandsShake ShackDarden RestaurantsConsumer DiscretionaryInformation Technology
Nov 10, 2025

nCino: Platform Implementation

Former Senior Consultant at Deloitte Digital
Partner Interview
nCinoUSMid CapTemenosFidelity National Information ServicesInfosysSAPFiservOracleSwitching CostsB2B SoftwareInformation TechnologyConsumer DiscretionaryFinancials