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  • Is SaaS Dead? AI, Vertical Moats, and the Future of Venture with Joe Mancini

    Is SaaS Dead? AI, Vertical Moats, and the Future of Venture with Joe Mancini
    2026/02/26

    This episode is a big one. There’s a lot of noise right now around AI, venture, and whether SaaS is fundamentally broken. Public markets are re-rating software companies. Seed rounds are shifting. Pricing models are changing. And founders are asking the same question:

    “Are we toast?”

    Joe Mancini from Front Porch is in a unique position to answer that. His firm sits inside dozens of funds and startups across the Southeast and beyond. He sees what’s working, and what’s not, in real time. So we dug into the thesis behind their “SaaS is Dead” piece, what it actually means, and what founders should be doing right now.

    Highlights covered

    • Why SaaS is being re-rated in public markets
    • Whether this is permanent or cyclical
    • AI-native vs. AI-immigrant companies
    • The collapse (and split) of the traditional “seed” round
    • Why vertical SaaS may explode in this era
    • How founders should think about churn in the AI era
    • Internal resistance to AI adoption (and why it’s dangerous)
    • What venture firms are actually looking for right now

    The next decade belongs to founders who deeply understand their vertical, obsess over customer value, and move fast enough to build moats before the standards settle.

    Timestamps:
    07:00 – From sports radio to venture capital

    10:30 – The hybrid fund model explained

    16:50 – Why they wrote “Yes, SaaS Is Dead”

    18:00 – The SaaS public market re-rating

    21:00 – The split in seed investing

    23:30 – AI-native vs AI-immigrant companies

    27:00 – The 3-layer cycle of every tech revolution

    30:00 – The 2x2: where opportunity lives now

    33:00 – Why vertical beats horizontal right now

    38:00 – Internal AI adoption is non-optional

    39:30 – The shift from seat pricing to performance pricing

    51:00 – What actually counts as a moat in AI


    Where to Find Joe Mancini:
    LinkedIn: https://www.linkedin.com/in/jpmancini/
    Front Porch Venture Partners: https://www.frontporchvp.com/

    Where to Find Scot Wingo:
    LinkedIn: https://www.linkedin.com/in/thescotwingo/
    Tweener Times: https://www.tweenertimes.com/
    X: https://x.com/scotwingo

    ---

    This episode of Triangle Tweener Talks is hosted by Scot Wingo, presented and produced by Triangle Tweener Fund, with creative assets and design support from Walk West.

    We couldn’t share posts like this without our amazing sponsors:

    Platinum:
    NC IDEA: https://ncidea.org


    ------
    Triangle Tweener Talks is sponsored by:

    • Atomic Object: https://atomicobject.com/
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    53 分
  • Announcing: NC IDEA and Tweener Fund Partnership

    Announcing: NC IDEA and Tweener Fund Partnership
    2026/02/20

    We started the Tweener List in 2015 with the idea of local founders paying it forward to help amplify and support our local startup ecosystem. Based on the popularity of that list and a grassroots effort to innovate a new way to help fund and support local founders, in 2022 we started the Tweener Fund.

    That’s good, but it’s not enough. We’re always asking the community of founders we support - what else can we do to help you grow your companies, raise capital, provide more resources, enhance the community, etc. So, in the last two years we launched numerous community facing resources, including Tweener Talks.

    What’s Next? 👉 NC Tweener Fund, Powered by NC IDEA! In this episode, Scot and Robbie hit the highlights of our newest adventure:

    • Expanding geography from Triangle to NC (strategy and everything else stays consistent)
    • Increasing our investment $/Q - that means more companies will be supported
    • Bigger pool of potential investors (LPs)
    • We'll be expanding our events, content and more
    • Stay tuned for future news!


    Timestamps:
    00:32 – Big Announcement: Becoming the North Carolina Tweener Fund (Powered by NC IDEA)
    00:53 – The Origin Story: Tweener List (2015)
    01:28 – Launch of the Tweener Fund (2022)
    01:35 – Expansion into Founder Content (Tweener Times, Tweener Talks, Community Hub)
    03:52 – Robby’s NC IDEA Grant Story (2009)
    04:36 – Why the NC IDEA Partnership Makes Sense
    05:08 – Expanding Beyond the Triangle to All of North Carolina
    06:07 – What Qualifies as a North Carolina
    06:53 – Increasing Investments Per Quarter
    07:22 – What’s NOT Changing (Commitment + Triangle HQ)
    08:32 – Breaking Down NC Regions
    09:40 – PitchBook Data: Where NC Startups Are Located
    10:23 – Geographic Diversification Strategy Going Forward
    11:21 – How to Get Involved (Investors + Sponsors)
    12:26 – Thank You + Official Welcome to the NC Tweener Fund Era

    ---

    This episode of Triangle Tweener Talks is hosted by Scot Wingo, presented and produced by Triangle Tweener Fund, with creative assets and design support from Walk West.

    We couldn’t share posts like this without our amazing sponsors:

    Platinum:
    NC IDEA: https://ncidea.org

    Gold Sponsors:
    - Balentine: https://www.balentine.com/triangle-entrepreneurs
    - EisnerAmpner: https://www.eisneramper.com
    - Robinson Bradshaw: https://www.robinsonbradshaw.com

    Silver Sponsors:
    - Automated Consulting Group: https://automated.co
    - Bank of America: https://business.bofa.com/en-us/content/technology-industry-group.html


    ------
    Triangle Tweener Talks is sponsored by:

    • Atomic Object: https://atomicobject.com/
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    14 分
  • Dr. Helen Gu on Building InsightFinder, AIOps, and the “Last Mile” of Enterprise AI

    Dr. Helen Gu on Building InsightFinder, AIOps, and the “Last Mile” of Enterprise AI
    2026/02/17

    In this episode of Triangle Tweener Talks, we unpack what it really takes to go from professor to CEO, how InsightFinder built trust in a skeptical enterprise market, and where LLMs help (and don’t) when you’re dealing with machine telemetry data. They also explore multi-agent workflows, “composite AI,” practical enterprise adoption hurdles, and Helen’s advice for students navigating an AI-shaped future.


    Highlights covered

    • Helen’s origin story: NASA Pathfinder work → distributed systems reliability → ML-based prediction
    • The Google chapter: being invited to evaluate anomaly-detection algorithms with SRE teams
    • Bootstrapping InsightFinder via NSF/SBIR funding + early angels, before raising traditional VC
    • The professor-to-CEO transition: prioritization over “balance,” and learning to adapt daily
    • Why founders should lead early sales (especially when the product is new-to-the-world)
    • How InsightFinder runs enterprise PoCs using a “replay mechanism” on historical incidents
    • “Composite AI” + using LLMs to translate technical insights into understandable narratives

    If you’ve ever wondered what “AI that actually works” looks like in the enterprise, and how a research-driven founder earns trust at Fortune scale, this one’s a must-listen.


    Timestamps

    • 00:02:12 — Intro to Helen + what InsightFinder does
    • 00:04:32 — Helen’s background at NC State
    • 00:05:49 — Google discovers the research
    • 00:06:24 — NSF/SBIR bootstrap + company start
    • 00:07:10 — Early ML roots (since 2000)
    • 00:08:54 — NASA Pathfinder origin story
    • 00:12:03 — Teaching + student questions evolving
    • 00:13:28 — Student → PhD → InsightFinder spark
    • 00:14:36 — Professor + CEO time management
    • 00:17:39 — Learning sales as a founder
    • 00:21:24 — Funding path: SBIR + angels + first VC
    • 00:22:44 — IDEA Fund connection story
    • 00:24:19 — LLM era impact + “composite AI”
    • 00:26:45 — LLMs as the interface layer
    • 00:28:20 — Plain-English explanation of InsightFinder
    • 00:31:04 — Agent workflows (Jira, probing, reports)
    • 00:32:31 — Multi-agent + SLM orchestration
    • 00:35:32 — PoCs: dogfood + replay mechanism
    • 00:37:41 — How early detection works (hours ahead)
    • 00:39:00 — Series B + scaling go-to-market
    • 00:43:00 — LLMs: maturity + “last mile” problem
    • 00:45:30 — Fine-tuning + trust risks
    • 00:47:14 — Advice for students + fundamentals


    #TriangleTweenerTalks #TriangleStartups #NCState #AIOps #Observability #SiteReliability #SRE #DistributedSystems #MachineLearning #EnterpriseAI #LLMs #AgenticAI #MCP #StartupJourney #FounderStories #B2BSoftware #DeepTech #RaleighDurham #NorthCarolinaTech

    ---


    This episode of Triangle Tweener Talks is hosted by Scot Wingo, presented and produced by Triangle Tweener Fund, with creative assets and design support from Walk West.

    We couldn’t share posts like this without our amazing sponsors:

    Gold Sponsors:

    - Balentine: https://www.balentine.com/triangle-entrepreneurs

    - EisnerAmpner: https://www.eisneramper.com

    - Robinson Bradshaw: https://www.robinsonbradshaw.com

    Silver Sponsors:

    - Automated Consulting Group: https://automated.co

    - Bank of America: https://business.bofa.com/en-us/content/technology-industry-group.html


    ------
    Triangle Tweener Talks is sponsored by:

    • Atomic Object: https://atomicobject.com/
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    48 分
  • From Founder to Chief of Staff: How Offline Runs on AI with David Shaner

    From Founder to Chief of Staff: How Offline Runs on AI with David Shaner
    2026/02/12

    In Part 1 of this conversation on Triangle Tweener Talks, we walked through how David built Offline over 13 years, three companies, multiple pivots, and a subscription model that finally worked.

    In Part 2, we shift gears. This episode is about leverage. David breaks down how he went from running a ~34-person team to operating a multi-city business with ~2.5 people, not by cutting corners, but by rebuilding the company around AI-first systems, orchestration, and context-aware automation.

    This is not “AI news.” This is how a founder is actually using AI day to day.

    Highlights from Part 2

    • AI adoption started as a “copywriting intern,” not a silver bullet
    • The biggest fork: people who learned how to talk to models vs. people who gave up
    • The real unlock came when David built his first full-stack app himself
    • Tools like Cursor and Cloud Code collapsed the barrier between idea and execution
    • Offline stopped adding features to a monolith, and started building around it
    • n8n became the orchestration layer that glued everything together
    • Most business problems don’t need apps, they need glue code
    • AI SDRs fail today because context is fragmented and CRMs are a mess
    • The right approach is decomposing SDR work into atomic steps
    • Context windows are the real constraint, not intelligence
    • David now runs a personal “Chief of Staff” GitHub repo with 70–80 skills
    • The company itself is slowly becoming a file system agents can read and write from

    If you’re thinking about automation, agents, or headcount, this one will change how you think about all three.

    Where to Find David Shaner:
    LinkedIn: https://www.linkedin.com/in/davidshaner/
    Offline Media: https://www.letsgetoffline.com/

    Where to Find Scot Wingo:
    LinkedIn: https://www.linkedin.com/in/thescotwingo/
    Tweener Times: https://www.tweenertimes.com/
    X: https://x.com/scotwingo

    Timestamps
    00:00–02:30 – Why Part 2 matters
    02:30–06:00 – Phase 1: AI as a copywriting intern
    06:00–10:00 – Phase 2: coding, Cursor, and the “hit by a bus” moment
    10:00–13:00 – Why founders need to build something themselves
    13:00–17:00 – Orchestration layers and why n8n won
    17:00–21:00 – Why AI SDRs mostly don’t work yet
    21:00–24:30 – Context windows, atomic steps, and agent design
    24:30–27:30 – Debugging workflows like a human
    27:30–31:30 – How Offline reduced headcount without losing velocity
    31:30–36:00 – Self-service platforms for restaurants and events
    36:00–39:30 – Cloud Code, skill files, and the “singularity” moment
    39:30–44:00 – The Chief of Staff repo and what comes next

    ---

    This episode of Triangle Tweener Talks is hosted by Scot Wingo, presented and produced by Triangle Tweener Fund, with creative assets and design support from Walk West.

    We couldn’t share posts like this without our amazing sponsors:

    Gold Sponsors:
    Balentine: https://www.balentine.com/triangle-en...
    EisnerAmpner: https://www.eisneramper.com
    Robinson Bradshaw: https://www.robinsonbradshaw.com

    Silver Sponsors:
    Automated Consulting Group: https://automated.co
    Bank of America: https://business.bofa.com/en-us/conte...

    2025 Sponsors:
    Extensis HR: http://www.extensishr.com/


    ------
    Triangle Tweener Talks is sponsored by:

    • Atomic Object: https://atomicobject.com/
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    46 分
  • Three Companies, One Brand: Building Offline Over 13 Years with David Shaner

    Three Companies, One Brand: Building Offline Over 13 Years with David Shaner
    2026/02/05
    This is Part 1 of a two-part conversation. In this episode, we focus on Offline’s origin story and business evolution, not AI (yet).Highlights from Part 1Offline has effectively been three different companies under one brandEarly versions tried to reinvent Meetup, and failedA city-guide app reached ~3M people/month but couldn’t monetizeConsumer businesses can look successful while quietly breakingSubscription was the first model that truly workedRestaurants don’t want “deal seekers”, they want incremental revenueOffline works because it optimizes excess capacity, not discountsCOVID forced a near-shutdown, and a total rethink of operationsToday, Offline runs across 10 cities with ~600 restaurants and ~10,000 subscribersMost founders only hear about the winning version of a company. This episode shows the cost of getting there: years of pivots, wrong turns, false confidence, and learning, sometimes the hard way, how markets actually work.Offline didn’t succeed because of a clever growth hack. It survived because David kept learning, iterating, and refusing to confuse traction with sustainability.Where to Find David Shaner:LinkedIn: https://www.linkedin.com/in/davidshaner/Offline Media: https://www.letsgetoffline.com/Where to Find Scot Wingo: LinkedIn: https://www.linkedin.com/in/thescotwingo/ Tweener Times: https://www.tweenertimes.com/ X: https://x.com/scotwingoTimestamps00:00–02:30 – Introduction & what this two-part series will cover02:30–05:30 – David’s background, NC State, and discovering entrepreneurship05:30–08:00 – The original idea: human connection in a screen-first world08:00–11:30 – Era 1: trying (and failing) to reinvent Meetup11:30–13:30 – Era 2: city guides, millions of users, zero monetization13:30–15:40 – Era 3: subscriptions finally click15:40–17:30 – COVID, near shutdown, and survival17:30–23:30 – Why restaurants accept discounts (the airplane seat analogy)23:30–25:30 – Why Groupon failed restaurants — and why Offline didn’t25:30–44:00 – Productivity, systems thinking, and process obsession44:00–45:10 – What’s coming in Part 2--- This episode of Triangle Tweener Talks is hosted by Scot Wingo, presented and produced by Triangle Tweener Fund, with creative assets and design support from Walk West. We couldn’t share posts like this without our amazing sponsors: Gold Sponsors: - Balentine: https://www.balentine.com/triangle-entrepreneurs - EisnerAmpner: https://www.eisneramper.com - Robinson Bradshaw: https://www.robinsonbradshaw.com Silver Sponsors: - Automated Consulting Group: https://automated.co - Bank of America: https://business.bofa.com/en-us/content/technology-industry-group.html 2025 Sponsors: - Extensis HR: http://www.extensishr.com/ ------Triangle Tweener Talks is sponsored by:Atomic Object: https://atomicobject.com/
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    46 分
  • Tony Atti: Phononic Founder: Scaling Phononic from 2008-2026 and Beyond | PART 2 of 2

    Tony Atti: Phononic Founder: Scaling Phononic from 2008-2026 and Beyond | PART 2 of 2
    2026/01/29
    Part 2 picks up where the origin story ends, and where the real work begins.Tony breaks down the three phases of Phononic: proving the science, surviving productization, and ultimately finding the market where solid-state cooling wasn’t just better, but mission-critical. It’s a candid look at why deep-tech companies require patience, capital discipline, and brutal focus to survive.This is the episode for founders navigating scale, manufacturing, or markets that don’t yet exist.Highlights from Part 2The three semiconductor problems Phononic had to solve, togetherWhy feasibility took ~$10–15M before a real product even existedThe hidden cost of productization (and why Phase 2 was the most dangerous)Why Phononic nearly spread itself too thin across HVAC, cold chain, and data centers“Market → product fit” vs. product → market fitThe moment AI and accelerated computing changed everythingWhy data centers became Phononic’s core focusLicensing non-core markets instead of shutting them downTony’s three most important lessons for founders building outside Silicon ValleyPhononic’s story isn’t about chasing trends, it’s about surviving long enough for timing, technology, and market need to finally align.For founders building deep tech, Part 2 is a reminder: focus is strategy, patience is power, and big outcomes demand big ambition.Where to Find Tony Atti:LinkedIn: https://www.linkedin.com/in/tony-atti-ph-d-316483/TradePending: https://phononic.com/Where to Find Scot Wingo: LinkedIn: https://www.linkedin.com/in/thescotwingo/ Tweener Times: https://www.tweenertimes.com/ X: https://x.com/scotwingoTimestamps:05:55 — Back in conversation: “layman’s version of the 3 problems”06:06 — The 3 fundamentals: material science, semiconductor processing, packaging07:40 — The 3 metrics that matter: coldness, electricity consumed, work/heat pumped per area08:31 — Doing university partnerships “right the first time” (no cap table traps)09:35 — Key insight: academia solved pieces separately; Phononic integrated all 309:47 — First chips built on Centennial Campus; early build process vs today’s automation10:36 — Cost to feasibility: roughly ~$10M to get to commercially meaningful chips11:33 — Phase 2 = productization (unexpected + expensive)11:45 — Big lesson: market/product fit (not product/market)12:28 — Reality of productization: inventing mechanical/thermal/software/firmware + supply chain from scratch13:30 — The mistake: trying to productize across 3 huge markets at once (HVAC, cold chain, data centers)15:34 — Why it was intoxicating: solid-state = smaller/better/faster/efficient + millisecond response time16:25 — The strategic pivot: raise $100M to go deep in one vertical + license non-core17:22 — Data centers weren’t obviously mission-critical (then)18:15 — Inflection: jump to 1.6T + cooling becomes critical for signal integrity19:08 — COVID tailwinds: vaccine cold chain + air quality/HVAC relevance19:37 — AI compute explosion: optics → GPUs → switches → whole data center becomes thermal hotspot20:38 — Licensing moves: PeltierPro for cold chain/merchandising; Halton for HVAC21:17 — Company snapshot: ~100–140 people; 30k sq ft fab in Durham; Fabrinet Thailand; teams in Thailand + China21:53 — EBITDA positive Q4; 2026 forecast revised up; possible cash-flow positivity mid-202623:26 — Tony’s 3 founder lessons: market/product fit, ruthless focus, dream big (same work for $100M vs $1B)--- This episode of Triangle Tweener Talks is hosted by Scot Wingo, presented and produced by Triangle Tweener Fund, with creative assets and design support from Walk West. We couldn’t share posts like this without our amazing sponsors: Gold Sponsors: - Balentine: https://www.balentine.com/triangle-entrepreneurs - EisnerAmpner: https://www.eisneramper.com - Robinson Bradshaw: https://www.robinsonbradshaw.com Silver Sponsors: - Automated Consulting Group: https://automated.co - Bank of America: https://business.bofa.com/en-us/content/technology-industry-group.html 2025 Sponsors: - Extensis HR: http://www.extensishr.com/ ------Triangle Tweener Talks is sponsored by:Atomic Object: https://atomicobject.com/
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    26 分
  • Tony Atti and How Phononic Was Founded During the 2008 Financial Crisis| PART 1 of 2

    Tony Atti and How Phononic Was Founded During the 2008 Financial Crisis| PART 1 of 2
    2026/01/22
    In this episode (Part 1), we cover the origin story. Tony walks through the decisions, failures, and inflection points that led to Phononic’s founding: leaving the Northeast for graduate school at USC, working on applied energy systems at JPL during the Mars rover era, and learning painful but formative lessons from a university spin-out that didn’t work.Then comes the moment you can’t script. In the fall of 2008, while the global financial system is actively collapsing, Tony presents a research thesis on why semiconductors transformed everything except cooling. He walks out that same day with a term sheet and a $2M commitment to found Phononic.Highlights from Part 1Growing up blue-collar in Buffalo and why that shaped Tony’s leadership styleThe career-defining decision to leave the Northeast for USCWhat JPL teaches you about rigor, testing, and humilityWhy most university spin-outs struggle with equity alignmentHow venture capital experience sharpened Tony’s founder instinctsWhy cooling is the last unsolved semiconductor frontierFounding Phononic the day Lehman collapsedWhy the Triangle, and NC State’s Centennial Campus, won as Phononic’s homeWhere to Find Tony Atti:LinkedIn: https://www.linkedin.com/in/tony-atti-ph-d-316483/TradePending: https://phononic.com/Where to Find Scot Wingo: LinkedIn: https://www.linkedin.com/in/thescotwingo/ Tweener Times: https://www.tweenertimes.com/ X: https://x.com/scotwingoTimestamps:01:40 — Scot tees up why Tony is a “special treat” + why Phononic matters in the Triangle03:50 — Travel / frequent flyer miles (4M miles + recent global sprint)05:10 — Why Phononic is a “quiet deep tech giant” more people should know05:23 — Tony background: blue-collar Buffalo + early “entrepreneur roots” (paper route, driveways, grass)06:00 — Parents + upbringing + being the only Italian family in an Irish neighborhood06:50 — “Boardroom to factory floor” comfort as a leadership superpower07:07 — College path: biochem → decides against med school → USC opportunity08:20 — USC + energy/sustainability roots before it had a name08:50 — JPL/Caltech work: solid polymer electrolytes + Mars-era applied R&D10:07 — JPL geek-out: what JPL does + Tony’s work context11:42 — Engineering culture: redundancy, testing, quality mindset11:56 — Funny JPL story: Tony’s dad jokes “it’s all fake, filmed here”12:26 — The Martian detail: radioisotope thermoelectric generator explanation12:59 — First startup failure: university IP / cap table misalignment lessons14:23 — Timeline bridge: how that failure pushed Tony into VC + founding MHI Energy Partners15:48 — The Phononic founding story starts: 2007–08 crisis + job search16:46 — Venrock mentor moment: “world doesn’t need another VC” challenge17:00 — Thesis: semiconductors transformed everything except cooling/heating17:41 — 3-month “liars and thieves” tour: universities + semiconductor ecosystem due diligence18:20 — Thermoelectrics vs vapor compression (what makes solid-state different)19:16 — The pitch day: Lehman collapse on the screens while Tony presents20:45 — Term sheet drop: $2M commitment + “founded the company that afternoon”21:33 — Why Venrock matters / halo effect (Scot commentary)21:59 — Why North Carolina: portfolio company move + Tony relocates23:26 — Why RTP/NC State won: Centennial Campus enabled fast lab/fab buildout--- This episode of Triangle Tweener Talks is hosted by Scot Wingo, presented and produced by Triangle Tweener Fund, with creative assets and design support from Walk West. We couldn’t share posts like this without our amazing sponsors: Gold Sponsors: - Balentine: https://www.balentine.com/triangle-entrepreneurs - EisnerAmpner: https://www.eisneramper.com - Robinson Bradshaw: https://www.robinsonbradshaw.com Silver Sponsors: - Automated Consulting Group: https://automated.co - Bank of America: https://business.bofa.com/en-us/content/technology-industry-group.html 2025 Sponsors: - Extensis HR: http://www.extensishr.com/ ------Triangle Tweener Talks is sponsored by:Atomic Object: https://atomicobject.com/
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    27 分
  • Brice Englert on How TradePending Scaled: Pricing, Sales, and Growing the TAM | PART 2 of 2

    Brice Englert on How TradePending Scaled: Pricing, Sales, and Growing the TAM | PART 2 of 2
    2026/01/15
    In Part 2 of the conversation with Brice Englert, we move from origin story to execution and scale. We cover:Pricing without overthinking: how TradePending set pricing before having perfect dataSales-first growth: building an outside sales motion that paid for itself quicklyScaling with discipline: reaching profitability fast and choosing when to reinvestPrivate equity, from the founder’s seat: rolling equity, staying on, and navigating majority ownershipGrowing TAM over time: expanding the product surface area instead of chasing a massive TAM upfrontWhat’s next: stepping aside as CEO, staying on the board, and gearing up for the next auto tech companyBrice’s story is a masterclass in building a durable SaaS company without shortcuts, staying close to customers, making practical decisions early, and expanding only when the foundation could support it. Part 2 shows what happens when disciplined execution meets long-term thinking.Where to Find Brice Englert:LinkedIn: https://www.linkedin.com/in/briceenglert/TradePending: https://tradepending.comWhere to Find Scot Wingo: LinkedIn: https://www.linkedin.com/in/thescotwingo/ Tweener Times: https://www.tweenertimes.com/ X: https://x.com/scotwingoTimestamps:05:10 – Starting TradePending and early engineering decisions06:20 – Finding the first lead engineer06:55 – First product build and rapid time to market07:25 – SaaS business model and early monetization08:55 – Pricing strategy and premium positioning09:45 – Why pricing doesn’t need to be perfect early10:25 – Sales-led growth and early break-even11:55 – Refining the sales motion and deployment speed12:00 – Launching second and third products13:05 – Reaching meaningful scale and revenue milestones13:25 – Deciding to explore growth and exit options14:00 – Choosing a majority private equity partner15:55 – Staying on post-deal and rolling equity17:05 – Working with PE and scaling responsibly18:10 – Acquisitions and expanding the platform19:30 – Stepping aside as CEO and planning the next chapter21:00 – Lessons on leverage, risk, and capital structure22:10 – Using AI tools to build the next company23:30 – Teasing the next startup24:10 – Reflections on TAM and long-term growth26:00 – How TAM expands through customer-led innovation28:05 – Final takeaways and closing thoughts--- This episode of Triangle Tweener Talks is hosted by Scot Wingo, presented and produced by Triangle Tweener Fund, with creative assets and design support from Walk West. We couldn’t share posts like this without our amazing sponsors: Gold Sponsors: - Balentine: https://www.balentine.com/triangle-entrepreneurs - EisnerAmpner: https://www.eisneramper.com - Robinson Bradshaw: https://www.robinsonbradshaw.com Silver Sponsors: - Automated Consulting Group: https://automated.co - Bank of America: https://business.bofa.com/en-us/content/technology-industry-group.html 2025 Sponsors: - Extensis HR: http://www.extensishr.com/ ------Triangle Tweener Talks is sponsored by:Atomic Object: https://atomicobject.com/
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    28 分