In this episode, our guest is General Stanley A. McChrystal. After graduating from West Point, Stan became an Army Ranger and eventually commander of the 75th Ranger Regiment. Over a 30-year military career, including a fellowship at Harvard and too many posts to mention, he wrapped up his illustrious career as head of Joint Special Operations Command, Commander of NATO Force, and Commander of NATO Forces in Afghanistan. Today, Stan writes New York Times best-selling books, serves on boards, teaches at Yale, and founded the McChrystal Group.The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Our guest today is Charly Kevers, Chief Financial Officer at Carta.  Founded in 2012, Carta is the leading provider of cap table software, enabling companies and investors to manage their cap tables, equity plans and ownership. We discuss Charly’s role as CFO of a rapidly scaling startup, Carta’s unique culture, how the macroeconomic environment is affecting private markets, and Carta’s long-term vision to bring equity for all. Enjoy this conversation with Charly Kevers.The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Our topic today is “Building a Value-Based Marketing Engine,” and our guests are Mike Steele and Jake Young, CEO and COO at Pupford. Pupford is a direct-to-consumer dog brand that provides training resources and nutrition products for pet parents. In this episode we do a deep dive on early-stage growth strategies and discuss the “top of funnel” marketing systems that have helped Pupford become an industry leader. Jake and Mike offer insights into how they activated different distribution channels, how they deliver value to parents of puppies, and how they build long term relationships with loyal customers. The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Our topic in this episode is: "Utah - The Start-up State," and our guest is Utah Governor Spencer Cox. We discuss how Governor Cox went from being a small business owner from Fairview, Utah to becoming the 18th governor of Utah. A few months ago Governor Cox invited several venture capital investors to the Governors Mansion to specifically talk about how the state can help to cultivate a stronger STEM culture and to declare he would like Utah to be known as the “Start-up State.” Governor Cox talks about those goals in this podcast hosted by Ben Capell. We hope you enjoy this episode. The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Our topic in this episode is "The Entrepreneurial Leap of Faith," and our guest is Trevor McKendrick, CEO and Co-founder of Seis, a neo-bank for the 44 million native Spanish speakers living in the United States. Trevor talks about his first start-up’s successful exit, what he learned as Chief of Staff for Lambda School, and what made him decide to become a founder again, this time in fin-tech.  Trevor began his career at KPMG and holds a bachelors and master’s degree in accounting from Brigham Young University.The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Taylor Jones, Principal at Peterson Ventures discusses early-stage demand gen with Rachel Hofstetter, Chief Marketing Officer at Genesis Block and former CMO at Chatbooks, and Sterling Snow, Chief Revenue Office at Divvy.  Both Rachel and Sterling were critical to igniting top-of-funnel demand in the earliest days at both Chatbooks and Divvy, and since then they both have scaled marketing and growth organizations that attract millions of users. In our conversation, Rachel and Sterling discuss the frameworks and processes they used to identify the first successful growth channels, how they scaled their growth channels and teams, how they approach hiring and evaluating growth marketers and some of the nuances between B2B versus consumer growth marketing.The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Taylor Jones, Principal at Peterson Ventures recently sat down with Dave Grow, President and Chief Operating Officer at Lucid Software, at a Peterson Ventures event to discuss early-stage growth tactics. Dave joined Lucid as employee number four back in 2010.  Lucid now has over 750 employees and Dave and his team have developed a product-led growth engine that has over 30 million registered users, attracts more than a million new users per month, helps Lucid land customers of all sizes including 7-figure deals and has been the foundation for generating over $100M in ARR and a recent valuation over $3B. In our conversation, Dave shares his learnings and insights from Lucid’s earliest days, including the principles around implementing their successful freemium, self-serve motion, their early growth tactics around driving new users to their website, and how they eventually layered on a traditional sales motion to drive accelerated growth.  The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Our topic today is “Discovering the Why,” with guest Chris Klomp, CEO of Collective Medical. Collective Medical is a platform that coordinates care across providers to help the most vulnerable find the care they need. Over a third of US hospitals today are on the platform, which serves nearly 100 million Americans. Prior to Collective Medical, Chris worked for Bain Capital. He earned an MBA at Stanford Graduate School of Business, and a B.A. in Economics and English from Brigham Young University. Chris grew up in Boise, Idaho.The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Our topic is building tech startups in healthcare and the power behind a business with a strong social mission. Our guest is Dallen Allred, CEO of Tava Health. Tava is on a mission to make therapy normal by providing easier access to high-quality therapy. The company believes that working with a mental health professional should be as routine as going to the dentist, a simple and necessary form of hygiene. Prior to Tava Health, Dallen was co-founder of Artemis Health. Dallen studied economics and American studies at Brigham Young University. The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts, and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.

Our topic is “Brand Building and Entrepreneurship” and our guest is Davis Smith,  Founder and CEO of Cotopaxi, an outdoor gear and active lifestyle brand with a social mission at its core.Cotopaxi creates innovative products and experiences that fund sustainable poverty alleviation and is among the first companies to incorporate from inception as a B-Corp and raise venture capital.Prior to Cotopaxi Davis was the Founder and Co-CEO o fBaby.com.br and Dinda.com.br, Brazil’s Startup of the Year in 2012. In 2004, Davis founded, and later sold, PoolTables.com, America’s largest pool table retailer. Davis holds an MBA from the Wharton School and an MA in International Studies from the University of Pennsylvania. He is a Fellow of the Joseph H. Lauder Institute of Management and International Studies and an alumnus of the Spanish international program. He also holds a BA in International Studies from Brigham Young University.The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold, or recommended for funds advised by Peterson Partners. The reader should not assume that an investment in the portfolio companies identified was or will be profitable. Any opinions, projections, forecasts, and estimates contained in this production are necessarily speculative in nature, are based upon certain assumptions, and subject to change without notice. It can be expected that some or all of such assumptions will not materialize or will vary significantly from actual results. This production is not an offer to buy or sell any investments. Past performance is not indicative of future results.