Jack Freeman of Peakspan Capital on Thematic Investing within Growth Equity

This week I had the pleasure of interviewing Jack Freeman who is a partner at PeakSpan Capital. Jack and I spent some time together on the board of PetDesk. He is an exceptional growth equity investor and he specializes in supply-chain, e-commerce logistics, and payments. You can listen to the podcast on iTunes or Spotify.

Jack has worked with growth-stage technology businesses his whole career and has been a partner to nearly twenty portfolio companies at PeakSpan. He currently leads Payments, Supply Chain, and E-Commerce logistics. Prior to joining PeakSpan, Jack worked for Stackpop, an early-stage startup where he helped build out a SaaS-based cost management platform to help CTOs and IT teams buy and manage their internet infrastructure. After his startup was disrupted by AWS, Jack joined Macquarie Capital where he spent three years executing software M&A and capital markets transactions. Jack holds a B.A. in Economics from Middlebury College; and prior to Middlebury, he played division I soccer for Seton Hall University. Jack lives in Brooklyn Heights with his wife and recently rescued puppy, Willow – the sweetest Great Pyrenees you’ll ever meet. Once a year, Jack champions a team of thirty in a charity bike ride to the Hamptons to support his brother’s autism program, Quest, where he’s raised over $100K. Since retiring from collegiate soccer, Jack has become an avid distance runner and is halfway to completing the “big six” world marathon majors.

What You’ll Learn:

• Activities in a Later Stage Growth Equity Firm 

• From Associate to Partner

• Yearly Strategic Planning at a VC Firm

• Supplementing SaaS Revenue with Payments 

• Thematic Research

• Understanding Internal Biases 

• Understanding of Tech-Enabled Services

• Follow-on Strategies 

• Valuations in Growth Equity

• 10-Year SaaS Benchmarks

• Good vs. Bad Board Members

Favorite Quote:

“Be patient and think long term!”